<p>Jennifer Fukumae with Robert Half is partnering with a 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. 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>We are seeking an experienced Senior Executive Assistant to provide high-level administrative support to the President within a dynamic and collaborative healthcare environment. This contract-to-permanent position requires exceptional organizational skills, discretion, and the ability to manage multiple priorities while maintaining a high standard of conduct. The role involves coordinating complex schedules, preparing business documents, and facilitating communication with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Organize and manage complex calendars, ensuring seamless scheduling for the President and senior executives.</p><p>• Coordinate and arrange detailed travel plans, including booking flights, accommodations, and transportation.</p><p>• Prepare, audit, and submit expense reports with accuracy and attention to detail.</p><p>• Draft, revise, and edit business documents, presentations, and correspondence on behalf of executive leadership.</p><p>• Serve as a detail-oriented liaison between the President and internal teams, external partners, and stakeholders.</p><p>• Collaborate with other executive support staff to streamline administrative tasks and ensure efficiency.</p><p>• Facilitate executive meetings by preparing agendas, coordinating logistics, and documenting key outcomes.</p><p>• Maintain and update files and records using tools such as SharePoint and Dynamics 365.</p><p>• Manage sensitive information with confidentiality and discretion.</p><p>• Assist with special projects and initiatives as directed by executive leadership.</p>
<p>We are working with a company that is growing and in need of a Controller for their Sacramento location. The ideal candidate will have a strong background in construction accounting, managing the day to day accounting of a small company or division of a company. If you are interested in this opportunity, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>As Controller, you’ll be responsible for the full scope of accounting and financial functions for the division, including:</p><ul><li>Financial Leadership: Partner with the division’s senior leadership to develop and execute medium- and long-term strategic financial plans.</li><li>Project Accounting: Ensure project revenues and costs are properly allocated, reported in accordance with GAAP, and aligned with company objectives.</li><li>Reporting & Analysis: Prepare accurate monthly financial statements and detailed analysis to support performance reviews and guide decision-making.</li><li>Budgeting & Forecasting: Lead the preparation of divisional budgets and forecasts; monitor results and identify opportunities for improvement.</li><li>Compliance & Controls: Ensure accurate and timely sales/use tax filings, balance sheet reconciliations, and internal controls are maintained and continuously improved.</li><li>Inventory & Job Costing: Maintain accurate inventory records, job status reporting, and work-in-process tracking; ensure timely billing and equipment usage capture.</li><li>Cross-Functional Collaboration: Serve as a financial advisor to operations, helping teams understand results and identify cost-saving or profit-enhancing opportunities.</li><li>Leadership & Development: Lead, mentor, and develop a team of 4 accounting professionals, ensuring accurate and efficient daily operations.</li><li>Audit & Tax Support: Assist with corporate-level audits, tax filings, and other regulatory reporting requirements.</li><li>Process Improvement: Continuously identify and lead initiatives to improve processes, automation, and reporting efficiency.</li></ul><p><br></p>
<p>We are looking for a skilled Finance Specialist to join our team in Stockton, California. This is a Contract to permanent position that offers an excellent opportunity to showcase your expertise in financial processes and analysis. The ideal candidate will have a strong background in accounting and general ledger management, coupled with an analytical mindset to support financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Examine accounts payable entries to ensure accuracy and proper posting.</p><p>• Verify and post cash receipts and accounts receivable transactions.</p><p>• Conduct thorough cash reconciliations to maintain financial accuracy.</p><p>• Regularly review general ledger accounts to identify and correct discrepancies.</p><p>• Reclassify general ledger entries as necessary to ensure accurate reporting.</p><p>• Utilize financial modeling techniques to support decision-making processes.</p><p>• Perform detailed account analysis to provide insights into financial trends.</p><p>• Collaborate with team members to improve financial workflows and reporting.</p><p>• Prepare and present financial data to stakeholders as needed.</p><p>• Support the finance team with ad hoc reporting and analysis tasks.</p>
We are looking for a detail-oriented File Clerk/Data Entry specialist to join our team on a contract basis in Calistoga, California. This role involves managing and organizing physical and digital files, ensuring accurate data entry, and supporting administrative processes. If you have a keen eye for detail and a commitment to efficiency, we encourage you to apply.<br><br>Responsibilities:<br>• Organize and maintain physical files, ensuring proper labeling and storage.<br>• Perform accurate data entry tasks to input information into the system.<br>• Scan and digitize physical documents for electronic filing.<br>• Manage file boxes, including sorting and categorizing contents.<br>• Ensure all files are properly archived and accessible for future reference.<br>• Conduct regular audits of files to maintain organization and accuracy.<br>• Collaborate with team members to address file-related issues or discrepancies.<br>• Adhere to company policies and procedures for handling sensitive information.<br>• Support general administrative tasks as needed.
