<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
<p><strong>About the Company:</strong></p><p>We are seeking an experienced Payroll Specialist to join a team. The ideal candidate will have a strong background in ensuring accurate and timely payroll processing for employees. Proficiency in ADP WorkForce Now and Paylocity is essential for success in this role. This is a contract role.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process payroll for employees, ensuring accuracy and compliance with all applicable laws and regulations</li><li>Review and validate timesheets, wage calculations, deductions, and benefit contributions</li><li>Maintain up-to-date employee payroll records and respond to payroll-related inquiries</li><li>Prepare and distribute payroll reports and assist with audits as needed</li><li>Ensure compliance with company policies as well as state and federal guidelines</li><li>Support year-end processes, including W-2 and tax reporting</li><li>Collaborate with HR and Finance teams to resolve payroll discrepancies and improve processes</li></ul><p><br></p>
<p>This role is 100% onsite in Mountain View </p><p><br></p><p>We are in search of a Payroll Supervisor/Manager/Director to join our team located in Mountain View, California. In this role, you will be tasked with overseeing a high volume, multi-state payroll environment utilizing UKG. This position is within a rapidly developing company and will involve managing a team of four, dealing with a large non-exempt employee population.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage a team of 4 in the payroll department</p><p>• Handle a high volume, multi-state payroll environment using ADP Workforce Now</p><p>• Manage payroll for a large non-exempt employee population</p><p>• Ensure the accuracy and efficiency of processing customer credit applications</p><p>• Maintain accurate customer credit records</p><p>• Effectively handle additions and terminations each bi-weekly pay period</p><p>• Manage a workforce of over 1000 employees across multiple states</p><p>• Handle complex commissions</p><p>• Apply effective payroll management strategies.</p>
We are looking for an experienced Controller to join our team in Hayward, California. This leadership role will focus on managing financial operations, ensuring compliance, and driving efficiency across various accounting functions. The ideal candidate will have extensive experience in financial oversight, team management, and compliance within the healthcare or non-profit sectors.<br><br>Responsibilities:<br>• Establish and maintain robust internal controls to safeguard revenue, expenses, and program budgets.<br>• Ensure compliance with government regulations and manage contracts effectively.<br>• Lead, develop, and mentor a team of five or more staff members, fostering collaboration and cross-training.<br>• Develop and implement financial policies and procedures to enhance organizational efficiency.<br>• Supervise accurate and timely submission of tax filings, including 990, 5500, W-2s, and other required documents.<br>• Oversee accounts payable, accounts receivable, payroll, and general ledger operations to ensure smooth financial processes.<br>• Manage organizational cash flow and provide recommendations for fund transfers to meet operational needs.<br>• Review reconciliations, journal entries, and financial reports for accuracy and compliance.<br>• Coordinate annual cost report preparation and ensure adherence to funding agreements and contracts.<br>• Facilitate monthly budget meetings with program managers to monitor financial performance and guide cost management.
We are looking for a skilled HR Recruiter to join our team on a contract basis in Palo Alto, California. In this role, you will play a pivotal part in identifying and engaging top talent across various technology disciplines. This position requires a driven and detail-oriented individual with a strong understanding of recruitment processes and the ability to thrive in a dynamic, fast-paced environment.<br><br>Responsibilities:<br>• Source, attract, and engage candidates with relevant experience for a variety of technology-focused roles.<br>• Conduct thorough resume screenings and initial candidate interviews to evaluate skills and suitability.<br>• Collaborate with hiring managers to understand job requirements and identify ideal candidate profiles.<br>• Utilize applicant tracking systems and other tools to manage the recruitment process effectively.<br>• Build and maintain a strong talent pipeline to meet ongoing hiring needs.<br>• Develop and execute creative sourcing strategies to identify passive candidates.<br>• Provide timely updates and feedback to both candidates and hiring teams throughout the hiring process.<br>• Ensure a positive candidate experience by maintaining clear communication and professionalism.<br>• Stay informed on hiring trends and recruitment best practices to improve processes.<br>• Maintain accurate records of recruitment activities and candidate interactions.
