<p><strong>HR GENERALIST OPPORTUNITY!</strong></p><p><strong>80K-95K+10% BONUS+EXCELENT BENEFITS </strong></p><p><br></p><p> <strong>Job Summary:</strong></p><p>The Human Resources Generalist is responsible for performing HR-related duties on a professional level and works closely with the HR Director in supporting designated geographic regions. This position carries out responsibilities in the following functional areas: benefit administration, employee relations, training, performance management, onboarding, policy implementation, recruitment/employment, and employment law compliance.</p><p> </p><p> <strong>Job Responsibilities</strong></p><ul><li>Administer various human resources plans and procedures for all of the regions.</li><li>Provide primary support to recruitment effort for all exempt and non-exempt personnel, students, and temporary employees; including managing full range of company’s recruiting services (career site, commercial recruiting services, external recruiters, employment agencies, and internal referral programs). Effectively administrative tasks to assure quality of candidate pool and effective communications with applicants, candidates, hiring managers and partners. </li><li>Fulfill new employee onboarding duties as assigned.</li><li>Assist in the development and implementation of personnel policies and procedures; </li><li>Monitor performance evaluation program and revises as necessary. </li><li>Administer and provide expert counsel on benefits administration to include claims resolution, change reporting, approving invoices for payment, and communicating benefit information to employees. </li><li>Perform all necessary filing and administration of human resource records, including employee files, and EEO-1 report.</li><li>Assist with new-employee orientations.</li><li>Serve as a resource to managers on managing performance and creating a high- performance work culture. Provide helpful behaviorally specific feedback; Share information and counsel others to be more successful; Provide effective coaching. </li><li>Support employees in their efforts to excel in their role and achieve job goals (e.g., by providing resources, removing obstacles, serving as a buffer); Stay informed about employee’s progress and performance through both formal methods (e.g. status reports) and informal methods (e.g. networking, being available/accessible, and observing). Deal firmly and promptly with performance challenges.</li><li>Handle employee relations counseling, outplacement counseling, and exit interviewing. </li><li>Maintain Human Resource Information System records and compiles reports from database. Analyze people metrics. </li><li>Maintain compliance with federal and CA regulations concerning employment. </li><li>Manage related vendor budget & contracts (e.g., recruiting services, training providers, insurance providers).</li><li>Oversee training and development program.</li></ul><p><br></p>
<p><strong>Contract to Hire Role - 100% on-site in Livermore, CA</strong></p><p><strong>Senior HR Generalist</strong> - Sole HR Person for the Organization</p><p><strong>Bilingual in English/Spanish highly preferred. </strong></p><p>We are looking for an experienced Sr. HR Generalist to support a dynamic organization in Livermore, California. This role will lead essential human resources activities across employee support, compliance, recruiting, benefits, and payroll. The ideal candidate brings broad HR expertise, sound judgment, and the ability to work independently while building strong partnerships across the business.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day human resources activities for a workforce of approximately 100 employees, ensuring smooth and effective HR service delivery.</p><p>• Review, refine, and maintain HR policies, internal procedures, handbook content, and other core documentation to keep programs current and consistent.</p><p>• Monitor adherence to employment regulations and HR standards at the federal, state, and local levels, with particular attention to California requirements.</p><p>• Oversee employee records, HR data accuracy, reporting, and supporting documentation to maintain reliable and organized personnel information.</p><p>• Guide employees and managers through key stages of the employment lifecycle, including hiring, onboarding, job changes, leave events, and separations.</p><p>• Advise leadership on workforce planning, employee engagement efforts, performance concerns, corrective action, and policy interpretation.</p><p>• Manage end-to-end recruitment activities across departments, including candidate coordination, interview scheduling, offer administration, and pre-employment onboarding steps.</p><p>• Administer benefits and leave programs, serve as a point of contact for vendors and brokers, and support annual enrollment and employee education activities.</p><p>• Process or supervise payroll updates related to hires, departures, compensation changes, and deductions while coordinating with payroll and finance contacts to resolve issues.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>San Francisco, CA | Monday–Thursday Onsite</strong></p><p><strong>$115,000–$130,000 Base + 15–20% Bonus</strong></p><p>Robert Half Financial Services is partnering with a <strong>high-growth investment firm focused on venture and growth secondaries</strong>. The firm is continuing to expand its investment platform.</p><p> </p><p>This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team.</p><p> </p><p><strong>The Role</strong></p><ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul><p> </p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>San Francisco, CA | Monday–Thursday Onsite</strong></p><p><strong>$115,000–$130,000 Base + 15–20% Bonus</strong></p><p>Robert Half Financial Services is partnering with a <strong>high-growth investment firm focused on venture and growth secondaries</strong>. The firm is continuing to expand its investment platform.</p><p> </p><p>This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team.</p><p> </p><p><strong>The Role</strong></p><ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul><p> </p>
