<p>Administrative Assistant (Contract)</p><p><br></p><p>We are seeking a meticulous and patient Administrative Assistant to join our team in Elk Grove, California, on a contract basis. This role is pivotal in ensuring seamless front desk operations and supporting critical administrative functions. The ideal candidate excels in a dynamic environment, demonstrates strong organizational skills, and is adept at managing detailed and specific tasks.</p><p><br></p><p>Responsibilities:</p><ul><li><strong>Front Desk Management</strong>: Act as the primary point of contact, warmly greeting visitors, answering inbound calls promptly, and directing inquiries to the appropriate team members.</li><li><strong>Invoicing and Vendor Payments</strong>: Prepare, process, and track invoices with precision, ensuring timely vendor payments and accurate financial documentation.</li><li><strong>Mail Handling</strong>: Manage all incoming and outgoing mail, ensuring proper distribution and organization.</li><li><strong>Supplies Management</strong>: Monitor and maintain office supplies and inventory, placing orders to ensure consistent availability.</li><li><strong>Administrative Coordination</strong>: Organize schedules, appointments, and meetings to support efficient office operations.</li><li><strong>Data and Documentation</strong>: Perform accurate data entry and maintain organized records and databases in compliance with company policies.</li><li><strong>Process Optimization</strong>: Work closely with team members to streamline workflows and enhance operational efficiency.</li><li><strong>Special Projects</strong>: Assist with ad hoc administrative tasks and special projects as needed, demonstrating flexibility and attention to detail.</li></ul><p><br></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 skilled Part- time, Administrative Assistant to join our team in Sacramento, California, on a Contract to permanent basis. This role is vital in ensuring smooth day-to-day operations, supporting various administrative tasks, and maintaining a high level of organization. The ideal candidate will possess excellent communication skills and demonstrate professionalism when handling confidential information.</p><p><br></p><p><strong>** Must be okay with part time hours and work schedule **</strong></p><p><br></p><p>Responsibilities:</p><p>• Manage scheduling of meetings, coordinate travel arrangements, and create detailed reports as required.</p><p>• Prepare and oversee correspondence, reports, and documentation to ensure accuracy and quality.</p><p>• Organize and facilitate meetings, conferences, and special events, ensuring all logistical details are handled.</p><p>• Monitor and maintain office supply inventory to ensure smooth operations.</p><p>• Handle sensitive information with discretion and professionalism, adhering to confidentiality standards.</p><p>• Coordinate information flow between internal departments and external stakeholders.</p><p>• Respond to inquiries and requests from senior management in a timely and efficient manner.</p><p>• Assist with project setup and management to support departmental initiatives.</p><p>• Develop and maintain organized filing systems and office procedures to optimize workflow.</p><p>• Provide additional administrative support as needed to meet the demands of the team.</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis. This role involves supporting construction projects with administrative tasks to ensure smooth operations and compliance with regulations. Based in Oakdale, California, this position offers the opportunity to contribute to a dynamic and fast-paced industry.<br><br>Responsibilities:<br>• Prepare, organize, and maintain critical documents such as contracts, blueprints, permits, and invoices.<br>• Track project timelines, maintain schedules, and provide updates to managers and stakeholders on progress and deadlines.<br>• Ensure all permits, licenses, and construction-related documentation meet compliance standards at local, state, and federal levels.<br>• Keep accurate records of budgets, contracts, change orders, and project reports.<br>• Manage office supplies, coordinate calendars, arrange travel, and provide general administrative support.<br>• Answer inbound calls and handle inquiries professionally and efficiently.<br>• Assist with data entry tasks to maintain accurate and up-to-date information.<br>• Perform receptionist duties, including greeting visitors and coordinating communication.<br>• Support team members with additional administrative tasks as needed.
We are looking for a skilled Medical Receptionist to join our team on a contract basis in Oakland, California. In this role, you will be the first point of contact for patients, ensuring a welcoming and organized front office experience. Your responsibilities will include managing patient scheduling, facilitating check-ins, and maintaining efficient daily operations within the healthcare setting.<br><br>Responsibilities:<br>• Greet patients warmly and assist with check-in procedures to ensure a smooth start to their visit.<br>• Schedule patient appointments accurately and manage changes or cancellations as needed.<br>• Maintain up-to-date records and organize patient files in compliance with confidentiality standards.<br>• Answer phone calls professionally, addressing inquiries and directing them to the appropriate staff or department.<br>• Coordinate with medical staff to ensure seamless communication regarding patient needs and schedules.<br>• Process payments, verify insurance information, and provide clear billing-related guidance to patients.<br>• Handle incoming mail and correspondence to ensure timely distribution and response.<br>• Monitor the front office area to ensure it is clean, organized, and welcoming for patients and visitors.
