<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do’s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor.</p><p> </p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Senior Advisors with financial planning and investment strategies.</li><li>Participate in client meetings and manage follow-ups.</li><li>Assist with onboarding new clients and building relationships.</li><li>Prepare reports, recommendations, and financial analyses.</li><li>Handle client service tasks, CRM updates, and paperwork.</li><li>Help improve workflows and insurance proposals.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working closely with founders, investors, and multi‑generational families to deliver tailored wealth strategies, portfolio management, and family office services. You’ll join a low-turnover, collaborative team that values your growth, offers full remote flexibility, excellent benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Own the full client experience, from onboarding to reporting and money movement</li><li>Coordinate wires, funding requests, and daily operations with precision</li><li>Support client foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines, keeping everything on schedule</li><li>Partner with internal teams and external providers to ensure smooth operations</li><li>Review and finalize investment reports</li><li>Communicate with professionalism, discretion, and polish</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are seeking a Program Coordinator (contractor role) to support and optimize the learner journey by enhancing administrative processes, ensuring seamless customer support, and strengthening cross-departmental collaboration. This role focuses on evaluating and improving all learner touchpoints within our systems, applications, and communication workflows.</p><p><br></p><p>Type of Role:</p><p>This is a project-based contractor role lasting 4–6 months, with the potential for extension. The position allows for remote work and reports to the Chief Operating Officer (COO).</p><p><br></p><p>Key Focus:</p><p>The role prioritizes customer support and operational efficiency in assisting learners throughout their professional development journey, from program exploration to completion. The coordinator will ensure an accessible, frictionless customer experience while improving back-end processes such as logistics, communication, and administrative systems.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>End-to-End Process Evaluation:</p><ul><li>Conduct a detailed review of the learner journey, focusing on administrative workflows, communication protocols, and customer support needs.</li></ul><p>Touchpoint Mapping:</p><ul><li>Identify areas of improvement across all touchpoints, including website visits, learner portal interactions, staff communications, and program applications to ensure operational smoothness.</li></ul><p>Customer Support and Accessibility Enhancements:</p><ul><li>Recommend and implement changes to improve usability, accessibility, and responsiveness in learner-facing tools (e.g., website, portal, application forms).</li></ul><p>Streamlined Communication Processes:</p><ul><li>Partner with internal teams—including counseling, finance, IT, and communications staff—to improve learner experience and create consistent communication across departments.</li></ul><p>Metrics and Reporting:</p><ul><li>Develop KPIs for learner satisfaction and engagement, establish measurement tools, and provide actionable recommendations to drive continuous improvement.</li></ul><p>Project Management:</p><ul><li>Create detailed project plans and provide regular status updates to senior leadership, including progress tracking, challenges, and outcomes.</li></ul>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Our client</strong> is recruiting for a<strong> Junior Client Services Associate</strong> at a growing wealth management firm. This is a full-time permanent role based in <strong>San Mateo County</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm provides tailored financial solutions to professionals, business owners, and families—and offers a strong mix of stability, growth, and a supportive culture. This is a great opportunity to be part of a collaborative, people-first team. Enjoy a firm-wide profit sharing and bonuses, and a “work hard, play hard” environment with high employee retention and consistent growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Schedule and coordinate client meetings</li><li>Maintain and improve admin processes; update CRM regularly</li><li>Support advisors and executives with day-to-day tasks</li><li>Greet clients and visitors; serve as the main point of contact</li><li>Answer and direct phone calls; manage follow-ups</li><li>Send cards, gifts, and other client touches</li><li>Help organize team events and client gatherings</li><li>Coordinate meeting logistics, lunches, and programs</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> New York City or Remote (based on office availability)</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A nationally recognized, independent wealth management firm is seeking a detail-oriented and proactive <strong>Client Service Associate</strong> to join its client service team. This is a dynamic administrative role supporting financial advisors and contributing to a collaborative, client-first culture.