We are looking for an experienced Administrative Assistant to provide advanced support to executives or department-level leadership within a non-profit organization. This contract position requires a meticulous individual who excels in managing administrative tasks and possesses exceptional organizational skills. Based in Stockton, California, this role offers an opportunity to contribute to meaningful work while collaborating with diverse teams.<br><br>Responsibilities:<br>• Provide comprehensive administrative support to executive or departmental leaders, ensuring smooth operations and task management.<br>• Coordinate procurement tasks, including managing purchase orders, vendor relations, and requisitions.<br>• Draft and edit correspondence, ensuring clear communication across departments.<br>• Maintain accurate records, track documents, and perform meticulous data entry.<br>• Organize and manage calendars, schedules, and meetings for multiple supervisors.<br>• Utilize Microsoft Office Suite and cloud-based platforms such as SharePoint and DocuSign for document management.<br>• Handle sensitive and confidential information with discretion and care.<br>• Prioritize and manage multiple tasks, ensuring deadlines are met efficiently.<br>• Anticipate needs and proactively solve problems to support team objectives.<br>• Collaborate effectively in a public sector or large organizational environment, including higher education settings.
<p>Job Summary</p><p>We are seeking a Legal Secretary for a position in Sacramento CA. In this role, you will provide essential administrative and paralegal support to attorneys, contributing to seamless case management and client service. We welcome applications for both direct hire and temp-to-hire arrangements.</p><p><br></p><p>Key Responsibilities</p><ul><li>Manage calendars, schedule appointments, and coordinate court appearances, depositions, and client meetings for multiple attorneys.</li><li>Prepare, file, and organize legal documents, including pleadings, motions, discovery requests, and settlement agreements related to personal injury claims.</li><li>Handle client communications via phone, email, and in-person interactions, providing updates on case progress and gathering initial intake information for accident or injury reports.</li><li>Conduct basic research on case details, such as medical records, accident reports, and insurance policies, to support trial preparation.</li><li>Maintain confidential client files, ensuring compliance with legal standards and firm protocols for sensitive personal injury documentation.</li><li>Assist with billing, expense tracking, and contingency fee calculations, while coordinating with medical providers and expert witnesses.</li><li>Perform general office duties, including data entry, transcription of attorney notes, and preparation of correspondence for negotiations or settlements.</li><li>Support the firm's 24/7 availability by managing urgent inquiries and facilitating quick responses during off-hours as needed.</li></ul><p><br></p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p>Position summary</p><p>The Office Services Associate is responsible for adding value in providing daily back-office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed.</p><p><br></p><p>Job duties</p><p>* Denotes an essential function</p><p>- *Utilize appropriate logs for all office services work.</p><p>- *Ensure that job tickets are properly filled out before beginning work.</p><p>- *Perform work in office services primarily reprographics mail and intake functions according to established procedures.</p><p>- *Follow procedures to run jobs in proper order.</p><p>- *Communicate with supervisor or client on job or deadline issues.</p><p>- *Meet contracted deadlines for accepting completing and delivering all work.</p><p>- *Troubleshoot basic equipment problems.</p><p>- Be able to lift up to 50 lbs. on a regular basis.</p><p>- Prioritize workflow.</p><p>- Performs Quality Assurance on own and work of others.</p><p>- Load machines with various paper toner supplies.</p><p>- Answer telephone emails and place service calls when needed.</p><p>- Interact with clients in person over the phone or electronically.</p><p>- Adhere to Williams Lea policies in addition to client site policies.</p><p>- Use equipment and supplies in a cost-efficient manner.</p><p><br></p>
<p>We are looking for a detail-oriented and organized Project Coordinator to join our team in Fremont, California. In this role, you will oversee critical accounting and administrative responsibilities related to construction projects, ensuring compliance with financial and contractual requirements. This position requires a proactive individual who can effectively collaborate with multiple teams to ensure seamless project execution.</p><p><br></p><p>Responsibilities:</p><p>• Oversee accounts receivable processes, including preparing and submitting client invoices, progress payment applications, and retention releases in accordance with contract terms.</p><p>• Collaborate with Project Managers to verify project milestones, percent-complete progress, and accurate billings aligned with approved change orders and schedules.</p><p>• Process and review subcontractor invoices, ensuring accuracy, compliance with contract values, and proper supporting documentation.