We are looking for an Access Ops Agent to support patient registration and appointment coordination for a healthcare team in Newark, California. This Long-term Contract position plays a key role in helping patients, providers, and clinic staff stay connected through accurate scheduling, clear communication, and timely follow-up. The ideal candidate brings strong customer service skills, comfort working with medical information, and the ability to manage a high volume of calls and documentation with accuracy and professionalism.<br><br>Responsibilities:<br>• Manage appointment scheduling for new and returning patients, including updates, changes, and maintenance of provider calendars.<br>• Serve as a primary point of contact for patients by handling inbound calls, answering questions, and directing inquiries to the appropriate clinic or department.<br>• Communicate clinic procedures and service information clearly so patients understand next steps and available resources.<br>• Record detailed and accurate notes in the medical record and ensure messages are routed promptly to the correct care team members.<br>• Recognize urgent concerns or service issues and escalate them quickly according to established protocols.<br>• Partner with care teams, patients, and external facilities to gather documentation and information needed to support care delivery.<br>• Verify, collect, and update insurance details and other registration information while maintaining compliance with organizational standards.<br>• Follow departmental guidelines, quality expectations, and reference materials to provide accurate information and a high standard of customer support.
<p>We are looking for a Patient Admin Specialist (PAS)/Medical Scheduler to support front-office operations for an outpatient clinic in Palo Alto, California. This short-term Contract position focuses on delivering a welcoming patient experience while coordinating registration, scheduling, and essential administrative support. The ideal candidate is organized, responsive, and comfortable managing a high-volume environment with professionalism and accuracy.</p><p><br></p><p>The ideal candidate is detail-oriented, organized, and comfortable working in a fast-paced, high-volume healthcare environment while providing excellent patient service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review Epic scheduling reports and work queues to identify patients requiring pre-anesthesia appointments </li><li>Contact patients via phone to schedule appointments in a timely, professional manner </li><li>Determine appropriate appointment types (in-person vs. virtual) based on established guidelines </li><li>Accurately document all scheduling activities within Epic </li><li>Request and track medical records, ensuring proper documentation in the system </li><li>Collaborate with schedulers, patient care coordinators, and clinical teams to optimize workflows </li><li>Maintain high standards of customer service and patient communication </li><li>Follow clinic workflows, standard operating procedures, and escalation protocols </li></ul>
<p>We are looking for a <strong>Patient Access Rep</strong> to support front-end patient registration and admission activities in California. This <strong>Patient Access Rep </strong>Long-term Contract position is ideal for someone beginning a career in healthcare administration or bringing strong customer service experience from another industry. In this <strong>Patient Access Rep </strong>role, you will help patients navigate registration, insurance verification, payment collection, and required documentation while delivering detail-oriented service in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><p>• Complete patient intake, admission, and registration activities with attention to accuracy, timeliness, and privacy standards.</p><p>• Assures secure handling and accurate recording of payments collected at the point-of-service delivery.</p><p>• Builds a foundational understanding of the different health insurance coverage options and the related processes and procedures.</p><p>• Able to handle routine/simple patient escalations and perform service recovery.</p><p>• Escalates any advanced or complex registrations to a more experienced team member.</p><p>• Greets patients and begins the registration process. Maintains professional communication with various PAS staff medical center staff physicians guests and patients regarding the admitting/registration services rendered. </p><p>• Meets weekly individual productivity and key performance indicators and standards while following planned priorities as set by the department leadership team.</p>
