<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul>
<p>We are seeking a diligent Paralegal to join our legal team located in San Francisco, California. In this role, you will be responsible for assisting attorneys with various aspects of family law cases, conducting legal research, and ensuring the efficient management of client files. This role will also require you to prepare legal documents, schedule meetings, and perform administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Assist in the management of family law cases, including divorce, child custody, and spousal support cases</p><p>• Draft and prepare legal documents, including pleadings, motions, and affidavits</p><p>• Schedule and manage client meetings and court appearances</p><p>• Effectively communicate with clients, opposing counsel, and court personnel</p><p>• Assist attorneys in trial preparation, including the organization of exhibits and witness lists</p><p>• Attend court hearings and provide assistance to attorneys during proceedings</p><p>• Perform various administrative tasks such as filing and data entry</p><p>• Utilize legal case management software for case tracking and management.</p><p>• Maintain and organize client files and case documents in an efficient manner</p>
Essential Job Duties:<br><br>Secretarial, word processing, and legal administrative support for multiple partners and associate attorneys in a variety of practice areas.<br>Create, revise, and format legal documents, pleadings, correspondence, and forms from handwritten drafts, notes, or dictation. Apply track changes, formatting, and styles; edit, label, and redact documents; compare documents using document comparison software and produce redlined versions; ability to produce TOA and TOC<br>Proofread documents for spelling, grammatical, typographical, and formatting errors<br>Experience with E-filing in both State and Federal courts<br>Assist attorneys with special projects and other general administrative duties.<br>Schedule and calendar meetings, depositions, hearings, and court reporters.<br>Perform legal calendaring<br>Assist with the opening and closing of matters<br>Interact with clients, visitors, attorneys, and staff via telephone and email<br>Qualifications:<br><br>3+ years of experience as a litigation legal secretary within a law firm environment<br>Ability to support multiple attorneys in a fast-paced environment<br>Strong organizational skills and the ability to multitask<br>Excellent interpersonal, written, and oral communication skills<br>Ability to take direction and work independently with little or no supervision, as well as part of a team<br>Ability to handle complex assignments and complete projects under tight deadlines, must be able to adapt to changing priorities quickly<br>Strong commitment to client service<br>Must be a team player<br>Excellent attention to detail and proofreading skills<br>Ability to work overtime on an occasional basis<br>Minimum Requirements:<br><br>High School diploma or GED, required<br>3+ years of litigation experience required<br>Strong knowledge with Office 365 and Adobe Acrobat or FoxIt PDF<br>Experience with a Document Management System such as IManage, Filesite, NetDocs<br>Candidate must be able to work 5 days in the office for the first 90 days, and then a hybrid work schedule of 3 days in the office
<p>Job Summary</p><p>Permanent Hire Opportunity</p><p>This position supports customer service, dispatch, and inside sales departments. It manages personnel and serves as the main contact for high-volume retail partners, specialized distributors, and contractors regarding inquiries, issues, order processing, and delivery scheduling. The ideal candidate ensures high-volume retail inventory remains in-stock, handles complex logistics, and resolves order discrepancies efficiently. This role is responsible for supporting and demonstrating core values such as integrity, safety, respect, customer focus, quality, innovation, and financial success.</p><ul><li><strong>Sales Partner Management</strong>: Manage the end-to-end order process for large, high-volume customers, utilizing electronic data interchange systems, vendor portals, and direct communication to ensure seamless order processing and compliance with customer requirements.</li><li>Oversee the entry, tracking, and fulfillment of high-volume orders. Coordinate with production and logistics teams to prioritize production and manage shipping schedules to meet scheduled delivery dates.</li><li>Proactively monitor inventory levels and work with sales/production teams to avoid stockouts at customer locations and job sites. Communicate potential delays or shortages immediately to customers, peers, and senior management.</li><li>Review and manage delivery notes to reflect loading changes and inventory shortages.</li><li>Manage, research, and resolve inquiries or complaints on products, orders, invoicing, and pricing.</li><li>Work with sales teams to coordinate customer requests and provide superior customer service.</li><li>Maintain customer complaints and regularly log information into customer relationship management systems.</li><li>Responsible for accurate setup and processing of customer rebates and royalties on a monthly, quarterly, and annual basis.</li><li>Assist with preparing pricing materials and managing location pricing structure with sales teams.</li><li>Prepare and enter yearly and off-cycle pricing increases into enterprise systems.