<p>Robert Half is partnering with a reputable litigation firm in San Ramon seeking an experienced eDiscovery Paralegal to join their team on a contract-to-hire basis. The firm specializes in real estate litigation, business litigation, insurance coverage, and employment litigation, offering the opportunity to support a wide range of complex cases.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all phases of eDiscovery, including data collection, processing, review, and production</li><li>Create and manage document batches and conduct QC checks</li><li>Utilize eDiscovery platforms such as Everlaw or Relativity</li><li>Organize, track, and maintain case documents and databases</li><li>Assist attorneys with discovery strategy, timelines, and workflow management</li><li>Support general litigation tasks as needed</li></ul>
<p>Reputable law firm is seeking a workers compensation attorney to join their Bay Area team. This role offers remote flexibility and excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Litigate workers' compensation cases </p><p>• Make court appearances as required</p><p>• Conduct depositions as part of the litigation process</p><p>• Handle your own caseload, depending on your level of experience</p><p>• Work with a high level of independence, while also collaborating with our team when necessary.</p>
<p><strong>Management Company Lead</strong></p><p>Join a lean, high-performing team transforming the corporate finance and accounting function at a leading venture capital firm. This role will spearhead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into a modern, scalable platform. Ideal candidates have experience leading major accounting system implementations and driving efficiency through outsourcing and process automation.</p><p><br></p><p><strong>About the Role</strong></p><p>You’ll manage day-to-day financial operations for the Management Company, including general ledger, accounts payable, financial statement preparation, and FP& A. This position offers significant influence over system selection, process improvements, and operational strategy.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee financial operations including GL, AP, budgeting, forecasting, and P& L management.</li><li>Prepare global consolidated budgets and quarterly forecasts with variance analysis.</li><li>Automate expense allocation processes across entities.</li><li>Lead selection and implementation of new accounting and FP& A software.</li><li>Improve AP/AR efficiency through technology and outsourcing solutions.</li><li>Collaborate cross-functionally and communicate effectively with senior stakeholders.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Exposure to both firm-level and fund-level financial operations.</li><li>Opportunity to shape the future of finance at a top-tier VC firm.</li><li>Dynamic, entrepreneurial environment with tremendous growth potential.</li></ul><p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Boutique law firm is seeking a dedicated Associate to join their firm. In this role, you will focus on employment litigation, primarily on the defense side, while contributing to other legal matters as needed. They pride themselves on maintaining a balanced work environment that emphasizes quality advocacy, professionalism, and collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Handle employment litigation cases, including drafting motions, conducting legal research, and preparing court filings.</p><p>• Represent clients in depositions, hearings, and other legal proceedings with professionalism and strategic insight.</p><p>• Collaborate with colleagues to develop case strategies and ensure effective representation of clients.</p><p>• Maintain clear and consistent communication with clients to address their needs and provide updates on case progress.</p><p>• Write and edit legal documents with precision and attention to detail, ensuring high-quality deliverables.</p><p>• Conduct thorough analysis of employment law matters, offering strategic advice and solutions to clients.</p><p>• Participate in firm initiatives that promote diversity, collaboration, and work-life balance.</p><p>• Stay informed about changes in employment law and related legal practices to ensure compliance and effectiveness.</p><p>• Uphold ethical standards and client-centered advocacy in all aspects of your work.</p>
<p>We are looking for a dedicated Professional Development and Legal Recruitment Coordinator to join a congenial and growing law firm in Oakland, California. This role supports essential functions, ensuring smooth operations across various departments and contributing to skill development and recruitment efforts. The ideal candidate will thrive in a dynamic environment and bring excellent organizational and interpersonal skills to the position.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate recruitment activities, including scheduling interviews, maintaining records, and facilitating applicant communications.</p><p>• Support the onboarding process for new hires by assisting with orientation and integration tasks.</p><p>• Collaborate with the Director to develop and implement training and mentoring programs for staff.</p><p>• Assist with planning and scheduling meetings, events, and skill development initiatives.</p><p>• Manage recruitment and skill development files, databases, and tracking documents.</p><p>• Provide administrative support for firm-wide projects, ensuring timely execution of assigned tasks.</p><p>• Prepare and distribute reports related to recruitment and training activities.</p><p>• Maintain effective communication with internal teams and external candidates.</p><p>• Contribute to diversity and inclusion efforts by supporting related events and communications.</p><p>• Provide general administrative assistance to other departments as needed.</p>