<p><strong>POSITION:</strong> Client Service Coordinator - Associate (Contract)</p><p><strong>Location:</strong> Redwood City, CA (Onsite)</p><p><strong>Schedule:</strong> 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PM</p><p><strong>Assignment Type:</strong> Contract (Temp)</p><p><strong>Tentative Pay:</strong> $21 per hour</p><p> </p><p><strong>Overview</strong></p><p>We are partnering with a leading organization to identify a <strong>Client Service Coordinator - Associate</strong> to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage phone calls, emails, and correspondence in a professional manner</li><li>Schedule meetings, coordinate conferences, and maintain calendars</li><li>Maintain filing systems, sort/distribute mail, and order office supplies</li><li>Assist with financial record keeping and expense tracking</li><li>Support special projects and team initiatives as needed</li><li>Maintain cleanliness and organization in shared office spaces (kitchen and common areas)</li></ul><p><br></p><p><br></p>
<p><strong>Job Summary</strong></p><p>We are seeking a friendly, organized, and detail-oriented Medical Front Desk / Patient Scheduling candidates to join our client's healthcare team. This role is responsible for providing excellent customer service while managing patient scheduling, registration, and front office operations in a fast-paced medical environment. Most positions are onsite in Palo Alto, CA.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Answer high-volume inbound calls and assist patients with scheduling appointments</li><li>Check patients in and out for appointments</li><li>Verify insurance information and update patient demographics</li><li>Maintain accurate patient records in the electronic medical record (EMR) system</li><li>Provide patients with information regarding appointments, referrals, and office policies</li><li>Coordinate schedules for providers and ensure efficient patient flow</li><li>Handle front desk administrative duties including scanning, filing, faxing, and data entry</li><li>Maintain HIPAA compliance and patient confidentiality at all times</li><li>Deliver professional and compassionate customer service to patients, families, and staff</li></ul>
We are looking for a detail-oriented Reprographics Associate to support print production and mailroom operations in San Francisco, California. This Contract position is ideal for someone who is comfortable handling high-volume document preparation, finishing, and distribution tasks in a fast-paced office setting. The right candidate will bring hands-on print experience, strong organizational skills, and a consistent focus on accuracy and turnaround time.<br><br>Responsibilities:<br>• Produce and prepare printed materials using standard reproduction equipment, including single- and double-sided output configurations.<br>• Assemble completed documents with binding, tab inserts, and colored separator sheets to meet project specifications.<br>• Finish print jobs by completing tasks such as three-hole punching and other manual document preparation steps.<br>• Support daily mailroom activity by receiving, sorting, and processing incoming and outgoing items efficiently.<br>• Scan paper files and convert materials into digital formats while maintaining document quality and order.<br>• Record all completed mail and reprographics requests in the designated tracking system at the close of each workday.<br>• Respond to routine phone inquiries and provide front-line support for service-related requests when needed.
We are looking for a dependable Warehouse Logistics Coordinator IV (Contractor) to support daily warehouse operations in San Jose, California. This Long-term Contract opportunity is well suited for someone who works well in a structured setting, stays attentive during repetitive tasks, and takes pride in accuracy. The position centers on preparing lightweight equipment for distribution, following digital instructions, and helping maintain an organized workflow that supports field teams.<br><br>Responsibilities:<br>• Prepare lightweight equipment for distribution by retrieving items from assigned shelving areas and moving them through the processing workflow.<br>• Use screen-based instructions to scan, label, and verify equipment accurately before release.<br>• Place completed units onto designated carts so they are ready for driver collection and outbound handling.<br>• Remain productive in a fixed workstation environment while completing repetitive tasks with steady attention to detail.<br>• Support daily shipping and warehouse activities by maintaining organized materials, labels, and completed orders.<br>• Follow established handling, packaging, and documentation procedures to ensure items are processed correctly.<br>• Contribute to shift coverage needs across assigned schedules, including Sunday through Wednesday or Wednesday through Saturday availability.<br>• Help maintain a safe and orderly warehouse environment by following site procedures and equipment-handling guidelines.
