<p>AI legal start up is looking for an experienced Case Manager to join the team. </p><p><br></p><p>Responsibilities:</p><ul><li>Design and implement intake workflows for various litigation initiatives, from initial outreach and lead qualification to signed engagement and CRM integration. </li><li>Manage day-to-day intake activities, including lead triage, eligibility screening, client follow-ups, retainer execution, and data integrity.</li><li>Ensure all intake activities comply with relevant legal and regulatory requirements (e.g., advertising rules, privacy standards). Maintain clear records and audit trails.</li><li>Develop reporting dashboards to track funnel performance metrics such as lead conversion, engagement rates, and response times.</li><li>Train and manage support staff or external vendors. Continuously refine scripts, workflows, and knowledge resources to improve efficiency and client experience.</li></ul>
<p><strong>About the Role</strong></p><p>We are seeking an organized and detail-oriented <strong>Accounting Clerk</strong> to join our team and provide crucial support to our finance department. This entry-level role is perfect for someone looking to grow their accounting skills while contributing to <strong>data entry</strong> and assisting with <strong>light accounts receivable (AR) and accounts payable (AP)</strong> tasks. If you are highly motivated, reliable, and interested in learning the fundamentals of accounting, this opportunity is for you!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Data Entry:</strong></li><li>Accurately enter and maintain financial data into accounting systems and spreadsheets.</li><li>Review and verify the accuracy of invoices, receipts, and other documentation before inputting into the system.</li><li><strong>Accounts Receivable (AR):</strong></li><li>Assist with generating and sending invoices to customers.</li><li>Follow up on outstanding balances and ensure accurate recording of payments.</li><li><strong>Accounts Payable (AP):</strong></li><li>Support the AP process by organizing and entering vendor invoices.</li><li>Help prepare payment batches and verify payment information for accuracy.</li><li><strong>Reconciliations:</strong></li><li>Reconcile data entry records with corresponding accounts to ensure consistency.</li><li>Assist with monthly account reconciliations as needed.</li><li><strong>Clerical Support:</strong></li><li>Maintain organized and updated filing systems, both physical and digital.</li><li>Provide administrative support to the finance team, including document scanning, email correspondence, and reporting</li><li><strong>Team Collaboration:</strong></li><li>Work closely with the AR/AP, accounting, and finance teams to provide assistance as needed.</li><li>Support special finance projects or ad hoc tasks when required.</li></ul>
Soft skills: Humble, Hungry, Smart- More extroverted personality- very emotionally intelligent and personable- MUST HAVE<br>Software skills: Ultratax, GoFileRoom, Engagement Manager (Preferred, not required)<br><br>Leads and Manages Engagements: Runs larger, complex engagements supervising staff, or manages multiple smaller engagements simultaneously while effectively balancing workloads.<br><br>Evaluates and Reviews Internal Controls: Assesses and revises internal controls and audit programs; studies control systems to determine audit testing scope and selects transactions to test.<br><br>Conducts Analysis and Ensures Compliance: Collects and analyzes data to identify deficiencies, fraud, or noncompliance; examines records and interviews personnel to verify accurate transaction recording and regulatory compliance.<br><br>Demonstrates Technical and Professional Expertise: Applies professional audit skepticism, performs technical reviews of engagement workpapers, and demonstrates expertise in specialized areas and accounting standards.<br><br>Maintains Knowledge and Performs Research: Keeps current on economic, political, and regulatory developments; performs research on accounting standards and supports audit conclusions accordingly.<br><br>Upholds Firm Standards: Demonstrates thorough understanding and application of firm engagement quality standards.