<p>Established mid sized law firm is seeking an experienced Litigation Attorney to join their team. As part of a mission-driven law firm, you will have the opportunity to work on diverse and meaningful litigation matters, primarily focused on real estate and public entity law. This role offers a hybrid work schedule, combining in-office collaboration with flexible remote options.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases for clients.</p><p>• Manage cases from inception to resolution, including pretrial litigation, discovery, and trial preparation.</p><p>• Draft and present motions, briefs, and other legal documents with precision and clarity.</p><p>• Conduct in-depth legal research and provide strategic advice to clients.</p><p>• Represent clients during oral arguments, hearings, and trials.</p><p>• Collaborate with colleagues to ensure high-quality legal services and successful case outcomes.</p><p>• Negotiate settlements and agreements effectively with opposing parties.</p><p>• Provide mentorship and leadership to less experienced attorneys and legal staff.</p><p>• Maintain up-to-date knowledge of California law and legal practices.</p><p>• Work seamlessly in a hybrid environment, balancing in-office and remote work commitments.</p>
<p><strong>About the Company</strong></p><p>We are a leading services provider committed to delivering exceptional solutions to our clients while fostering a culture of innovation, collaboration, and professional growth. Our dynamic team is seeking a dedicated and detail-oriented Accounts Payable (AP) Accountant to join us in an onsite role in Hayward.</p><p><br></p><p><strong>Position Summary</strong></p><p>As an Accounts Payable Accountant, you will manage and oversee the company’s payables and ensure all accounting processes are compliant with corporate policies and regulations. You will play a critical role in supporting our financial operations and ensuring vendor payments are accurate and timely. This role is ideal for a highly organized professional who thrives in fast-paced environments, demonstrates strong problem-solving abilities, and possesses excellent communication skills.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Accounts Payable Process Management</strong>: Process vendor invoices in a timely and accurate manner, including coding, matching, and data entry.</li><li><strong>Payment Execution</strong>: Prepare checks, ACH payments, wire transfers, and resolve payment discrepancies promptly.</li><li><strong>Vendor Relations</strong>: Build and maintain positive relationships with suppliers and vendors, ensuring proper record management and responding to inquiries regarding payment statuses.</li><li><strong>Reconciliation</strong>: Perform regular reconciliations of vendor accounts, credit card statements, and AP ledger to ensure accuracy and resolve discrepancies.</li><li><strong>Compliance</strong>: Ensure compliance with company policies, procedures, and regulatory requirements, including proper handling of sensitive financial data.</li><li><strong>Reporting</strong>: Assist with generating reports on expense trends, AP aging, cash flow forecasts, and other financial metrics required by management.</li><li><strong>Support Month-End Close</strong>: Collaborate with other teams to support month-end and year-end closing activities, including journal entries and accruals related to AP.</li><li><strong>Process Improvement</strong>: Identify opportunities to streamline and enhance AP procedures for greater efficiency and accuracy.</li></ul>
We are looking for a dedicated Administrative Assistant to join our team in Palo Alto, California. In this role, you will handle essential administrative tasks to ensure smooth operations, including patient registration and documentation management. This is a long-term contract position ideal for someone who thrives in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Accurately register patients and process admissions in line with organizational policies and procedures.<br>• Collect and document patient co-payments, deductibles, and deposits during registration.<br>• Secure patient signatures on legal and registration-related documents.<br>• Scan and upload all required documentation into the designated system before the end of each shift.<br>• Verify patient insurance and demographic information using online systems and payer websites.<br>• Prioritize tasks effectively during high-volume periods to enhance operational efficiency and customer service.<br>• Collaborate with clinical staff to provide necessary documents, wristbands, and updates in a timely manner.<br>• Distribute privacy notices and maintain compliance with organizational and regulatory standards.<br>• Attend department meetings, workshops, and training sessions to stay updated on procedures.<br>• Ensure all office equipment is functional and implement downtime protocols when needed.
