<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>We’re looking for a motivated <strong>Client Service Associate</strong> to join a well‑established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced team.</p><p>You’ll receive hands‑on training with leading tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, along with ongoing development in compliance, client management, and operational processes. Compensation and title will be aligned with your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base.</li><li>Process new account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions with accuracy and efficiency.</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials.</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with continuous training and professional development</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><br></p><p>We’re seeking a motivated <strong>Client Service Associate</strong> to join a well‑established and rapidly growing investment advisory firm. This role offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive and experienced team.</p><p>You’ll receive hands‑on training in tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, as well as ongoing development in compliance, client relations, and operational processes. Compensation and level will be tailored based on your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base</li><li>Process new account openings, closures, transfers, and other client paperwork</li><li>Prepare and execute trades and client transactions promptly and accurately</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials</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>A supportive, education‑focused environment with ongoing training and professional development</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect and discuss the opportunity in more detail!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a motivated early‑career professional who’s excited about trading operations and eager to grow into a Financial Advisor career path. This role blends hands‑on trading responsibilities with a structured development program designed to build advisory expertise over your first several years. It’s an excellent fit for someone pursuing a long‑term career in wealth management, portfolio execution, and client advisory services.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute early‑morning portfolio trades based on internal trading instructions</li><li>Perform accurate data entry, trading documentation, and workflow updates within portfolio management and CRM systems</li><li>Support Advisors with investment research, meeting preparation, and ongoing professional development tasks</li><li>Assist with operational processes related to portfolio oversight, account administration, and client service workflows</li></ul><p><br></p><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>A clearly defined pathway into an Advisor development track, supported by training and mentorship</li><li>Broad exposure beyond trading, with opportunities to grow into client‑facing advisory responsibilities</li><li>Build your career within a stable, well‑established, and steadily growing wealth management firm</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and discuss the opportunity further!</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a motivated early‑career professional who’s excited about trading operations and interested in progressing toward a <strong>Financial Advisor</strong> career path. This role combines hands‑on trading responsibilities with a structured development track designed to build advisory skills over the first several years. It’s an excellent opportunity for someone seeking a long‑term career in wealth management, portfolio execution, and client advisory services.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute early‑morning portfolio trades based on internal instructions</li><li>Perform accurate data entry, trading documentation, and workflow updates in portfolio management and CRM systems</li><li>Support Advisors with investment research, meeting preparation, and ongoing professional development activities</li><li>Assist with operational processes related to portfolio oversight and account maintenance</li></ul><p><br></p><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>A clearly defined pathway toward an <strong>Advisor development track</strong>, supported by training and mentorship</li><li>Broad exposure beyond trading, offering room to grow into client‑facing advisory functions</li><li>Opportunity to build your career within a <strong>stable, steadily growing wealth management firm</strong></li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a motivated early‑career professional interested in both <strong>trading operations</strong> and progressing toward a <strong>Financial Advisor career path</strong>. This role provides hands‑on trading responsibilities combined with structured exposure to advisor development over the first several years. It’s an excellent opportunity for an individual looking to establish a long‑term career in wealth management, portfolio execution, and client advisory services.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute early‑morning portfolio trades based on internal requests.</li><li>Perform accurate data entry, trading documentation, and workflow updates in portfolio management and CRM systems.</li><li>Assist Advisors with investment research, meeting preparation, and ongoing professional development tasks.</li><li>Support operational processes related to portfolio oversight and account activities.</li></ul><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>Clear pathway toward an <strong>Advisor development track</strong>, supported by training and mentorship.</li><li>Exposure to a range of responsibilities beyond trading, allowing for growth into advisory functions.</li><li>Competitive benefits package, including:</li><li>Medical, dental, and vision insurance</li><li>401(k) with 3% matching</li><li>PTO program with increased accrual after tenure</li><li>Standard company holidays</li><li>Opportunity to join a stable and steadily growing wealth management environment.</li></ul>
