We are looking for a highly organized and proactive Personal Assistant to support a key executive in a dynamic startup environment. In this Contract to permanent position, you will play a vital role in ensuring day-to-day operations run smoothly, managing detail-oriented and occasional personal tasks with discretion and efficiency. This role requires exceptional judgment, adaptability, and the ability to anticipate needs in a fast-paced setting.<br><br>Responsibilities:<br>• Oversee the executive’s calendar by scheduling meetings, appointments, and travel while prioritizing time-sensitive engagements.<br>• Organize and manage domestic and international travel arrangements, including booking flights, accommodations, and handling expense tracking.<br>• Prepare meeting materials, presentations, agendas, and follow up on action items as needed.<br>• Maintain confidentiality while managing sensitive information with a high level of discretion.<br>• Assist with personal errands, appointments, and logistical tasks to support the executive's efficiency.<br>• Coordinate special projects and conduct research to provide actionable insights.<br>• Serve as a liaison between the executive, internal teams, board members, investors, and external partners.<br>• Ensure seamless organization across multiple workstreams in a fast-evolving startup environment.<br>• Respond to ad hoc requests and provide proactive support to address immediate needs.
<p>Are you a strategic thinker, master communicator, and calendar management guru? We’re seeking an exceptional Executive Assistant to join our team in the Concord, CA area and support senior leadership in a fast-paced, highly impactful environment.</p><p><br></p><p><strong>Why You’ll Love This Role:</strong> You’ll go beyond classic administrative duties and play a key part in driving operational efficiency. You’ll manage complex schedules, solve problems proactively, and serve as the go-to resource for executive support—helping our leaders stay focused on what matters most.</p><p><strong>What the Executive Assistant Will Do:</strong></p><ul><li>Coordinate and optimize busy executive calendars, ensuring meetings, appointments, and priorities are seamlessly managed</li><li>Anticipate needs and proactively remove roadblocks, using strategic thinking to support leaders’ goals</li><li>Prepare materials and organize travel, meetings, presentations, and communications with professionalism and attention to detail</li><li>Serve as a trusted liaison between executives and internal/external partners, drafting essential correspondence and organizing briefings</li><li>Maintain confidential documents, process expenses, and contribute to process improvements across teams</li><li>Support workflow automation initiatives and leverage digital tools to maximize productivity</li><li>Tackle challenges before they arise—your problem-solving skills will set you apart!</li></ul><p>If you're interested in this Executive Assistant position, submit your resume today!</p>
<p>A well‑established law firm in Berkeley is seeking an Executive Assistant/Office Manager to support their Managing Partner on a contract‑to‑hire basis. This fully on‑site role is ideal for candidates who are proactive, organized, and thrive in a position where they can take ownership and be the key support person for a busy leader. While prior experience in a law firm is a plus, the firm is equally open to candidates who are passionate about executive support and office operations, whether they are looking to grow within legal or simply advance in an EA/Office Manager career path. Training will be provided for the right go‑getter who brings strong initiative and follow‑through.</p><p> </p><p>In this role, you’ll work closely with the Managing Partner to anticipate needs, assist with billing, coordinate travel, and ensure day‑to‑day operations run smoothly. You will also support HR‑focused tasks, including interview coordination and onboarding assistance. This position offers long‑term potential for someone who enjoys being at the center of firm operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide comprehensive executive support to the Managing Partner, including calendar management, meeting prep, task tracking, and follow‑up</li><li>Assist with billing tasks such as time entry, expense tracking, and proofreading invoices (training provided)</li><li>Coordinate domestic travel, logistics, and itineraries</li><li>Manage everyday office operations, including supplies, vendors, and general administrative needs</li><li>Proactively anticipate the Managing Partner’s needs and address issues before they arise</li><li>Support HR‑related coordination, including scheduling interviews and assisting with onboarding</li><li>Handle sensitive and confidential information with discretion</li><li>Step in across various administrative functions to ensure smooth office operations</li></ul>