<p>An AmLaw 100 law firm is seeking two Legal Document Clerks for a strictly temporary project, starting at six months, focused on high-volume document downloading and electronic file organization. This is an excellent opportunity for recent graduates or candidates early in their legal career looking to gain experience in a professional law-firm environment. This fully remote role requires candidates to be based in the Pacific Time Zone and is ideal for individuals with strong attention to detail and solid technical proficiency.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Download, save, and organize large volumes of legal documents according to firm standards.</li><li>Maintain accuracy and consistency across document naming conventions and file structures.</li><li>Perform basic quality checks to ensure documents are correctly captured and stored.</li><li>Communicate updates or issues to supervising staff as needed.</li><li>Follow confidentiality and security protocols when handling sensitive case files.</li></ul><p><br></p>
<p>We are looking for a dynamic and highly organized Executive Assistant to join our team in San Francisco, California. This position offers a unique opportunity to contribute to the foundational operations of a venture capital firm focused on AI startups. If you excel in providing strategic support and thrive in a fast-paced, innovative environment, we invite you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Strategically manage the executive’s calendar to optimize time allocation and focus on high-impact activities.</p><p>• Oversee email systems, ensuring critical messages are prioritized and deadlines are consistently met.</p><p>• Coordinate and arrange travel plans, ensuring seamless logistics.</p><p>• Prepare, organize, and track essential investment documents to support decision-making processes.</p><p>• Foster strong relationships with investors and portfolio companies through effective communication and engagement.</p><p>• Organize events and updates for stakeholders, including blog posts, quarterly reports, and networking opportunities.</p><p>• Develop and implement operational systems to enhance efficiency and scalability within the firm.</p><p>• Maintain and optimize internal software platforms to meet evolving business needs.</p><p>• Manage administrative tasks such as insurance policies and operational logistics to support day-to-day activities.</p>
We are looking for a detail-oriented Receptionist to join our team in San Francisco, California. In this contract position, you will serve as the first point of contact in a dynamic, open-concept office environment. Your role will involve managing office spaces, coordinating conference room bookings, and delivering exceptional customer service to both internal and external guests.<br><br>Responsibilities:<br>• Oversee office space reservations using scheduling systems such as Manhattan One, ensuring seamless coordination for approximately 25 office spaces, including executive-level bookings.<br>• Greet clients, partners, and visitors upon arrival, maintaining a welcoming and detail-oriented demeanor.<br>• Set up conference rooms for meetings and events, including organizing catering arrangements and ensuring proper configurations.<br>• Place food orders using company resources, manage receipts, and maintain accurate records.<br>• Monitor and update office calendars and schedules to ensure efficient operations.<br>• Collaborate closely with the Hospitality Associate to maintain smooth workflows and build strong relationships.<br>• Provide consistent coverage at the reception desk during business hours, arranging backup during breaks and lunch.<br>• Anticipate guest needs, resolve issues proactively, and deliver outstanding service to a diverse range of personalities.<br>• Handle sensitive and confidential documents with discretion.<br>• Assist with additional administrative projects as assigned, demonstrating flexibility and adaptability.