<p>We are looking for an HR Coordinator to support core human resources operations and maintain accurate employee information while helping deliver a consistent, compliant HR experience. This 3–4-month Contract position is based in Union, California, and is ideal for someone who combines strong HR knowledge with hands-on experience in HR systems and day-to-day employee support. The role will contribute across talent administration, onboarding, benefits coordination, policy adherence in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage employee lifecycle activities, including recruitment administration, retention support, and separation processing, while keeping records accurate and current.</p><p>• Coordinate onboarding and training logistics to help employees transition smoothly into the organization.</p><p>• Maintain and update HRIS data, monitor record quality, and support reporting and analysis tied to workforce information.</p><p>• Assist with benefits administration by handling enrollments, changes, and employee questions in a timely manner.</p><p>• Help ensure HR practices align with applicable employment laws, internal policies, and required documentation standards.</p><p>• Support the development, communication, and consistent application of HR policies and procedures across the workforce.</p><p>• Contribute to workplace safety initiatives by helping track requirements, documentation, and related HR support activities.</p><p>• Provide assistance with HRIS implementation efforts and system-related process improvements, including work connected to UltiPro HRIS.</p><p>• Partner with internal stakeholders to address employee matters, organize information, and support ongoing HR operations.</p><p><br></p><p>If you are interested in this role, please apply today and call us at (510)421-6563</p>
<p>Robert Half is getting ready for our busiest time of year - Q4. We are proactively recruiting for <strong>HR Generalists</strong> to join the Robert Half network. We have been operating on the Peninsula for nearly 30 years. We have partnered with <strong>THOUSANDS</strong> of companies. If an opportunity arises, we want to have you as available and active in our system. </p><p><br></p><p>The ideal candidate will have experience across multiple areas of HR, including employee relations, onboarding, HRIS administration, benefits, compliance, recruiting support, and general HR administration. You will serve as a trusted resource to employees and managers while helping ensure a positive and well-organized employee experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support day-to-day HR operations and serve as a resource for employees and managers.</li><li>Coordinate new-hire onboarding, orientation, documentation, and offboarding activities.</li><li>Maintain accurate employee records and HRIS data.</li><li>Assist with benefits administration, including employee questions, enrollments, and changes.</li><li>Support employee relations matters and escalate more complex issues as appropriate.</li><li>Assist with recruiting activities, including interview coordination, candidate communication, and background checks.</li><li>Maintain personnel files and ensure required employment documentation is complete and accurate.</li><li>Help administer company policies, procedures, and HR programs.</li><li>Support compliance with federal, state, and local employment regulations.</li><li>Assist with leave administration, timekeeping, and payroll-related HR processes.</li><li>Prepare HR reports, spreadsheets, and other documentation as needed.</li><li>Partner with managers on employee lifecycle activities and HR-related questions.</li><li>Assist with performance management, employee engagement initiatives, and company events.</li><li>Identify opportunities to improve HR processes and overall employee experience.</li><li>Handle confidential employee information with professionalism and discretion.</li><li>Provide general administrative support to the HR team as needed.</li></ul><p><br></p>
<p>Robert Half is getting ready for our busiest time of year - Q4. We are proactively recruiting for <strong>HR Generalists</strong> to join the Robert Half network. We have been operating on the Peninsula for nearly 30 years. We have partnered with <strong>THOUSANDS</strong> of companies. If an opportunity arises, we want to have you as available and active in our system. </p><p><br></p><p>The ideal candidate will have experience across multiple areas of HR, including employee relations, onboarding, HRIS administration, benefits, compliance, recruiting support, and general HR administration. You will serve as a trusted resource to employees and managers while helping ensure a positive and well-organized employee experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support day-to-day HR operations and serve as a resource for employees and managers.</li><li>Coordinate new-hire onboarding, orientation, documentation, and offboarding activities.</li><li>Maintain accurate employee records and HRIS data.