</li><li>Maintain positive, long-term relationships with buyers and branch managers.</li><li>Assist in managing all processes including sales orders and change-orders received from customers, inside sales coordinators, and sales representatives.</li><li>Assist in setting up sales orders, terms, payers, and preliminary lien data in enterprise systems for initial orders.</li><li>Hire, train, and mentor a team of customer service representatives to handle high-volume inquiries, order entry, and customer complaints.</li><li>Set expectations, coach, train, instruct, discipline, hold accountable, and offer guidance to all direct reports.</li><li>Manage customer service, dispatch, and inside sales personnel across multiple locations.</li><li>Analyze, record, and assess customer service metrics (e.g., on-time in-full rates, order accuracy). Prepare weekly and monthly reports on performance to identify areas for improvement.</li><li>Conduct performance reviews for direct reports and advise on year-end performance reviews for all personnel via human resources information systems.</li><li>Monitor and approve employee actions in human resources systems in a timely manner.</li><li>Responsible for running time data audit reports of recorded time and errors, and track attendance via payroll systems.</li><li>Complete monthly audit packages for customer service.</li></ul>
We are looking for a dedicated Workplace Coordinator to join our team in San Francisco, California. In this role, you will be the first point of contact for visitors and employees, ensuring efficient operations and a welcoming atmosphere. This is a long-term contract position within the dynamic hedge fund industry, offering an excellent opportunity for growth in attention to detail.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring they have a positive experience upon arrival.<br>• Manage incoming calls and emails, directing them to the appropriate departments.<br>• Oversee the scheduling and booking of meeting rooms to ensure smooth operations.<br>• Coordinate office supply inventory and liaise with vendors to maintain stock levels.<br>• Assist with administrative tasks, including data entry and document management.<br>• Ensure common areas are tidy and organized to maintain an environment focused on attention to detail.<br>• Support team members with event planning and other workplace initiatives.<br>• Monitor and address workplace maintenance needs by collaborating with facilities teams.<br>• Provide timely updates and reports on office operations to management.<br>• Uphold company policies and procedures to ensure compliance and efficiency.
<p>We are looking for a proactive, detail-oriented Administrative Assistant to join our team in Walnut Creek, California. In this PART-TIME contract position, you will play a key role in supporting daily operations and ensuring the office runs smoothly. This is an excellent opportunity for someone with strong organizational skills and a proactive approach to administrative tasks. Strong experience using MS Office and Adobe on a daily basis is required.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Manage daily administrative activities, including scheduling appointments and maintaining records.</p><p>• Answer and direct incoming calls professionally, ensuring excellent communication with clients and team members.</p><p>• Perform data entry tasks with accuracy and efficiency to support various operational needs.</p><p>• Provide receptionist services, such as greeting visitors and managing inquiries.</p><p>• Compile and organize documents to ensure accessibility and proper documentation.</p><p>• Coordinate office supplies and manage inventory to maintain a well-stocked workspace.</p><p>• Assist in preparing reports and presentations as required.</p><p>• Support team members with ad hoc administrative tasks and special projects.</p><p>• Ensure compliance with company procedures and maintain confidentiality of sensitive information.</p><p><br></p><p>If you are interested in this part time Administrative Assistant position, please submit your resume today!</p>
We are looking for a highly organized and detail-oriented Project Assistant to join our team in Alameda, California. In this role, you will support various aspects of project management, working closely with team members to ensure smooth operations and timely completion of tasks. This is a Contract position with the potential for long-term employment, offering an opportunity to grow within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Assist in managing project schedules, ensuring milestones are met and deadlines are adhered to.<br>• Utilize advanced Excel functions, including pivot tables, to analyze and present project data.<br>• Coordinate shipping and receiving logistics to support project timelines.<br>• Maintain and organize construction documents and records for efficient access.<br>• Support construction estimating by gathering and analyzing relevant data.<br>• Collaborate with team members to ensure construction schedules are planned effectively.<br>• Facilitate communication between departments and external stakeholders to streamline processes.<br>• Ensure compliance with industry standards and safety protocols during project execution.<br>• Provide administrative support, including scheduling meetings and preparing reports.<br>• Contribute to problem-solving efforts and propose solutions to enhance project efficiency.