<p><strong>Jennifer Fukumae</strong> is partnering with a <strong>well-established wealth management firm</strong> that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management.</p><p> </p><p>The firm’s philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes. This is a great opportunity to join a high-integrity, growth-focused advisory team where you’ll step into an established client base and have the freedom to build your practice with full firm support.</p><p> </p><p><strong>Job Title:</strong> Financial Advisor</p><p><strong>Location:</strong> San Ramon, CA | On-site (initially 5 days a week for training; flexibility after ramp-up)</p><p><strong>Compensation:</strong> Up to $150,000 + Quarterly Bonus + Profit Sharing</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.</li><li>Develop personalized financial plans tailored to each client’s needs and goals.</li><li>Build and strengthen client relationships through proactive communication and ongoing support.</li><li>Monitor market performance and client portfolios, recommending adjustments as needed.</li><li>Maintain compliance with all industry regulations and firm standards.</li></ul>
<p>We are seeking a Legal Assistant to join our team based in Campbell, California. In this role, you will be using your extensive legal knowledge to perform a variety of tasks, including the management of legal documents, client communication, and the use of case management software. This role operates within the legal industry and provides an exciting opportunity to be part of a dynamic workplace. </p><p><br></p><p>Responsibilities:</p><p>• Utilize various legal software to manage client information and legal procedures.</p><p>• Manage the e-Filing of documents in state and federal courts.</p><p>• Maintain a clear understanding and application of civil procedures and litigation.</p><p>• Prepare legal documents, pleadings, and discovery.</p><p>• Use Case Management Software (CMS) and Clio to track deadlines and manage tasks.</p><p>• Maintain high attention to detail when dealing with client relations and claim administration.</p><p>• Exhibit effective communication skills in liaising with clients and team members.</p><p>• Handle billing functions and calendar management efficiently.</p><p>• Foster a positive environment through good interpersonal skills.</p>
We are looking for an experienced Sr. Benefits Specialist to join our team on a contract basis in Fremont, California. In this role, you will be responsible for overseeing benefits administration, leave management, compliance, and employee support to ensure that our workforce receives exceptional service and guidance. The ideal candidate will have a strong background in HR operations, benefits coordination, and regulatory compliance, as well as a passion for providing clear and empathetic communication to employees.<br><br>Responsibilities:<br>• Manage employee benefits programs, including medical, dental, vision, life insurance, disability, and retirement plans, while serving as the primary point of contact for employee inquiries.<br>• Educate employees on 401(k) plan options, eligibility requirements, and retirement planning basics, facilitating contribution changes and guiding them through the process.<br>• Support the implementation and communication of updates to 401(k) vendors, including conducting training sessions and providing system navigation assistance.<br>• Administer accommodation requests by coordinating interactive meetings, collecting documentation, and tracking approvals to ensure compliance.<br>• Oversee leave of absence processes, including eligibility determinations, employee notifications, tracking, and communication for statutory/state leaves, FMLA, Workers’ Compensation, and other leave types.<br>• Collaborate with managers to ensure smooth leave coordination and seamless return-to-work transitions.<br>• Conduct job classification reviews to ensure compliance with California labor laws and proper employee designation as exempt or non-exempt.<br>• Perform regular audits of employee data, benefit elections, and classification statuses within HR systems to maintain accuracy and compliance.<br>• Process employee changes in HR platforms, including compensation adjustments, job role updates, leave statuses, and benefit modifications.<br>• Provide timely and empathetic support to employees, answering questions related to benefits, leave processes, accommodations, and HR policies.
