<p>SCHEDULE - 40 hrs a week Thurs- Monday 6:30am to 3pm</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors warmly and assist them with inquiries or directing them to the appropriate personnel.</p><p>• Operate and manage a multi-line phone system, ensuring calls are answered and routed promptly.</p><p>• Handle inbound calls with care, providing accurate information or transferring them as needed.</p><p>• Maintain the reception area, ensuring it is organized and welcoming.</p><p>• Support administrative tasks, such as scheduling appointments and managing records.</p><p>• Monitor and manage incoming and outgoing correspondence.</p><p>• Provide excellent customer service to both internal staff and external clients.</p><p>• Assist in coordinating meetings or events as required.</p><p>• Ensure security protocols are followed by monitoring visitor access.</p><p>• Collaborate with team members to support daily office operations.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Wealth Management Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a <strong>Wealth Management Associate</strong> to join its collaborative and growth‑oriented team. The firm partners with individuals, families, and business owners to clarify goals, develop thoughtful financial strategies, and deliver meaningful long‑term impact. With an average client size of roughly $1.5M, the firm provides a high‑touch, personalized planning experience built on trust and exceptional service.</p><p>This role offers hands‑on exposure to senior leadership, sophisticated planning work, and a clear path to developing into a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will support Senior Advisors across financial planning, client relationship management, and operational execution. This position acts as a key partner—participating in client meetings, managing planning workflows, and ensuring seamless follow‑through on all action items.</p><p><br></p><p>The ideal candidate is analytical, detail‑oriented, proactive, and comfortable managing multiple priorities in a fast‑paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, take detailed notes, and drive follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with onboarding new clients and ongoing service needs</li><li>Serve as a project manager to help Advisors execute business priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain and update CRM workflows, tasks, and records</li><li>Handle account paperwork, transfers, updates, and coordination with custodians</li><li>Interface with broker‑dealers and other external partners</li><li>Prepare meeting materials, agendas, and client presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review client financial documents for planning accuracy</li><li>Track planning deliverables and ensure timely completion</li><li>Identify opportunities to streamline and improve planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial planning and wealth‑management process</li><li>A clear path to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p>We are looking for an Accounting Assistant to join our clients team in Pleasanton, California. This contract-to-permanent position offers an excellent opportunity to contribute to our accounting operations while working in a collaborative and organized environment. The ideal candidate will bring attention to detail and a proactive approach to managing various accounting tasks.</p><p><br></p><p>Responsibilities:</p><p>• Process and review invoices to ensure accuracy, applying the correct rates and obtaining necessary approvals from Project Managers.</p><p>• Enter credit card transactions into QuickBooks and manage receipt collection.</p><p>• Record expense report payments accurately within QuickBooks.</p><p>• Provide front desk coverage during designated times, including breaks, lunches, and absences.</p><p>• Assist with light collections for invoices and review aging reports as needed.</p><p>• Generate and verify invoices based on employee timesheets, ensuring timely distribution for approval.</p><p>• Support monthly invoicing processes, sharing workload with team members to handle over 400 invoices.</p><p>• Perform additional administrative and accounting support tasks as required.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<p>Robert Half's client in San Ramon is in need of a contract to hire administrative assistant.</p><p><br></p><p>ESSENTIAL DUTIES AND RESPONSIBILITIES:</p><p>• Handle administrative tasks for Accounts Payable and Accounting Department.</p><p>• Provide excellent day-to-day customer service to tenants, owners, team members and management.</p><p>• Competent computer skills including MS Office (Outlook, Work & Excel); Yardi Voyager a plus</p><p>• Answering incoming calls on a multi-line telephone system; route appropriately in a courteous, timely and professional manner.</p><p>• Open, organize and distribute company mail.</p><p>• Sort and process Accounts Payable mail on a daily basis.</p><p>• Accept and distribute deliveries.</p><p>• Assist with verifying appropriate backup for each invoice to be paid before processing payments.</p><p>• Work with field to approve invoices for payment in a timely manner.</p><p>• Assist in processing Security Deposit Accounting within legally mandated timeline.</p><p>• Sorting and distribution of outgoing bill payments and related tasks.</p><p>• Administrative duties to support community managers and remote staff.</p><p>• Communicate with vendor regarding invoice inquiries, discrepancies, copies or confirmations.</p><p>• Data entry invoices and follow up with vendors to as needed for any billing updates.</p><p>• Assist in tracking certificates of insurance for owners, commercial tenants and vendors.