We are looking for an experienced Executive Assistant to provide high-level support to C-level executives in Oakland, California. In this long-term contract position, you will play a critical role in ensuring smooth administrative operations, managing sensitive information, and coordinating executive activities with professionalism. This role requires a proactive approach, exceptional organizational skills, and the ability to work independently with minimal supervision.<br><br>Responsibilities:<br>• Organize and manage scheduling for senior executives, including sending invitations, reserving meeting spaces, preparing agendas, and documenting action items.<br>• Develop and revise PowerPoint presentations to support executive communications and internal meetings.<br>• Facilitate effective communication between departments by managing correspondence and ensuring timely responses.<br>• Prepare detailed expense reports and submit them accurately and on time.<br>• Handle confidential information with discretion, maintaining the highest level of professionalism.<br>• Coordinate logistics for internal and external meetings, conferences, and training sessions, including arranging catering and technical setups.<br>• Arrange travel plans for executives, ensuring all accommodations and itineraries are handled efficiently.<br>• Maintain and retrieve important documents and reference materials for easy accessibility.<br>• Perform essential administrative duties such as filing, copying, and managing office supplies.<br>• Uphold strict confidentiality standards in all aspects of the role.
<p>We are looking for an organized and proactive Administrative Assistant to join our team in San Francisco, California. This contract position involves managing administrative tasks efficiently while providing excellent customer service. The role requires someone who is comfortable navigating the Tenderloin area for tasks such as mail runs and ensuring smooth operations in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage a caseload of 60-90 units, supporting formerly homeless individuals with diverse challenges including mental health, substance abuse, and medical issues.</p><p>• Conduct outreach visits, perform needs assessments, and provide ongoing case management services to improve housing retention and tenant quality of life.</p><p>• Assist tenants in maintaining housing by fostering relationships, offering interventions, and ensuring timely rent payments.</p><p>• Address habitability concerns by collaborating with hotel managers during inspections and pest control visits.</p><p>• Organize community-building activities such as tenant groups, social events, and collaborative programs to create a supportive environment.</p><p>• Connect tenants to appropriate resources, facilitating referrals and ensuring follow-through to meet individual needs.</p><p>• Respond to tenant crises with de-escalation techniques and provide support during high-stress situations.</p><p>• Maintain detailed tenant case files, ensuring confidentiality and accurate record-keeping.</p><p>• Collaborate with internal departments and external service providers to advocate for tenant needs and ensure comprehensive support.</p><p>• Participate in agency-wide initiatives and assist tenants in completing annual certifications or program requirements.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013373641 **</p>
We are looking for a dedicated Administrative Assistant to join our team in Palo Alto, California. This long-term contract position offers an exciting opportunity to support patient registration processes while ensuring accuracy and efficiency. The ideal candidate will thrive in a fast-paced environment, demonstrate exceptional organizational skills, and consistently pay attention to detail.<br><br>Responsibilities:<br>• Facilitate patient registration by collecting and verifying demographic and insurance information.<br>• Obtain necessary patient signatures on legal documents and ensure compliance with organizational policies.<br>• Process payments, including co-pays, deductibles, and deposits, with accuracy and care.<br>• Scan and upload required documentation into the system before the end of each shift.<br>• Collaborate with clinical staff by providing wristbands, facesheets, and other essential documents promptly.<br>• Handle patient valuables according to department procedures and maintain secure storage.<br>• Provide exceptional customer service by addressing patient inquiries and coordinating visitor authorizations.<br>• Ensure office equipment is operational and follow downtime procedures when necessary.<br>• Participate actively in departmental meetings, workshops, and training sessions.<br>• Uphold a collaborative and solution-oriented approach when interacting with internal and external stakeholders.