</p><p><br></p><p><strong>About the Firm</strong></p><p>With over 380 employees across 20+ offices nationwide, the firm is committed to a fiduciary model and holistic financial planning. Advisors serve as partners in helping clients achieve their goals through thoughtful, personalized strategies that connect all aspects of their financial lives.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate plays a key role in supporting advisors and ensuring exceptional client service. This role requires strong organizational skills, attention to detail, and a proactive mindset. You’ll work closely with team members across multiple locations and contribute to a culture of transparency, collaboration, and accountability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Build and maintain strong relationships with clients and internal teams</li><li>Fulfill client requests with accuracy and professionalism</li><li>Compose client communications and assist with account paperwork</li><li>Maintain accurate client records and update systems</li><li>Support advisors in delivering outstanding service</li><li>Manage a paperless office and utilize electronic tools for documentation</li><li>Assist with general administrative duties, including phone coverage and front desk support</li><li>Prepare conference rooms and greet clients for meetings</li></ul><p><strong>Systems & Tools</strong></p><ul><li>Proficiency with CRM and document management systems (e.g., Salesforce, DocuSign, SharePoint)</li><li>Strong skills in Microsoft Office Suite</li><li>Familiarity with Zoom and Teams for internal communication</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive salary and comprehensive benefits</li><li>Paid time off and holidays</li><li>401(k) with employer match</li><li>Health and wellness programs</li><li>Exclusive employee discount programs</li><li>People-first culture focused on long-term relationships and professional growth</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are looking for a skilled Desktop Support Analyst to join our team in Sunnyvale, California. In this long-term contract role, you will play a key part in ensuring the smooth operation of desktop systems and hardware. This is an excellent opportunity for a proactive individual with technical expertise and a strong commitment to customer service.<br><br>Responsibilities:<br>• Provide technical support for desktop systems, including installation, configuration, and troubleshooting of hardware and software.<br>• Manage user accounts and permissions within Active Directory and other identity management platforms such as Okta.<br>• Diagnose and resolve issues related to desktop operating systems, including Mac OS and Windows.<br>• Support end users by addressing technical concerns and ensuring timely resolutions to minimize downtime.<br>• Conduct routine system maintenance and updates to ensure optimal performance of desktop hardware and software.<br>• Collaborate with team members to implement and enforce IT policies and procedures.<br>• Assist in the deployment and setup of new workstations and peripheral devices.<br>• Maintain accurate documentation of support requests, resolutions, and system changes.<br>• Provide guidance and training to users on IT tools and best practices.
We are looking for a dynamic Sales Assistant to join our team in San Rafael, California. This Contract-to-permanent position is perfect for someone passionate about retail and eager to provide exceptional customer service while supporting a growing sales team. If you enjoy engaging with customers, managing inventory, and contributing to daily operations, this role offers an excellent opportunity to grow within the organization.<br><br>Responsibilities:<br>• Welcome customers warmly as they enter the showroom and assist with initial inquiries.<br>• Promote and sell small items, such as testing kits and chemical refills, ensuring customer needs are met.<br>• Manage incoming inventory shipments, including light lifting and organization.<br>• Guide visitors to the appropriate sales representatives for further assistance.<br>• Perform basic data entry tasks to maintain accurate records.<br>• Process customer payments through the system, ensuring accuracy and efficiency.<br>• Provide ad hoc support to the sales team, collaborating to meet daily goals.<br>• Maintain a detail-oriented appearance, adhering to the smart casual dress code.<br>• Work weekends as part of a five-day schedule to accommodate customer traffic.