<p>We are looking for a highly organized and detail-oriented Office Assistant to join a dynamic team in Pleasant Hill, California! This long-term contract opportunity offers the chance to support daily office operations in a fast-paced environment, working closely with various departments to ensure smooth workflows. The role requires a proactive approach to multitasking and excellent communication skills to support the company's clients and internal teams.</p><p><br></p><p>Office Assistant Responsibilities Include:</p><p>• Provide comprehensive administrative support, including scheduling appointments and managing calendars.</p><p>• Operate and maintain office equipment such as scanners, copiers, and phones with 1-10 lines.</p><p>• Handle mail processing tasks, including sorting, distributing, and inter-office delivery.</p><p>• Maintain accurate records and ensure proper filing and scanning of documents.</p><p>• Assist with email correspondence and maintain clear and effective communication with clients and team members.</p><p>• Perform data entry and basic typing tasks with attention to detail and accuracy.</p><p>• Support workers’ compensation-related administrative processes as needed.</p><p>• Utilize Microsoft Office Suite, including Word, Excel, and Outlook, to complete office tasks efficiently.</p><p>• Manage and update records to ensure data accuracy and compliance.</p><p>• Assist in maintaining a clean and organized work environment.</p><p><br></p><p>If you are interested in this Office Assistant opportunity, submit your resume today!</p>
<p>We are looking for a dedicated and bilingual Spanish Office Assistant to join our team on a contract basis in Hayward, California.</p><p><br></p><p>Office Assistant Duties Include:</p><p><br></p><ul><li>Assist with contacting walk-in clients and eList clients to inform them about the child care availability</li><li>Send welcome letters/packets out to new enrollees</li><li>Assisting with answering/screening/routing telephone calls to staff</li><li>Assisting with initial data entry about client’s information into CARE</li></ul><p>If you are interested in this office assistant position, please apply today!</p>
<p>Robert Half's client in Walnut Creek, CA is seeking a contract-to-hire Administrative Assistant. The Assistant will provide support for all programs by enforcing policies and assisting with implementation of the programs. This role will work collaboratively with Senior Programs Associate; Programs Associates and State Chairs. The focus will be on providing support to all stakeholders throughout the year. </p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Knowledgeable on all company Programs Policies and Procedures </p><p>• Provide phone support to teachers, parents and students</p><p>• Provide customer support in Zendesk</p><p>• Provide back up to Administrative Assistant with materials sales</p><p>• Create technical documents and support tools</p><p>• Assist with certificate organization and distribution</p><p>• Assist with the facilitation of in person and online Certificate of Merit testing</p><p>• Review all program materials for Convention in hardcopy and digital forms</p><p>• Assist with membership renewals customer service (seasonally) </p><p>• Assist with Membership Department’s archiving project</p><p><br></p><p>Requirements:</p><p>• Travel to Certificate of Merit and other Program testing locations</p><p>• Travel to the annual Convention every year on or around Fourth of July</p><p>• Overtime required during the Convention Week</p><p>• Overtime required on weekends during the months of January, February and March</p><p>QUALIFICATIONS AND EDUCATION REQUIREMENTS</p><p>• BA in English, Business or related field a plus</p><p>• Excellent written and verbal communication skills</p><p>• Proficiency in Microsoft Office, Zendesk, and Google Docs</p><p>• Experience with databases</p><p>PREFERRED SKILLS</p><p>• Time management skills</p><p>• Experience with Project Management software</p><p>• Able to work collaboratively and independently</p><p><br></p><p>If you are interested in this Administrative Assistant position, submit your resume today!</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is seeking a <strong>Client Experience Coordinator</strong> to join a growing wealth advisory team. This role is ideal for professionals with a <strong>banking, financial services, or client-facing background</strong> who want to transition into the Registered Investment Advisor (RIA) space. You will be the first point of contact for clients and visitors, creating a professional and welcoming environment, while providing essential administrative support to advisors.</p><p> </p><p>This is a unique opportunity to <strong>apply your banking or financial services experience</strong> in a client-focused RIA setting, learn the nuances of investment advisory operations, and grow your career in wealth management.</p><p><br></p><p><strong>Reception & Office Administration</strong></p><ul><li>Welcome clients, visitors, and guests with a professional and friendly demeanor.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage office calendars, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to ensure a positive experience.</li><li>Support advisors and team members with general administrative tasks, including filing, scanning, and data entry.</li></ul><p><strong>Client Service Support</strong></p><ul><li>Assist with client onboarding, coordinating documentation and preparing welcome materials.</li><li>Update and maintain accurate client records in the firm’s CRM system.</li><li>Provide support for basic account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting account rollovers with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance standards in all client interactions.</li></ul><p><br></p>
