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22 results for Assistant Property Manager in Livermore, CA

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
The Assistant Property Manager supports property operations, resident services, and leasing activities while assisting with compliance and administrative functions.Responsibilities<ul><li>Assist with resident files and recertifications</li><li>Support rent collection and lease administration</li><li>Respond to resident inquiries</li><li>Maintain property records and reports</li><li>Assist with move-ins and move-outs</li></ul>
2026-07-24T00:00:00Z

Assistant Property Manager

Cupertino, CA
onsite
Temporary to Hire
28.5 - 33 USD / Hourly
We are looking for an Assistant Property Manager to help oversee daily residential property operations in Cupertino, California. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys balancing resident support, administrative coordination, and property upkeep in a hands-on, on-site environment. The person in this role will work closely with the Property Manager to maintain a well-run community, respond to tenant needs, and keep records and processes organized. Responsibilities: • Serve as a key point of contact for residents by sharing community updates, responding to routine questions, and communicating notices related to leases and property policies. • Support adherence to community guidelines by addressing concerns professionally and helping maintain a respectful and well-managed living environment. • Coordinate service requests, repairs, and preventative maintenance activities to keep the property operating safely and efficiently. • Perform regular inspections of common areas, amenities, and building conditions to identify maintenance needs and uphold cleanliness and safety standards. • Work with vendors, contractors, and service partners to schedule work, follow up on completion, and promote dependable service delivery. • Assist with lease renewals by preparing documentation, tracking timelines, and helping residents through the renewal process. • Review rental application materials, help process background-related documentation, and maintain accurate applicant records. • Support rent administration by tracking payments, updating records, and helping maintain organized financial and tenant files. • Respond to urgent property issues and coordinate timely action for matters involving building systems, safety, or security, escalating complex situations when necessary. • Contribute to a positive resident experience by helping resolve tenant concerns and supporting community engagement efforts.
2026-08-05T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
Assistant Property ManagerJob DescriptionGrowing property management team seeking an Assistant Property Manager to support daily community operations and resident services.Responsibilities<ul><li>Assist with leasing and resident relations</li><li>Process applications and renewals</li><li>Coordinate maintenance requests</li><li>Support rent collection activities</li><li>Maintain property records</li></ul>
2026-08-07T00:00:00Z

Assistant Property Manager

Santa Clara, CA
onsite
Temporary / Contract
27 - 31 USD / Hourly
We are looking for a detail-oriented Assistant Property Manager to support the daily performance of residential and commercial properties in Santa Clara, California. This Long-term Contract opportunity is ideal for someone early in their property management career who can balance tenant service, operational coordination, and financial tracking. The person in this role will help protect property value by keeping budgets on track, supporting lease administration, and ensuring maintenance and compliance activities are handled efficiently. Responsibilities: • Coordinate day-to-day property activities across residential and commercial sites, including administrative tasks, vendor follow-up, and operational support. • Monitor property expenses, assist with budget planning, track variances, and help maintain spending within approved financial targets. • Support rent collection, invoice processing, account reconciliation, and routine financial reporting to promote accurate records and timely month-end activities. • Respond to tenant questions and concerns, follow up on service issues, and help enforce occupancy policies to maintain a positive resident and tenant experience. • Inspect vacant and occupied spaces as needed, arrange maintenance services, and oversee completion of repairs to keep buildings in strong condition. • Assist with lease documentation by preparing agreements, coordinating renewals, and supporting negotiations for available space. • Help maintain safe properties by coordinating security services, monitoring protective measures, and assisting with emergency response procedures. • Work with internal teams and service providers to support building systems, scheduled maintenance, and property improvement projects. • Promote compliance with applicable federal, state, and local regulations by maintaining documentation and escalating issues that require management attention.
2026-08-06T00:00:00Z

