<p><strong>Jennifer Fukumae with Robert Half Financial Service Group</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Wealth Manager</strong>. This is a unique opportunity to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true “wealth of life” for its clients — emphasizing well-being, personal fulfillment, and empowerment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Wealth Manager, you’ll be a central part of the advisory team, managing client relationships, delivering comprehensive financial planning, and supporting firm growth. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to step into a client-facing role with greater ownership, career development, and the chance to help clients achieve both financial goals and life aspirations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and grow client relationships with a planning-first approach.</li><li>Deliver tailored financial plans and investment advice.</li><li>Support business development through client referrals and networking.</li><li>Contribute to team culture and professional development.</li><li>Ensure compliance and maintain accurate client records.</li></ul><p><br></p>
<p><strong>Property Management Assistant</strong></p><p><strong>Description:</strong></p><p>Provide administrative support to property management teams, assisting with tenant relations and property records.</p><p><strong>Responsibilities:</strong></p><ul><li>Support property managers with tenant coordination</li><li>Process maintenance requests and vendor invoices</li><li>Prepare lease agreements and paperwork</li><li>Maintain property records and databases</li><li>Assist with property tours and inspections</li></ul>
We are looking for a dedicated Case Manager to join our team on a contract basis in San Francisco, California. This role involves working closely with formerly homeless individuals to provide essential support and services that promote housing stability and overall well-being. The ideal candidate will thrive in a dynamic environment and possess strong administrative and interpersonal skills to effectively manage a diverse caseload.<br><br>Responsibilities:<br>• Oversee a caseload of 60-90 units, supporting formerly homeless individuals with mental health, substance abuse, and medical challenges.<br>• Conduct outreach visits upon tenant entry to housing, regularly follow up, and address emerging needs.<br>• Perform comprehensive needs assessments and deliver tailored case management services focused on housing retention and quality of life improvements.<br>• Facilitate tenants' access to benefits, assist with rent payments, and address unit habitability concerns.<br>• Collaborate with hotel management on routine pest control and unit inspections to ensure tenant satisfaction.<br>• Refer eligible tenants to job placement programs and assist them in connecting with employment opportunities.<br>• Organize tenant community events, social activities, and groups to foster a supportive living environment.<br>• Respond effectively to tenant crises, providing de-escalation and intervention as needed.<br>• Maintain accurate and confidential tenant records, ensuring compliance with relevant policies.<br>• Work with internal teams and external providers to advocate for tenant needs and coordinate necessary services.
We are looking for a dedicated Case Manager to join our team in San Francisco, California. In this contract position, you will work closely with tenants to provide essential case management services, promote housing stability, and improve their overall quality of life. This role requires a proactive approach to addressing tenant needs, fostering community engagement, and collaborating with various stakeholders.<br><br>Responsibilities:<br>• Manage a caseload of 60-90 tenants, providing tailored support for individuals dealing with mental health challenges, substance abuse, and medical issues.<br>• Conduct outreach visits upon tenant entry to housing, as well as ongoing assessments and follow-up visits to address their evolving needs.<br>• Develop and implement strategies to help tenants retain their housing through regular engagement and effective interventions.<br>• Assist tenants with accessing benefits, ensuring rent payments, and addressing unit habitability concerns.<br>• Organize community-building activities, such as tenant groups and social events, to foster a supportive environment.<br>• Refer tenants to appropriate external services, ensuring they receive necessary resources and support.<br>• Respond promptly to tenant crises, providing de-escalation interventions and emotional support.<br>• Maintain accurate and organized case files, including creation, updates, and archival, while ensuring confidentiality.<br>• Collaborate with internal departments and external providers to advocate for and meet tenant needs.<br>• Report incidents of abuse or neglect to supervisors and relevant authorities in a timely manner.