<p><strong>Jennifer Fukumae</strong> is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a <strong>Tax Accountant / Senior Tax Accountant</strong> (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice.</p><p> </p><p><strong>About the Opportunity</strong></p><p>The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the <strong>tax side of the practice</strong>, working closely with the wealth management team to provide high-level tax advisory services to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual, business, and partnership tax returns.</li><li>Partner with wealth management colleagues to provide integrated tax planning and advisory support.</li><li>Collaborate with leadership to help expand the firm’s growing tax practice.</li><li>Deliver excellent client service with clear, proactive communication.</li></ul><p><br></p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p><strong>Jennifer Fukumae with Robert Half’s Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA</strong>. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow.</p><p> </p><p>This is an excellent opportunity for a motivated professional looking to build a long-term career in wealth management. The firm is seeking a <strong>Trader</strong> who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an <strong>Advisor career path</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Primary responsibility will be <strong>trading</strong>, with exposure to and learning from the Financial Advisor career path for at least the first 3 years</li><li>Execute early-morning trades submitted by Advisors the prior evening and resolve trade-related issues</li><li>Complete accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis, client meeting preparation, and advisor development activities</li><li>Collaborate with Advisors and CSAs to ensure smooth portfolio operations and client service</li></ul><p> </p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>An amazing opportunity for someone interested in progressing toward the <strong>Advisor </strong>route</li><li>Growth opportunity to join the <strong>Advisor Training Program</strong>, working closely with an individual Advisor</li><li>Exposure to a collaborative RIA environment with strong mentorship</li><li>Stable, growing firm with over $2B AUM and a long-standing reputation</li><li>Hybrid schedule with excellent work-life balance despite early market hours</li><li>Full-time role offering great benefits and PTO.</li></ul><p><br></p>
<p>We are looking for an experienced Director of Operations to lead and optimize processes throughout the enterprise of this private equity owned services company. This role is based in the Walnut Creek, California area, and it offers an exciting opportunity to drive strategic financial initiatives and ensure compliance with industry standards. The ideal candidate will possess a strong background in M& A integration, project management leadership, and process improvement.</p><p><br></p><p>Responsibilities:</p><ul><li>Analyze processes, identify improvements, and build business cases for cross-functional decisions</li><li>Design scalable, efficient future-state processes</li><li>Lead implementation with SOPs and documentation</li><li>Drive adoption through change management, training, and communications</li><li>Track adoption and benefits to ensure success</li><li>Partner with ERP Admin and process owners to design and refine processes as the company scales</li><li>Facilitate cross-functional sessions to resolve conflicts and align Finance, HR, and IT</li><li>Assess integration impacts and coordinate adjustments with IT</li><li>Support testing, issue resolution, go-live, and post-launch optimization</li><li>Assess acquired companies’ operations, processes, and systems</li><li>Identify integration challenges and decide on standardization vs. variation</li><li>Harmonize processes, document exceptions, and coordinate implementation</li><li>Monitor adoption and support strategic and functional workstreams</li><li>Facilitate decision-making forums and coordinate with leaders, consultants, and partners</li><li>Manage multiple initiatives, create project plans, track progress, and adjust as needed</li><li>Provide status updates and escalate critical issues to leadership</li></ul>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a growing RIA firm currently at $2B+ in assets under management</strong> to identify a <strong>Trader (with Advisor Track Exposure)</strong> to join their team.</p><p>This fiduciary investment advisory firm specializes in retirement planning and investment supervisory services, taking a long-term, client-focused approach. The firm has been established for nearly 30 years and continues to experience strong growth.