<p>We are looking for a skilled Payroll Administrator to join our team on a <strong>part time</strong> contract basis in Benicia, California. This position involves managing payroll processes, reviewing deductions, and generating detailed reports using Workday. The role requires a part-time commitment, working three days a week, with Mondays and Tuesdays being mandatory.</p><p><br></p><p>Responsibilities:</p><p>• Audit payroll processes to identify and correct errors, including inaccurate deductions.</p><p>• Generate and analyze payroll reports in Workday, including month-end and year-end summaries.</p><p>• Provide hands-on training and guidance to payroll specialists to improve system proficiency.</p><p>• Ensure compliance with multi-state payroll regulations and company policies.</p><p>• Collaborate with the Controller to address payroll-related inquiries and implement improvements.</p><p>• Manage payroll operations for approximately 200 employees, the majority of whom are exempt.</p><p>• Utilize Workday to execute full-cycle payroll tasks efficiently.</p><p>• Support remote work setup by coordinating technology needs, such as laptops.</p><p>• Monitor payroll workflows to ensure timely and accurate processing.</p><p>• Assist with additional payroll-related projects as needed.</p>
<p>We are looking for a skilled Legal Secretary to join our team in Lodi, California. As part of a long-term contract position, you will play a vital role in supporting attorneys with civil litigation tasks, including insurance defense. This role requires someone who is meticulous, adept at managing deadlines, preparing legal documents, and maintaining accurate schedules using manual calendaring.</p><p><br></p><p>Responsibilities:</p><p>• Draft and prepare pleadings, motions, and other legal documents with precision.</p><p>• Manage legal calendars, ensuring deadlines for State and Federal filings are met.</p><p>• Coordinate depositions, meetings, and appointments for attorneys.</p><p>• Transcribe dictation and type legal correspondence and documentation.</p><p>• Handle subpoena requests for medical and business records.</p><p>• Monitor upcoming deadlines and remind attorneys of key tasks and commitments.</p><p>• Conduct e-filing and manage court filings in compliance with local rules.</p><p>• Maintain organization and prioritize tasks in a fast-paced legal environment.</p><p>• Support attorneys with civil litigation processes, including insurance defense.</p>
Essential Job Duties:<br><br>Secretarial, word processing, and legal administrative support for multiple partners and associate attorneys in a variety of practice areas.<br>Create, revise, and format legal documents, pleadings, correspondence, and forms from handwritten drafts, notes, or dictation. Apply track changes, formatting, and styles; edit, label, and redact documents; compare documents using document comparison software and produce redlined versions; ability to produce TOA and TOC<br>Proofread documents for spelling, grammatical, typographical, and formatting errors<br>Experience with E-filing in both State and Federal courts<br>Assist attorneys with special projects and other general administrative duties.<br>Schedule and calendar meetings, depositions, hearings, and court reporters.<br>Perform legal calendaring<br>Assist with the opening and closing of matters<br>Interact with clients, visitors, attorneys, and staff via telephone and email<br>Qualifications:<br><br>3+ years of experience as a litigation legal secretary within a law firm environment<br>Ability to support multiple attorneys in a fast-paced environment<br>Strong organizational skills and the ability to multitask<br>Excellent interpersonal, written, and oral communication skills<br>Ability to take direction and work independently with little or no supervision, as well as part of a team<br>Ability to handle complex assignments and complete projects under tight deadlines, must be able to adapt to changing priorities quickly<br>Strong commitment to client service<br>Must be a team player<br>Excellent attention to detail and proofreading skills<br>Ability to work overtime on an occasional basis<br>Minimum Requirements:<br><br>High School diploma or GED, required<br>3+ years of litigation experience required<br>Strong knowledge with Office 365 and Adobe Acrobat or FoxIt PDF<br>Experience with a Document Management System such as IManage, Filesite, NetDocs<br>Candidate must be able to work 5 days in the office for the first 90 days, and then a hybrid work schedule of 3 days in the office
<p>We are looking for an experienced Accounting Clerk to join our team in Lodi, California. In this contract to permanent position, you will play a vital role in supporting our accounting operations within the agriculture industry. If you have a strong background in financial processes, proficient in Sage and are eager to contribute to a dynamic environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Perform account reconciliations to ensure accuracy and resolve discrepancies.</p><p>• Process accounts payable and accounts receivable transactions efficiently and accurately.</p><p>• Handle billing procedures, including invoice generation and tracking payments.</p><p>• Maintain organized financial records and ensure compliance with company policies.</p><p>• Assist in preparing and reviewing financial statements for reporting purposes.</p><p>• Manage data entry tasks related to financial transactions.</p><p>• Collaborate with team members to review contracts and ensure proper documentation.</p><p>• Utilize accounting software such as Sage, QuickBooks, Oracle, or SAP for financial tasks.</p><p>• Generate reports and provide insights to support decision-making processes.</p><p>• Address inquiries from internal and external stakeholders regarding accounting matters.</p>