<p>Robert Half's client in Hayward is in need of a contract to permanent administrative assistant that is bilingual in English and Spanish!</p><p><br></p><p>Administrative Assistant Duties Include:</p><p>1. Office Management and Organization</p><p>• Order and maintain office supplies and equipment.</p><p>• Organize and maintain filing systems, both physical and electronic.</p><p>• Manage office schedules and appointments.</p><p>• Ensure the office environment is clean, organized, and functional.</p><p>2. Communication Support</p><p>• Answer and direct phone calls, emails, and other correspondence.</p><p>• Screen calls, take messages, and forward information to relevant team members.</p><p>• Draft, proofread, and send official correspondence, reports, and memos.</p><p>• Handle inquiries from clients, customers, or other external parties.</p><p>• Write letters and emails on behalf of other office staff</p><p>• Provide assistance to employees and colleagues with their inquiries.</p><p>3. Scheduling and Calendar Management</p><p>• Coordinate and schedule meetings, conferences, and appointments.</p><p>• Book and arrange travel logistics, including booking transportation and</p><p>accommodations.</p><p>• Manage and update executive calendars and prioritize appointments.</p><p>4. Document Preparation and Management</p><p>• Prepare presentations, reports, and spreadsheets.</p><p>• Create and maintain documents such as contracts, invoices, and official records.</p><p>• Assist with document revisions, filing, and ensuring proper document storage.</p><p>Administrative Assistant Job Position Tasks</p><p>5. Data Entry and Record Keeping</p><p>• Input, update, and maintain accurate data in computer systems and databases.</p><p>• Process forms, applications, and other administrative paperwork.</p><p>• Payroll data entry.</p><p>• Handle confidential information with discretion.</p><p>6. Support for Meetings and Events</p><p>• Organize logistics for meetings, conferences, and events.</p><p>• Prepare meeting agendas, take minutes, and distribute post-meeting follow-ups.</p><p>• Assist in event coordination, including catering, room setup, and materials</p><p>preparation.</p><p>7. Financial Administration</p><p>• Assist with budgeting, invoicing, and expense tracking.</p><p>• Handle petty cash and process expense reports.</p><p>• Support the preparation of financial reports or documents.</p><p>8. Customer and Client Relations</p><p>• Greet visitors and clients, directing them to appropriate individuals.</p><p>• Address basic customer service inquiries.</p><p>• Assist with client communications and follow-ups.</p><p>9. Collaboration and Team Support</p><p>• Support other team members by managing or assisting with administrative tasks.</p><p>• Provide back-up support for other office staff when necessary.</p><p>• Train coworkers and support the onboarding of new personnel.</p><p>• Coordinate with various departments to ensure smooth workflow</p><p><br></p><p>If you are interested in this administrative assistant position, submit your resume today!</p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> San Jose, CA</p><p><strong>Industry:</strong> Financial Services / Investment Advisory</p><p><br></p><p>A rapidly growing investment advisory firm is seeking a detail-oriented and client-focused <strong>Client Service Associate</strong> to join its wealth management team. This is an excellent opportunity for a seasoned professional to advance their career in a collaborative environment that emphasizes education, technology, and continuous improvement.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides a unique learning environment with ongoing training in financial technologies (FactSet, Bloomberg, Morningstar Direct) and compliance processes. Employees receive strong support from a well-established team and gain hands-on experience in client relations, portfolio operations, and investment analysis.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will play a key role in supporting sophisticated clients and ensuring smooth operational execution. This role requires strong organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-touch service to high-net-worth clients</li><li>Process account openings, closures, transfers, and related paperwork</li><li>Prepare and execute trades and client transactions</li><li>Support client meetings with performance reports and investment data</li><li>Maintain accurate client documentation and compliance records</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolio accounts with custodial records</li><li>Provide weekly updates on client pipeline and portfolio needs</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>Supportive team culture focused on growth and development</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p><br></p><p>Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead client onboarding for a seamless experience</li><li>Manage account setups, transfers, and workflows</li><li>Assist clients with portals and planning tools</li><li>Prepare proposals, reports, and follow-ups</li><li>Maintain accurate client records in CRM systems</li><li>Support operations, compliance, and marketing activities</li><li>Oversee team tasks, training, payroll, and performance</li><li>Plan and execute client events, ensuring brand and compliance alignment</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a dedicated Associate to join our plaintiff's personal injury firm in Alameda, California. This role requires an individual who is meticulous, highly organized, and comfortable managing multiple priorities in a dynamic environment. The position offers excellent opportunities for growth, mentorship, and competitive benefits in a supportive and collaborative workplace.