<p>Our client is looking for a highly organized and detail-oriented Medical Malpractice Attorney to join their team in San Francisco, California. As a Medical Malpractice Attorney, you will handle various aspects of litigation, including trial preparation, discovery planning, and court appearances, while working in a dynamic and collaborative environment. </p><p><br></p><p>Responsibilities </p><p>• Develop defense strategies tailored to medical malpractice and product liability cases </p><p>• Prepare and respond to discovery requests in compliance with legal standards </p><p>• Draft and file motions and other legal documents to support case objectives </p><p>• Represent clients during depositions and summarize deposition findings for case preparation </p><p>• Attend court appearances, including hearings and trials, to advocate for client interests </p><p>• Collaborate with team members to manage high-volume caseloads effectively </p><p>• Conduct thorough legal research to support case development and arguments </p><p>• Analyze case details and provide expert recommendations to clients and stakeholders </p><p>• Participate in trial preparation activities, including organizing evidence and witness coordination </p><p>• Maintain accurate and detailed case records for ongoing litigation processes</p>
We are looking for a dedicated Associate Attorney to join our team in San Francisco, California. This role offers an exciting opportunity to work in civil litigation defense within a collaborative and supportive environment. If you are a licensed attorney passionate about building your career and gaining hands-on experience, this position is ideal for you.<br><br>Responsibilities:<br>• Manage a diverse caseload, taking primary responsibility for cases based on your level of experience.<br>• Represent clients during court appearances, depositions, mediations, and other legal proceedings.<br>• Conduct legal research and prepare motions, briefs, and other necessary documentation.<br>• Handle discovery processes, including drafting and responding to interrogatories and requests for production.<br>• Collaborate with clients to provide regular updates and address legal concerns.<br>• Prepare for trials, including pre-trial motions and strategy development.<br>• Participate in settlement negotiations and mediations to advocate for client interests.<br>• Work closely with partners and other team members to ensure high-quality case management.<br>• Maintain effective use of case management and document management software.<br>• Stay current with legal trends and developments to enhance expertise.
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
We are looking for an experienced Office Manager to oversee and streamline the daily operations of our office in Campbell, California. This is a long-term contract position that requires a proactive and organized individual to ensure the office runs smoothly while supporting team events and administrative needs. Join our dynamic team and contribute to an innovative organization at the forefront of data management and AI.<br><br>Responsibilities:<br>• Manage day-to-day office operations, including scheduling maintenance, handling mail and shipments, and ensuring the availability of office supplies and equipment.<br>• Maintain a clean and organized office environment, including overseeing the kitchen area and maintaining common spaces.<br>• Prepare beverages for the office as needed and coordinate weekly snack and beverage purchases.<br>• Plan and execute team events such as monthly lunches, happy hours, and company-wide gatherings, while staying within budget.<br>• Coordinate logistics for offsite events, including venue selection, travel arrangements, and post-event evaluations.<br>• Handle the procurement and management of promotional materials and event-related items.<br>• Perform general administrative tasks, including filing, calendar management, and supporting various ad hoc projects.<br>• Assist with receptionist duties and provide support for accounts payable processes as needed.<br>• Take on additional responsibilities as assigned by management.
