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29 results for Associate in Half Moon Bay, CA
- Walnut Creek, CA
- onsite
- Temporary / Contract
- 30 - 45 USD / Hourly
- <p>We’re seeking an organized, detail-oriented Buyer to support purchasing operations and help ensure the timely delivery of materials and supplies. This temp-to-hire opportunity offers the potential to transition into a permanent position. <strong>Experience with SAP is highly preferred.</strong></p><p><br></p><p>In this role, you will:</p><p><br></p><ul><li>Create, process, and track purchase orders.</li><li>Communicate with suppliers regarding pricing, availability, and delivery schedules.</li><li>Monitor open orders, follow up on delays, and resolve discrepancies.</li><li>Coordinate with internal teams to understand purchasing needs and priorities.</li><li>Maintain accurate purchasing records and supplier information.</li></ul><p><br></p>
- 2026-10-28T00:00:00Z
- San Jose, CA
- onsite
- Temporary / Contract
- 28 - 32 USD / Hourly
- We are looking for a Buyer to support procurement activities for a non-profit organization in San Jose, California. This Contract position will focus on securing goods and materials that meet operational needs while balancing cost, quality, and delivery expectations. The role works closely with internal teams and suppliers to maintain efficient purchasing processes, strengthen vendor relationships, and help keep day-to-day operations running smoothly.<br><br>Responsibilities:<br>• Oversee daily purchasing requests, evaluate requisitions for accuracy, and create purchase orders using approved payment methods.<br>• Contribute to month-end purchasing activities by reconciling procurement card expenses, tracking deadlines, and obtaining authorization for exceptions when needed.<br>• Monitor the shared purchasing mailbox and provide timely, thorough responses to questions from staff and supplier partners.<br>• Engage with vendors to gather pricing, confirm product availability, negotiate favorable terms, and follow orders through delivery.<br>• Keep procurement records organized and complete, including quote documentation, bid materials, and vendor selection support files.<br>• Coordinate supplier payment terms in alignment with organizational direction and purchasing guidelines.<br>• Collaborate with departments and program teams to clarify purchasing needs and address issues that affect ordering or fulfillment.<br>• Work alongside Accounts Payable to support voucher processing and resolve invoicing or billing concerns with vendors.<br>• Assist with additional procurement-related assignments and special projects as business needs evolve.
- 2026-11-11T00:00:00Z
- Mountain View, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Wealth Architect</p><p>📍 Mountain View, CA (Hybrid)</p><p>🏢 Growing Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Anisa is partnered with a growing, client-focused wealth management firm seeking an <strong>Associate Wealth Architect</strong> to support the delivery of comprehensive financial planning and wealth management services. This opportunity is ideal for someone who enjoys building meaningful client relationships, simplifying complex financial concepts, and contributing to clients' long-term financial success.</p><p><br></p><p>The firm fosters a collaborative, team-oriented culture centered on integrity, service excellence, continuous learning, and professional growth. Team members are encouraged to develop their expertise while making a meaningful impact on both clients and colleagues.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with senior advisors in a team-based advisory environment, gaining exposure to a variety of planning and client engagement approaches.</li><li>Participate in client meetings, gather financial and personal information, develop financial plans, and assist in presenting recommendations.</li><li>Work cross-functionally with advisory, investment, and client service teams to support all aspects of the wealth management process.</li><li>Collect and organize client financial information, goals, and objectives.</li><li>Analyze and review financial documents to support planning recommendations.</li><li>Assist in preparing financial plans, investment policy statements, and portfolio review materials.</li><li>Support the implementation and ongoing monitoring of client financial strategies, including coordination with external professional advisors when appropriate.</li><li>Prepare client communications, presentations, and meeting materials.</li><li>Maintain and update client, prospect, and advisor records within firm systems.</li><li>Assist with technology initiatives, operational enhancements, and workflow improvements.</li><li>Support document management and process optimization efforts.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-10T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p>Key responsibilities include:</p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p>
- 2026-11-10T00:00:00Z