<br><br>Responsibilities:<br>• Provide guidance to case managers, ensuring clients receive necessary medical treatment and that all potential recovery avenues are explored.<br>• Maintain regular communication with clients, updating them on case progress every 30 to 90 days.<br>• Evaluate case details to assess value, identify defendants, preserve evidence, and determine the need for experts or investigators.<br>• Develop strategic approaches tailored to the specifics of each case.<br>• Review and revise demand packages, including medical records and supporting documentation.<br>• Prepare and refine legal documents such as complaints, public entity claim forms, case management conference statements, and minors’ compromise petitions.<br>• Attend court hearings as required, including case management conferences and minors’ compromise hearings.<br>• Oversee and support team members to ensure efficient case management and adherence to firm policies.<br>• Participate in a comprehensive training program under the supervision of the Managing Attorney to align with firm standards.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p><br></p><p>Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead client onboarding for a seamless experience</li><li>Manage account setups, transfers, and workflows</li><li>Assist clients with portals and planning tools</li><li>Prepare proposals, reports, and follow-ups</li><li>Maintain accurate client records in CRM systems</li><li>Support operations, compliance, and marketing activities</li><li>Oversee team tasks, training, payroll, and performance</li><li>Plan and execute client events, ensuring brand and compliance alignment</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Wealth Manager</strong></p><p><strong>Location: </strong><em>North Bay Area</em></p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A well-regarded independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative, client-centric team. This is a fantastic opportunity for an experienced advisor to manage high-net-worth relationships, deliver holistic financial planning, and contribute to the growth of a values-driven organization.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is dedicated to helping clients achieve a well-rounded sense of wealth—defined not only by financial success, but also by personal fulfillment, well-being, and positive impact. Advisors are empowered to build deep relationships and provide high-touch service that reflects this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>As a Wealth Manager, you’ll serve as a trusted advisor to a growing portfolio of high-net-worth clients. You’ll deliver tailored financial planning and investment advice while playing an active role in business development and firm-wide initiatives. This role is ideal for professionals with 5+ years of experience who are ready to take on greater responsibility and grow within a dynamic, mission-driven team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as lead advisor for high-net-worth clients</li><li>Provide personalized financial planning and investment advisory services</li><li>Strengthen and expand client relationships through referrals and personal outreach</li><li>Deliver proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Create and implement financial plans covering retirement, tax, estate, investment, and risk management</li><li>Continuously monitor and adjust plans based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in acquiring new clients</li><li>Build relationships within the firm’s network and participate in community engagement</li></ul><p><strong>Professional Growth & Firm Contribution</strong></p><ul><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency</li><li>Stay current with industry trends and pursue ongoing professional development</li></ul><p><strong>Compliance & Documentation</strong></p><ul><li>Ensure full compliance with regulatory standards and internal policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity? </strong>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore whether this role aligns with your next career move.</p>