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Palo Alto, California. In this role, you will handle a variety of administrative tasks, including patient registration, document processing, and insurance verification, while ensuring compliance with organizational policies and procedures. This position requires a strong focus on customer service, organizational efficiency, and the ability to work collaboratively in a fast-paced environment.<br><br>Responsibilities:<br>• Register patients accurately and efficiently, obtaining demographic and insurance information as required.<br>• Collect patient signatures on legal and registration-related documents, ensuring compliance with regulations.<br>• Process payments such as co-pays, deductibles, and deposits, maintaining detailed records.<br>• Scan and upload relevant documentation into the system before the end of each shift.<br>• Utilize online platforms to verify insurance information and patient eligibility.<br>• Prioritize tasks effectively during high-volume periods to optimize operational efficiency and customer satisfaction.<br>• Collaborate with clinical staff, providing necessary materials such as wristbands and facesheets in a timely manner.<br>• Distribute privacy notices and maintain compliance with HIPAA regulations and organizational policies.<br>• Ensure office equipment is functional and follow downtime procedures when necessary.<br>• Attend departmental meetings, workshops, and training sessions to stay updated on policies and procedures.
We are looking for a detail-oriented Administrative Assistant to support billing operations in a fast-paced healthcare environment. This role is based in Santa Clara, California, and offers an excellent opportunity for individuals eager to grow their administrative and financial skills. The ideal candidate will assist with invoicing, purchase order matching, and other bookkeeping tasks while collaborating closely with the sales and management teams.<br><br>Responsibilities:<br>• Prepare and send invoices accurately and in a timely manner.<br>• Match purchase orders to invoices to ensure proper documentation and billing.<br>• Collaborate with the sales and management teams to support billing-related processes.<br>• Assist with bookkeeping tasks and maintain organized financial records.<br>• Manage customer billing inquiries and provide resolution promptly.<br>• Use QuickBooks or similar software for billing and record-keeping purposes.<br>• Generate billing statements and ensure all payments are recorded properly.<br>• Participate in training to learn additional responsibilities and enhance skills.<br>• Maintain administrative records and provide general office support as needed.
<p><strong>Administrative Assistant</strong></p><p><strong>Description:</strong></p><p>Provide essential office support by managing schedules, correspondence, and organizational tasks to ensure smooth day-to-day operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage scheduling and calendars for team members</li><li>Coordinate meetings, travel, and events</li><li>Prepare reports, presentations, and correspondence</li><li>Maintain organized filing systems and office supplies</li><li>Support daily administrative operations</li></ul>
<p><strong>Administrative Assistant </strong></p><p>The go‑to administrative partner who keeps the team organized, informed, and running efficiently. This role supports daily operations, coordinates schedules, and ensures a smooth flow of communication across the office.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Administrative & Scheduling Support</strong> — Manages calendars, meeting prep, and day‑to‑day coordination.</li><li><strong>Communication & Customer Service</strong> — Professional communicator who supports internal teams and external visitors.</li><li><strong>Organization & Time Management</strong> — Balances multiple priorities while maintaining accuracy and structure.</li><li><strong>Problem‑Solving & Initiative</strong> — Anticipates needs, identifies solutions quickly, and keeps operations moving.</li></ul><p><br></p>