<p>Robert Half is partnering with a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p><br></p><p><br></p><p><br></p>
<p>Reputable family law firm is seeking an Attorney to join their team. In this role, you will have the opportunity to work in the family law industry, managing multiple tasks simultaneously and developing your skills with seasoned attorneys. This role involves executing case strategies, managing high-level cases, communicating effectively, and participating in business development and networking functions.</p><p><br></p><p>Responsibilities:</p><p>• Execute case strategy with senior attorneys, paralegals, and support staff</p><p>• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents</p><p>• Draft letters, write and review discovery, and prepare responses to opposing counsel</p><p>• Generate status reports and manage multiple tasks simultaneously</p><p>• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review</p><p>• Communicate effectively with clients and opposing counsel to progress through the case process</p><p>• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness</p><p>• Attend court proceedings in person and virtually as needed to represent clients</p><p>• Participate in business development and networking functions</p><p>• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.</p>
<p>We are looking for an experienced Controller to lead and manage all financial operations within our organization, based in San Francisco, California. </p><p><br></p><p>Responsibilities:</p><ul><li>Deliver timely, accurate, and GAAP-compliant financial reporting across all entities.</li><li>Lead monthly/annual close, including journal entries, reconciliations, and financial statements.</li><li>Conduct variance analysis, financial modeling, and scenario planning to support strategic decisions.</li><li>Manage multi-entity consolidations, intercompany allocations, and reconciliations.</li><li>Oversee the full accounting cycle across multiple business units.</li><li>Ensure compliance with accounting standards and regulatory requirements.</li><li>Manage property and real estate development accounting, including capital projects and depreciation.</li><li>Monitor and reconcile intercompany transactions.</li><li>Lead annual audits and oversee timely tax filings (e.g., IRS Form 990).</li><li>Serve as primary liaison with external auditors and tax advisors.</li><li>Manage grant and fund accounting, ensuring accurate tracking of restricted funds and compliance with requirements.</li><li>Develop and update internal controls, policies, and procedures to safeguard operations.</li><li>Drive automation and process improvements to enhance efficiency.</li><li>Optimize ERP and financial systems (e.g., Sage Intacct, Vena) for reporting and consolidations.</li><li>Lead organizational and program budgets in partnership with department leaders.</li><li>Monitor expenditures for compliance with budgets, funder requirements, and grant terms.</li><li>Provide training and tools to strengthen financial literacy among budget holders.</li><li>Partner with Programs, Operations, People, and Development teams to align financials with strategy.</li><li>Deliver financial analysis and forecasting to guide resource allocation and long-term planning.</li><li>Build and lead a high-performing accounting team focused on accountability and growth.</li><li>Conduct performance reviews and provide coaching and professional development.</li><li>Lead organizational training to enhance financial literacy and compliance.</li><li>Implement project management tools and reporting frameworks to improve accountability.</li></ul><p><br></p>
<p><strong>Job Posting: Accounts Payable Clerk </strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $24 - $ 30 hourly</p><p> </p><p><strong>About the Role:</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an experienced <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client's accounting team. In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in <strong>QuickBooks</strong> and/or <strong>Sage</strong> accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
<p>Robert Half is seeking an experienced <strong>Senior Accountant</strong> to join our highly regarded <strong>Full-Time Engagement Professionals (FTEP)</strong> program. This full-time position offers the stability of permanent employment with Robert Half while providing the opportunity to work on a variety of client projects. In this role, you will use your accounting expertise to lead key initiatives, provide interim support, and implement process improvements across multiple industries.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p> Job Duties:</p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support entry level accounting staff.</li></ul>
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
We are in search of an Attorney/Lawyer to join our team in the legal industry, located in San Rafael, California. The role involves handling civil litigation cases, working collaboratively with the team, and providing top-notch legal services to our clients.<br><br>Responsibilities:<br><br>• Deliver exceptional legal services to clients by working collaboratively with team members.<br>• Handle civil litigation cases from the initial stages through to resolution, including discovery and motion practice.<br>• Utilize eDiscovery tools and processes to efficiently manage case information.<br>• Draft pleadings and conduct depositions to gather and present case information.<br>• Attend hearings to represent clients and advocate on their behalf.<br>• Manage cases using case management software to ensure timely and efficient resolution.<br>• Conduct in-depth research to support case arguments and strategies.<br>• Write and edit legal documents and briefs to ensure clarity, accuracy, and persuasiveness.<br>• Handle complaints and administer claims in compliance with legal standards.<br>• Stay updated on legal trends and changes in consumer electronics to provide informed legal counsel.