Assistant Property Manager

Berkeley, CA
onsite
Temporary to Hire
25.65 - 29.7 USD / Hourly
We are looking for an Assistant Property Manager to support daily property operations and help deliver a positive experience for residents, tenants, and prospective occupants in Berkeley, California. This contract-to-permanent opportunity is ideal for someone who brings a strong background in property administration, leasing support, and organized portfolio coordination across residential, commercial, or affordable housing environments. The position will partner closely with site and operations leadership to maintain occupancy, uphold compliance standards, and keep property records and systems current. Responsibilities: • Coordinate day-to-day administrative and operational activities for assigned properties, ensuring records, tenant communications, and site documentation remain accurate and up to date. • Assist with leasing efforts by responding to inquiries, scheduling tours, preparing application materials, and supporting the move-in and renewal process. • Maintain resident and tenant files within Yardi and related systems, including updates to lease data, notices, service requests, and reporting details. • Support rent collection, ledger review, and follow-up communication regarding balances, payment arrangements, and account questions. • Work with vendors, maintenance teams, and internal staff to track work orders, monitor service completion, and help resolve property issues in a timely manner. • Help monitor compliance requirements for HUD and affordable housing programs by organizing documentation and supporting file accuracy and audit readiness. • Prepare routine operational reports, occupancy updates, and administrative summaries for property management leadership. • Provide attentive customer service to residents, applicants, and business tenants while addressing concerns and escalating issues when needed.
2026-08-11T00:00:00Z

Assistant Store Manager

Burlingame, CA
onsite
Temporary / Contract
29.6875 - 31.25 USD / Hourly
Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP Shift Schedule: Looking for candidates who are openly available Monday through Sunday from 9AM – 7PMDuration: September 14 – January 8thLocation: Burlingame (1.2 Miles from Bart Leadership & Store Operations<ul><li>Support daily store operations and floor execution</li><li>Serve as Manager on Duty when assigned</li><li>Lead and direct Sales and Stock associates throughout the shift</li><li>Support opening and closing procedures</li><li>Ensure store policies, operational standards, and company expectations are consistently followed</li><li>Maintain awareness of staffing coverage, workflow priorities, and business needs</li><li>Assist with labor deployment, task delegation, and operational execution throughout the day</li></ul> Sales Floor Management<ul><li>Monitor customer experience and sales floor engagement</li><li>Ensure associates are actively greeting, assisting, and interacting with customers</li><li>Support sales performance, productivity, and store goals</li><li>Conduct regular walkthroughs to identify replenishment, recovery, and presentation needs</li></ul> Stock & Inventory Operations<ul><li>Monitor replenishment flow between stockroom and sales floor</li><li>Ensure stock areas remain organized, clean, safe, and operationally efficient</li><li>Assist with inventory-related processes, adjustments, and operational follow-up</li><li>Support inventory accuracy and overall merchandise flow throughout the store</li></ul> Team Leadership & Development<ul><li>Coach associates on elevated service expectations, presentation standards, and customer engagement</li><li>Coach associates on customer service, operational execution, and workplace expectations</li><li>Assist with onboarding and training new employees</li><li>Help manage break schedules, shift coverage, and daily task assignments</li><li>Promote accountability, professionalism, communication, and teamwork across all staff</li><li>Provide ongoing support and feedback to associates throughout the shift</li></ul>Administrative & Reporting Support<ul><li>Communicate operational updates and important store information to leadership</li><li>Support store reporting, operational documentation, and daily business communication</li><li>Provide observations and feedback related to sales trends, staffing, workflow, and operational performance</li></ul>
2026-07-27T00:00:00Z

Property Manager

San Jose, CA
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a Property Manager to oversee daily residential property operations in California. This contract position with potential for a permanent opportunity is ideal for someone who can balance tenant support, lease administration, and property upkeep while maintaining a well-run community. The role requires a hands-on, detail-oriented individual who can coordinate maintenance needs, address resident concerns, and help create a safe, organized, and welcoming living environment. Responsibilities: • Build strong tenant relationships through consistent communication about lease timelines, community expectations, and important property updates. • Monitor resident adherence to property policies and address issues appropriately to support a respectful and positive atmosphere. • Direct maintenance and repair work by coordinating service requests, following up on completion, and helping keep the property in excellent condition. • Perform routine inspections of buildings and shared areas to verify cleanliness, safety, and overall functionality. • Manage vendor and contractor partnerships to ensure quality service, timely response, and reliable support for property needs. • Oversee leasing activities, including application review, background screening, renewal discussions, and preparation of lease-related documentation. • Track rent collections, maintain accurate payment records, and follow up appropriately on outstanding balances. • Respond quickly to urgent property issues such as plumbing, electrical, or security-related concerns to minimize disruption for residents. • Support a strong sense of community by helping organize resident engagement efforts and resolving tenant disputes fairly and appropriately.
2026-08-07T00:00:00Z