We are looking for a dedicated Property Administrator to join our team in San Francisco, California. This Contract to permanent position involves managing property-related tasks, maintaining accurate records, and providing exceptional support to a diverse community. The ideal candidate is highly organized, possesses strong communication skills, and is comfortable working in challenging environments.<br><br>Responsibilities:<br>• Manage property administration tasks, including filing, record keeping, and documentation.<br>• Ensure accurate tracking and reporting of accounts payable, accounts receivable, and billing functions.<br>• Utilize accounting software systems and CRM tools to streamline operations and improve efficiency.<br>• Collaborate with team members to support budget processes and financial management.<br>• Address community-specific concerns with professionalism and adaptability.<br>• Maintain compliance with established management systems and procedures.<br>• Provide timely updates and reports to stakeholders regarding property-related activities.<br>• Assist with financial analysis and reconciliation tasks as necessary.<br>• Support the implementation and use of JD Edwards EnterpriseOne for property management purposes.<br>• Uphold high standards of customer service when interacting with tenants or external parties.
<p>We are looking for a dedicated and experienced Case Manager to oversee statewide programs and lead multidisciplinary teams in Sacramento, California. This role will involve managing strategic initiatives, optimizing care delivery, and ensuring compliance with healthcare standards. As this is a Contract to permanent position, it offers an excellent opportunity for detail-oriented growth and long-term career development.</p><p><br></p><p>Responsibilities:</p><p>• Provide leadership and direction to teams, including care managers, supervisors, and program staff across the state.</p><p>• Ensure programs align with policies, CalAIM standards, and Medi-Cal Managed Care Plan requirements.</p><p>• Develop and refine protocols, workflows, and training materials while driving quality improvement initiatives.</p><p>• Collaborate with internal departments, health plans, and community organizations to enhance member experiences and outcomes.</p><p>• Monitor and improve key performance metrics related to outreach, engagement, care planning, and service delivery.</p><p>• Oversee accurate and timely reporting, including encounter data, care coordination logs, and audits.</p><p>• Manage hiring, training, supervision, and performance evaluations for leadership and frontline staff.</p><p>• Promote a trauma-informed and culturally responsive approach to service delivery.</p><p>• Conduct regular site visits and virtual check-ins to support team operations statewide.</p>
<p><strong><u>100% ON-SITE - In San Mateo, CA</u></strong></p><p><strong>Full-cycle Recruiter and HR Operations Support</strong></p><p>We are looking for an experienced Recruiter to join an exiting start up client in San Mateo, CA. This role is 100% on-site, and will be responsible to lead full-cycle recruiting efforts, managing vendor relationships, and supporting various aspects of the employee lifecycle, including onboarding and orientation. This position offers an exciting opportunity to contribute to a dynamic, fast-paced environment while ensuring smooth HR operations.</p><p><br></p><p>Responsibilities:</p><p>• Drive full-cycle recruitment efforts for diverse roles across technical and business teams, ensuring a streamlined hiring process.</p><p>• Collaborate with hiring managers to define job requirements, develop evaluation strategies, and ensure alignment on candidate expectations.</p><p>• Source, screen, and assess candidates, maintaining proactive communication throughout the hiring journey.</p><p>• Coordinate interview schedules, manage stakeholder communication, and facilitate post-interview decision-making processes.</p><p>• Build and manage relationships with external recruitment vendors and agencies, ensuring consistency in hiring practices.</p><p>• Monitor and maintain applicant tracking systems, providing updates on hiring metrics and pipeline activity.</p><p>• Organize onboarding processes for new hires, ensuring a seamless transition and positive first-day experience.</p><p>• Support HR initiatives such as compliance tracking, documentation management, and process improvements.</p><p>• Partner with educational institutions and community programs to enhance early-career and campus recruiting efforts.</p><p>• Serve as a resource for employees, addressing HR-related inquiries and fostering a supportive workplace environment.</p>