<p> Robert Half's construction client in Walnut Creek, CA is in need of a project assistant!</p><p><br></p><p>The Project Assistant will play a critical role in the day-to-day administration of our construction projects. This position requires excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment. The ideal candidate is proactive, resourceful, and excited to be part of a dynamic team where their work will make a direct impact.</p><p><br></p><p>Key Responsibilities Include:</p><p>• Project Coordination: Assist project managers in organizing, scheduling, and tracking construction projects to ensure they remain on time and within budget.</p><p>• Document Management: Maintain and update project documentation, including contracts, permits, blueprints, submittals, RFIs (Requests for Information), change orders, and other critical files.</p><p>• Communication: Serve as a liaison between project managers, subcontractors, suppliers, and clients to facilitate clear and efficient communication.</p><p>• Data Entry & Reporting: Input project data into internal databases and assist with creating weekly project updates, budget reports, and schedules.</p><p>• Invoice Tracking: Assist with managing invoices, purchase orders, and expense tracking, collaborating with accounting staff to ensure vendor payments are accurate and timely.</p><p>• Meeting Coordination: Schedule project meetings, take detailed meeting minutes, and ensure all follow-up actions are tracked and addressed.</p><p>• Permit Assistance: Help in preparing and submitting permit applications, ensuring compliance with local regulations, and coordinating inspections.</p><p>• Supplies Coordination: Assist in ordering and tracking materials for projects, ensuring timely deliveries and resolving any supply chain issues.</p><p>• Organization & Office Support: Handle general office duties as necessary, such as answering calls, organizing files, and maintaining a clean and efficient work environment.</p><p><br></p><p>If you are interested in this project assistant position, please submit your resume today!</p>
<p><strong>Position Summary:</strong></p><p>Robert Half is partnering with a dynamic and growing organization to find an experienced Purchasing Assistant. The Purchasing Assistant supports the procurement team by maintaining supplier records, preparing purchase orders, and communicating with vendors. This role is critical in ensuring smooth procurement operations within an organization.</p>
<p><strong>Job Description:</strong></p><p>We are seeking a highly organized and motivated <strong>Property Administrator</strong> to join our team and play a vital role in supporting the day-to-day operations of property management. In this role, you will work closely with property managers, tenants, and vendors to ensure the smooth functioning of residential or commercial properties. If you thrive in a fast-paced environment and enjoy problem-solving, this could be the perfect role for you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist property managers with administrative tasks, such as lease documentation, tenant correspondence, and scheduling.</li><li>Maintain accurate records of tenants, leases, maintenance requests, and expenses.</li><li>Act as the first point of contact for tenant inquiries, providing excellent customer service.</li><li>Coordinate with vendors and contractors to schedule maintenance and repairs.</li><li>Ensure compliance with property regulations and deadlines.</li><li>Proactively manage timelines for tasks, such as renewals, inspections, and rent collections.</li><li>Prepare reports and documents related to property performance and budgets.</li></ul><p><br></p>
<p>An established IP Law Firm is looking for a Legal Administrative Assistant for their San Jose branch. The ideal candidate will manage and coordinate work tasks throughout the department and serve as the first point of contact for clients and staff. Applicants should have the ability to work in-office, 5 days per week</p><p><br></p><p>• Prepare memos, reports, presentations, and other documents; responsible for drafting and editing correspondence </p><p>• Schedule appointments, meetings, events, and manage calendars; coordinate meeting logistics and catering </p><p>• Answer phones, take and relay messages </p><p>• Coordinate and schedule travel </p><p>• Prepare and submit expense reports and reconcile credit card transactions </p><p>• Assist with submitting conflict checks and opening new matters </p><p>• Enter time charges </p><p>• Assist with onboarding tasks for new hires </p><p>• Maintain files (both physical and electronic) and ensure that client related documents and correspondence are saved in the firm's document management repository </p><p>• Actively contribute to team meetings and other team related activities </p><p>• Assist with various ad-hoc tasks such as: manage inbound and outbound mail, order office supplies, liaise with building management for facility related issues </p><p>• Perform other related duties and projects as assigned </p>