We are looking for a dedicated Office Assistant to join our team in Alameda, California. In this long-term contract position, you will play a vital role in supporting the daily operations of our organization, ensuring smooth administrative processes and effective communication. This role offers an excellent opportunity to contribute to a dynamic environment while developing your attention to detail.<br><br>Responsibilities:<br>• Manage receptionist duties, including greeting visitors and answering inbound calls in a courteous manner.<br>• Organize and maintain office records by scanning and filing documents accurately.<br>• Provide clerical support such as data entry, scheduling appointments, and handling correspondence.<br>• Assist with inventory management and ordering office supplies as needed.<br>• Coordinate with team members to ensure seamless communication and workflow.<br>• Prepare and distribute reports and documents to support organizational needs.<br>• Maintain a clean and organized workspace to promote efficiency.<br>• Support special projects and administrative tasks as assigned.<br>• Uphold confidentiality and adhere to company policies and procedures.
<p>We are looking for a highly organized and detail-oriented Administrative Assistant to join our dynamic team in Foster City, California. In this role, you will play a key part in supporting the organization’s operations by managing administrative tasks, coordinating travel arrangements, and handling sensitive information with discretion. This position requires someone who thrives in a fast-paced environment and can effectively manage competing priorities while maintaining professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support to organizational leaders, assisting with various tasks and projects.</p><p>• Act as backup for the Office Assistant and provide front desk coverage when needed.</p><p>• Arrange domestic and international travel, including transportation, accommodations, and itineraries, adhering to company travel policies.</p><p>• Manage executive calendars by scheduling meetings and updating schedules regularly.</p><p>• Prepare and submit expense reports promptly in line with company policies.</p><p>• Order, organize, and distribute office supplies and event materials as needed.</p><p>• Handle confidential information with the utmost discretion and integrity.</p><p>• Collaborate with the Operations team to enhance workflows and support organizational goals.</p><p>• Participate in planning events and activities that promote a positive company culture.</p>
We are looking for an experienced Executive Assistant to provide high-level support to C-level executives in Oakland, California. In this long-term contract position, you will play a critical role in ensuring smooth administrative operations, managing sensitive information, and coordinating executive activities with professionalism. This role requires a proactive approach, exceptional organizational skills, and the ability to work independently with minimal supervision.<br><br>Responsibilities:<br>• Organize and manage scheduling for senior executives, including sending invitations, reserving meeting spaces, preparing agendas, and documenting action items.<br>• Develop and revise PowerPoint presentations to support executive communications and internal meetings.<br>• Facilitate effective communication between departments by managing correspondence and ensuring timely responses.<br>• Prepare detailed expense reports and submit them accurately and on time.<br>• Handle confidential information with discretion, maintaining the highest level of professionalism.<br>• Coordinate logistics for internal and external meetings, conferences, and training sessions, including arranging catering and technical setups.<br>• Arrange travel plans for executives, ensuring all accommodations and itineraries are handled efficiently.<br>• Maintain and retrieve important documents and reference materials for easy accessibility.<br>• Perform essential administrative duties such as filing, copying, and managing office supplies.<br>• Uphold strict confidentiality standards in all aspects of the role.
We are looking for a dedicated and detail-oriented Sr. Administrative Assistant to join a financial advisory firm based in Oakland, California. This position requires supporting high-net-worth clients, ensuring seamless client onboarding, and assisting advisors with meeting preparation and administrative tasks. As a contract-to-permanent opportunity, this role offers the potential for long-term career growth based on performance and business needs.<br><br>Responsibilities:<br>• Prepare comprehensive meeting materials and reports to support advisors working with high-net-worth clients.<br>• Facilitate client onboarding by ensuring accurate completion of paperwork, maintaining client records, and managing follow-up tasks.<br>• Deliver exceptional client service by addressing inquiries and building strong relationships.<br>• Organize office logistics, including scheduling, mail coordination, and supply management, to enhance the client experience.<br>• Demonstrate knowledge of financial products such as annuities, mutual funds, and alternative investments.<br>• Assist in ongoing team and company training initiatives to stay updated on industry practices.<br>• Provide mentorship and guidance to new client service team members.