<p>We are looking for a highly skilled Accountant to join our client's team in the Stanislaus County. The ideal candidate will play a key role in managing complex accounting tasks, ensuring compliance with regulations, and providing valuable insights through detailed financial analysis. If interested contact Edgar Gonzalez - call or text 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Provide detailed financial analysis and create ad-hoc reports to support decision-making.</p><p>• Perform advanced account reconciliations and resolve discrepancies to maintain accurate financial records.</p><p>• Support annual audits by gathering necessary documentation and addressing audit inquiries.</p><p>• Make corrections and adjustments to financial reports to ensure accuracy and reliability.</p><p>• Collect, review, and analyze historical financial data to support strategic planning and reporting.</p><p>• Investigate and resolve unusual variances in accounting information by tracing discrepancies and reconciling data.</p><p>• Collaborate with internal teams to address accounting-related questions and resolve issues.</p><p>• Take on additional accounting duties as assigned to meet organizational needs.</p><p>• Assist in month-end and year-end closing processes to ensure timely and accurate financial reporting.</p>
We are looking for a detail-oriented Paralegal to join our team in Berkeley, California. In this role, you will play a crucial part in supporting litigation efforts and ensuring the seamless management of legal processes. This position offers an excellent opportunity to work on diverse cases while contributing to a dynamic and collaborative legal environment.<br><br>Responsibilities:<br>• Manage litigation calendars and ensure deadlines are met accurately.<br>• Prepare and file legal documents with state and federal courts electronically.<br>• Draft legal correspondence, pleadings, and other essential documents.<br>• Conduct discovery processes, including gathering and organizing relevant information.<br>• Collaborate with attorneys on trial preparation and case strategy.<br>• Utilize case management software to maintain organized records and workflows.<br>• Assist in the review and analysis of employment law matters.<br>• Provide administrative support to attorneys during court proceedings and meetings.
<p>Robert Half's busiest season is upon us. During Q4, we tend to get a lot of coverage and project based work. We are proactively recruiting for <strong>Office Assistant</strong> to support daily administrative operations and ensure that our client's offices run smoothly when their employees are out of office. The ideal candidate will be a proactive problem-solver with excellent communication and multitasking skills. You are willing to assist where needed. If interested in being considered, please submit your resume through this job posting application.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist visitors, clients, and staff in a professional and courteous manner</li><li>Answer and direct incoming phone calls and emails</li><li>Manage incoming and outgoing mail, packages, and deliveries</li><li>Maintain and organize office supplies, ensuring stock is replenished as needed</li><li>Support scheduling of meetings, appointments, and conference rooms</li><li>Prepare and distribute memos, reports, and other correspondence</li><li>Assist with filing, data entry, record keeping, and other clerical duties</li><li>Maintain office cleanliness and coordinate with cleaning/janitorial staff</li><li>Support various departments with administrative tasks as assigned</li><li>Assist with onboarding new employees by preparing desks and office materials</li></ul><p><br></p><p><br></p><p><br></p>
<p>Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In this role, you will focus on developing tailored estate plans, providing tax planning expertise, and advising clients on wealth transfer strategies. You will also assist in trust administration, probate matters, and resolving disputes within the estate planning framework.</p><p><br></p><p>Responsibilities</p><p>• Develop and implement comprehensive estate plans, including drafting revocable trusts and wills.</p><p>• Advise clients on multi-generational planning and succession strategies for family-owned businesses.</p><p>• Structure family wealth transfer mechanisms such as family partnerships and limited liability companies.</p><p>• Create and manage irrevocable trusts, including dynasty trusts, personal residence trusts, and grantor retained annuity trusts.</p><p>• Guide clients through charitable gift planning, including charitable remainder trusts, charitable lead trusts, private foundations, and donor-advised funds.</p><p>• Handle estate and gift tax planning, including preparation and audit representation for related tax returns.</p><p>• Administer trusts and estates, ensuring compliance with fiduciary responsibilities and relevant tax laws.</p><p>• Represent clients in probate and trust dispute resolution, including litigation when necessary.</p><p>• Provide advisory services on sale transactions within estate planning contexts.</p><p>• Collaborate with clients to ensure continuity and long-term relationships in their estate planning process.</p>
We are looking for a dedicated Intake Attorney to join our team in San Francisco, California. In this role, you will play a key part in assessing potential client cases, providing initial legal insights, and ensuring a smooth intake process. This position requires strong communication skills, attention to detail, and a client-focused approach to deliver exceptional service.<br><br>Responsibilities:<br>• Conduct comprehensive intake interviews with potential clients to collect case details and evaluate legal issues.<br>• Analyze case information to determine the legal strength and viability of claims.<br>• Collaborate with attorneys and staff to ensure a smooth transition from the intake process to case handling.<br>• Maintain organized and accurate records of all intake activities in the firm's case management system.<br>• Provide clear and compassionate communication to prospective clients, ensuring a positive and attentive experience.