<p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in an administrative capacity.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><ul><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Experience </strong>to serve as the first point of contact for our clients and visitors. This role is critical in creating a professional, welcoming, and organized environment while providing outstanding customer service. The ideal candidate is highly organized, proactive, and possesses excellent communication skills, ensuring both clients and team members receive exceptional support.</p><p> </p><p><strong>Reception & Office Administration</strong></p><ul><li>Greet and welcome clients, visitors, and guests in a professional and friendly manner.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage the office calendar, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional front office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to create a welcoming atmosphere.</li><li>Support the team with general administrative tasks, including filing, copying, scanning, and data entry.</li></ul><p><strong>Client Service Associate Support</strong></p><ul><li>Assist with client onboarding, coordinating paperwork and preparing welcome materials.</li><li>Update and maintain accurate client records in the CRM system.</li><li>Provide support for account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting rollover coordination with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance requirements in all client interactions.</li></ul>
<p>Seeking a part time or full time Administrative Assistant who has experience performing Accounts Payable in QuickBooks. Work in a fast paced small office environment in beautiful downtown Walnut Creek.</p><p>Long term contract for 3-6 months. </p><p><br></p><p>Job Duties:</p><ul><li>Perform full cycle accounts payable - matching, batching and coding invoices</li><li>Support office staff with a variety of administrative tasks</li><li>Prepare daily logs for checks received</li><li>Stamp checks for deposit and prepare bank deposits </li><li>Sort Vendor invoices between one retail property and management company and prepare for coding</li><li>Stamp and code payables and obtain approval from Property Manager or Owner</li><li>Run checks (50-60 per month) on or about 10th of month and 25th of month</li><li>Assemble and mail checks</li><li>Order supplies, contact vendor for equipment malfunctions</li><li>Review, track and Maintain current Vendor insurance certificates</li></ul>
<p>We are seeking a detail-oriented and proactive Property Management Coordinator to oversee and enhance operations related to building facility inspections, board meeting support, vendor management, and compliance with community governing documents. This role requires a strong ability to communicate effectively with Boards of Directors, vendors, and residents, while ensuring timely execution of tasks and adherence to applicable regulations, including Davis-Stirling Act requirements.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Facility Inspections and Maintenance Coordination:</strong></li></ol><ul><li>Conduct routine site inspections to assess building facilities and common areas, documenting necessary repairs or improvements.</li><li>Compile actionable follow-up lists and oversee resolution of identified issues, coordinating with vendors and stakeholders as required.</li></ul><ol><li><strong>Meeting and Administrative Support:</strong></li></ol><ul><li>Prepare and distribute professional board meeting packages within designated timeframes, ensuring compliance with Davis-Stirling Act requirements.</li><li>Attend board meetings in accordance with the Management Agreement, providing input, recording minutes, and drafting detailed follow-up item lists.</li><li>Handle inquiries and directives from Boards of Directors for assigned properties with responsiveness and professionalism.</li></ul><ol><li><strong>Vendor Proposal Management and Project Oversight:</strong></li></ol><ul><li>Facilitate procurement by obtaining and reviewing vendor proposals at the instruction of Boards of Directors.</li><li>Assist in preparing scopes of work for regular maintenance and special projects, ensuring alignment with community goals and standards.</li></ul><ol><li><strong>Budget Preparation and Financial Analysis:</strong></li></ol><ul><li>Collaborate with the Accounting Department to develop annual budgets and supporting documentation for member distribution.</li><li>Review budget comparisons for accuracy, analyze variances, and propose corrective measures to optimize financial reporting.