</p><p>• Prepare and manage lien releases for subcontractors, vendors, and clients, ensuring all necessary releases are collected and compliant before payments are issued.</p><p>• Handle all apprenticeship reporting tasks, such as preparing and submitting monthly or quarterly utilization reports, tracking workforce classifications, and maintaining labor compliance documentation.</p><p>• Manage project insurance compliance, including enrollment, verification, and monthly reporting for subcontractors and vendors.</p><p>• Maintain and monitor Certificates of Insurance (COIs), performance bonds, and payment bonds to ensure compliance with project and contract requirements.</p><p>• Assist in project closeout activities, including final billing, lien waivers, retention releases, warranties, and completion documentation.</p><p>• Support month-end and audit reporting by maintaining accurate records of project costs and billings.</p><p>• Work closely with internal accounting, operations, and compliance teams to ensure financial accuracy and adherence to regulatory standards for all active projects.</p>
<p>Position summary </p><p> The Office Services Associate is responsible for adding value in providing daily back-office and hospitality services for our client and teams. Services include but are not limited to mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Responsibilities:</p><p> * Denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p><br></p><p><br></p>
<p>Are you a meticulous payroll professional with experience using ADP Workforce Now? Robert Half is seeking a Payroll Administrator to join a dynamic organization and take ownership of payroll processing and related functions. This is a great opportunity to join a company that values collaboration and offers opportunities for professional growth.</p><p><br></p><p>This is a part-time role - ideally 20-25 hours per week</p><p><br></p><p>As a Payroll Administrator, you will ensure accurate and timely payroll processing for employees, maintain compliance with federal and state laws, and address payroll-related inquiries with exceptional customer service.</p><ul><li>Verify and input timesheet data, resolve discrepancies, and ensure accuracy of payroll calculations.</li><li>Handle employee records, including new hires, terminations, and changes related to wages, taxes, and benefits in the payroll system.</li><li>Reconcile payroll reports and prepare journal entries for accounting purposes.</li><li>Ensure compliance with federal, state, and local payroll regulations, as well as company policies.</li><li>Research and resolve payroll-related inquiries and discrepancies promptly and professionally.</li><li>Assist HR and Finance teams with payroll reporting and audits as necessary.</li><li>Stay up-to-date with and apply knowledge of changes in payroll laws and regulations.</li></ul><p><br></p>
<p>The Bookkeeper is responsible for:</p><p> </p><ul><li>Managing daily transactions, oversight of accounts and answers questions for the client. </li><li>This includes data input, vendor payments and ensuring accuracy of invoices or credits, client -family misc. payments of bills and expenses</li><li>Review of bank accounts and transactions/postings/credits/deposits and transfers, GL review, entries, reconciling accounts, credit card reconciliations, property taxes, review and oversight of budgets and monthly reports for client. </li><li>Providing information to client on transactions, transferring funds, communication with vendors and providing information as requested or to resolve discrepancies. </li><li>Proficiency with and use of QuickBooks and Excel is Required. </li></ul>
<p>We are looking for a dedicated Real Estate Associate to join our team in San Francisco, CA. This long-term contract position offers the opportunity to contribute to the management of property operations, tenant coordination, and building-related tasks. The ideal candidate will bring expertise in customer service and administrative support while ensuring seamless day-to-day operations.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate tenant move-ins and move-outs, ensuring all processes are completed smoothly and efficiently.</p><p>• Collaborate with the security, janitorial, and engineering teams to address building-related tasks and maintain property standards.</p><p>• Monitor and manage work orders, including redispatching them as needed to ensure timely completion.</p><p>• Provide administrative support by utilizing Microsoft Office tools such as Excel, Word, and Outlook.</p><p>• Communicate effectively with tenants and vendors to resolve inquiries and maintain positive relationships.</p><p>• Assist with basic accounting tasks, including data entry and maintaining financial records.</p><p>• Leverage commercial property management experience to oversee operational activities.</p><p>• Ensure compliance with organizational processes and protocols while delivering excellent customer service.</p><p>• Utilize work order systems to organize and track maintenance and repair activities.</p><p>• Support marketing and operational initiatives to enhance property management efficiency.</p>