<p>Robert Half is seeking a detail-oriented and driven Staff Accountant to join our Full-Time Engagement Professionals (FTEP) program. The FTEP program is an exciting opportunity designed for professionals seeking a steady role that combines career growth, learning opportunities, and exposure to diverse industries. As a Staff Accountant in the FTEP program, you will work on a variety of client engagements to support their accounting and financial operations while gaining hands-on experience in their field.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Perform accurate and timely data entry for accounts payable (AP), accounts receivable (AR), and general ledger transactions</li><li>Assist in bank and account reconciliations, ensuring proper documentation and resolution of discrepancies.</li><li>Prepare journal entries and maintain account records for monthly and yearly closings.</li><li>Support the preparation of financial statements and reports under supervision.</li><li>Help compile budgets and forecasts by collaborating with senior accountants and finance teams.</li><li>Conduct variance analysis, providing details on deviations from budgets or plans</li><li>Comply with all applicable regulations and adherence to company guidelines, ensuring financial accuracy and compliance.</li><li>Engage in quality control tasks, such as reviewing financial data and assisting with audits or assessments.</li><li>Foster professional relationships while serving Robert Half's diverse client base.</li></ul><p><br></p>
<p><strong>Senior Client Associate</strong></p><p><strong>Location:</strong> San Francisco, CA (Montgomery BART)</p><p><strong>Industry:</strong> Wealth Management / Multi-Family Office</p><p><strong>Compensation:</strong> $100,000–$115,000 base (stretch to $120,000 DOE) + Bonus</p><p><br></p><p>A dynamic and highly regarded multi-family office is seeking a polished and proactive <strong>Senior Client Associate</strong> to join its San Francisco-based team. This is a high-impact role supporting ultra-high-net-worth clients through a comprehensive suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is known for its long-term client relationships, collaborative culture, and commitment to professional excellence. With a focus on innovation and continuous learning, the team leverages technology to deliver a seamless and elevated client experience.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Senior Client Associate will serve as a key point of contact for designated client relationships, executing requests with precision and partnering with senior leadership on strategic initiatives. This role is ideal for someone who thrives in a fast-paced, client-first environment and enjoys mentoring junior team members while contributing to firm-wide growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary contact for client service requests</li><li>Execute client transactions and requests with accuracy and efficiency</li><li>Partner with senior management on bespoke strategies and firm initiatives</li><li>Build deep client relationships by understanding preferences and exceeding expectations</li><li>Guide and support junior client service associates and analysts</li><li>Assist clients and their advisors with complex planning initiatives (e.g., wealth transfer, philanthropy, tax strategies)</li><li>Maintain relationships with clients’ professional teams (e.g., executive assistants, personal CFOs)</li><li>Collaborate with investment teams on cash deployment and portfolio creation</li><li>Support internal teams on special projects as needed</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive compensation and bonus structure</li><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer match</li><li>Flexible vacation policy and sabbatical program</li><li>Hybrid work structure supporting work-life balance</li><li>Equal opportunity employer and SEC-registered investment advisor</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are seeking an experienced Non-IT Project/Program Manager to lead and coordinate short-term project initiatives in Oakland, CA. The primary focus of this role is to oversee planning, execution, and delivery of non-IT business projects, which may include engineering, research and development, financial systems, or product rollouts. This role requires a strong background in leadership, stakeholder communication, and cross-functional coordination to ensure seamless project delivery within a two-week timeframe. Responsibilities Develop and manage detailed project plans, integrating technical and business activities to achieve goals. Present proposals, reports, and findings to internal and external stakeholders. Oversee project teams: recruit, assign, direct, and evaluate staff, ensuring detail oriented development and competence. Analyze resource requirements and market conditions to assess project feasibility. Collaborate with management, production, and marketing to define specifications and procedures. Review and approve contracts, cost estimates, and project budgets. Direct and approve product designs, changes, and improvements. Negotiate and consult with clients to finalize project requirements and specifications.
