<p>Our client is seeking a professional and customer-focused <strong>Office Services Associate</strong> to support daily office operations in a corporate environment. This role combines front desk support, hospitality services, mailroom functions, conference room setup, and general office services. The ideal candidate enjoys staying busy, providing excellent customer service, and being a go-to resource for internal employees and visitors.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Answer and transfer calls using a multi-line phone system.</li><li>Greet visitors and provide professional front desk support.</li><li>Accept deliveries, sort mail, and assist with mailroom operations.</li><li>Set up and break down conference rooms for meetings and events.</li><li>Maintain office, kitchen, and common areas to ensure a professional appearance.</li><li>Monitor and replenish office, pantry, and meeting supplies.</li><li>Support hospitality services, meeting coordination, and office events.</li><li>Assist with copying, scanning, printing, and other office services tasks.</li><li>Handle sensitive and confidential information with professionalism.</li><li>Work closely with onsite management to meet service expectations and deadlines.</li></ul><p><br></p>
We are looking for a dependable Office Services Associate to provide on-site operational support for a Contract assignment in San Francisco, California. This position will help ensure a well-organized meeting environment by managing document services, package handling, and attendee support throughout the event. The ideal candidate is service-oriented, detail-focused, and comfortable working in a fast-paced setting while maintaining a composed presence.<br><br>Responsibilities:<br>• Operate on-site document support services, including scanning, printing, and photocopying materials as needed during the event.<br>• Receive, record, and track incoming and outgoing deliveries to maintain accurate package movement throughout the assignment.<br>• Prepare, issue, and update attendee name badges to support a smooth check-in and event experience.<br>• Replenish printer paper and monitor basic supply levels to keep shared equipment ready for use.<br>• Transport packages and materials to designated on-site locations in a timely and efficient manner.<br>• Provide dependable floor support during assigned shift hours while maintaining business attire and a courteous presence.<br>• Assist with general office services tasks that contribute to efficient daily event operations.<br>• Remain available on-site during scheduled work periods and breaks in accordance with event coverage needs.
We are looking for a dependable Office Services Associate to support daily workplace operations. This is a Contract position suited for someone who enjoys creating a welcoming office experience, assisting with meeting support, and handling administrative service tasks with care. The ideal candidate brings strong customer service instincts and confidence working with confidential materials in a busy corporate setting.<br><br>Responsibilities:<br>• Oversee the appearance and readiness of shared office areas, including conference rooms, offices, and common spaces throughout the day.<br>• Monitor inventory levels and restock workplace supplies to help teams and visitors have what they need.<br>• Prepare meeting spaces in advance, provide hospitality-related support during events when needed, and restore rooms afterward.<br>• Assist with mailroom and service center duties during slower periods, including document handling and related operational tasks.<br>• Manage sensitive documents and information with a high level of discretion and attention to security.<br>• Coordinate with onsite leadership and client contacts to communicate updates, priorities, and any timing concerns related to assigned work.<br>• Support front-office and administrative service needs as requested, contributing to a smooth and efficient workplace environment.<br>• Take on additional office services assignments as business needs change.<br>• Perform document scanning and other clerical support activities accurately and efficiently.<br>• Provide courteous day-to-day assistance to employees and guests, ensuring a strong customer service experience.
Key Responsibilities<br>• Lead and perform audits, reviews, and compilations in accordance with professional standards and firm policies.<br>• Plan engagement scope and timing, perform risk assessments, and design appropriate audit procedures.<br>• Prepare and review workpapers, ensuring proper documentation and support for conclusions.<br>• Oversee and execute audit procedures for nonprofit organizations, including grant and compliance areas as applicable.<br>• Perform assurance work for employee benefit/pension plans, including testing contributions, distributions, and investments.<br>• Work on affordable housing engagements, including low-income housing entities and related compliance matters.<br>• Assist with engagements for homeowners associations; prior HOA experience a plus.<br>• Draft and review financial statements, footnote disclosures, management letters, and internal control communications.<br>• Supervise, train, and mentor staff, providing clear instructions and timely feedback.<br>• Monitor engagement budgets and timelines; communicate status and issues to managers/partners.<br>• Identify accounting, auditing, and internal control issues, and propose practical solutions to clients.<br>• Assist with implementation of new accounting and auditing standards for assigned clients.<br>Qualifications<br>• Bachelor’s degree in accounting or related field required.<br>• CPA license preferred; candidates actively pursuing licensure considered.<br>• Minimum of 3 years of recent experience in public accounting with a focus on auditing and assurance.<br>• Experience with nonprofit organizations and/or employee benefit plans strongly preferred; affordable housing and HOA experience a plus.<br>• Solid knowledge of U.S. GAAP and generally accepted auditing standards.<br>• Proficiency with Microsoft Office and audit/engagement software.<br>• Strong analytical, organizational, and problem-solving skills.<br>• Effective written and verbal communication skills.<br>• Ability to manage multiple engagements and deadlines.<br>• Team-oriented with demonstrated leadership and supervisory abilities.