<p>We are looking for a detail-oriented Billing Clerk to join our team in Brentwood, California. This is a long-term contract position that requires someone with strong organizational skills to handle utility billing and customer service tasks effectively. The ideal candidate will be adept at managing billing processes and interacting with customers in a courteous and efficient manner, and previous ERP experience a must. </p><p><br></p><p>Responsibilities:</p><p>• Process utility billing statements accurately and within required timeframes.</p><p>• Handle billing collections and ensure payments are recorded promptly.</p><p>• Provide excellent customer service by addressing inquiries and resolving issues related to billing.</p><p>• Utilize Microsoft Excel to create and manage spreadsheets for billing records and reports.</p><p>• Work with ERP and other billing software to input and retrieve data effectively.</p><p>• Maintain organized records of billing transactions and ensure compliance with company policies.</p><p>• Assist in preparing monthly and annual billing reports for review.</p><p>• Collaborate with other team members to improve billing processes and customer satisfaction.</p><p>• Troubleshoot and resolve discrepancies in billing statements.</p><p>• Ensure the confidentiality and security of sensitive customer billing information</p>
<p><strong>Senior Accountant</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Compensation:</strong> $38 - $50 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
We are looking for a detail-oriented Payroll Clerk to join our team in Vacaville, California. This position is ideal for someone who thrives in a fast-paced environment and has a strong background in payroll processing and compliance. The role will require you to ensure accurate payroll operations while maintaining compliance with company policies and regulations.<br><br>Responsibilities:<br>• Review and track weekly field timesheets to ensure originals are submitted to the corporate payroll department.<br>• Input field timesheet details into payroll audit spreadsheets and identify potential compliance issues.<br>• Communicate weekly with superintendents and managers about meal violations and other compliance concerns.<br>• Ensure proper documentation is collected for all compliance-related matters.<br>• Review weekly office timesheets and address meal violations or other issues with managers.<br>• Assist in developing and maintaining payroll process flow charts to streamline operations.<br>• Support monitoring and approval processes for payroll systems, including follow-ups with employees and managers.<br>• Provide training and troubleshooting assistance for system users to resolve payroll-related issues.<br>• Collaborate with the HR/Payroll team to complete additional tasks and assignments as needed.
<p>We are looking for an organized highly detailed, multi-tasking Accounting Assistant to join our team in Walnut Creek, California. This is a Contract-to-Permanent position that offers an excellent opportunity to grow with a reputable company in the service industry. The role requires strong organizational skills and the ability to manage multiple tasks while working collaboratively with various departments.</p><p><br></p><p>Responsibilities:</p><p>• Assist the sales department by preparing billing documents and ensuring all job-related expenses are accurately recorded.</p><p>• Collaborate with the sales team to create job orders, purchase orders, and sales orders using Smartsheet.</p><p>• Manage month-end billing processes, ensuring all revenues, costs, tariffs, and fees are correctly documented and approved.</p><p>• Handle complex invoicing for larger clients, breaking down shipping costs, unit prices, storage fees, and other fulfillment charges into detailed invoices.</p><p>• Review and import customer purchases from overseas, ensuring billing is initiated once the items arrive in the U.S.</p><p>• Work closely with accounting staff to verify the accuracy and completeness of all financial records.</p><p>• Maintain clear and effective communication across departments to ensure timely and efficient billing processes.</p><p>• Support the team by coding invoices and entering purchase data into relevant systems.</p><p>• Ensure compliance with internal processes and uphold high standards in financial documentati</p>
<p><strong>Senior Accountant</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Compensation:</strong> $38 - $50 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
<p>Our East Bay government client is seeking an interim Senior Accountant for a 3-6 month engagement. This position offers an exciting opportunity for a skilled accounting expert to contribute to critical financial operations and support ongoing initiatives. The ideal candidate will bring expertise in reconciliation processes, general ledger management, and system implementations while working collaboratively with a dedicated team. This role requires onsite work 5 days a week with the possibility of one remote day every two weeks. Hourly rate is expected to be $60-$65/hr. DOE.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed account reconciliations to ensure accuracy and compliance with financial standards</p><p>• Manage and maintain the general ledger, ensuring all entries are properly recorded and categorized</p><p>• Prepare and review journal entries to support month-end and year-end closing activities</p><p>• Conduct bank reconciliations to ensure alignment between internal records and external statements</p><p>• Collaborate on the implementation and finalization of a new utility billing platform, ensuring smooth transition and operational readiness</p><p>• Support audit preparation and submission processes by providing accurate and timely financial data</p><p>• Analyze financial records to identify discrepancies and recommend corrective actions</p><p>• Assist in training and documentation related to new system implementations and updates</p><p>• Work closely with other accounting staff, clerks, and management to streamline and improve financial processes</p><p>• Ensure compliance with organizational policies and procedures, including fingerprint clearance requirements</p>