</li><li>Assist with benefits administration, including employee questions, enrollments, and changes.</li><li>Support employee relations matters and escalate more complex issues as appropriate.</li><li>Assist with recruiting activities, including interview coordination, candidate communication, and background checks.</li><li>Maintain personnel files and ensure required employment documentation is complete and accurate.</li><li>Help administer company policies, procedures, and HR programs.</li><li>Support compliance with federal, state, and local employment regulations.</li><li>Assist with leave administration, timekeeping, and payroll-related HR processes.</li><li>Prepare HR reports, spreadsheets, and other documentation as needed.</li><li>Partner with managers on employee lifecycle activities and HR-related questions.</li><li>Assist with performance management, employee engagement initiatives, and company events.</li><li>Identify opportunities to improve HR processes and overall employee experience.</li><li>Handle confidential employee information with professionalism and discretion.</li><li>Provide general administrative support to the HR team as needed.</li></ul><p><br></p><p><br></p>
<p>Robert Half is getting ready for our busiest time of year - Q4. We are proactively recruiting for <strong>HR Generalists</strong> to join the Robert Half network. We have been operating on the Peninsula for nearly 30 years. We have partnered with <strong>THOUSANDS</strong> of companies. If an opportunity arises, we want to have you as available and active in our system. </p><p><br></p><p>The ideal candidate will have experience across multiple areas of HR, including employee relations, onboarding, HRIS administration, benefits, compliance, recruiting support, and general HR administration. You will serve as a trusted resource to employees and managers while helping ensure a positive and well-organized employee experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support day-to-day HR operations and serve as a resource for employees and managers.</li><li>Coordinate new-hire onboarding, orientation, documentation, and offboarding activities.</li><li>Maintain accurate employee records and HRIS data.</li><li>Assist with benefits administration, including employee questions, enrollments, and changes.</li><li>Support employee relations matters and escalate more complex issues as appropriate.</li><li>Assist with recruiting activities, including interview coordination, candidate communication, and background checks.</li><li>Maintain personnel files and ensure required employment documentation is complete and accurate.</li><li>Help administer company policies, procedures, and HR programs.</li><li>Support compliance with federal, state, and local employment regulations.</li><li>Assist with leave administration, timekeeping, and payroll-related HR processes.</li><li>Prepare HR reports, spreadsheets, and other documentation as needed.</li><li>Partner with managers on employee lifecycle activities and HR-related questions.</li><li>Assist with performance management, employee engagement initiatives, and company events.</li><li>Identify opportunities to improve HR processes and overall employee experience.</li><li>Handle confidential employee information with professionalism and discretion.</li><li>Provide general administrative support to the HR team as needed.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>East Bay | 4 Days Onsite</strong></p><p><strong>$140,000–$160,000 Base Salary (Stretch) + Bonus</strong></p><p> </p><p>Robert Half Financial Services is partnering with a <strong>highly respected and rapidly growing investment firm in the East Bay</strong> on a Senior Fund Manager opportunity.</p><p> </p><p>This is a great opportunity for someone coming from <strong>hedge fund, private equity, venture capital, fund accounting, tax, finance, or investment operations</strong> who enjoys working in a hands-on environment and wants a role with broad exposure across the investment platform.</p><p> </p><p><strong>The Opportunity</strong></p><p>This is a highly visible role with significant variety, autonomy, and opportunity to make an impact. The responsibilities can evolve based on your experience and strengths, giving you the opportunity to take ownership of increasingly complex operational, financial, and project-based initiatives.</p><p>You’ll work closely with internal teams and external partners and have exposure to multiple investment structures, including open-ended funds and venture capital funds.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support day-to-day <strong>investment and fund operations</strong> for open-ended investment funds.</li><li>Reconcile trades, positions, cash, and other investment activity between internal records and external service providers.</li><li>Partner with fund administrators, custodians, brokers, and other external partners to resolve discrepancies and ensure accurate and timely processing.</li><li>Support the full trade lifecycle, including settlements, corporate actions, cash movements, and related operational activities.</li><li>Assist with operational and financial processes across additional fund structures, including venture capital funds.</li><li>Help identify opportunities to improve processes, controls, and operational efficiency.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Work independently while collaborating closely with a highly experienced and knowledgeable team.</li><li>Grow the scope of the role based on your background, interests, and ability to take on new challenges.