<p>We are looking for a skilled Receptionist to join our team in Santa Clara, CA. This is a long-term contract position that requires an individual with excellent attention to detail, strong communication skills, and the ability to provide outstanding customer service. In this role, you will be the first point of contact for visitors and callers, ensuring smooth day-to-day operations at the front desk.</p><p><br></p><p>Responsibilities:</p><p>• Maintain a welcoming and attentive presence at the reception area, ensuring all visitors feel comfortable and attended to.</p><p>• Answer incoming calls, route them appropriately, and provide information as needed.</p><p>• Greet and assist guests, clients, and visitors upon arrival, including providing directions or escorting them to meeting locations.</p><p>• Ensure all visitors are properly signed in and follow security protocols during check-in and check-out processes.</p><p>• Assist with badge creation and access setup for visitors and contract staff.</p><p>• Coordinate meeting room bookings, ensuring rooms are prepared and equipped for scheduled meetings.</p><p>• Respond to inquiries with a courteous and helpful attitude, reflecting high standards of customer service.</p><p>• Support administrative tasks such as file management, printing, and internet browsing as required.</p><p>• Collaborate with team members to ensure seamless operations and communication.</p><p>• Maintain an appearance that reflects years of experience and aligns with the company’s standards.</p>
<p>We are looking for a Patient Service Representative (Medical Receptionist) to join our team in San Francisco, California. In this contract position, you will play a vital role in ensuring patients receive timely and compassionate support as they navigate mobility equipment services. This role requires excellent customer service skills, attention to detail, and the ability to handle sensitive situations with care.</p><p><br></p><p>This is a contract to hire opportunity! </p><p>8AM-4:30PM Monday-Friday </p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist patients and caregivers who visit the facility, addressing their needs with professionalism.</p><p>• Coordinate the intake process by collecting patient information, medical documentation, and insurance details.</p><p>• Verify insurance eligibility and benefits for mobility equipment, ensuring all required information is accurate.</p><p>• Submit pre-authorization requests to insurance providers and track approvals to keep patients informed.</p><p>• Collaborate with internal teams to match patient needs with the appropriate equipment and schedule evaluations or fittings.</p><p>• Arrange delivery or pickup of mobility equipment, ensuring timely and accurate service.</p><p>• Maintain detailed patient records while adhering to compliance standards.</p><p>• Provide billing support by ensuring that all documentation is complete for claims processing.</p><p>• Communicate empathetically with patients and caregivers, especially those in vulnerable situations.</p><p>• Work closely with healthcare providers and physician offices to obtain missing documentation.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013308449**</p><p><br></p>
<p>The Receptionist serves as the first point of contact for visitors, clients, and employees. This role is responsible for providing professional and friendly customer service, managing incoming calls, and performing a variety of administrative tasks to support daily office operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and courteous manner.</li><li>Answer, screen, and direct incoming phone calls promptly.</li><li>Manage front desk activities, including receiving and sorting mail and deliveries.</li><li>Maintain the reception area to ensure it is tidy and presentable.</li><li>Schedule and coordinate appointments, meetings, and conference rooms.</li><li>Assist with basic administrative tasks such as data entry, filing, and document preparation.</li><li>Support other departments with clerical duties as needed.</li><li>Uphold confidentiality and handle sensitive information with discretion.</li></ul><p><br></p>
<p>We are looking for a Facilities Assistant to join our team on a contract basis in San Francisco, California. This role involves ensuring the smooth operation of facilities while maintaining a detail-oriented and welcoming environment. The ideal candidate is adaptable, detail-oriented, and committed to supporting organizational values.</p><p><br></p><p>Monday-Friday 9AM-5PM </p><p>Free Parking Available </p><p>Located off of Cesar Chavez in the postal code 94124 (this will not be an ideal location if you are in East Bay)</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and oversee daily operations of conference rooms and shared spaces to ensure optimal functionality.</p><p>• Manage and utilize Computerized Maintenance Management Systems (CMMS) to track and resolve facility-related issues.</p><p>• Monitor and maintain timekeeping systems such as Kronos, ensuring accurate records and compliance.</p><p>• Collaborate with team members and supervisors to address maintenance needs and prioritize tasks effectively.</p><p>• Ensure adherence to organizational standards, including business casual dress code and mission alignment.</p><p>• Assist in scheduling and planning facility-related projects to meet deadlines and organizational goals.</p><p>• Provide exceptional customer service with a positive and proactive attitude.</p><p>• Identify and resolve problems promptly, demonstrating pragmatic decision-making skills.</p><p>• Foster a welcoming and inclusive environment for all employees and visitors.</p><p>• Support leadership in maintaining a mission-driven approach to facilities management.</p>