<p>Under the supervision of the Marketing and Communications Manager, the Communications Coordinator will help increase the visibility of the organization and its programs by executing creating content for social media, email newsletter, and web.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Content Creation & Social Media</strong></p><ul><li>Create, write, and publish engaging content for <strong>LinkedIn, Instagram, Facebook</strong></li><li>Draft captions, write stories, and ensure content aligns with brand voice and messaging.</li><li>Use tools such as <strong>Hootsuite</strong> (or similar) to schedule content and track performance.</li></ul><p><strong>Digital Communications</strong></p><ul><li>Draft email newsletters and digital communications for donors, volunteers, and general audiences.</li><li>Assist with messaging for campaigns, fundraising initiatives, and special events.</li><li>Ensure all written content demonstrates strong grammar, tone sensitivity, and attention to detail.</li></ul><p><strong>Website & Publications</strong></p><ul><li>Create and update content on the organization’s website.</li><li>Write stories that highlight community impact and organizational achievements.</li></ul><p><strong>Design & Visual Content</strong></p><ul><li>Create graphics and visual assets for social media, newsletters, event promotions, and website needs.</li><li>Use <strong>Canva</strong> and <strong>Adobe Creative Suite</strong> to produce quick-turn designs.</li></ul>
<p>We are looking for a motivated Commercial Property Manager to join our team in San Mateo, California. In this role, you will play a key part in managing tenant relations and supporting commercial property operations. The ideal candidate is detail-oriented, skilled in data management, and has experience in providing exceptional customer service within the real estate industry. Very infrequent </p><p><br></p><p>Responsibilities:</p><p>• Address tenant needs and requests promptly, ensuring efficient resolution and exceptional customer service.</p><p>• Generate and manage work orders for vendors and building engineers, following up to confirm issues are resolved.</p><p>• Utilize Yardi and accounting software to assist tenants with inquiries regarding rent statements and operating expenses.</p><p>• Conduct regular inspections of buildings and tenant spaces, identifying and addressing any concerns.</p><p>• Communicate with tenants regularly to monitor satisfaction and assess space requirements.</p><p>• Draft and distribute tenant memos, notices, and other communications as needed.</p><p>• Remain available for on-call emergencies, collaborating with building engineers to address urgent situations.</p><p>• Organize and support community events to foster tenant engagement and satisfaction.</p><p>• Assist in the management of commercial property operations, ensuring compliance and efficiency.</p>
We are looking for a dedicated Property Administrator to oversee and support the operations of a 17-unit affordable housing complex in Oakland, California. This Contract to permanent position offers the opportunity to manage tenant relationships, coordinate property maintenance, and handle administrative tasks in a dynamic and rewarding environment. The role is part-time and includes flexible hours, with potential onsite living arrangements available.<br><br>Responsibilities:<br>• Serve as the primary point of contact for tenants, addressing inquiries, resolving concerns, and ensuring satisfaction.<br>• Perform administrative duties such as managing documentation, correspondence, and reports using tools like Microsoft Office.<br>• Maintain strong communication with tenants, including Spanish-speaking residents, to foster positive relationships.<br>• Collaborate with contractors and vendors to oversee property upkeep and handle maintenance requirements.<br>• Assist in the day-to-day operations of the property to ensure efficiency and compliance with housing regulations.<br>• Support the transition of responsibilities from the current Property Manager to ensure seamless property management.<br>• Monitor property conditions and coordinate necessary repairs or improvements.<br>• Ensure adherence to affordable housing standards and guidelines.<br>• Manage tenant onboarding processes, including lease agreements and orientation.<br>• Provide occasional availability for weekend or after-hours needs as required.
<p>We are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving strategies for ultra-affluent clients, helping them achieve their charitable goals while aligning with their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management to deliver impactful solutions and provide high-level guidance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of comprehensive philanthropic plans tailored to individual client needs and visions.</p><p>• Build and nurture strong, detail-focused relationships with clients while delivering high-quality consulting services.</p><p>• Collaborate with internal teams, firm partners, and external advisors to create and implement strategies for charitable giving, entity structuring, and wealth transfer.</p><p>• Provide training and mentorship to team members, enhancing their ability to identify and act on philanthropic opportunities.</p><p>• Develop and manage project budgets, allocate resources effectively, and oversee the progress of philanthropy engagements.</p><p>• Evaluate the outcomes and effectiveness of charitable contributions, ensuring alignment with clients’ objectives.</p><p>• Partner with firm leadership to establish and implement best practices for philanthropic planning and client services.</p><p>• Contribute to recruitment efforts and assist in building a skilled and knowledgeable team.</p><p>• Maintain expertise in tax implications, estate planning, and succession strategies to inform client solutions.</p>