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match</strong></p><p> </p><p>Robert Half Financial Services is partnering with an established <strong>Registered Investment Advisory (RIA) firm in San Ramon</strong> on an exciting opportunity for an <strong>Associate Advisor</strong> to join a growing wealth management team.</p><p>This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.</p><p>As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul><p> </p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p> </p><p><strong>East Bay | 4 Days Onsite</strong></p><p><strong>$120,000–$140,000 Base Salary (Stretch) + Bonus</strong></p><p> </p><p>Robert Half Financial Services is partnering with a <strong>highly respected and rapidly growing investment firm in the East Bay</strong> on a Senior Fund Accountant opportunity.</p><p> </p><p>This is a great opportunity for someone coming from <strong>hedge fund, private equity, venture capital, fund accounting, tax, finance, or investment operations</strong> who enjoys working in a hands-on environment and wants a role with broad exposure across the investment platform.</p><p> </p><p><strong>The Opportunity</strong></p><p>This is a highly visible role with significant variety, autonomy, and opportunity to make an impact. The responsibilities can evolve based on your experience and strengths, giving you the opportunity to take ownership of increasingly complex operational, financial, and project-based initiatives.</p><p>You’ll work closely with internal teams and external partners and have exposure to multiple investment structures, including open-ended funds and venture capital funds.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support day-to-day <strong>investment and fund operations</strong> for open-ended investment funds.</li><li>Reconcile trades, positions, cash, and other investment activity between internal records and external service providers.</li><li>Partner with fund administrators, custodians, brokers, and other external partners to resolve discrepancies and ensure accurate and timely processing.</li><li>Support the full trade lifecycle, including settlements, corporate actions, cash movements, and related operational activities.</li><li>Assist with operational and financial processes across additional fund structures, including venture capital funds.</li><li>Help identify opportunities to improve processes, controls, and operational efficiency.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Work independently while collaborating closely with a highly experienced and knowledgeable team.</li><li>Grow the scope of the role based on your background, interests, and ability to take on new challenges.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A San Francisco-based private investment firm is seeking a <strong>Fund Accountant </strong>to join its close-knit and highly collaborative team. The firm invests across a diversified portfolio of private markets, including private equity, venture capital, real estate, private credit, and other alternative investments. The platform partners with established investment managers and selectively pursues co-investment opportunities.</p><p> </p><p>The firm has a small, collaborative team environment where employees are encouraged to take ownership, contribute ideas, and make a meaningful impact. Because of the lean structure, this role is ideal for someone who is comfortable wearing multiple hats, working independently, and taking initiative, while also knowing when to ask questions and collaborate with the broader team.</p><p>The ideal candidate is resourceful, adaptable, detail-oriented, and team-oriented, with the ability to manage competing priorities and take ownership of responsibilities from start to finish.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Process and record a high volume of capital call and distribution notices ensuring transactions are accurately captured and properly reflected in the accounting records.</li><li>Maintain and reconcile fund accounting records, ensuring financial data is accurate, complete, and up to date.</li><li>Calculate quarterly management fees and legal expenses across the firm's investment funds.</li><li>Support the quarterly fund close process, following established procedures to review, reconcile, and finalize the general ledgers for all funds.</li><li>Prepare quarterly capital account statements for limited partners and general partners.</li><li>Assist with limited partner performance reporting, including the preparation of materials for annual investor meetings.</li><li>Support the annual audit process, including gathering requested documentation and preparing schedules and supporting materials.</li><li>Assist with the preparation and review of annual financial statements.</li><li>Partner with internal team members and external service providers to resolve accounting questions and ensure timely completion of reporting deliverables.</li><li>Take on additional accounting and operational projects as needed within a lean, fast-paced private investment environment.</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing financial services firm is seeking a <strong>Director of Finance</strong> to support a diverse portfolio of hedge fund and alternative investment clients. This is a highly visible opportunity for someone with a strong <strong>hedge fund accounting and operations background</strong> who enjoys working directly with clients and taking ownership across the full fund lifecycle.