<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>Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days</strong></p><p> </p><p>A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.</p><p> </p><p>This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
<p>We are looking for an Auditing Specialist to support audit-related activities for a healthcare-focused organization in San Francisco, California. This position is suited for someone who can review records, interpret regulatory requirements, and prepare clear documentation to support compliance efforts. The ideal candidate brings strong analytical judgment and can work across teams to help maintain accurate audit processes in a highly regulated environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Plan and perform fiscal and program audits, including risk reviews, control assessments, transaction testing, and compliance evaluations.</li><li>Document audit results, identify risks and process weaknesses, and recommend improvements.</li><li>Prepare audit reports and communicate findings to management.</li><li>Support corrective action plans, monitor implementation, and assist with external audits, reviews, and special investigations.</li><li>Advise staff on internal controls, fiscal compliance, and audit best practices.</li><li>Maintain accurate audit records, reports, and tracking logs.</li><li>Monitor audit findings and follow-up actions to drive continuous improvement.</li><li>Collaborate with internal teams to ensure timely communication and compliance readiness.</li></ul><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</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>Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days</strong></p><p> </p><p>A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.</p><p> </p><p>This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
<p><strong>Technology Audit & Advisory Manager | San Francisco (Hybrid)</strong></p><p><br></p><p>Robert Half is partnering with a leading global consulting firm to identify a <strong>Technology Audit & Advisory Manager</strong> for its growing San Francisco practice.</p><p>If you're currently in <strong>Big 4 IT Audit, Technology Risk, Internal Audit, SOX, or IT Controls</strong> and seeking broader client exposure, increased ownership, and a collaborative consulting environment, this could be an excellent next step.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead technology audit and advisory engagements for a diverse client portfolio.</li><li>Advise clients on IT risk, governance, internal controls, cybersecurity, and emerging technology initiatives.</li><li>Serve as a trusted advisor while building and maintaining strong client relationships.</li><li>Mentor and develop consultants and senior consultants.</li><li>Support business development and practice growth efforts.</li></ul><p><strong>Qualifications</strong></p><ul><li>5+ years of experience in Technology Audit, IT Risk, Internal Audit, SOX, or IT Controls.</li><li>Public accounting and/or consulting experience preferred.</li><li>Proven experience leading client engagements and managing teams.</li><li>Strong communication, presentation, and relationship-building skills.</li><li>CPA, CISA, CISSP, or other relevant certifications are a plus.</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Join a highly respected consulting firm with a strong technology risk and advisory practice.</li><li>Work with a diverse client base, from high-growth companies to complex global organizations.</li><li>Collaborative culture with strong mentorship and career advancement opportunities.</li><li>Hybrid work environment.</li><li>Competitive compensation and comprehensive benefits.</li></ul><p><strong>Interested in learning more?</strong> Apply today for confidential consideration.</p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong> </p><p><br></p><p>Title: <strong> Technology Audit & Advisory Manager | San Francisco (Hybrid)</strong></p><p><br></p><p>I'm partnering with a leading global consulting firm to identify a <strong>Technology Audit & Advisory Manager</strong> for its growing San Francisco practice.</p><p>If you're currently in <strong>Big 4 IT Audit, Technology Risk, Internal Audit, SOX, or IT Controls</strong> and are looking for broader client exposure, greater ownership, and a collaborative consulting environment, this could be an excellent next step.</p><p><br></p><p><strong>What you'll be doing:</strong></p><p> • Lead technology audit and advisory engagements for a diverse portfolio of clients</p><p> • Advise organizations on IT risk, governance, internal controls, cybersecurity, and emerging technologies</p><p> • Build and maintain strong client relationships while serving as a trusted advisor</p><p> • Mentor and develop consultants and senior consultants</p><p> • Contribute to business development and practice growth initiatives</p><p><strong> </strong></p>
We are looking for an Accounting Analyst to support finance operations for an organization based in Sacramento, California. This Long-term Contract opportunity is ideal for someone who brings strong experience in billing, accounts receivable, reconciliations, and general accounting support within structured funding environments. The role will contribute to accurate financial reporting, timely claim and invoice processing, and dependable recordkeeping across day-to-day accounting activities.<br><br>Responsibilities:<br>• Manage the full billing cycle by preparing invoices, funding claims, and related reporting with a high level of accuracy and timeliness.<br>• Track submissions, approvals, and open items through organized billing logs, ensuring follow-up is completed when issues arise.<br>• Investigate rejected billings, payment exceptions, and account discrepancies, then take action to resolve outstanding concerns.<br>• Maintain accounts receivable records, update customer or funder balances, and apply incoming payments to the appropriate accounts.<br>• Reconcile receivable activity, review aging trends, and support collection efforts to reduce overdue balances.<br>• Examine unapplied cash, credits, and other payment variances to ensure account activity is properly reflected.<br>• Assist with month-end and year-end close by preparing reconciliations, schedules, and supporting financial documentation.<br>• Provide audit support by gathering requested records and maintaining documentation in accordance with accounting policies and reporting standards.<br>• Partner with the Finance team to identify unusual transactions, address inconsistencies, and support daily accounting operations while preserving confidentiality.
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong> </p><p> </p><p>Title: <strong> Senior Manager | San Francisco (Hybrid)</strong></p><p> </p><p>I'm partnering with a leading global consulting firm to identify a Senior Manager for its growing San Francisco practice.</p><p>If you're currently in <strong>Big 4 IT Audit, Technology Risk, Internal Audit, SOX, or IT Controls</strong> and are looking for broader client exposure, greater ownership, and a collaborative consulting environment, this could be an excellent next step.</p><p> </p><p><strong>What you'll be doing:</strong></p><p>• Lead technology audit and advisory engagements for a diverse portfolio of clients</p><p>• Advise organizations on IT risk, governance, internal controls, cybersecurity, and emerging technologies</p><p>• Build and maintain strong client relationships while serving as a trusted advisor</p><p>• Mentor and develop consultants and senior consultants</p><p>• Contribute to business development and practice growth initiatives</p><p><strong> </strong></p>