Property Manager

Oakland, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
Property ManagerJob DescriptionWe are seeking an experienced Property Manager to oversee daily property operations, resident satisfaction, and financial performance.Responsibilities<ul><li>Manage property operations and staff</li><li>Oversee leasing and occupancy goals</li><li>Monitor budgets and financial reporting</li><li>Ensure regulatory compliance</li><li>Build and maintain resident relationships</li></ul>
2026-08-07T00:00:00Z

Property Manager (Affordable Housing)

Oakland, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
We are seeking an experienced Property Manager to oversee the daily operations of an affordable housing community while ensuring resident satisfaction, regulatory compliance, and property performance.Responsibilities<ul><li>Manage day-to-day property operations</li><li>Ensure compliance with HUD, Tax Credit, and affordable housing regulations</li><li>Oversee leasing, recertifications, and rent collections</li><li>Supervise onsite staff and vendors</li><li>Address resident concerns and maintain positive community relations</li></ul>
2026-07-24T00:00:00Z

Housing Assistant

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Housing AssistantJob DescriptionHousing organization seeking a Housing Assistant to support residents, maintain records, and assist with housing program administration.Responsibilities<ul><li>Assist with tenant applications and documentation</li><li>Schedule appointments and inspections</li><li>Maintain resident files</li><li>Provide customer service to applicants and tenants</li><li>Support housing staff with administrative duties</li></ul>
2026-08-07T00:00:00Z

Property Assistant

Oakland, CA
onsite
Temporary / Contract
27 - 29 USD / Hourly
The Property Assistant provides administrative and operational support to onsite property management teams.Responsibilities<ul><li>Assist with resident communications</li><li>Schedule appointments and maintain files</li><li>Support leasing and administrative activities</li><li>Process paperwork and reports</li><li>Help coordinate vendor and maintenance requests</li></ul>
2026-07-24T00:00:00Z

Property Administrator

Sausalito, CA
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Property Administrator to support daily operations for a housing environment in California. This Contract position is well suited for someone who brings strong administrative skills and a background in property management, affordable housing, or community-based services. The role focuses on coordinating office activities, assisting residents and staff, and helping maintain organized property records and leasing documentation. Responsibilities:• Coordinate administrative support for property operations, including managing records, correspondence, and office documentation.• Assist with resident-facing processes such as application intake, leasing paperwork, and routine inquiries in a detail-oriented manner.• Maintain accurate property and tenant information within Yardi and other internal tracking systems.• Support occupancy activities by preparing files, monitoring deadlines, and helping ensure required documents are complete.• Work closely with property management staff to schedule meetings, inspections, and service-related follow-up.• Help organize reports, notices, and general communications for residents, vendors, and internal teams.• Monitor office workflows and contribute to efficient day-to-day operations across the site.• Provide clerical assistance that supports housing programs, community services, and compliance-related documentation.
2026-08-08T00:00:00Z