<p><strong>Administrative Assistant </strong></p><p>The go‑to administrative partner who keeps the team organized, informed, and running efficiently. This role supports daily operations, coordinates schedules, and ensures a smooth flow of communication across the office.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Administrative & Scheduling Support</strong> — Manages calendars, meeting prep, and day‑to‑day coordination.</li><li><strong>Communication & Customer Service</strong> — Professional communicator who supports internal teams and external visitors.</li><li><strong>Organization & Time Management</strong> — Balances multiple priorities while maintaining accuracy and structure.</li><li><strong>Problem‑Solving & Initiative</strong> — Anticipates needs, identifies solutions quickly, and keeps operations moving.</li></ul><p><br></p>
<p>We are looking for a highly organized and proactive Administrative Assistant to join a collegial law firm in San Francisco, California. This law firm values social and environmental responsibility and prides themselves on fostering a collaborative and detail-oriented work environment. This role is essential in ensuring the smooth operation of daily office activities while supporting the broader team with administrative and clerical tasks. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Maintain office inventory by tracking and ordering supplies, including janitorial items and refreshments.</p><p>• Process incoming and outgoing mail, including postage and sorting duties.</p><p>• Coordinate and prepare conflict checks, ensuring timely distribution and reporting.</p><p>• Provide support for library updates, book distribution, and related library projects.</p><p>• Schedule and organize firm-wide meetings, including preparing minutes for monthly meetings.</p><p>• Assist with travel arrangements and hotel bookings for staff.</p><p>• Manage law clerk evaluations by creating forms, distributing them, and archiving completed evaluations.</p><p>• Ensure the kitchen remains organized and clean, including coffee preparation and dishwasher management.</p><p>• Set up and clean up for firm events, such as lunches and celebrations.</p><p>• Serve as a backup for the administrative assistant and operations coordinator when necessary.</p>
<p>We are looking for a reliable and organized <strong>Part Time</strong> Administrative Assistant to join our team on a contract basis. Based in Richmond, California, this position requires someone who can manage office operations efficiently while maintaining an attentive and welcoming environment. The role is part-time, offering flexibility and an opportunity to contribute to a variety of organizational tasks.</p><p><br></p><p>Responsibilities:</p><p>• Organize and maintain office spaces, storage areas, and shared workstations to ensure functionality and order.</p><p>• Develop and implement effective systems to streamline organizational processes.</p><p>• Welcome visitors and provide front desk support, ensuring a positive administrative presence.</p><p>• Sort, label, and archive both physical and digital documents for easy access and retrieval.</p><p>• Assist with special office projects, managing tasks from initiation to completion.</p><p>• Ensure the office environment remains tidy, orderly, and conducive to productivity.</p><p>• Communicate updates and progress reports on assigned tasks and projects clearly and promptly.</p>
We are looking for a detail-oriented Administrative Assistant to join a boutique financial investment and insurance firm in Emeryville, California. In this Contract to permanent position, you will play a vital role in supporting daily operations, client interactions, and administrative tasks. This opportunity offers a chance to develop valuable skills within the financial industry while contributing to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Coordinate schedules and appointments to ensure seamless calendar management.<br>• Organize and prepare client files, paperwork, and documentation with accuracy.<br>• Handle incoming and outgoing correspondence, including mail, emails, and faxes.<br>• Maintain office supplies and oversee the functionality of office equipment.<br>• Assist clients with inquiries, requests, and the completion of necessary forms.<br>• Gather, organize, and process client information to support operational needs.<br>• Perform data entry tasks and maintain precise records and databases.<br>• Create detailed reports and presentations as required by the team.<br>• Support compliance efforts by adhering to industry regulations and guidelines.<br>• Provide basic technical assistance and ensure proper utilization of office software.