</p><p>• General administrative and clerical support including photocopying, scanning, faxing, sorting and mailing of documents.</p><p>• Assist in updating/maintenance of various spreadsheets.</p><p>• Assist with maintaining office supply inventory.</p><p>• Maintain files in a neat and organized fashion</p><p>• Copy monthly bills for owners/properties who request to receive in the monthly reports.</p><p>• Special Project invoice/expense tracking.</p><p>• Assist in processing the annual reporting of 1099 Miscellaneous tax forms for vendors.</p><p>• Prepare monthly Form 542.</p><p>• Assist with annual purge in January (Boxing Day) & as needed during the year.</p><p>• Box up files and label at the end of the year.</p><p>• Create all new file folder labels each calendar year.</p><p>• Support staff in covering workload during employee vacations and absences.</p><p><br></p><p>• Those duties as outlined further in Detail of Duties and Responsibilities attached.</p><p>• Other duties/projects as needed to support the operations as assigned.</p><p>• Possess reliable vehicle and maintain good driving record for bank runs and office supply purchases.</p><p><br></p><p>If you are interested in this administrative assistant role, submit your resume today!</p>
We are looking for a detail-oriented Administrative Assistant to join our team in San Francisco, California. This Contract to permanent position offers an exciting opportunity to provide essential support to managers and senior operations leaders in a fast-paced environment. The role requires exceptional organizational skills, strong communication abilities, and a proactive approach to managing administrative tasks efficiently.<br><br>Responsibilities:<br>• Provide high-level administrative support to managers and senior operations staff, ensuring seamless coordination of schedules and priorities.<br>• Handle client-related administrative tasks, including preparing engagement letters, scheduling meetings, and managing electronic signatures.<br>• Organize and maintain accurate document management systems to ensure efficient information retrieval and reporting.<br>• Collaborate with the administrative team to assess and improve workflows, enhancing internal processes for greater efficiency.<br>• Serve as backup support for general office operations, assisting with mail distribution, courier services, and document processing.<br>• Facilitate office visits by greeting guests, directing them to meeting locations, and ensuring a welcoming environment.<br>• Coordinate conference room usage and maintain orderly meeting spaces to support office operations.<br>• Respond to incoming calls and inquiries, routing them appropriately and providing excellent customer service.<br>• Prepare specialized reports and assist managers with data analysis based on specific requirements.<br>• Contribute to team efforts by supporting additional administrative tasks as needed.
<p>Robert Half has an exciting opening with one of our top Starts Up Tech companies in San Mateo!!!!! We are looking for someone new to the workforce with 0 - 2 years of experience, ideally with a degree in Business Administration. This company is a great company to start your career with. Free lunches, dinners, fully stocked kitchens, a game room, social hour every Friday, a barista on site, and much more. If you are looking to gain valuable work experience while having a great time while doing so, then this job is for you! Please find the details of the role below. If interested, apply now! We are looking to set interviews this week. Do not wait. Apply now!</p><p><br></p><p><strong>Job Duties:</strong></p><ul><li>Respond to 100 - 150 customer service tickets a day</li><li>Excited about running a consistent, routine process - this is critical given the repetitive nature of the role. The candidate will be answering questions on our ticketing platform asked by the sales reps, so they'll need to be excited about doing that day and managing a long queue of questions.</li><li>Excellent communication and coordination skills. Often times, the questions that sales reps ask require looping in the manager or other sales reps, and this candidate needs to be comfortable reaching out via email to people they haven't met before and trying to broker conflicts.</li><li>Ability to understand and apply rules to different situations. The role will involve looking at the Rules of Engagement document — a lengthy document we maintain that spells out who should own which account — and applying the rules in said document to the questions and conflicts that arise</li><li><br></li></ul>
We are looking for a dynamic Sales Assistant to join our team in San Rafael, California. This Contract-to-permanent position is perfect for someone passionate about retail and eager to provide exceptional customer service while supporting a growing sales team. If you enjoy engaging with customers, managing inventory, and contributing to daily operations, this role offers an excellent opportunity to grow within the organization.<br><br>Responsibilities:<br>• Welcome customers warmly as they enter the showroom and assist with initial inquiries.<br>• Promote and sell small items, such as testing kits and chemical refills, ensuring customer needs are met.<br>• Manage incoming inventory shipments, including light lifting and organization.<br>• Guide visitors to the appropriate sales representatives for further assistance.<br>• Perform basic data entry tasks to maintain accurate records.<br>• Process customer payments through the system, ensuring accuracy and efficiency.<br>• Provide ad hoc support to the sales team, collaborating to meet daily goals.<br>• Maintain a detail-oriented appearance, adhering to the smart casual dress code.<br>• Work weekends as part of a five-day schedule to accommodate customer traffic.