Key Responsibilities:<br>Manage and review individual, corporate, partnership, and fiduciary tax returns<br><br>Oversee tax planning and compliance for a variety of clients across industries<br><br>Serve as the primary point of contact for clients, building and maintaining strong relationships<br><br>Research complex tax issues and provide clear, actionable recommendations<br><br>Review work prepared by staff and seniors, ensuring accuracy and compliance with tax laws<br><br>Mentor and train staff accountants and senior tax associates<br><br>Coordinate and manage multiple engagements and deadlines simultaneously<br><br>Ensure adherence to firm policies, procedures, and professional standards<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)<br><br>CPA license required<br><br>5–8+ years of public accounting experience, with at least 2 years in a supervisory role<br><br>In-depth knowledge of federal, state, and local tax regulations<br><br>Strong leadership, analytical, and organizational skills<br><br>Excellent communication and client service abilities<br><br>Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar) and Microsoft Office Suite
We are looking for a Front Desk Coordinator to join our team in Menlo Park, California. This is a contract position requiring an individual with strong attention to detail to oversee daily front desk operations and ensure smooth communication across the office. The ideal candidate will be detail-oriented, proactive, and comfortable managing administrative tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Serve as the primary point of contact at the front desk, greeting visitors and managing incoming inquiries.<br>• Coordinate daily lunch orders and ensure timely delivery for staff and guests.<br>• Maintain and prepare meeting rooms, including verifying technology setups are functional and ready for use.<br>• Provide reception support by answering multi-line phone systems and directing calls appropriately.<br>• Organize files and maintain accurate records to support administrative needs.<br>• Deliver exceptional customer service to associates, partners, and visitors within the office.<br>• Ensure the front desk area remains presentable and adheres to high standards.<br>• Support the team by managing scheduling and assisting with concierge services.<br>• Facilitate training sessions as needed to ensure smooth transitions and operations.<br>• Collaborate with team members to address any operational challenges promptly.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a Workplace Experience Coordinator to join our team in San Francisco, CA. This Contract position requires a hands-on individual who excels at providing exceptional customer service and managing the daily operations of a well-organized workspace. You will play a key role in ensuring smooth administrative support, coordinating events, and maintaining workplace services.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming and outgoing mail, including preparation and timely distribution of documents.</p><p>• Assist employees with inquiries by providing administrative support and resolving routine concerns.</p><p>• Issue visitor passes, parking permits, and follow established security protocols.</p><p>• Coordinate dining, recreational, and business activities as requested.</p><p>• Manage janitorial and maintenance work orders while ensuring workplace services such as mail and office supplies are executed efficiently.</p><p>• Organize and oversee on-site events, including room setup, teardown, and supply delivery.</p><p>• Respond to employee and guest complaints or inquiries in a thoughtful, customer-focused manner.</p><p>• Collaborate with vendors to ensure seamless delivery of goods and services to the workplace.</p><p>• Follow security and emergency procedures specific to the property, notifying appropriate parties as needed.</p><p>• Present information clearly to team members and adhere to detailed instructions provided by management.</p>