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a <strong>private real estate investment, development, and management company</strong> to add an <strong>AP Accountant</strong> to their growing team. This firm has been operating successfully in real estate for over 30 years and continues to expand their national multifamily and mixed-use portfolio.</p><p><br></p><p><strong>About the Company</strong></p><p>This organization invests in and manages residential, retail, and mixed-use properties across the U.S. Their multifamily footprint includes 50+ properties totaling 5,200+ units, with another 1,000 units recently acquired across states such as Idaho, Washington, California, Texas, and Florida.</p><p><br></p><p><strong>Location: Financial District, San Francisco – 100% Onsite</strong></p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Own the Accounts Payable function for a diverse real estate portfolio</li><li>Collaborate directly with property managers and stakeholders across multiple properties</li><li>Support the team with invoice processing, coding, vendor management, and reconciliations</li><li>Contribute to a lean, high-performing accounting department in a fast-growing real estate environment</li></ul><p><br></p>
<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> </p><p>We are looking for a detail-oriented Legal Operations Specialist to join our client's dynamic legal team. This role will focus on streamlining processes, managing legal technology tools, and supporting compliance initiatives to ensure efficiency across the organization. This is a hybrid position requiring one day per week onsite in Oakland, CA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee and optimize legal workflows, including contract lifecycle management and matter tracking.</li><li>Implement and maintain legal technology platforms (e.g., CLM systems, e-billing, document management).</li><li>Collaborate with cross-functional teams (Finance, Procurement, HR) to ensure compliance with internal policies and regulatory requirements.</li><li>Manage vendor relationships and assist with outside counsel billing and budget tracking.</li><li>Develop dashboards and reports to monitor legal metrics and performance.</li><li>Support contract review and assist with drafting standard agreements under attorney supervision.</li><li>Coordinate internal audits and assist with risk management initiatives.</li><li>Maintain accurate records and ensure timely filing of corporate documents and regulatory submissions.</li></ul>
<p><strong>Jennifer Fukumae</strong> with Robert Half Finance and Accounting is seeking a <strong>Financial Planner</strong> to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management. This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul>
<p><strong>Finance Manager / Senior Finance Manager</strong></p><p><strong>Palo Alto – 4 days onsite</strong></p><p><strong>$160–180K (up to $190K DOE) + Bonus + Profit Share</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm to hire an Assistant Controller.</strong> This is an excellent opportunity to join a growing, sophisticated organization that works closely with high-net-worth clients—including senior executives, entrepreneurs, and multi-generational families.</p><p>The firm operates with a high level of professionalism, precision, and client service. The Assistant Controller will work directly with the Controller and leadership team, gaining exposure to complex accounting, reporting, and operational finance within a boutique wealth management environment. This role offers both hands-on responsibilities and room to grow into broader ownership over the finance function.</p><p> </p><p><strong>Position Overview</strong></p><p><strong>The Assistant Controller will support all aspects of corporate accounting, financial reporting, and internal controls. This individual will also partner cross-functionally with operations and client service teams to ensure accurate, timely, and scalable financial processes. The role is ideal for someone who is analytical, detail-oriented, and eager to expand their expertise in a dynamic, small-team setting.</strong></p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the month-end and quarter-end close process, including journal entries, reconciliations, and financial statement preparation</li><li>Maintain general ledger accuracy and ensure compliance with accounting standards</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Prepare reporting packages for internal leadership and external partners</li><li>Support regulatory filings, audits, and tax-related information requests</li><li>Strengthen internal controls and refine accounting processes as the firm scales</li><li>Partner with operations to ensure accurate fee billing, revenue recognition, and cash management</li><li>Assist with special projects such as system enhancements, workflow automation, and policy development</li></ul><p> </p>
<p>Our client is looking for a skilled Litigation Attorney to join their team in<strong> California</strong> -- <strong>Bay Area or Los Angele</strong>s. The ideal candidate will bring expertise in civil litigation and a proactive approach to managing diverse cases, including medical malpractice. This role offers the opportunity to collaborate with a dedicated team and hone your legal skills in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle a variety of civil litigation cases from inception to resolution, ensuring all processes meet high standards of attention to detail.</p><p>• Develop and implement effective case strategies to achieve favorable client outcomes.</p><p>• Represent clients in court proceedings, depositions, and mediations with professionalism and expertise.</p><p>• Conduct thorough legal research and draft compelling pleadings, motions, and other legal documents.</p><p>• Collaborate with team members to share insights and ensure comprehensive case preparation.</p><p>• Manage client communications, offering clear updates and guidance throughout the legal process.</p><p>• Utilize knowledge of medical malpractice litigation or demonstrate a willingness to learn and excel in this area.</p><p>• Maintain compliance with all legal and ethical standards while managing multiple deadlines and priorities effectively.</p>