We are looking for an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
<p>Our client, a distinguished historical location, is seeking a part-time Administrative Assistant on a contract basis in Oakland, California. This part-time role offers an exciting opportunity to contribute to the efficient management of donor databases and support administrative operations in a dynamic environment. The ideal candidate will have experience with donor management systems and a passion for maintaining organization and accuracy in administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Manage and update donor information using DonorPerfect and Raiser’s Edge systems.</p><p>• Perform accurate data entry to ensure the integrity of records and donor details.</p><p>• Provide general administrative support, including scheduling meetings and preparing reports.</p><p>• Assist in implementing new technology solutions to enhance administrative workflows.</p><p>• Respond to inquiries and maintain attentive and precise communication with donors and stakeholders.</p><p>• Organize and maintain office files, both digitally and physically, for easy access.</p><p>• Collaborate with team members to streamline processes and improve efficiency.</p><p>• Generate detailed reports and analytics related to donor contributions and trends.</p><p>• Support event planning and coordination efforts as needed.</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>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>Non Profit seeking an experienced Contract Recruiter to support a short-term month hiring initiative focused on filling a small number of key positions across the organization. This role will partner closely with leadership and hiring managers to manage full-cycle recruiting while maintaining a thoughtful, inclusive, and candidate-centered approach aligned with the organization’s mission. </p><p>Key Responsibilities</p><ul><li>Partner with leadership and hiring managers to clarify hiring needs, timelines, and role requirements</li><li>Manage full-cycle recruiting for several priority roles, including sourcing, screening, interviewing, and offer support</li><li>Develop and post job descriptions and outreach strategies that reflect Black Culture Zone’s values and culture</li><li>Proactively source and engage candidates through job boards, networks, referrals, and direct outreach</li><li>Coordinate interviews, gather feedback, and ensure a smooth and professional candidate experience</li><li>Maintain accurate recruiting documentation and tracking throughout the engagement</li><li>Provide regular status updates on hiring progress and pipeline health</li></ul><p><br></p><p><br></p>
<p><strong>Executive Assistant</strong></p><p><strong>Description:</strong></p><p>Support executive leaders through high-level administrative tasks, ensuring efficient calendar coordination and confidential information management.</p><p><strong>Responsibilities:</strong></p><ul><li>Support executive leaders with complex calendar management</li><li>Coordinate travel arrangements and high-level meetings</li><li>Prepare reports, agendas, and minutes</li><li>Handle confidential correspondence and information</li><li>Serve as liaison between executives and staff</li></ul>
We are looking for a dedicated Office Assistant to join our team in Alameda, California. In this long-term contract position, you will play a vital role in supporting the daily operations of our organization, ensuring smooth administrative processes and effective communication. This role offers an excellent opportunity to contribute to a dynamic environment while developing your attention to detail.<br><br>Responsibilities:<br>• Manage receptionist duties, including greeting visitors and answering inbound calls in a courteous manner.<br>• Organize and maintain office records by scanning and filing documents accurately.<br>• Provide clerical support such as data entry, scheduling appointments, and handling correspondence.<br>• Assist with inventory management and ordering office supplies as needed.<br>• Coordinate with team members to ensure seamless communication and workflow.<br>• Prepare and distribute reports and documents to support organizational needs.<br>• Maintain a clean and organized workspace to promote efficiency.<br>• Support special projects and administrative tasks as assigned.<br>• Uphold confidentiality and adhere to company policies and procedures.
<p><strong>Executive Assistant </strong></p><p>The trusted partner to leadership — managing complex schedules, driving organization, and ensuring seamless communication across the executive team. This role anticipates needs, supports high‑impact priorities, and keeps operations running with precision and professionalism.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Executive Calendar & Prioritization</strong> — Manages complex schedules, shifting priorities, and high‑volume meeting coordination.</li><li><strong>Communication & Stakeholder Liaison</strong> — Interfaces with internal teams, clients, and external partners with clarity and executive presence.</li><li><strong>Project & Deadline Management</strong> — Tracks initiatives, prepares materials, and ensures timely follow‑through on key deliverables.</li><li><strong>Problem‑Solving & Anticipation</strong> — Identifies needs ahead of time, resolves issues quickly, and supports executives proactively.</li></ul><p><br></p>
<p><strong>Executive Assistant </strong></p><p>The trusted partner to leadership — managing complex schedules, driving organization, and ensuring seamless communication across the executive team. This role anticipates needs, supports high‑impact priorities, and keeps operations running with precision and professionalism.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Executive Calendar & Prioritization</strong> — Manages complex schedules, shifting priorities, and high‑volume meeting coordination.</li><li><strong>Communication & Stakeholder Liaison</strong> — Interfaces with internal teams, clients, and external partners with clarity and executive presence.</li><li><strong>Project & Deadline Management</strong> — Tracks initiatives, prepares materials, and ensures timely follow‑through on key deliverables.</li><li><strong>Problem‑Solving & Anticipation</strong> — Identifies needs ahead of time, resolves issues quickly, and supports executives proactively.</li></ul><p><br></p>
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>