<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>We are looking for a highly skilled Full Charge Bookkeeper to join our team on a contract-to-permanent basis in Walnut Creek, California. This position offers an exciting opportunity to manage financial operations for a growing medical practice. The ideal candidate will be thorough, reliable, and adaptable to the dynamic needs of a busy office environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee financial reporting for two office locations, ensuring accuracy and timeliness.</p><p>• Manage accounts payable, accounts receivable, and bank reconciliations using Quicken software.</p><p>• Process payroll for 28 hourly employees, including 401(k) contributions.</p><p>• Assist with administrative tasks, such as back-office support and training medical assistants.</p><p>• Handle office equipment maintenance, including troubleshooting issues with specialized devices.</p><p>• Coordinate deliveries and ensure flexibility to meet scheduling demands.</p><p>• Provide accurate and reliable bookkeeping services while maintaining confidentiality and trust.</p><p>• Collaborate with the owner and other team members to streamline financial processes.</p><p>• Support ongoing training initiatives to improve administrative workflows.</p><p>• Adapt to changing priorities and maintain composure under pressure.</p>
We are looking for a detail-oriented Administrative Assistant to join our team in San Francisco, California. This Contract to permanent position offers an exciting opportunity to provide essential support to managers and senior operations leaders in a fast-paced environment. The role requires exceptional organizational skills, strong communication abilities, and a proactive approach to managing administrative tasks efficiently.<br><br>Responsibilities:<br>• Provide high-level administrative support to managers and senior operations staff, ensuring seamless coordination of schedules and priorities.<br>• Handle client-related administrative tasks, including preparing engagement letters, scheduling meetings, and managing electronic signatures.<br>• Organize and maintain accurate document management systems to ensure efficient information retrieval and reporting.<br>• Collaborate with the administrative team to assess and improve workflows, enhancing internal processes for greater efficiency.<br>• Serve as backup support for general office operations, assisting with mail distribution, courier services, and document processing.<br>• Facilitate office visits by greeting guests, directing them to meeting locations, and ensuring a welcoming environment.<br>• Coordinate conference room usage and maintain orderly meeting spaces to support office operations.<br>• Respond to incoming calls and inquiries, routing them appropriately and providing excellent customer service.<br>• Prepare specialized reports and assist managers with data analysis based on specific requirements.<br>• Contribute to team efforts by supporting additional administrative tasks as needed.
We are looking for a detail-oriented Administrative Assistant to join a boutique financial investment and insurance firm in Emeryville, California. In this Contract to permanent position, you will play a vital role in supporting daily operations, client interactions, and administrative tasks. This opportunity offers a chance to develop valuable skills within the financial industry while contributing to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Coordinate schedules and appointments to ensure seamless calendar management.<br>• Organize and prepare client files, paperwork, and documentation with accuracy.<br>• Handle incoming and outgoing correspondence, including mail, emails, and faxes.<br>• Maintain office supplies and oversee the functionality of office equipment.<br>• Assist clients with inquiries, requests, and the completion of necessary forms.<br>• Gather, organize, and process client information to support operational needs.<br>• Perform data entry tasks and maintain precise records and databases.<br>• Create detailed reports and presentations as required by the team.<br>• Support compliance efforts by adhering to industry regulations and guidelines.<br>• Provide basic technical assistance and ensure proper utilization of office software.
<p>Well established and stable company is seeking an HR Generalist/HR Manager to oversee a combination of payroll operations and broader HR functions. This role requires a deep understanding of CA labor laws along with the ability to manage employee relations and administrative tasks efficiently. </p><p><br></p><p>Responsibilities:</p><p>• Review and process new hires, terminations, pay changes, and special payroll adjustments. </p><p>• Ensure compliance with California payroll regulations, including final pay requirements.</p><p> • Maintain payroll records, audits, and reporting as required. </p><p> • Coordinate with finance/accounting on payroll reconciliations. Human Resources (50%) </p><p>• Support onboarding and offboarding processes; prepare new hire packets and conduct orientations</p><p>• Maintain employee files and HRIS data integrity. </p><p>• Assist with benefits administration, including enrollments, changes, COBRA notices, and open enrollment support.</p><p> • Assist with employee relations matters by documenting conversations, scheduling meetings, and supporting investigations.</p><p> • Support recruitment activities such as posting jobs, screening applicants, and coordinating interviews. </p><p>• Maintain compliance with federal, state, and local employment regulations (California-specific compliance required). </p><p>• Assist with safety programs, leave of absence tracking (FMLA/CFRA/PDL), and workers’ compensation claims.</p><p> • Support HR projects, including handbook updates, training initiatives, and HR audits. </p><p>• Duties include but are not limited to the above. Education and/or Experience</p><p><br></p><p><br></p>