<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>Accounting Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures </li><li>Manage quarterly closes, reconciliations, capital calls, and distributions </li><li>Assist with annual financial statements and audit coordination </li><li>Partner with internal teams and external fund administrators on reporting and operations </li><li>Support accounting and tax-related workstreams across the platform </li><li>Contribute to technical accounting analysis and process improvement initiatives </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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>VP, Finance | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures </li><li>Manage quarterly closes, reconciliations, capital calls, and distributions </li><li>Assist with annual financial statements and audit coordination </li><li>Partner with internal teams and external fund administrators on reporting and operations </li><li>Support accounting and tax-related workstreams across the platform </li><li>Contribute to technical accounting analysis and process improvement initiatives </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 a detail-oriented Corporate Paralegal with real estate experience to support complex financing and transactional matters in San Francisco, California. This role will focus on preparing and reviewing legal documentation, coordinating closing activities, and organizing due diligence materials across multiple deals. The ideal candidate brings strong judgment, exceptional follow-through, and the ability to manage deadlines in a fast-paced legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare financing and supporting legal documents for commercial real estate matters, including materials related to transfers, assumptions, lien releases, approvals, and closing deliverables.</p><p>• Examine transaction records for accuracy and completeness, such as deeds, lease memoranda, easements, notes, security instruments, assignments, intercreditor arrangements, and related certificates.</p><p>• Organize closings from start to finish by assembling signature packages, maintaining data rooms, tracking executed paperwork, and compiling final closing sets.</p><p>• Draft closing instructions and assist with loan closings involving real property and other pledged collateral.</p><p>• Review settlement statements and help facilitate the filing, recording, and post-closing distribution of required documents.</p><p>• Analyze title commitments, surveys, easements, restrictive covenants, endorsements, and title policies, and prepare summaries identifying key issues and required follow-up.</p><p>• Request, collect, and evaluate diligence items, including organizational records, registration materials, and other entity-related documentation.</p><p>• Maintain transaction calendars and critical date trackers to ensure timely completion of milestones, deliverables, and filing requirements.</p><p>• Prepare and review corporate governance and entity documents, including formation papers, partnership or operating agreements, bylaws, resolutions, stock-related records, and dissolution materials.</p><p>• Provide quality control across active matters and offer coverage support for the broader legal team when priorities shift or additional assistance is needed.</p>
Are you a meticulous, detail-oriented payroll detail oriented with a strong understanding of certified payroll and prevailing wage requirements? Robert Half is seeking a highly skilled Certified Payroll Specialist to join our client’s team. In this role, you will play a critical part in ensuring compliance with prevailing wage regulations, state and federal certified payroll reporting, and Department of Industrial Relations (DIR) guidelines. Prepare, process, and submit accurate certified payroll reports for construction and other prevailing wage projects per state, federal, and DIR guidelines. Monitor and ensure compliance with prevailing wage laws and labor standards, investigating and resolving any discrepancies as needed. Coordinate and manage all Department of Industrial Relations (DIR) submissions while staying updated on any changes to DIR reporting standards. Utilize payroll systems/software to streamline processes and maintain accurate employee records and job/project-specific information. Oversee payroll audits, reconcile discrepancies, and maintain proper documentation for DIR and certified payroll records. Work closely with project managers, HR teams, accounting departments, and external auditors to ensure payroll compliance and timely reporting. Stay current on labor laws, prevailing wage updates, union agreements, and certified payroll guidelines to serve as the subject matter expert.