<p>Robert Half's client is seeking a contract-to-permanent Senior Administrative Assistant in Walnut Creek, CA . This role is supporting our client in the insurance industry, and is fully onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Senior Administrative Assistant duties include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Desired Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today.</p>
We are looking for a dedicated and detail-oriented Sr. Administrative Assistant to join a financial advisory firm based in Oakland, California. This position requires supporting high-net-worth clients, ensuring seamless client onboarding, and assisting advisors with meeting preparation and administrative tasks. As a contract-to-permanent opportunity, this role offers the potential for long-term career growth based on performance and business needs.<br><br>Responsibilities:<br>• Prepare comprehensive meeting materials and reports to support advisors working with high-net-worth clients.<br>• Facilitate client onboarding by ensuring accurate completion of paperwork, maintaining client records, and managing follow-up tasks.<br>• Deliver exceptional client service by addressing inquiries and building strong relationships.<br>• Organize office logistics, including scheduling, mail coordination, and supply management, to enhance the client experience.<br>• Demonstrate knowledge of financial products such as annuities, mutual funds, and alternative investments.<br>• Assist in ongoing team and company training initiatives to stay updated on industry practices.<br>• Provide mentorship and guidance to new client service team members.
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital point of contact for patients, assisting them with navigating healthcare services and ensuring a seamless experience. This long-term contract position requires a strong commitment to delivering exceptional service and maintaining high standards of attention to detail.</p><p><br></p><p><strong>This is a part-time position, Monday, Tuesday and Fridays 3:30p – 12a</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison to support patients before, during, and after their interactions with medical facilities.</p><p>• Assist patients and guests with transportation information, including details about campus shuttles.</p><p>• Coordinate and schedule physician appointments and care for both inpatient and outpatient services.</p><p>• Facilitate communication between patients, guests, and departments to address concerns and ensure proper follow-up.</p><p>• Provide guidance to patients navigating the healthcare system, ensuring clarity and ease during their experience.</p><p>• Uphold safety and quality standards while maintaining sensitivity to cultural diversity and patient rights.</p><p>• Support compliance with National Patient Safety Goals and participate in ongoing education and training.</p><p>• Execute patient care practices aligned with organizational standards and frameworks.</p><p>• Maintain accurate records and summaries of patient interactions to ensure seamless communication.</p><p>• Promote teamwork and respect within all interactions to enhance the patient and guest experience.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a strong match, apply today and send your resume to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional looking to grow your career while taking on more responsibility in a collaborative environment? We’re seeking a <strong>Tax Manager</strong> to join a boutique wealth management firm with an integrated tax practice. This role offers meaningful client exposure, professional development, and the opportunity to grow into a leadership position with a supportive, close‑knit team.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that prioritizes learning, mentorship, and professional growth</li><li>Work in a warm, client‑focused environment with a strong team culture</li><li>Opportunity to step into increasing leadership responsibilities over time</li><li>Enjoy a flexible hybrid schedule and competitive compensation</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns</li><li>Support technical reviews and assist with more complex tax matters</li><li>Collaborate closely with senior leadership and tax preparers to ensure accuracy and quality</li><li>Assist with client communications and deliver exceptional client service</li><li>Gradually take on greater responsibility for reviews and final sign‑offs</li></ul>
We are looking for a Patient Administrative Specialist to join our team in Palo Alto, California. In this role, you will play a vital part in ensuring smooth administrative operations within the outpatient clinical setting. This is a long-term contract position, offering the opportunity to support patients and healthcare providers through effective coordination and communication.<br><br>Responsibilities:<br>• Manage front desk operations, including patient check-in and check-out processes.<br>• Welcome patients, addressing their inquiries regarding appointments, payments, and schedules.<br>• Coordinate with healthcare providers to manage scheduling preferences and respond to urgent patient needs.<br>• Maintain clinic databases, including information and paging directories, while processing internal forms.<br>• Provide support to doctors and patients by utilizing reference tools and documentation.<br>• Handle non-clinical patient messages and CRMs, escalating concerns when necessary.<br>• Organize and distribute incoming faxes, mail, and clinic-specific documentation.<br>• Ensure compliance with organizational service standards and department expectations.<br>• Assist with surgery scheduling and other administrative tasks related to daily clinic operations.<br>• Deliver exceptional customer service while managing multiple priorities effectively.