<p>Part-time AP Clerk</p><p>$40-$41/hour</p><p>18 - 20 hours per week</p><p>● Set up new vendors in the financial system and ensure the W9 information is accurately entered into the system to process 1099 forms at year-end properly. </p><p>● Match all purchase orders to invoices. </p><p>● Review all invoices/expense reports for proper documentation, GL account coding, and approval before payment processing. </p><p>● Prepare all checks and ACH bank drafts, match invoices to checks, obtain all check signatures, and distribute checks. </p><p>● Prepare analysis of vendor accounts, as required. </p><p>● Reconcile vendor statements and research and correct discrepancies. </p><p>● Maintain good relationships with vendors, answer all vendor inquiries, and ensure our accounts are in good standing. </p><p>● Maintain all accounts payable reports and respective vendor payable files. </p><p>● Review the AP aging report monthly and follow up on all outstanding payables over 30 days. </p><p>● Match the AP aging report to the accounts payable general ledger balance monthly. </p><p>● Prepare and report 1099s to IRS and vendors at year-end. </p><p>● Manage and reconcile school credit card balances and payments. </p><p>● Work with facilities on maintaining school vehicle registrations, gas & maintenance receipts. </p><p>● Review and follow up with outstanding checks and report unclaimed property. </p><p>● Maintain office supply inventory and order as needed. </p><p>● Manage postage & coffee/water machines and staff coffee/tea supplies. </p><p>● Obtain ABC License (Alcoholic Beverage Control) for fundraising events. </p><p>● Ensure all reporting deadlines are met. </p><p>● Assist in the annual audit, prepare all required AP schedules, and pull files for the auditors.</p>
<p>Robert Half is working on an exciting opportunity with a local government entity in need of a Housing Specialist. The Housing Specialist will provide specialized and technical office support, ensuring the smooth operation of departmental processes. Ideal candidates will have a background in Housing, Affordable Housing, Tax Credits, HUD, etc.... Please see the details below and if interested, apply now. Do not wait! We are looking to submit someone ASAP!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Perform complex and technical office support tasks requiring independent judgment and specialized knowledge.</li><li>Gather and compile information from various sources to complete forms and prepare detailed reports.</li><li>Provide accurate information to the public, interpreting policies and procedures as needed.</li><li>Organize, maintain, and streamline departmental files for efficient access and use.</li><li>Draft and edit correspondence, reports, and specialized documents using various software programs.</li><li>Review materials for accuracy, completeness, and compliance with organizational policies.</li><li>Enter and retrieve data in computer systems, ensuring the accuracy of reports and making necessary corrections.</li><li>Manage administrative details such as purchase requisitions, equipment maintenance, and scheduling meetings.</li><li>Train team members on work procedures or oversee tasks on a project basis.</li><li>Respond to and handle inbound and outbound calls, ensuring effective communication and resolution.</li></ul><p><br></p>
We are looking for a highly organized and detail-oriented HR Assistant to join our team in Oakland, California. This position is ideal for professionals eager to expand their knowledge in human resources while contributing to key administrative and operational tasks. As a long-term contract opportunity, this role offers a collaborative environment and the chance to grow within the HR field.<br><br>Responsibilities:<br>• Assist in the administration of HR programs and processes, ensuring compliance with company policies and employment laws.<br>• Utilize HRIS platforms, such as Paycom or similar systems, to manage employee data and streamline workflows.<br>• Support onboarding activities, including background checks and coordination of new employee documentation.<br>• Handle employee relations inquiries with professionalism and confidentiality.<br>• Maintain and organize HR records, spreadsheets, and reports using tools like Microsoft Excel.<br>• Ensure compliance with California employment laws and organizational guidelines.<br>• Collaborate with team members to solve problems and improve HR processes.<br>• Contribute to a positive and team-oriented work environment.<br>• Work independently to manage time-sensitive tasks and priorities effectively.<br>• Provide input on HR strategies and initiatives to enhance the employee experience.