<p>We are seeking a detail-oriented and motivated <strong>Staff Accountant with NetSuite Experience</strong> to join our accounting team. In this role, you will be responsible for assisting with various accounting operations to ensure the accuracy of financial records and compliance with regulations. The ideal candidate has solid accounting knowledge, proficiency with NetSuite ERP, and a problem-solving mindset. </p><p><br></p><p><strong>Responsibilities:</strong> </p><ul><li>Manage and maintain accurate financial transactions, including entries in NetSuite (Source: Robert Half, Job Description Best Practices, Context: MC24 Job Search Guide US eBook.pdf). </li><li>Assist with monthly, quarterly, and annual closing procedures, including account reconciliations and financial reporting. </li><li>Collaborate with cross-functional teams to maintain proper system integrations between NetSuite and other business systems. </li><li>Monitor accounts payable and receivable, ensuring timely payments and collections. </li><li>Perform variance analysis on general ledger accounts and investigate discrepancies. </li><li>Prepare and analyze financial statements in compliance with GAAP standards. </li><li>Support the audit process by providing requested documentation and schedules. </li><li>Assist with implementing process improvements and best practices to enhance accounting workflow and efficiency. </li><li>Maintain compliance with tax filings, regulations, and internal controls. </li></ul>
<p>We are seeking a highly organized, people-oriented Project Manager to join a collaborative team supporting enterprise-wide initiatives across technology, learning, and digital transformation efforts. The ideal Project Manager candidate is proactive, adaptable, and thrives in a fast-paced environment where they can help drive projects from concept through completion while supporting stakeholders across multiple teams. This Project Manager Role is a fully remote Opportunity for a Non-Profit out of California. This Project manager Role is a contract position for about 5-6 months. </p><p><br></p><p>Key Responsibilities</p><ul><li>Manage multiple cross-functional projects from initiation through completion</li><li>Coordinate timelines, deliverables, stakeholder communication, and project documentation</li><li>Partner with leadership and internal teams to ensure projects stay on track and aligned with business goals</li><li>Lead project meetings, provide status updates, identify risks/issues, and drive action items to completion</li><li>Support ongoing SharePoint and Office 365 initiatives, including recently launched platforms and enhancements</li><li>Assist with website revamp projects focused on improving user experience and functionality based on customer feedback</li><li>Collaborate with consultants, technical teams, and business stakeholders to ensure successful project execution</li><li>Support organizational initiatives involving Salesforce AI and Microsoft Copilot implementations</li><li>Utilize project management tools such as Asana, Wrike, or similar platforms to manage workflows and priorities</li><li>Help improve processes, communication, and overall project efficiency across departments</li></ul><p><br></p>
We are looking for a focused Facilities Assistant to support day-to-day maintenance coordination across a large property portfolio in San Francisco, California. This contract position is ideal for someone who thrives in a fast-paced environment, communicates effectively with tenants and internal teams, and can keep multiple service requests moving efficiently from intake to resolution. The role will serve as a key point of contact for maintenance activity, vendor coordination, and building-related updates while helping ensure responsive service and strong operational follow-through.<br><br>Responsibilities:<br>• Manage incoming maintenance requests from tenants, staff, and property teams, ensuring each issue is accurately documented and routed for action.<br>• Open, assign, monitor, revise, and complete work orders within Yardi while maintaining timely updates across a portfolio of more than 20 buildings.<br>• Evaluate service providers and build strong working knowledge of approved vendors to support effective scheduling and vendor selection.<br>• Coordinate daily dispatching of tasks to internal maintenance personnel and union vendors based on urgency, scope, and availability.<br>• Track outstanding service items, follow up on unresolved issues, and keep tenants informed on progress and expected completion timelines.<br>• Partner with maintenance staff and cross-functional teams to escalate urgent concerns, identify recurring problems, and recommend practical solutions.<br>• Communicate planned maintenance activity, service interruptions, and other building-related notices to tenants and departments in a clear and organized manner.<br>• Support project-related bid requests, assist with Zendesk ticket follow-up and consolidation, and share building compliance updates with the appropriate internal stakeholders.
We are looking for an experienced Chief Financial Officer to provide strategic financial leadership for a Contract engagement based in San Francisco, California. This role will guide financial planning, reporting, and capital strategy while helping leadership make informed business decisions. The ideal candidate brings deep executive-level finance expertise, strong operational judgment, and the ability to improve business systems and reporting processes in a dynamic environment.<br><br>Responsibilities:<br>• Direct the organization’s financial strategy, aligning fiscal priorities with broader business objectives and growth plans.<br>• Oversee cash flow forecasting and liquidity planning to support sound decision-making and maintain financial stability.<br>• Lead capital management activities, including evaluating funding needs, investment priorities, and balance sheet performance.<br>• Manage the month-end close process to ensure timely, accurate financial results and consistent reporting standards.<br>• Prepare and present financial reports, insights, and recommendations to executive stakeholders and other key decision-makers.<br>• Strengthen internal financial controls, compliance practices, and risk management procedures across finance operations.<br>• Assess and enhance business systems that support accounting, reporting, and financial analysis, including process improvements when needed.<br>• Partner with senior leadership to develop budgets, forecasts, and performance metrics that drive accountability and transparency.