<p><strong>Senior Client Service Associate or Associate Director of Client Service</strong></p><p><strong>Location:</strong> 100% Remote (Optional hybrid from San Francisco office)</p><p><strong>Industry:</strong> Wealth Management / Family Office</p><p><strong>Compensation:</strong> $90,000–$110,000 base (flexible DOE) + Discretionary Bonus (15–30%)</p><p><br></p><p>A boutique wealth advisory firm is seeking a highly capable and polished <strong>Senior Client Service Associate</strong> or <strong>Associate Director of Client Service</strong> to join its elite team. This is a rare opportunity to work with ultra-high-net-worth individuals and families in a fully remote role, supporting the design and management of sophisticated single-family office structures.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2012, the firm partners with a select global client base of founders, investors, and multi-generational families. Unlike traditional multi-family offices, this team builds and manages fully customized single-family offices, integrating wealth strategy, portfolio management, financial operations, and family office services. Their approach is deeply personalized, with a focus on depth of relationship rather than volume of clients.</p><p><br></p><p><strong>Position Overview</strong></p><p>This role sits between junior client service staff and senior directors, supporting high-touch operational needs for ultra-wealthy clients. You’ll work directly with leadership and contribute to a best-in-class service model, while helping shape internal processes and scalability. The ideal candidate is entrepreneurial, mature, curious, and team-oriented—with the operational sharpness and discretion required to serve billionaire clients.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions, redemptions, money movements, and reporting</li><li>Coordinate wires, funding requests, and operational workflows for family office clients</li><li>Support philanthropic entities and foundation-related operations</li><li>Monitor tax-related workflows and liaise with external accountants</li><li>Review investment performance reports for accuracy (Addepar)</li><li>Maintain CRM systems and organize client documentation</li><li>Partner with leadership on client service initiatives and process improvements</li><li>Communicate professionally with clients, their family offices, and allied professionals</li><li>Assist with KYC documentation, custodial paperwork, and entity setup</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>100% remote flexibility (with optional office access)</li><li>Low turnover and strong team stability</li><li>Quarterly offsites with team-building and strategic sessions</li><li>Collaborative culture focused on building something meaningful</li><li>Health, dental, and vision insurance (100% employer-paid for employees)</li><li>Paid parental leave</li><li>401(k) with employer match</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a Medical Front Desk Specialist to join our team in San Francisco, California. This is a contract position within the healthcare industry, providing critical administrative support to ensure smooth operations at a high-performing ambulatory surgery center. The ideal candidate will bring professionalism, attention to detail, and excellent customer service skills to maintain the highest standards of patient care.</p><p><br></p><p>This is a Part-time role. Daily Hours will be 5:30AM-11:30AM Monday-Friday</p><p>Free parking & scrubs provided at this office </p><p><br></p><p>Responsibilities:</p><p>• Oversee front desk operations, including billing, payment collection, and maintaining a welcoming and clean environment for patients.</p><p>• Handle patient records using electronic charting systems while ensuring compliance with privacy regulations.</p><p>• Provide administrative support to clinic staff, including scheduling and coordinating tasks.</p><p>• Facilitate communication with patients and staff through answering inbound calls and addressing inquiries.</p><p>• Assist in ordering lunches and managing supplies for medical staff.</p><p>• Utilize EHR systems to input and manage patient data efficiently.</p><p>• Prepare and maintain accurate charts, graphs, and reports for clinic operations.</p><p>• Support budgeting and basic bookkeeping tasks for clinic administration.</p><p>• Ensure compliance with organizational policies and healthcare standards.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013308558**</p><p><br></p>
We are looking for a dedicated and customer-oriented Receptionist to join our team in South San Francisco, California. This long-term contract position offers an excellent opportunity to support a local non-profit organization that provides short-term housing assistance. You will play a crucial role in maintaining a welcoming environment, ensuring smooth front desk operations, and delivering outstanding service to visitors and clients.<br><br>Responsibilities:<br>• Manage the front desk by greeting visitors, conducting temperature checks, and ensuring a welcoming atmosphere.<br>• Handle incoming packages and mail, distributing them appropriately.<br>• Perform data entry tasks to maintain accurate records and documentation.<br>• Provide coverage during breaks and lunches to ensure continuous support at the front desk.<br>• Assist clients with checking in and out, and help with medication distribution as needed.<br>• Conduct facility rounds, both inside and outside, to ensure safety and compliance with rules.<br>• Restock supplies in the day room and other common areas.<br>• Enforce facility rules and issue notices when necessary.<br>• Accept and organize food deliveries and donations for proper distribution.<br>• Deliver exceptional customer service to clients, visitors, and team members.