</li><li>Approve invoices and monitor financial reports to ensure compliance with established budgets.</li></ul><ol><li><strong>Community Communications and Compliance:</strong></li></ol><ul><li>Draft and distribute notices, mailings, and email blasts as directed by Boards of Directors, ensuring adherence to Davis-Stirling Act guidelines.</li><li>Manage the issuance of violation notices and other communications in accordance with governing documents and community standards.</li></ul><ol><li><strong>Calendar and Disclosure Management:</strong></li></ol><ul><li>Maintain and update annual community calendars, ensuring timely execution of monthly responsibilities, including disclosures mandated by the Davis-Stirling Act.</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Family Law Legal Assistant to join our team in San Jose, California. This role focuses primarily on supporting attorneys in family law cases and requires a high level of organization, communication skills, and attention to detail. The ideal candidate will thrive in a fast-paced environment and demonstrate proficiency in legal administrative tasks while delivering excellent client service.</p><p><br></p><p>Responsibilities:</p><p>• Draft and revise legal documents, correspondence, pleadings, and court forms specific to family law matters.</p><p>• File legal documents through e-filing systems, ensuring adherence to court deadlines and procedures.</p><p>• Manage attorneys’ calendars, including scheduling court appearances, client meetings, depositions, and case deadlines.</p><p>• Collect and organize case-related documents from clients, ensuring timely submission and compliance with case requirements.</p><p>• Maintain and organize both physical and electronic case files for quick and efficient access.</p><p>• Perform conflict checks and ensure compliance with firm policies and procedures.</p><p>• Collaborate with attorneys to develop case strategies and conduct legal research as needed.</p><p>• Work with colleagues across practice areas when cases intersect with other fields, such as litigation or estate planning.</p><p>• Assist with special projects related to family law or broader firm operations.</p>
<p>We are seeking a <strong>HIM Assistant Manager</strong> for a <strong>temporary</strong> role with a strong background in Health Information Management. The ideal <strong>HIM Assistant Manager</strong> will supervise and coordinate daily HIM operations, ensuring accuracy, compliance, and productivity across the department. The <strong>HIM Assistant Manager</strong> will be responsible for leading a team of Health Information Coordinators and ensuring timely, accurate, and complete medical record processing in accordance with hospital policies and regulatory standards.</p><p>*<strong>Responsibilities</strong></p><ul><li>Supervise daily operations of Health Information Coordinators, including chart retrieval, breakdown, prepping, scanning, QA, and deficiency assignment.</li><li>Monitor staff productivity and report variances to HIM Manager.</li><li>Coordinate staffing needs and recommend scheduling adjustments or additional coverage.</li><li>Assist in interviewing, onboarding, and evaluating HIM Coordinators.</li><li>Identify and report employee performance issues.</li><li>Monitor compliance with action plans and HIM standards.</li><li>Analyze medical record discharge types for completeness and timely processing.</li><li>Assign and track deficiencies by physician in the hospital system.</li><li>Manage physician incomplete medical record process, including weekly fines.</li><li>Maintain documentation and audit trails for fines and physician notifications.</li><li>Route charts for physician completion and permanent medical storage.</li><li>Update and maintain hospital systems for deficiency tracking and chart location.</li><li>Generate HIM statistics and reports for committee and regulatory review.</li><li>Conduct QA on scanned documents and record analysis.</li><li>Assist in training new HIM staff and orienting new physicians to EMR processes.</li><li>Attend and contribute to relevant committee meetings.</li><li>Provide exceptional customer service and support cross-departmental needs.</li><li>Participate in weekend and holiday coverage rotations.</li><li>Perform additional duties as assigned by the HIM Manager.</li></ul>
<p>Are you a detail-oriented professional with a passion for creating seamless customer experiences and supporting key business initiatives? Join our client's team as a Marketing Assistant and play a vital role in coordinating events, managing logistics, and supporting impactful business engagements! <strong>This ongoing contract opportunity is 5 days/week ON-SITE in San Jose, CA.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Manage calendaring for events such as briefings, tours, and other engagements, ensuring alignment with key business needs.</li><li>Ensure each briefing is fully supported from initial kick-off to post-event follow-up.</li><li>Oversee pre-planning logistics, day-of-event coordination, and post-event reporting.</li><li>Schedule speakers and manage speaker bios, ensuring the speaker lineup aligns with the briefing agenda created by the Manager.</li><li>Elevate the customer experience through attention to detail, including customizations for gifts, swag, virtual backgrounds, room set-up, music, and other special requests.</li><li>Ensure the tour staff is set up for success weekly.</li><li>Handle logistical arrangements, including coordinating calendars, sending invites, booking meeting spaces, managing data entry, and working with vendors for services like catering, A/V, and custom swag.</li><li>Perform regular data entry to support Key Performance Indicator (KPI) and impact reporting on a bi-weekly basis.</li><li>Assist Managers with room set-up and closing duties as needed.</li></ul>