<p>We are looking for an experienced Executive Assistant to provide dedicated support to C-Level Executive in a fast-paced environment. This long-term contract position is located onsite in Mountain View, California, and requires a proactive individual who thrives in dynamic settings. The ideal candidate will excel at managing schedules, coordinating projects, and ensuring seamless communication across teams.</p><p><br></p><p>Responsibilities:</p><p>• Manage the scheduling needs of leadership, including organizing meetings, preparing agendas, and monitoring follow-ups.</p><p>• Optimize work processes to help leadership focus on strategic priorities.</p><p>• Draft, edit, and refine presentations, briefs, and other critical communications.</p><p>• Attend meetings to take detailed notes, track actionable items, and ensure timely completion of tasks.</p><p>• Oversee and advance key projects by coordinating teams, tracking updates, and meeting deadlines.</p><p>• Organize and facilitate company-wide meetings and events with precision.</p><p>• Safeguard sensitive information and handle confidential matters with utmost discretion.</p><p>• Arrange travel logistics, including booking accommodations and coordinating itineraries.</p><p>• Support occasional travel requirements for meetings or company events.</p>
<p>We are seeking a professional and personable Receptionist to join our dynamic team. In this role, you will be responsible for greeting visitors, managing phone calls, scheduling appointments, and providing administrative support to staff.</p>
<p>We are seeking a professional and personable Receptionist to join our dynamic team. In this role, you will be responsible for greeting visitors, managing phone calls, scheduling appointments, and providing administrative support to staff.</p>
<p><strong>PAYROLL ADMINSTRATOR </strong></p><p><br></p><p><strong>Apply immediately for consideration!</strong></p><p><br></p><p>We are in search of a diligent Payroll Administrator to become a part of our team located in San Francisco (degree and bi-lingual). As a Payroll Administrator, your role will be pivotal in coordinating the payroll cycle, maintaining precise electronic and paper payroll records, and resolving any payroll-related issues.</p><p><br></p><p>Responsibilities</p><p>-Payroll for over 300 employees on ADP</p><p>-Create schedules in ABI for union extra help, referrals and any non-seniority employees</p><p>- Review and complete department WIP approvals in ABI</p><p>-Manage, oversee and post calculations for employees on a bi-weekly period into ABI timekeeping system</p><p>-Prepare and inputs vacation and PTO pay into timekeeping system </p><p>-Prepare all checks and review for accuracy</p><p>-Address & resolve employee’s payroll-related issues</p><p>-Assist with any other payroll /accounting/scheduling related project as they may arise</p><p><br></p>
<p>We are looking for an experienced Payroll Specialist to join our team in San Leandro, California. This long-term contract role requires expertise in handling payroll operations for a large workforce and offers the opportunity to work in a dynamic, multi-state environment. The position initially requires part-time availability, with the potential to transition to a permanent schedule based on organizational needs.</p><p><br></p><p>Responsibilities:</p><p>• Process full-cycle payroll operations accurately and efficiently, ensuring compliance with applicable laws and regulations.</p><p>• Manage payroll for multi-state employees, addressing specific state requirements and tax considerations.</p><p>• Utilize ADP Workforce Now to execute payroll tasks and maintain employee records.</p><p>• Review payroll data for accuracy, including employee hours, deductions, and benefits.</p><p>• Handle payroll for a workforce exceeding 500 employees, ensuring timely and error-free distribution.</p><p>• Respond to employee inquiries regarding payroll, benefits, and deductions professionally and promptly.</p><p>• Prepare reports and summaries related to payroll activities for management review.</p><p>• Collaborate with HR and finance teams to address payroll discrepancies and improve processes.</p><p>• Maintain confidentiality and secure sensitive payroll information at all times.</p>
We are looking for a skilled and highly organized Legal Secretary to join a dynamic plaintiff personal injury practice in Oakland, California. The ideal candidate will possess a strong understanding of legal procedures, case management, and trial preparation, with a focus on supporting attorneys through efficient and detail-oriented administrative tasks. This role requires excellent multitasking skills and a proactive approach to managing case files from intake to trial.<br><br>Responsibilities:<br>• Coordinate and manage case files, ensuring all documentation is accurate and up-to-date.<br>• Handle intake processes and organize medical records for ongoing cases.<br>• Prepare and file legal documents electronically, adhering to court deadlines and procedures.<br>• Maintain and update calendars, scheduling hearings, deadlines, and client meetings.<br>• Support discovery processes, including gathering information and drafting responses.<br>• Assist with trial preparation, including organizing exhibits and coordinating logistics.<br>• Manage dictation and transcription tasks with precision and timeliness.<br>• Communicate effectively with clients, attorneys, and other legal professionals.<br>• Utilize case management software to track deadlines and ensure compliance with California legal protocols.