<p>We are looking for a detail-oriented and welcoming Receptionist to join our team in Dublin, California. This is a long-term contract position where you will play a vital role in creating a positive first impression for visitors and ensuring smooth office operations. The ideal candidate will excel in customer service, have strong organizational skills, and thrive in a fast-paced environment.</p><p><br></p><p>Receptionist Responsibilities Include:</p><p>• Provide exceptional customer service to all visitors, clients, and colleagues, ensuring a positive and detail-oriented experience.</p><p>• Greet and assist guests, connecting them with their designated host.</p><p>• Handle incoming calls efficiently and courteously, directing them to the appropriate contacts.</p><p>• Manage the ordering and stocking of office supplies to maintain adequate inventory levels.</p><p>• Support mail and scanning operations as needed to ensure timely and accurate processing.</p><p>• Oversee the visitor management process, including guest check-in and issuing security access badges.</p><p>• Assist with administrative tasks such as preparing documents, printing, photocopying, and scanning.</p><p>• Coordinate on-site meetings and events by reserving conference rooms and arranging catering services.</p><p>• Collaborate with team members to achieve the goals of the Workplace Services department.</p><p><br></p><p>If you are interested in this Receptionist position, please apply today!</p>
<p><strong>Lead Advisor – Wealth Management</strong></p><p><strong>Location:</strong> San Ramon, CA (4–5 days in office)</p><p><strong>Compensation:</strong> $90,000–$120,000 base + discretionary bonus</p><p><br></p><p>A growing, client-focused wealth management firm in the East Bay is seeking a <strong>Lead Advisor</strong> to join its dynamic team. This is a unique opportunity for a financial planning professional to gain deep exposure across all dimensions of wealth management while working closely with experienced advisors and a collaborative leadership team.</p><p><br></p><p><strong>About the Firm</strong></p><p>This boutique firm helps successful individuals, families, and businesses gain clarity and confidence in their financial futures. With over $600 million in assets under management and an average client size of $1.5 million, the firm is known for its personalized approach, strong client relationships, and commitment to work-life balance.</p><p><br></p><p><strong>Role Overview</strong></p><p>As a Lead Advisor, you’ll support senior advisors in delivering comprehensive financial planning and investment strategies. You’ll manage client communications, help onboard new clients, and play a key role in building tailored financial plans. This role is ideal for someone who is analytical, detail-oriented, and eager to grow within a supportive and high-performing team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Engagement & Strategy</strong></p><ul><li>Act as a strategic partner and project manager for senior advisors</li><li>Join client meetings, take notes, and follow up on action items</li><li>Manage client communications and provide high-level support</li><li>Assist with onboarding new clients and strengthening relationships</li><li>Engage directly with clients as a trusted point of contact</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review financial documents for accuracy</li><li>Enter and manage data in financial planning software</li><li>Help develop financial plans and prepare client recommendations</li><li>Assist with insurance proposals (life, disability, long-term care)</li><li>Create investment review and update reports</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM and track client interactions</li><li>Communicate with custodians, broker-dealers, and partners</li><li>Handle client paperwork, account openings, and transfers</li><li>Prepare meeting agendas and client presentations</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Accounting Manager </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