<p>RESPONSIBLITIES AND DUTIES</p><p>1. Research, identify and evaluate price, quality and availability of goods and services.</p><p>Negotiates purchase and renewal terms, prices and indemnification language; Utilize</p><p>efficient and economical procurement practices and methods to select appropriate</p><p>vendors or service providers for the District.</p><p>2. Build and maintain relationships with vendors, District employees and the community.</p><p>3. Coordinate demonstrations with vendors related to materials, products and services.</p><p>4. Review, identify and obtain certificates of insurance including: general liability, auto,</p><p>workers Compensation, errors and omissions and other certifications as required. Audit</p><p>documentation from vendors. Coordinate with the District insurance carrier to issue</p><p>insurance certificates as requested for usage of off-campus sites.</p><p>5. Analyze purchase requisitions to determine appropriate buying method while</p><p>considering competitive and sole source regulations. Process and reconcile purchase</p><p>requisitions to ensure accuracy and compliance with District purchasing procedures</p><p>and applicable laws safeguarding the District from risk.</p><p>6. Assist in the preparation and development of credit applications, contractual</p><p>documents, public works contracts, formal bids, requests for quotations and proposals.</p><p>7. Manage and audit inventory, generate reports related to asset management.</p><p>8. Input procurement data into spreadsheets and databases; generate reports,</p><p>computerized records, and files related to the Districts procurement and contract</p><p>functions.</p><p>9. Create and maintain vendor files.</p><p>10. Generate and manage a list of prequalified suppliers for Public Works projects as</p><p>required under the California Uniform Construction Cost Account Act (CUPCCAA).</p><p>11. Train and oversee the work of student employees.</p><p>12. Train and communicate procurement and contracts policies and procedures to user of</p><p>the financial system, including assisting requestors with entering requisitions.</p><p>13. Serve as a liaison between District staff and suppliers to resolve discrepancies</p><p>including; late, incorrect, damaged shipments; outstanding orders, back orders; invoice</p><p>inconsistencies, verify receipt of materials.</p><p><br></p><p>For immediate consideration please contact Cortney at 209-225-2014</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</strong></p><p><br></p><p><strong>2 OPEN POSITIONS: PROJECT ACCOUNTANT & PROJECT ADMIN</strong></p><p><br></p><p>Well established and stable general contractor company with over 700 employees is seeking 2 Project Accountants to join their growing accounting team. This is an excellent opportunity with a family-oriented culture.</p><p> </p><p><strong>POSITION SUMMARY </strong></p><p>A Project Accountant is responsible for managing the financial aspects of individual projects, including tracking costs, preparing project budgets, analyzing variances, generating financial reports, and ensuring positive cashflow through timely invoice submission, and collection of receivables. This position will provide critical financial data to guide project decision-making. </p><p> </p><p><strong>ESSENTIAL FUNCTIONS/RESPONSIBILITIES </strong></p><p>-Manage all accounting related functions for multiple projects throughout the project’s lifecycle. </p><p>-Review project contracts to identify and ensure adherence to all job requirements, including invoicing, payment terms, insurance, labor compliance, etc. </p><p>-Process job documentation including change orders, insurance certificates, preliminary lien notices, warranties, and owner manuals. </p><p>-Work closely with operations team to ensure accurate and timely submission of client invoices and collection of receivables. </p><p>-Overseeing and entering accurate and timely job costs against budget, including payroll, material, subcontractor, and other miscellaneous expenses. </p><p>-Correspond with vendors and subcontractors on issues including invoicing, issue resolutions, waiver collection, etc. </p><p>-Foster and promote working relationships with suppliers and subcontractors. </p><p>-Generate reports related to Accounts Payable, Accounts Receivable, Contract Status, Job Costs, etc. </p><p>-Providing support during month, quarter, and year-end close. </p><p>-Complete other related duties as assigned or as needed. </p><p><strong> </strong></p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