</p><p> </p><p><strong>Position Details</strong></p><ul><li><strong>Title:</strong> Trader (Advisor Track Exposure)</li><li><strong>Compensation:</strong> $75,000–$90,000 base (DOE) + bonus</li><li><strong>401(k):</strong> 3% employer match</li><li><strong>Location:</strong> San Ramon, CA (Hybrid – 2–3 days onsite)</li><li><strong>Hours:</strong> ~6:30am–2:00pm; Flexible option to work from home early mornings, then onsite 2–3 days per week</li></ul><p><strong>Role Overview</strong></p><p>This position is ideal for someone looking to get their foot in the door at an RIA and grow into a Financial Advisor career path over time. The primary responsibility will be trading, with structured exposure to advisor development for at least the first three years.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Execute early-morning trades submitted by Advisors the prior evening</li><li>Resolve trade issues and follow up on execution items</li><li>Perform accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis and client meeting preparation</li><li>Participate in advisor development and training activities</li></ul><p><br></p>
<p>We are looking for an experienced Payroll Administrator to join our team in Hayward, California. This role requires expertise in handling multi-state payroll processes for both union and non-union employees. The ideal candidate will be detail-oriented, adept at managing complex payroll systems, and capable of ensuring compliance with all applicable regulations.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Administer weekly and biweekly payroll processing</li><li>Manage employee onboarding and offboarding activities</li><li>Review timekeeping records, validate wages, and resolve discrepancies</li><li>Develop documentation and deliver training on UKG for new and existing employees</li><li>Maintain and update confidential employee information in UKG Kronos</li><li>Respond to employee questions regarding payroll and benefits</li><li>Process union documentation and benefit-related paperwork</li><li>Submit biweekly census reports to benefit broker for new hires, terminations, and changes</li><li>Prepare reports for internal teams and external stakeholders</li><li>Support internal and external audit processes</li><li>Perform additional duties as assigned</li></ul>
<p>Our client is seeking a strategic <strong>Manager, Business Systems Analysts</strong> to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul><p><strong>Strategic Planning & Execution</strong></p><ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul><p><strong>Operational Excellence & Governance</strong></p><ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul><p><strong>Team Enablement & Accountability</strong></p><ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>We are looking for a highly skilled Director of Finance to join our team in San Jose, California. As a key financial leader, you will oversee the company's accounting operations, financial reporting, and compliance efforts. This long-term contract position offers an exciting opportunity to contribute to the growth of a semiconductor business with complex financial structures and equity programs.</p><p><br></p><p><em>The ideal candidate combines strong technical accounting expertise with hands-on operational experience in a semiconductor or manufacturing environment and thrives in a fast-paced, global organization.</em></p><p><strong> </strong></p><p><em><u>JOB DESCRIPTION:</u></em></p><p><strong> </strong></p><p><strong>Cost of Goods Sold (COGS), Inventory Accounting & Gross Margins</strong></p><ul><li>Oversee worldwide cost accounting activities, including wafer fabrication, assembly and test, foundry costs, logistics, royalties, and manufacturing overhead.</li><li>Ensure accurate standard costing, variance analysis, and margin reporting.</li><li>Review and support inventory valuation, excess and obsolete (E& O) reserves, and lower-of-cost-or-net-realizable-value (LCNRV) assessments.</li><li>Partner with Operations and Supply Chain to understand cost drivers and improve forecast accuracy.</li></ul><p><strong> </strong></p><p><strong>Global Close & Reporting Support</strong></p><ul><li>Lead revenue and cost components of the monthly, quarterly, and annual close.</li><li>Prepare and review journal entries, account reconciliations, and flux analyses for company wide spending across all departments</li><li>Directly support Singapore cost team during close for month, quarter, year</li><li>Provide revenue and cost data and analysis to FP& A for forecasting and budgeting.</li><li>Support external audits and internal SOX controls related to revenue and inventory.</li></ul><p><strong> </strong></p><p><strong>System Management</strong></p><ul><li>Lead worldwide Oracle instance and other related business information systems</li><li>Ensure completion of various IT projects to ensure accurate data capture and recording of information supporting operations and areas of cost information responsibility</li></ul><p><strong> </strong></p><p><strong>Team Leadership</strong></p><ul><li>Manage and mentor team of revenue and cost accounting professionals based out of US and Singapore</li><li>Establish clear goals, training, and development plans to support a high-performing team. </li></ul><p><br></p>