Property Administrator

Hayward, CA
onsite
Temporary / Contract
26 - 27 USD / Hourly
Robert Half's client is looking for a Property Administrator to oversee daily operations for a 265-unit manufactured housing community in Hayward, CA. This contract position will focus on supporting smooth property performance through rent collection, vendor coordination, resident service, and administrative oversight. The ideal candidate brings strong residential property management experience and can maintain organized, efficient community operations while delivering attentive support to residents and service partners. Property Administrator Responsibilities:• Oversee the day-to-day administrative and operational activities of a 265-unit manufactured housing community.• Manage rent collection processes, maintain accurate payment records, and follow up on outstanding balances as needed.• Coordinate with external vendors to schedule services, confirm completion of work, and support quality service delivery.• Serve as a primary point of contact for residents, responding to inquiries and resolving routine property-related concerns in a timely manner.• Maintain organized property files, reports, and system records to support compliance and efficient site operations.• Support leasing-related administration, including resident documentation, occupancy tracking, and communication throughout the resident lifecycle.• Monitor community conditions and escalate maintenance or operational issues to the appropriate service providers or leadership team. If you are interested in this Property Administrator position, please apply today!
2026-08-10T00:00:00Z

Property Administrator

Oakland, CA
onsite
Temporary to Hire
24 - 26 USD / Hourly
We are looking for a Property Administrator to support a large commercial lease portfolio in Oakland, California. This contract position with the potential to become permanent is ideal for someone who can balance detailed administrative work with landlord communication, lease coordination, and property-related follow-up in a fast-moving environment. The role begins fully onsite to build strong working relationships and operational knowledge, with a hybrid schedule available after the initial training period. You will join a collaborative team that manages high-volume real estate activity and relies on strong organization, professionalism, and follow-through. Responsibilities: • Oversee lease-related activities across a busy commercial property portfolio, including renewals, new agreements, amendments, and closeouts. • Work directly with landlords to discuss business terms, resolve lease concerns, and support favorable outcomes for the organization. • Partner with internal stakeholders on prospective site opportunities by assisting with documentation, coordination, and real estate follow-through. • Communicate with local government offices to help move permits, approvals, and compliance-related items through the proper channels. • Track and address day-to-day property matters by coordinating updates, gathering information, and helping drive timely resolution. • Maintain accurate lease files and portfolio data within database platforms and internal tracking tools. • Prepare, organize, and route real estate documents to ensure records are complete, current, and accessible. • Support onboarding into team processes and systems while contributing to overall portfolio administration and special projects as needed.
2026-08-06T00:00:00Z

Property Administrator

Hayward, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Robert Half client is seeking a Property Administrator to support residential community operations in Hayward, California on a contract basis. This position combines resident support, leasing coordination, compliance oversight, and day-to-day property administration to help maintain a well-run and welcoming environment. The ideal candidate brings strong organizational skills, sound judgment, and the ability to balance operational priorities while delivering excellent service to residents and community partners. Property Administrator Responsibilities:• Oversee daily site operations by addressing resident needs, supporting lease administration, and resolving concerns in a thorough and timely manner.• Coordinate with maintenance and operations personnel to help ensure the property remains safe, functional, and aligned with applicable housing standards.• Manage leasing activities from outreach and applicant screening through move-in coordination and resident onboarding.• Monitor rent collection processes, track outstanding balances, and follow up on delinquent accounts in accordance with established procedures.• Foster positive relationships with residents, families, and local partners while serving as a visible representative at community meetings and outreach events.• Enforce property policies and support regulatory compliance by maintaining accurate records and promoting a secure, accessible living environment.• Supervise onsite team members by assisting with hiring, training, scheduling, performance oversight, and corrective action as needed.• Contribute to sustainability efforts by supporting environmentally responsible property practices and resident awareness initiatives. If you are interested in this Property Administrator position, please submit your resume today!
2026-08-10T00:00:00Z