We are looking for an Accounting Assistant to join our team in Santa Clara, California. This Contract-to-permanent position offers an excellent opportunity to contribute to vital financial operations while gaining hands-on experience in a dynamic environment. The ideal candidate will play a key role in ensuring accurate records, processing transactions, and supporting compliance with accounting standards.<br><br>Responsibilities:<br>• Record and maintain accurate journal entries and account transactions.<br>• Reconcile bank and general ledger accounts, investigating and resolving any discrepancies.<br>• Prepare and process accounts payable transactions, including coding invoices and matching supporting documents.<br>• Address and resolve invoice discrepancies with vendors to ensure smooth operations.<br>• Assist with collections and follow up with vendors and customers when needed.<br>• Track and organize necessary documents to maintain complete and accurate accounting records.<br>• Ensure adherence to established accounting policies, procedures, and internal controls.<br>• Provide support for audits and compile required documentation.<br>• Contribute to administrative and financial tasks in ad hoc projects.
We are looking for a dedicated and organized Human Resources (HR) Assistant to join our team in Campbell, California. This long-term contract position offers an excellent opportunity to support HR and payroll functions, ensuring smooth operations and exceptional service to employees. The role will require both administrative expertise and effective interpersonal communication skills.<br><br>Responsibilities:<br>• Provide administrative support during benefits enrollment periods, assisting employees with updates and changes to their coverage.<br>• Collaborate with payroll and HR teams to ensure accurate processing of benefits adjustments and onboarding for new hires.<br>• Maintain detailed and up-to-date employee records, ensuring compliance with organizational policies.<br>• Address employee inquiries related to benefits and payroll, delivering prompt and thorough resolutions.<br>• Coordinate with various departments to streamline HR processes and support overall business operations.<br>• Conduct background checks and ensure proper documentation for onboarding.<br>• Assist in managing employee relations, including addressing concerns and escalating issues as needed.<br>• Support benefits administration tasks, such as coordinating dental and medical benefits.<br>• Utilize HRIS systems to manage employee data and generate reports.<br>• Ensure adherence to confidentiality standards when handling sensitive employee information.
<p><strong>Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Jose, 100% onsite</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you. <strong>Apply now</strong> to take the next step in your career and please ping <strong>Jennifer Fukumae </strong>on LinkedIn to have a conversation about the role!</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul>
<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>We are looking for a detail-oriented and welcoming Receptionist to join our team in Dublin, California. This is a long-term contract position where you will play a vital role in creating a positive first impression for visitors and ensuring smooth office operations. The ideal candidate will excel in customer service, have strong organizational skills, and thrive in a fast-paced environment.</p><p><br></p><p>Receptionist Responsibilities Include:</p><p>• Provide exceptional customer service to all visitors, clients, and colleagues, ensuring a positive and detail-oriented experience.</p><p>• Greet and assist guests, connecting them with their designated host.</p><p>• Handle incoming calls efficiently and courteously, directing them to the appropriate contacts.</p><p>• Manage the ordering and stocking of office supplies to maintain adequate inventory levels.</p><p>• Support mail and scanning operations as needed to ensure timely and accurate processing.</p><p>• Oversee the visitor management process, including guest check-in and issuing security access badges.</p><p>• Assist with administrative tasks such as preparing documents, printing, photocopying, and scanning.</p><p>• Coordinate on-site meetings and events by reserving conference rooms and arranging catering services.</p><p>• Collaborate with team members to achieve the goals of the Workplace Services department.</p><p><br></p><p>If you are interested in this Receptionist position, apply today!</p>