<p>Join our team as a Staff Accountant in Robert Half’s Full-Time Engagement Professionals (FTEP) program and experience the advantages of a stable, full-time position combined with a variety of engaging assignments. As part of our team, you’ll partner with clients across industries, take on key accounting projects, provide critical interim support, and drive meaningful results for the organizations you serve.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong> Key Responsibilities: </strong></p><ul><li>Perform general ledger accounting, journal entries, and account reconciliations.</li><li>Support month-end and year-end close processes, including financial statement preparation.</li><li>Analyze and resolve discrepancies in accounts, ensuring accuracy and compliance.</li><li>Assist with payroll processing, accounts payable/receivable, and fixed asset accounting.</li><li>Prepare reports for management and provide recommendations for process improvements.</li></ul>
<p>Our professional services client is seeking a highly skilled Project Manager with expertise in systems management to join their team on a long-term contract basis. In this role, you will oversee marketing-related projects, ensuring seamless execution and alignment with organizational goals. This position requires excellent communication skills, the ability to simplify technical concepts, and a proven track record of managing complex projects effectively. The hourly pay for this engagement is expected to be between $65-$85/hr. DOE and location. This role is 100% remote with possible travel to headquarters 1-2 times per year.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage marketing-related projects from initiation to completion, ensuring all milestones are met within the established timeline</p><p>• Collaborate with senior leadership to provide clear and concise updates on project progress and outcomes</p><p>• Translate technical requirements into easily understandable terms for stakeholders and team members</p><p>• Develop and maintain project documentation, including schedules, reports, and risk assessments</p><p>• Utilize spreadsheet tools such as Excel to track project metrics and analyze performance data</p><p>• Identify and address potential risks or issues, implementing corrective actions as needed</p><p>• Coordinate with cross-functional teams to ensure alignment and effective communication throughout the project lifecycle</p><p>• Facilitate training sessions and ensure materials are prepared and distributed appropriately</p><p>• Monitor project budgets and resource allocation to optimize efficiency.</p><p>• Continuously improve project management processes based on lessons learned and feedback</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a <strong>Financial Planner</strong> to deepen client relationships and deliver comprehensive wealth management solutions. This role combines technical expertise, leadership, and exceptional client service. You will work closely with senior advisors, guide team members, and ensure clients receive personalized, high-quality strategies aligned with their goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><br></p><ul><li><strong>Build and maintain lasting client relationships</strong> through trust and proactive engagement.</li><li><strong>Review and finalize financial plans</strong>, including balance sheets, strategic roadmaps, estate maps, and cash flow analyses.</li><li><strong>Deliver objective, holistic advice</strong> across investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li><strong>Lead client meetings</strong>—prepare thoroughly, present confidently, and ensure timely execution of follow-up actions.</li><li><strong>Collaborate with internal teams and external partners</strong> (CPAs, attorneys) to provide integrated planning solutions.</li><li><strong>Mentor and supervise associate planners</strong>, fostering their growth and professional development.</li><li><strong>Oversee financial modeling, investment policy reviews, and portfolio rebalancing</strong> to maintain alignment with client objectives.</li><li><strong>Ensure compliance</strong> with fiduciary standards and firm policies while maintaining accurate client records.</li><li><strong>Contribute to strategic committees</strong> and support business development initiatives to drive growth.</li></ul>
<p>We are looking for an experienced Health and Safety Engineer to join our client's team in Milpitas, California. In this role, you will oversee the implementation and maintenance of programs designed to ensure workplace safety and environmental compliance. The ideal candidate will play a vital role in fostering a culture of continuous improvement by identifying risks, conducting audits, and implementing corrective actions while supporting training and reporting processes.</p><p><br></p><p>Responsibilities:</p><p>• Develop and enforce safety policies and procedures to maintain compliance with environmental and workplace regulations.</p><p>• Conduct regular safety audits and inspections to identify risks and ensure adherence to safety standards.</p><p>• Implement corrective actions to address safety concerns and prevent future incidents.</p><p>• Provide comprehensive safety training and education programs for employees to promote awareness and preparedness.</p><p>• Monitor and evaluate workplace conditions to ensure a safe and productive environment.</p><p>• Collaborate with various teams to drive continuous improvement in health and safety practices.</p><p>• Maintain accurate records and reports related to safety compliance and training activities.</p><p>• Stay updated on industry standards and regulatory changes to ensure ongoing compliance.</p><p>• Oversee the proper use and maintenance of safety equipment.</p><p>• Act as a liaison with regulatory agencies during inspections and audits</p>