<p>Established law firm in San Jose, CA is seeking an experienced Legal Secretary to support a team of Family Law Attorneys. This role requires a highly organized professional with strong knowledge of litigation processes, excellent attention to detail, and significant experience with court calendaring. The ideal candidate thrives in a fast-paced legal environment, can manage multiple priorities, and is comfortable working on-site as a key member of the legal support team. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide litigation and administrative support to Family Law attorneys</li><li>Manage court calendaring with a high degree of accuracy, including deadlines, hearings, filings, and appearances</li><li>Prepare, format, revise, and proofread legal documents and correspondence</li><li>Coordinate filings with courts and ensure compliance with applicable rules and deadlines</li><li>Maintain case files, client records, and related legal documentation</li><li>Communicate professionally with clients, court personnel, and opposing counsel</li><li>Handle scheduling, email management, and other general legal secretarial duties</li></ul><p><br></p>
<p>Regional law firm in San Jose, CA is seeking a Family Law Attorney with 4–7 years of experience to join its growing team. The ideal candidate will have a strong background in family law matters, excellent advocacy skills, and the ability to manage cases independently while providing high-quality client service. This position requires on-site work in San Jose, CA. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Handle a variety of family law matters, including divorce, custody, support, and property division</li><li>Manage cases from intake through resolution, including discovery, motion practice, settlement, and trial preparation</li><li>Draft pleadings, motions, declarations, settlement agreements, and other legal documents</li><li>Advise clients on legal strategy, case developments, and potential outcomes</li><li>Appear in court for hearings, conferences, and other proceedings</li><li>Collaborate with support staff and attorneys to ensure efficient case management</li></ul><p><br></p>
We are looking for a meticulous and organized Data Entry Clerk to join our team in San Jose, California. In this long-term contract position, you will play a vital role in ensuring accurate data management and administrative support for operational processes. The ideal candidate will have a keen eye for detail and a proactive approach to completing tasks efficiently.<br><br>Responsibilities:<br>• Accurately input and maintain data records in databases and systems.<br>• Perform numerical and alphanumeric data entry tasks with speed and precision.<br>• Organize and manage data to ensure accessibility and reliability.<br>• Generate reports and summaries based on data inputs and operational needs.<br>• Provide administrative support to streamline operations and processes.<br>• Collaborate with team members to ensure data integrity and consistency.<br>• Monitor and verify information to minimize errors and discrepancies.<br>• Handle sensitive data with confidentiality and professionalism.<br>• Assist in maintaining documentation and tracking updates effectively.
<p>As a Senior Retailer Marketing Manager, you will lead the development and execution of co-marketing initiatives in partnership with key retailers to drive e-commerce growth. You will be responsible for building, driving alignment around, and executing high-impact, strategically-driven campaigns that maximize Retailer marketing budgets that produce sales growth for both parties.</p><p> </p><p> </p><p><strong>Key Responsibilities </strong></p><ul><li>Stakeholder Management: Serve as the face of the company for assigned retailer accounts, collaborating cross-functionally with Business Development (brand) and the retailer POCs, along with the Product, Creative, Media, CRM and Finance teams to align plans with business objectives</li><li>Co-Marketing & Campaign Execution: Lead seasonal activation campaigns (tentpole and micro-moments) leveraging CRM, paid media, and incentive channels. Partner with the creative team to develop assets that represent the brand and retailer brand. Partner with media agencies to launch those assets via multi-channel strategies across OOH, OTT, OLV, Programmatic Digital Display, Paid Social, and more.</li><li>Performance Optimization: Monitor and analyze campaign performance using internal reporting dashboards to optimize strategies and identify key growth insights.</li><li>Retailers: Wegmans, Wakefern, Ace Hardware</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Rental Assistance Program Manager to lead community engagement efforts that connect residents with housing-related resources and support services in California. This contract position with potential for a permanent opportunity is ideal for someone who combines strong administrative discipline with a hands-on approach to outreach, relationship building, and client support. The person in this role will work closely with community partners, internal teams, and prospective clients to expand program awareness, strengthen local connections, and help drive meaningful participation.