</p><p> </p><p>This is an ideal opportunity for someone who is comfortable wearing multiple hats, managing competing priorities, and working through both recurring responsibilities and frequent one-off client requests.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with fund administrators on shadow accounting, NAV estimates and review, month-end close, financial statements, portfolio valuation, audits, and tax reporting</li><li>Serve as a key point of contact for clients and fund administrators on investor relations, operational due diligence, and ad-hoc requests</li><li>Review monthly close packages, including financial statements, expense schedules, transparency reports, and investor statements</li><li>Oversee the review and timely completion of year-end financial statements, audits, tax returns, and investor tax reporting</li><li>Oversee daily portfolio reconciliations and trade activity, working closely with prime brokers, custodians, and internal portfolio management systems</li><li>Play an active role in onboarding new funds, including operational setup, vendor selection, and process decisions</li><li>Review fund capital calls, distributions, expense payments, and budgeting</li><li>Provide finance oversight for management companies, including budgeting and vendor management</li><li>Partner with internal teams and external service providers across accounting, operations, technology, tax, compliance, and legal</li><li>Provide regular reporting on revenue, AUM, and fund performance</li><li>Assist with the review of regulatory filings in partnership with the compliance team</li><li>Take ownership of special projects and other client-driven requests as needed</li></ul><p><br></p>
<p>Robert Half is getting ready for our busiest time of year - Q4. We are proactively recruiting for <strong>HR Coordinators</strong> to join the Robert Half network. We have been operating on the Peninsula for nearly 30 years. We have partnered with <strong>THOUSANDS</strong> of companies. If an opportunity arises, we want to have you as available and active in our system.</p><p><br></p><p>The ideal candidate will bring strong attention to detail, excellent communication skills, and hands-on experience supporting core HR processes.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support day-to-day HR operations and administrative activities</li><li>Assist with <strong>new-hire onboarding</strong>, including paperwork, I-9 documentation, background checks, and employee setup</li><li>Maintain accurate and confidential employee records and personnel files</li><li>Update employee information in the <strong>HRIS</strong> and other internal systems</li><li>Assist with employee changes, transfers, promotions, leaves, and offboarding</li><li>Coordinate employee documentation and HR forms</li><li>Respond to employee questions regarding HR policies, procedures, benefits, and company programs</li><li>Partner with Payroll and Benefits teams to help resolve employee questions and discrepancies</li><li>Assist with benefits administration and enrollment activities</li><li>Support recruiting efforts by coordinating interviews, candidate communications, and pre-employment processes</li><li>Prepare HR reports, spreadsheets, and other administrative documentation</li><li>Assist with compliance-related activities and required employment documentation</li><li>Help coordinate employee events, training, and internal HR initiatives</li><li>Maintain a high level of confidentiality when handling sensitive employee information</li><li>Provide general administrative support to the HR team as needed</li></ul><p><br></p><p><br></p>
<p>Robert Half is getting ready for our busiest time of year - Q4. We are proactively recruiting for <strong>HR Coordinators</strong> to join the Robert Half network. We have been operating on the Peninsula for nearly 30 years. We have partnered with <strong>THOUSANDS</strong> of companies. If an opportunity arises, we want to have you as available and active in our system.</p><p><br></p><p>The ideal candidate will bring strong attention to detail, excellent communication skills, and hands-on experience supporting core HR processes.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support day-to-day HR operations and administrative activities</li><li>Assist with <strong>new-hire onboarding</strong>, including paperwork, I-9 documentation, background checks, and employee setup</li><li>Maintain accurate and confidential employee records and personnel files</li><li>Update employee information in the <strong>HRIS</strong> and other internal systems</li><li>Assist with employee changes, transfers, promotions, leaves, and offboarding</li><li>Coordinate employee documentation and HR forms</li><li>Respond to employee questions regarding HR policies, procedures, benefits, and company programs</li><li>Partner with Payroll and Benefits teams to help resolve employee questions and discrepancies</li><li>Assist with benefits administration and enrollment activities</li><li>Support recruiting efforts by coordinating interviews, candidate communications, and pre-employment processes</li><li>Prepare HR reports, spreadsheets, and other administrative documentation</li><li>Assist with compliance-related activities and required employment documentation</li><li>Help coordinate employee events, training, and internal HR initiatives</li><li>Maintain a high level of confidentiality when handling sensitive employee information</li><li>Provide general administrative support to the HR team as needed</li></ul><p><br></p>