<p>We are looking for a detail-oriented Payroll Administrator to join our clients team in San Ramon, California. This is a long-term contract position offering the opportunity to manage payroll operations for a growing organization. The ideal candidate will thrive in a fast-paced environment, ensuring accuracy and compliance while handling payroll processes for both certified and non-certified employees.</p><p><br></p><p>This is a PART-TIME position. The expectation is roughly 4-6 hours per day after training.</p><p><br></p><p>Responsibilities:</p><p>• Process payroll for approximately 80 employees, including certified payroll for 8-12 employees.</p><p>• Manage payroll operations using Sage Intacct and ensure data accuracy and reliability.</p><p>• Utilize Excel to perform downloads, uploads, and apply filters; pivot table experience is a plus.</p><p>• Maintain compliance with multi-state payroll regulations and certified payroll requirements.</p><p>• Collaborate with colleagues to address and resolve payroll-related inquiries.</p><p>• Prepare and submit certified payroll reports in accordance with applicable standards.</p><p>• Ensure timely and precise processing of employee timekeeping data.</p><p>• Assist in troubleshooting payroll discrepancies and implementing solutions.</p><p>• Uphold confidentiality and security of payroll information.</p><p>• Support ongoing improvements in payroll procedures and systems.</p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>We are recruiting for a Controller to become an integral part of our clients team. The job is located in Stanislaus County. The Controller will be responsible for the comprehensive review of financial and operational reports for various business entities and the preparation of consolidated financial statements monthly. The role also involves effective communication with all levels of employees to achieve organizational goals. Call or text Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Review financial and operational reports for several business entities in detail</p><p>• Prepare consolidated financial statements on a monthly basis</p><p>• Communicate effectively with all levels of employees to ensure organizational mandates are met</p><p>• Supervise designated accounting staff, including training, motivating, and evaluation to ensure the department's efficient and detail-oriented operation</p><p>• Facilitate effective and timely communication between the audit team and staff during company audits</p><p>• Ensure adherence to internal control processes and practices</p><p>• Assist the external tax accounting firm by providing necessary information for return filing</p><p>• Approve and prepare journal entries</p><p>• Prioritize and multi-task to meet assigned deadlines</p><p>• Develop and promote effective working relationships with staff, management, and internal and external customers</p><p>• Protect and maintain company confidential information</p><p>• Identify and implement opportunities for process improvements</p><p>• Undertake additional duties 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>Key Responsibilities:</p><ul><li>Greet and assist patients, visitors, and staff with a high level of courtesy and professionalism.</li><li>Accurately manage patient registration, check-in, and check-out processes using EPIC or equivalent EHR system.</li><li>Schedule, confirm, and modify patient appointments in compliance with office guidelines.</li><li>Verify and update patient insurance, demographics, and billing information.</li><li>Answer phones and respond to inquiries, redirect calls as needed, and relay messages promptly.</li><li>Collect co-pays and process payments accurately.</li><li>Handle confidential information in line with HIPAA regulations.</li><li>Monitor waiting room activity and maintain a comfortable, welcoming environment.</li><li>Support clinical and administrative staff with various office tasks as requested.</li><li>Address patient questions and concerns with empathy and resourcefulness, escalating complex issues as appropriate.</li></ul><p><br></p>
We are looking for a dedicated Customer Service Supervisor to oversee custodial operations across multiple campuses in Oakland, California. This contract position requires exceptional leadership skills to ensure the smooth functioning of custodial teams and balanced workload distribution. The role involves collaborating closely with the Director of Facilities and traveling between various sites, with transportation provided.<br><br>Responsibilities:<br>• Manage and guide a team of custodians to maintain efficient operations across campuses.<br>• Develop and implement schedules to ensure balanced workloads and seamless coordination.<br>• Conduct training sessions for custodial staff, including instruction on basic software tools.<br>• Ensure compliance with operational standards and maintain a high level of cleanliness.<br>• Monitor performance and provide constructive feedback to team members.<br>• Travel between campuses to oversee operations, with transportation arranged by the employer.<br>• Collaborate with the Director of Facilities to align custodial services with organizational goals.<br>• Address any operational challenges and resolve issues promptly.<br>• Maintain accurate records of schedules, training, and team performance.<br>• Promote a safe and organized work environment for all custodial personnel.