Commercial Property Manager

Palo Alto, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Commercial Property Manager Real estate investment, development, and ownership company focused on high-quality, value-add commercial properties in supply-constrained downtown markets. Company own and operate a portfolio of office, retail, mixed-use, and residential assets across markets including Palo Alto, Menlo Park, Mountain View, Redwood City, and San Francisco. We are looking for a highly organized, detail-oriented, and proactive Commercial Property Manager who can help keep our portfolio running smoothly and make day-to-day execution more predictable, professional, and efficient.Position OverviewThe Commercial Property Manager / Portfolio Operations Manager will oversee the day-to-day operations of a portfolio of Bay Area commercial properties, with a focus on tenant communication, vendor coordination, maintenance follow-up, property inspections, lease administration support, small project management, and overall tenant experience.This person should be comfortable managing multiple small-to-mid-sized properties, working directly with tenants, vendors, brokers, contractors, architects, and internal team members. The right candidate will be proactive, organized, responsive, and able to identify issues before they become larger problems.This is an important role for a boutique real estate owner-operator where people wear multiple hats. The ideal candidate is not just collecting work orders, but actively thinking about how each property should feel, operate, lease, and improve over time. Qualifications• 5+ years of property management, commercial real estate operations, asset management support, facilities management, or related real estate experience.• Experience with commercial office, retail, mixed-use, or downtown properties preferred.• Strong vendor management and tenant communication skills.• Ability to manage multiple properties, projects, vendors, and deadlines at the same time.• Strong written and verbal communication skills.• Comfortable reviewing leases, vendor proposals, invoices, budgets, and operating expenses.• Strong attention to detail and follow-through.• Ability to visit properties regularly across the Bay Area.• Experience with Yardi, AppFolio, MRI, Building Engines, Angus, Excel, Google Workspace, Microsoft Office, or similar tools preferred.
2026-07-17T00:00:00Z

Assistant Controller

Santa Clara, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an Assistant Controller to join our team in Santa Clara, California. In this role, you will assist the Controller in managing accounting operations, financial reporting, and internal controls. This position requires strong attention to detail, expertise in construction accounting, and a collaborative approach to working with various departments. Responsibilities: • Lead and support monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting. • Prepare and analyze financial statements in compliance with industry standards and organizational requirements. • Manage job cost accounting tasks, including tracking schedules, cost-to-complete calculations, and percentage-of-completion reports. • Perform reconciliations for general ledger accounts and balance sheet items to maintain data accuracy. • Contribute to cash flow forecasting and budgeting to support organizational financial planning. • Oversee revenue recognition and contract accounting processes to ensure compliance with relevant guidelines. • Collaborate with project managers to evaluate job performance, profitability, and variance analysis. • Develop and enhance internal controls, accounting policies, and procedures to improve operational efficiency. • Coordinate audits, tax preparation, and external reporting to meet regulatory and compliance obligations. • Supervise and guide accounting staff, supporting growth and effective team collaboration.
2026-07-10T00:00:00Z

Facilities Assistant

San Francisco, CA
onsite
Temporary / Contract
28 - 28 USD / Hourly
We are looking for a Facilities Assistant to support daily office operations and administrative activities in San Francisco, California. This long-term PART TIME (24-30hrs/wk) Contract position is ideal for someone who enjoys creating an organized, welcoming, and efficient workplace while balancing front desk, mail coordination, and facilities support duties. The person in this role will work closely with operations and leadership teams, help maintain office procedures, and contribute to a safe and well-run environment. Responsibilities:• Manage front desk and administrative support activities by handling incoming calls, directing inquiries, and assisting internal teams with day-to-day coordination.• Oversee mail and delivery operations, including distributing physical and electronic correspondence, arranging outgoing shipments, and tracking parcels with external carriers.• Maintain office records and operational documentation through regular review, organization, archiving, and updates to internal procedure materials.• Process invoices related to shipping, delivery services, and offsite storage, while routing financial documents such as checks and bank statements to the appropriate contacts.• Provide on-site support to leadership and operations staff, including administrative assistance in short-term workspaces when needed during construction activity.• Contribute to facilities operations by assisting with projects, supporting work order coordination, and serving as a point of contact for employees, vendors, and contractors on building-related matters.• Help manage office resources by monitoring supply inventory, tracking related expenses, and supporting the upkeep of conference rooms, shared spaces, and offsite records.• Support workplace safety and security efforts through emergency response participation, access control administration, visitor badge tracking, and end-of-day walkthroughs to identify issues requiring attention.• Assist with meeting and event logistics by coordinating room schedules, preparing spaces, and helping ensure larger gatherings run smoothly.• Train front desk coverage staff and, when office activities resume fully, welcome visitors and oversee proper check-in procedures.
2026-08-10T00:00:00Z