<br><br>Responsibilities:<br>• Create and carry out outreach plans that increase awareness of rental assistance services and encourage community participation.<br>• Establish productive relationships with neighborhood groups, service providers, local businesses, and public agencies to expand referral networks and collaboration opportunities.<br>• Represent the organization at events, information sessions, and workshops, delivering clear presentations that promote available programs and services.<br>• Monitor outreach efforts by maintaining accurate activity records, assessing results, and preparing updates and reports for leadership review.<br>• Contribute to the development of communication materials such as flyers, newsletters, and presentation content to support public engagement.<br>• Serve as a point of contact for questions from clients, volunteers, and partner organizations, providing timely and thoughtful responses.<br>• Conduct direct outreach with new and existing clients, including traveling within the local service area to meet individuals near their residences when needed.<br>• Partner with internal staff to ensure outreach priorities support broader program goals and operational needs.<br>• Provide guidance and coaching to colleagues or direct reports when needed to improve performance, accountability, and service delivery.
<p>We are looking for a skilled Legal Secretary to join our team in Emeryville, California. In this role, you will support our legal professionals in managing litigation cases, ensuring smooth coordination of administrative and legal processes. The ideal candidate will bring extensive experience in litigation and e-filing, along with a proactive approach to organizational and communication tasks. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and format legal documents and pleadings for submission in state and federal courts through e-filing systems.</p><p>• Maintain and monitor case calendars, ensuring all deadlines and court appearances are accurately tracked.</p><p>• Organize and manage both physical and electronic case files, including discovery materials and correspondence.</p><p>• Draft, proofread, and finalize legal correspondence, including letters and memoranda.</p><p>• Coordinate with attorneys, clients, and court staff to update case statuses and ensure procedural compliance.</p><p>• Assist in trial preparation by compiling exhibits, creating witness lists, and assembling trial binders.</p><p>• Schedule and organize meetings, depositions, and conference calls, as well as arrange travel plans when necessary.</p><p>• Respond promptly to attorney and client inquiries, proactively managing workflows to meet critical deadlines.</p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Thriving Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a<strong> generous 401(k) match</strong>, comprehensive health coverage,<strong> unlimited PTO</strong>, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking a Senior Fraud Analyst for a long term contract opportunity in San Francisco, CA. This role is ideal for an experienced individual contributor with strong fraud operations experience who can manage authorization risk, optimize fraud controls, and improve decision accuracy in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Review flagged transactions and make real-time authorization decisions based on risk indicators</p><p>• Develop and optimize fraud rules, thresholds, and transaction controls</p><p>• Analyze transaction activity to identify fraud trends and prevention opportunities</p><p>• Monitor fraud losses, approval rates, and false positives to improve performance</p><p>• Partner cross functionally with internal teams to strengthen fraud controls and decisioning</p><p>• Utilize fraud tools and platforms to investigate alerts and support ongoing enhancements</p><p>• Apply knowledge of card authorization workflows, decline responses, and interchange concepts</p><p>• Identify operational gaps and recommend scalable process improvements in a fast-paced environment</p>
<p>Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Conduct research to identify potential leads and compile prospecting lists for the business development team.</p><p>• Assist in the creation of sales proposals, presentations, and responses to client inquiries.</p><p>• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.</p><p>• Develop and implement strategies to optimize sales workflows and enhance team productivity.</p><p>• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.</p><p>• Maintain accurate documentation of sales activities, business development progress, and operational processes.</p><p>• Identify areas for improvement within sales operations and propose solutions to streamline efforts.</p><p>• Provide support in post-sales activities, including quoting and follow-up.</p><p>• Prepare executive-level presentations to communicate sales performance and strategic objectives. </p>