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p>A highly respected multi‑family office is seeking a <strong>Senior Client Associate</strong> to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building.</p><p><br></p><p><strong>About the Firm</strong></p><p>This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the main contact for client service needs across assigned relationships</li><li>Execute requests with accuracy, urgency, and a high level of professionalism</li><li>Partner with senior leadership on strategic client initiatives and firm-wide projects</li><li>Build strong relationships by understanding client preferences and anticipating needs</li><li>Lead and mentor team members, providing guidance and oversight</li><li>Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects</li><li>Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.)</li><li>Work with investment teams on cash deployment, portfolio construction, and transaction support</li><li>Contribute to special internal projects and operational improvements</li></ul>
<p>Robert Half is working with a reputable kitchenware distributing company in Burlingame. They distribute Wolf, Sub-Zero, and Cove appliances through Northern California. They are looking for a customer service oriented and personable Receptionist to assist with a temp to hire opening!. The ideal candidate will deliver exceptional customer service while efficiently managing front desk operations and administrative tasks. This position requires excellent communication skills, reliability, and a proactive approach to maintaining a welcoming and organized workspace.</p><p><br></p><p>Please find the details below and if interested, apply now! Do not wait! We are looking to potentially start someone tomorrow.</p><p><br></p><p><strong><em>Providing the highest level of concierge style customer service to all clients and guests</em></strong></p><ul><li>Answering daily phone calls and routing to specific individuals within the company</li><li>Being an effective communicator who speaks clearly and is personable and welcoming when answering incoming calls</li><li>Providing excellent customer service to all</li><li>Maintaining a friendly and outgoing demeanor</li><li>Setting the example for others by being reliable and maintaining a clean and professional workspace</li><li>Being able to put people at ease when they are on the phone or speaking one-on-one with other staff members or customers</li><li>Receiving and sorting incoming mail and delivering to each department. Outgoing mail: Coordinate pick-up and delivery of express packages (FedEx, UPS, and others) </li><li>Maintaining and managing inventory of office supplies as needed.</li><li>Updating and maintaining reception procedures, inventory list, reception area, kitchen, and conference rooms</li><li>Following office workflow procedures to ensure maximum efficiency</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Associate Director of Operation</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A well‑established, boutique wealth advisory firm with approximately $2B in assets under management is seeking an <strong>Associate Director of Operations</strong> to join its leadership team. The firm supports individuals, families, and institutional clients, and is known for its collaborative, high‑performing, and close‑knit culture.</p><p><br></p><p>Team members thrive in a dynamic environment where curiosity, ownership, and continuous improvement are valued. This is an excellent opportunity for someone who wants to lead operational excellence while partnering closely with advisors, clients, and internal teams.</p><p><br></p><p><strong>About the Role</strong></p><p>The <strong>Associate Director of Operations</strong> will oversee a team responsible for Client Service, Operations, and Trading. This individual will ensure seamless execution of daily workflows, adherence to regulatory requirements, and delivery of exceptional service.</p><p><br></p><p>The role is ideal for an experienced operational leader who is comfortable managing teams, refining processes, and supporting a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage a team of five professionals across Client Service, Operations, and Trading</li><li>Oversee daily, monthly, quarterly, and annual transactions and operational processes</li><li>Ensure accuracy, timeliness, and compliance with regulatory standards</li><li>Coordinate with multiple custodians and external data providers</li></ul><p><br></p><p><strong>What the Firm Offers</strong></p><ul><li>Opportunities for internal mobility and long-term career growth</li><li>Fully paid healthcare</li><li>Paid lunches when in the office</li><li>$150/month gym stipend</li><li>Option to join the firm’s cell phone plan</li><li>401(k) participation after one year, with 3–5% employer contribution</li><li>Collaborative, supportive, and family‑oriented culture</li></ul>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a generous 401(k) match, comprehensive health coverage, parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm seeking a <strong>Senior Client Service Associate. </strong>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