Affordable Housing Administrative Assistant

Oakland, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
The Administrative Assistant supports affordable housing operations by providing administrative, customer service, and compliance support.Responsibilities<ul><li>Maintain resident and applicant files</li><li>Schedule appointments and manage calendars</li><li>Answer phones and assist visitors</li><li>Prepare reports and correspondence</li><li>Support compliance and leasing teams</li></ul>
2026-07-24T00:00:00Z

Maintenance Supervisor

Hayward, CA
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a Maintenance Supervisor to oversee maintenance operations within a food processing environment in the East Bay, California. This Long-term Contract position is ideal for someone who can combine hands-on technical knowledge with strong leadership to keep equipment running safely and efficiently. The role focuses on supporting production continuity, maintaining a clean and compliant facility, and coordinating maintenance priorities across multiple systems. Responsibilities:• Direct daily maintenance activity for production equipment and facility systems, ensuring work is completed safely and with minimal disruption to operations.• Lead preventive, predictive, and repair-based maintenance efforts across mechanical, electrical, pneumatic, and hydraulic equipment.• Diagnose equipment malfunctions, coordinate timely repairs, and assist with the setup and integration of new machinery when needed.• Organize, assign, and adjust work orders in response to production schedules, equipment conditions, and operational priorities.• Maintain thorough service documentation, repair histories, and maintenance records to support performance tracking and compliance needs.• Uphold workplace safety practices, including lockout procedures and confined space requirements, while reinforcing safe work habits across the team.• Support regulatory and internal audit readiness by helping maintain compliance with food manufacturing, sanitation, and facility standards.• Track spare parts usage, monitor inventory levels, and coordinate purchasing requests to avoid maintenance delays.• Work closely with production, sanitation, and quality teams to resolve equipment concerns and improve reliability across the facility.• Contribute to maintenance planning by helping build service schedules and identifying opportunities for equipment upgrades or capital improvements.
2026-07-17T00:00:00Z

Facilities Manager

South San Francisco, CA
onsite
Temporary / Contract
47.5 - 55 USD / Hourly
Robert Half is working with a Ai company in Belmont in need of an experience Warehouse Operations Lead to oversee daily operations at the company's SSF's facility. The facility is massive! It has shifted hands over the years and there is a lot of updates, maintenance needed. This role is the go to for anything and everything in office. Please find the details below and if interested, apply now! The ideal candidate has experience managing a technical, industrial, warehouse, manufacturing, laboratory, or engineering environment and is comfortable working in a fast-paced startup setting. Responsibilities<ul><li>Oversee daily operations of the Belmont robotics and hardware facility.</li><li>Manage facility maintenance, repairs, building services, security, utilities, and vendors.</li><li>Coordinate deliveries, shipping and receiving, site logistics, and facility access.</li><li>Manage the organization, tracking, and storage of equipment, tools, robotics components, and supplies.</li><li>Support engineering and hardware teams with facility, equipment, and operational needs.</li><li>Coordinate facility readiness for assembly, testing, shipping, and field deployment activities.</li><li>Develop and maintain processes for inventory, equipment, safety, site operations, and facility organization.</li><li>Partner with building management, contractors, vendors, and internal teams to resolve operational issues.</li><li>Support workplace safety, emergency preparedness, and incident reporting procedures.</li><li>Assist with purchasing, procurement, and tracking of site-related goods and services.</li><li>Identify opportunities to improve facility efficiency, organization, and operational workflows.</li><li>Take ownership of day-to-day site issues and drive them through resolution.</li></ul>
2026-08-10T00:00:00Z

Assistant Controller or Controller

San Francisco, CA
onsite
Permanent / Full Time
150000 - 225000 USD / Yearly
The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of allaccounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk managementand mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.Duties:• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.● Maintains accurate and current books and records for all assigned entities.● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.● Maintains accurate and timely records of intercompany transactions.● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. ● Prepares annual financial plans in collaboration with estate management.● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintainseffective relationships with partners.● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware ofclaim status.● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.● Participates in special projects and initiatives as requested by the CEO.● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.
2026-07-17T00:00:00Z