<p>Robert Half is getting ready for our busiest time of year - Q4. We are proactively recruiting for <strong>HR Coordinators</strong> to join the Robert Half network. We have been operating on the Peninsula for nearly 30 years. We have partnered with <strong>THOUSANDS</strong> of companies. If an opportunity arises, we want to have you as available and active in our system.</p><p><br></p><p>The ideal candidate will bring strong attention to detail, excellent communication skills, and hands-on experience supporting core HR processes.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support day-to-day HR operations and administrative activities</li><li>Assist with <strong>new-hire onboarding</strong>, including paperwork, I-9 documentation, background checks, and employee setup</li><li>Maintain accurate and confidential employee records and personnel files</li><li>Update employee information in the <strong>HRIS</strong> and other internal systems</li><li>Assist with employee changes, transfers, promotions, leaves, and offboarding</li><li>Coordinate employee documentation and HR forms</li><li>Respond to employee questions regarding HR policies, procedures, benefits, and company programs</li><li>Partner with Payroll and Benefits teams to help resolve employee questions and discrepancies</li><li>Assist with benefits administration and enrollment activities</li><li>Support recruiting efforts by coordinating interviews, candidate communications, and pre-employment processes</li><li>Prepare HR reports, spreadsheets, and other administrative documentation</li><li>Assist with compliance-related activities and required employment documentation</li><li>Help coordinate employee events, training, and internal HR initiatives</li><li>Maintain a high level of confidentiality when handling sensitive employee information</li><li>Provide general administrative support to the HR team as needed</li></ul><p><br></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><strong>Compensation: $115,000–$140,000 DOE</strong></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.</p><p>The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul><p><br></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ AP Associate, Management Co Team</p><p>📍 San Francisco, CA (Hybrid, Mon-Thur on-site)</p><p>🏢 Leading Private Investment Management Firm</p><p>💰 Base + Bonus + Comprehensive Benefits</p><p><br></p><p>Join a premier global investment management firm overseeing billions in assets across a diverse portfolio of public and private investments, credit strategies, and real assets. This is an opportunity to become part of a highly respected finance organization where operational excellence, collaboration, and continuous improvement are at the core of the business.</p><p><br></p><p>As an <strong>Accounts Payable Associate</strong>, you'll join a team of experienced accounting and tax professionals supporting a sophisticated investment platform. Beyond day-to-day AP responsibilities, you'll contribute to process automation initiatives, systems enhancements, and special projects that help drive operational excellence across the firm.</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Join a world-class investment organization with a collaborative, team-oriented culture</p><p>✅ Work alongside a large, experienced accounting and finance team</p><p>✅ Exposure to process improvement, automation, and system implementation projects</p><p>✅ Strong long-term career development, professional growth opportunities, and a stable environment with exposure to sophisticated financial operations</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Operations Associate</p><p>📍 San Ramon, CA (On-Site)</p><p>🏢 Established Wealth Management Firm</p><p>💰 Competitive Base + Bonus + 401K</p><p><br></p><p>Anisa is partnered with a well-established and rapidly growing independent wealth management firm with over <strong>$2B in AUM</strong> is seeking an <strong>Operations Manager</strong> to join its leadership team. This unique opportunity is part of a planned succession strategy, offering extensive mentorship, hands-on training, and direct partnership with senior leadership as you grow into a broader operational leadership role.</p><p><br></p><p>This position is ideal for a solutions-oriented professional who thrives on improving processes, leading projects, and serving as the connective tissue across an organization. You'll work closely with executive leadership, oversee key operational initiatives, support HR and compliance functions, and play an integral role in helping a collaborative, client-focused firm continue its growth trajectory.</p><p><br></p><p><strong>Who We're Looking For</strong></p><p>You may be an operations professional, office manager, HR coordinator, project manager, or business administrator within financial services who enjoys wearing multiple hats and improving how organizations operate.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Treasury & Banking Manager | Financial Institution | San Francisco; Hybrid Schedule</strong></p><p> </p><p>Join an <strong>independent, relationship-driven financial institution</strong> known for personalized service, community connection, and a collaborative culture. With a <strong>close-knit team and entrepreneurial environment</strong>, this is an opportunity to have visible impact and help shape the business without layers of bureaucracy.</p><p> </p><p>Lead key areas across <strong>treasury management, digital banking, and client solutions</strong> while partnering directly with relationship managers, clients, and internal teams. The role offers <strong>competitive compensation + bonus, strong benefits, retirement matching, generous PTO</strong>, and the opportunity to make a meaningful impact in a growing organization.