<p><strong>Respected San Francisco OB/GYN practice known for high-quality care, strong teamwork, and a professional setting that values growth, balance, and clinical excellence. Looking for Patient Services Associate to work in the Call-Center and Reception area.</strong></p><p><br></p><p><strong>Location: <u>San Francisco office in North Beach</u> - close to Embarcadero BART </strong></p><p><strong>Hours:</strong> <strong>Monday-Friday</strong> <strong>8AM-5PM – 30 minutes of lunch will be paid and 30 minutes unpaid</strong></p><p><strong>Dress Code: black scrubs, Fridays you can wear jeans </strong></p><p><strong>Duties & Qualifications:</strong></p><ol><li><strong>Greet patients professionally, both in person and over the phone</strong></li><li><strong>Knowledge of Obstetrical and Gynecological appointment protocol. </strong></li><li><strong>Answers incoming phone calls promptly and provides triage concerns efficiently </strong></li><li><strong>Collects copayments and past due balances at time of phone call and when checking in patients.</strong></li><li><strong>Handles scheduling and rescheduling appointments; calls no shows, bumped appts, and cancellations; modifies schedules for clinicians as needed. </strong></li><li><strong>Scanning: scans insurance cards, consents and other patient paperwork.</strong></li><li><strong>Liaise with medical staff to provide patient access to care</strong></li><li><strong>Comforting patients by anticipating anxieties and effectively answering questions. Provide liaison support when ap</strong></li><li><strong>Sort through mail</strong></li><li><strong>Post payments sent through USPS</strong></li><li><strong>Handles front office technical and maintenance issues. </strong></li><li><strong>Weekly office upkeep: laundry, kitchen, storage and personal spaces.</strong></li></ol>
<p>A well-established law firm in Saratoga, CA, is seeking a skilled Legal Assistant for a part-time, contract-to-hire opportunity. This role offers the potential to transition into a full-time position for the right candidate. As a Legal Assistant, you will support attorneys handling estate litigation matters. The ideal candidate will have at least three years of civil or estate litigation experience supporting, with a strong focus on client intake, trial preparation, and document management throughout the full life cycle of a case. A paralegal certificate is not required, but is considered a plus.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Coordinate client intake, including communication, documentation, and scheduling</li><li>Assist with trial preparation, including drafting, organizing, and reviewing legal documents from start to finish</li><li>Collaborate with attorneys to manage case records and deadlines</li><li>Maintain and update client and case files using Microsoft Office (Word and Excel)</li><li>Provide general administrative support to ensure efficient workflow</li><li>Communicate professionally and promptly with clients, court staff, and legal teams</li></ul><p><br></p>
We are looking for a highly organized and proactive Executive Assistant to support two founders of a dynamic startup in San Francisco, California. In this contract role with the potential for a long-term position, you will play a critical part in ensuring the smooth operation of daily activities, acting as a trusted partner in managing schedules, logistics, and communications. This position is ideal for someone who thrives in a fast-paced environment and is eager to grow alongside a rapidly scaling company.<br><br>Responsibilities:<br>• Manage complex calendars, scheduling, and email inboxes for two founders to ensure seamless daily operations.<br>• Coordinate travel arrangements, including booking flights, accommodations, and preparing itineraries.<br>• Organize logistics for meetings, including board and investor sessions, and provide executive-level communication support.<br>• Oversee office operations to maintain an efficient and productive work environment.<br>• Anticipate potential conflicts or challenges and proactively address them before they arise.<br>• Execute personal assistant tasks such as running errands and managing personal travel for the founders.<br>• Act as a reliable point of contact for sensitive matters, maintaining discretion and professionalism.<br>• Adapt to changing priorities and contexts, ensuring flexibility while maintaining high standards of organization.<br>• Assist in blending executive and personal assistant responsibilities to support founders effectively.