<p>We are looking for an experienced IT Support Analyst to join our team on a short- term contract basis out of Oakland, Ca. In IT Support role, you will provide technical assistance to a primarily remote workforce, ensuring seamless operations across macOS and Windows environments. Based in Oakland, California, this IT Support position offers an exciting opportunity to contribute to the FinTech industry while leveraging your IT support expertise. This IT Support role is an onsite position. </p><p><br></p><p>Responsibilities:</p><p>• Deliver Level 1 and Level 2 IT support services for remote users, addressing hardware, software, and access-related issues.</p><p>• Troubleshoot and resolve technical problems with macOS and Windows laptops, including operating systems and applications.</p><p>• Manage identity and access management tools, such as Okta, to ensure secure and efficient user access.</p><p>• Utilize Jira Service Desk to document, track, and resolve support tickets effectively.</p><p>• Provide support for Google Workspace applications, assisting with tasks related to Gmail, Drive, Calendar, and basic administrative functions.</p><p>• Conduct basic network troubleshooting to resolve connectivity issues, including Wi-Fi and VPN configurations.</p><p>• Oversee the shipping, receiving, configuration, and tracking of laptops and peripherals.</p><p>• Assist with employee onboarding and offboarding processes, including hardware lifecycle management.</p><p>• Ensure thorough documentation and adherence to IT best practices throughout all support activities.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Operations Associate | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with your experience and goals, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about your background.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>We’re representing a well‑established, independent wealth management firm dedicated to providing fiduciary, client‑first financial guidance. For more than two decades, the firm has helped individuals and families achieve their financial goals through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service.</p><p><br></p><p>The team takes a holistic approach—beginning with a deep understanding of each client’s objectives—followed by tailored recommendations and ongoing support as life and financial circumstances evolve. With a collaborative culture, strong planning expertise, and a dedicated investment team, the firm prides itself on delivering objective advice designed to help clients accumulate, preserve, and transfer wealth confidently.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic financial advice across areas such as investments, retirement, insurance, and debt management</li><li>Develop customized financial plans tailored to each client’s needs and goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor client portfolios and market conditions, making adjustments as necessary</li><li>Ensure full compliance with industry regulations and internal standards</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step into a meaningful book of recurring‑revenue clients</li><li>No requirement to bring a full book—ideal for advisors ready for the next step</li><li>High‑integrity, collaborative team environment</li><li>Full support to help grow and expand your practice</li><li>Excellent client base from day one</li><li>Long‑term stability and career progression opportunities</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision coverage</li><li>Quarterly bonus based on new assets gathered</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Operations Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm emphasizes precision, polish, and an exceptional client experience.</p><p>You’ll be part of a small, collaborative team that values integrity, meticulous execution, and a personalized approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Operations Associate supports core operational functions across trading, reporting, data integrity, and account administration. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent, high‑quality experience for both advisors and clients.</p><p>This role is ideal for someone who enjoys problem‑solving, enhancing processes, and thriving in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor, troubleshoot, and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, the CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data‑feed management</li><li>Ensure accurate linking and updates across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Partner with compliance resources to maintain documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify opportunities to enhance operational efficiency and accuracy</li><li>Contribute to strengthening the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who perform well in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and seek to improve processes</li></ul>
<p>Are you looking for an well-established wealth management firm with team values collaboration, thoughtful problem solving, and long-term client success?</p><p> </p><p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p>I’m working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence.</p><p>If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul><p><br></p>
<p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half</strong> is working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence. If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul>