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with <strong>clients and relationship managers</strong> to identify treasury and digital banking needs</li><li>Drive treasury management and digital banking <strong>sales and service initiatives</strong></li><li>Help shape product and business strategy</li><li>Evaluate offerings and identify opportunities for <strong>improvement and expansion</strong></li><li>Collaborate with product and customer support teams</li><li>Oversee day-to-day treasury and digital banking activities</li><li><strong>Lead, mentor, and develop</strong> a small team</li><li>Troubleshoot issues and develop practical client solutions</li><li>Drive <strong>process improvements and operational enhancements</strong></li><li>Serve as a key cross-functional partner across the organization</li><li>Adapt to changing business needs and <strong>wear multiple hats</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jennifer Fukumae with Robert Half is partnering with a<strong> venture capital firm</strong> seeking a Fund Accounting Manager to join its lean Finance team. This is a hands-on opportunity for someone who enjoys owning fund accounting in-house and wants broad exposure to the full fund lifecycle.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Own key areas of <strong>fund accounting and financial reporting</strong> across multiple VC funds.</li><li>Prepare capital statements, capital activity, and investor reporting.</li><li>Perform <strong>waterfall and carried interest calculations</strong>.</li><li>Support quarterly and year-end closes, audits, and tax-related deliverables.</li><li>Partner closely with the Controller, CFO, and Senior Accountant.</li><li>Ensure fund records and reporting are accurate, timely, and well maintained.</li><li>Work directly with leadership on ad hoc analysis and fund-related projects.</li><li>Coordinate time-sensitive reporting requests, including those involving international teams.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accountant | Investment Firm | San Francisco; Hybrid | Base + Bonus + Phantom Carry </strong></p><p> </p><p>Join a <strong>highly respected private investment firm</strong> with a diversified alternatives platform and a <strong>lean, close-knit finance team</strong>. This is an excellent opportunity for an early-career accountant to transition into private investments and gain hands-on exposure across the <strong>full fund accounting lifecycle</strong>, with direct access to senior leadership and meaningful ownership from day one.</p><p> </p><p>The firm is known for its <strong>collaborative, low-ego culture</strong> and offers an exceptional benefits package, including <strong>100% covered medical, dental, and vision for employees and families</strong>, bonus potential, retirement contributions, <strong>long-term incentive eligibility</strong>, daily team lunches, team retreats, and a <strong>year-end office closure</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Track and record <strong>capital calls and distributions </strong></li><li>Prepare quarterly closes, <strong>GL reconciliations</strong>, and management fee calculations</li><li>Prepare <strong>LP/GP capital account statements</strong> and investor performance reporting</li><li>Support annual audits and <strong>GAAP financial statement preparation </strong></li><li>Maintain accurate fund accounting records and internal controls</li><li>Help improve and document fund accounting processes</li><li>Partner with the broader finance team on special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accountant | Investment Firm | San Francisco; Hybrid | Base + Bonus + Phantom Carry </strong></p><p> </p><p>Join a <strong>highly respected private investment firm</strong> with a diversified alternatives platform and a <strong>lean, close-knit finance team</strong>. This is an excellent opportunity for an early-career accountant to transition into private investments and gain hands-on exposure across the <strong>full fund accounting lifecycle</strong>, with direct access to senior leadership and meaningful ownership from day one.</p><p> </p><p>The firm is known for its <strong>collaborative, low-ego culture</strong> and offers an exceptional benefits package, including <strong>100% covered medical, dental, and vision for employees and families</strong>, bonus potential, retirement contributions, <strong>long-term incentive eligibility</strong>, daily team lunches, team retreats, and a <strong>year-end office closure</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Track and record <strong>capital calls and distributions </strong></li><li>Prepare quarterly closes, <strong>GL reconciliations</strong>, and management fee calculations </li><li>Prepare <strong>LP/GP capital account statements</strong> and investor performance reporting </li><li>Support annual audits and <strong>GAAP financial statement preparation </strong></li><li>Maintain accurate fund accounting records and internal controls </li><li>Help improve and document fund accounting processes </li><li>Partner with the broader finance team on special projects </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Finance & Accounting</strong> is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities.</p><p> </p><p>If you're currently in public accounting at the <strong>Manager or Senior Manager</strong> level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul>