<p>We are looking for a detail-oriented Assistant Bookkeeper to join our team on a part time contract basis in Sonoma, California. In this role, you will play a key part in maintaining accurate financial records, ensuring timely expense tracking, and supporting invoicing processes. This position requires strong organizational skills and the ability to work collaboratively with both onsite and remote teams.</p><p><br></p><p>Responsibilities:</p><p>• Review and verify daily expenses, assign them to appropriate customers or administrative accounts, and apply relevant general ledger codes.</p><p>• Scan and organize expense documentation in shared folders for remote accounting access.</p><p>• Monitor daily labor reports to ensure all employee hours are accurately logged and assigned to active projects.</p><p>• Collaborate with employees to address any missing labor hours before the end of the day or the following morning.</p><p>• Conduct weekly checks to confirm all daily expenses and labor reports are up-to-date and complete.</p><p>• Address gaps in reporting and follow up with team members as needed.</p><p>• Assist in drafting monthly invoices by transferring project descriptions and hours from management software to QuickBooks for review.</p><p>• Support accounts payable and accounts receivable tasks, including tracking and reconciling transactions.</p><p>• Perform bank reconciliations to maintain accurate financial records.</p><p>• Work closely with management and remote accounting teams to ensure smooth financial operations.</p>
<p>Robert Half is recruiting a Paralegal or Legal Assistant for a premier plaintiff-side personal injury litigation law firm in San Francisco’s Financial District (near BART/MUNI/ferries). The Paralegal/Legal Assistant plays a pivotal role in assisting the attorneys with case management and court filings, calendaring for the litigation docket, maintaining electronic case files, and working with clients to gather information and documents for discovery. A good candidate is organized, diligent, can work both independently and as part of a team, and is passionate about helping individual and family clients achieve justice and full recovery.</p><p><br></p><p>Principle responsibilities:</p><p>• Communicate with clients in person, over the phone, and via email;</p><p>• Assist with drafting, formatting, proofreading, and finalizing correspondence, pleadings, demand letters, mediation briefs, and other legal documents;</p><p>• Prepare and serve discovery;</p><p>• File pleadings with both state and Federal trial courts;</p><p>• Perform administrative duties, such as maintaining lawyers’ calendars, scheduling depositions and entering deadlines to the master calendar;</p><p>• Process and handle incoming subpoenas and obtain medical records, including medical billing;</p><p>• Create and maintain digital case files for each client;</p><p>• Screen, process, direct, and prioritize incoming calls, emails, and mail; and</p><p>• Take initiative to manage law firm marketing efforts.</p><p><br></p><p>Desired qualifications:</p><p>• 2+ years litigation legal assistance experience, with some plaintiffs’ PI law experience;</p><p>• College degree, and preferably a Paralegal Certificate;</p><p>• Knowledge of state and Federal (ECF / PACER) e-filing platforms and service processers (OneLegal), local court rules, and calendaring deadlines;</p><p>• Bilingual fluency in Spanish and English is a plus factor;</p><p>• Good writing (including editing and proofreading) and verbal communication skills;</p><p>• Excellent attention to detail and organizational skills, incl. ability to handle multiple projects; and</p><p>• Solid word processing experience (MS Office Suite and Adobe) and database software proficiency (Dropbox and Filevine are a plus).</p><p><br></p><p>This is a terrific direct-hire opportunity with a collaborative and easygoing boutique law firm. Our client is offering a base salary range of $55,000 – 85,000+/year, depending on experience, for a regular 35-hour workweek (7-hour workday). Some overtime available, but it’s not common. There is bonus compensation and employment benefits including medical insurance plan coverage, 401k Plan, 3 weeks of paid time off (PTO), and paid firm holidays. The attorneys are flexible about occasionally changing schedule to attend to personal appointments.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Mgr. - Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>Legal Assistant to join our team in San Francisco, California.</p><p><br></p><p>Duties: </p><ul><li>Prepare pleadings, motions, briefs, discovery materials. </li><li>TOCs and TOAs</li><li>Electronic and paper filing </li><li>Prepare binders and document production </li><li>Provide administrative assistance on complex litigation processes and deadlines</li><li>Support attorneys with time management tasks, time entry and billing coordination </li></ul>
<p>We are seeking a proactive, highly organized Executive Assistant to support our executive team. In this fast-paced environment, you will handle calendar management, travel coordination, meeting preparation, email and correspondence, and confidential administrative tasks. </p>
<p>We are seeking a proactive, highly organized Executive Assistant to support our executive team. In this fast-paced environment, you will handle calendar management, travel coordination, meeting preparation, email and correspondence, and confidential administrative tasks. </p>
We are looking for a proactive and organized Executive Assistant to support operations at a multi-floor office in Oakland, California. This is a long-term contract position offering an excellent opportunity for someone with strong customer service skills and attention to detail. The role involves a blend of administrative tasks and facility management responsibilities to ensure seamless office operations.<br><br>Responsibilities:<br>• Maintain and restock office supplies, ensuring essential items like coffee, copy paper, and notebooks are always available.<br>• Handle package deliveries and manage inventory for office needs.<br>• Perform light administrative tasks, including expense reporting and other duties as assigned.<br>• Oversee the upkeep of a seven-story building, coordinating with facilities staff to address any operational needs.<br>• Provide excellent customer service to staff and visitors, ensuring a welcoming and attentive environment.<br>• Assist with opening and closing office procedures and support daily operations.<br>• Coordinate with front desk staff to address office requirements and resolve issues promptly.<br>• Monitor and manage shared spaces to ensure cleanliness and organization.<br>• Support the onboarding of new processes and office experiments during the initial pilot phase.<br>• Respond to requests and inquiries from team members efficiently.
<p>We are looking for a skilled Finance Admin to join our team in San Mateo, California on a part-time basis. This long-term contract position offers an excellent opportunity to contribute to financial operations and administrative tasks within a dynamic organization. The ideal candidate will have a strong background in accounting and finance, coupled with the ability to handle multiple responsibilities efficiently. The hours may fluctuate from 8 hours per week to 25 hours per week. This requires onsite work in San Mateo and the duration of assignment may go through July 2026.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and track organizational expenses to ensure accurate reporting.</p><p>• Collaborate closely with the Bookkeeper to review and approve bills.</p><p>• Manage cash flow processes, including invoicing, receiving funds, and recording donations or grants.</p><p>• Handle incoming physical mail and maintain accurate document filing through scanning and organization.</p><p>• Conduct bank reconciliations using platforms such as major financial institutions and Charles Schwab.</p><p>• Process accounts payable and accounts receivable transactions in QuickBooks.</p><p>• Ensure proper coding of invoices for accurate financial documentation.</p><p>• Support financial reporting and provide administrative assistance as required.</p><p>• Utilize company-provided equipment with dedicated technical support to maintain efficient operations.</p>
<p>We are seeking an experienced Senior Executive Assistant to provide high-level administrative support to the President within a dynamic and collaborative healthcare environment. This contract-to-permanent position requires exceptional organizational skills, discretion, and the ability to manage multiple priorities while maintaining a high standard of conduct. The role involves coordinating complex schedules, preparing business documents, and facilitating communication with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Organize and manage complex calendars, ensuring seamless scheduling for the President and senior executives.</p><p>• Coordinate and arrange detailed travel plans, including booking flights, accommodations, and transportation.</p><p>• Prepare, audit, and submit expense reports with accuracy and attention to detail.</p><p>• Draft, revise, and edit business documents, presentations, and correspondence on behalf of executive leadership.</p><p>• Serve as a detail-oriented liaison between the President and internal teams, external partners, and stakeholders.</p><p>• Collaborate with other executive support staff to streamline administrative tasks and ensure efficiency.</p><p>• Facilitate executive meetings by preparing agendas, coordinating logistics, and documenting key outcomes.</p><p>• Maintain and update files and records using tools such as SharePoint and Dynamics 365.</p><p>• Manage sensitive information with confidentiality and discretion.</p><p>• Assist with special projects and initiatives as directed by executive leadership.</p>
We are looking for a motivated Housing Assistant Rep I to join our team in Oakland, California. In this role, you will provide essential administrative and clerical support under the guidance of a department director or senior executive. This is a long-term contract position that offers an excellent opportunity to contribute to the efficiency and success of housing-related operations.<br><br>Responsibilities:<br>• Manage scheduling and coordinate appointments to ensure smooth daily operations.<br>• Assist in preparing audit reports and other comprehensive documentation.<br>• Create detailed reports and summaries based on data analysis.<br>• Collaborate with various stakeholders, including government officials and police officers, to address administrative needs.<br>• Utilize Yardi software to support housing-related tasks and maintain accurate records.<br>• Conduct evaluations of existing procedures and recommend improvements for operational efficiency.<br>• Support budget preparation and monitor expenditures as needed.<br>• Handle correspondence and draft procedural memoranda to ensure clear communication.<br>• Maintain confidential files and administrative records with precision.<br>• Address payroll-related processes and monitor attendance records effectively.
We are looking for an experienced Executive Assistant to provide high-level support to C-level executives in Oakland, California. In this long-term contract position, you will play a critical role in ensuring smooth administrative operations, managing sensitive information, and coordinating executive activities with professionalism. This role requires a proactive approach, exceptional organizational skills, and the ability to work independently with minimal supervision.<br><br>Responsibilities:<br>• Organize and manage scheduling for senior executives, including sending invitations, reserving meeting spaces, preparing agendas, and documenting action items.<br>• Develop and revise PowerPoint presentations to support executive communications and internal meetings.<br>• Facilitate effective communication between departments by managing correspondence and ensuring timely responses.<br>• Prepare detailed expense reports and submit them accurately and on time.<br>• Handle confidential information with discretion, maintaining the highest level of professionalism.<br>• Coordinate logistics for internal and external meetings, conferences, and training sessions, including arranging catering and technical setups.<br>• Arrange travel plans for executives, ensuring all accommodations and itineraries are handled efficiently.<br>• Maintain and retrieve important documents and reference materials for easy accessibility.<br>• Perform essential administrative duties such as filing, copying, and managing office supplies.<br>• Uphold strict confidentiality standards in all aspects of the role.
We are looking for a detail-oriented Project Assistant to join our team in Oakland, California. In this role, you will play a vital part in updating and refining our operations manual by collaborating with various teams and reviewing policies and procedures. This is a long-term contract position that offers the opportunity to contribute to organizational improvement and efficiency.<br><br>Responsibilities:<br>• Review and analyze the current operations manual to identify areas needing updates or revisions.<br>• Collaborate with team members responsible for specific policies and procedures to gather necessary information.<br>• Update and refine documentation to ensure accuracy and compliance with organizational standards.<br>• Utilize Google Suite tools to manage and organize documents effectively.<br>• Apply AI tools such as Gemini or ChatGPT to streamline content creation and editing processes.<br>• Coordinate meetings with stakeholders to discuss updates and gather feedback.<br>• Maintain clear and consistent communication with teams to ensure project milestones are met.<br>• Ensure the final operations manual aligns with the company’s goals and regulatory requirements.<br>• Provide administrative support throughout the project to facilitate smooth workflows.<br>• Deliver a comprehensive and well-developed operations manual upon project completion.
We are looking for a detail-oriented Human Resources (HR) Assistant to join our team in Richmond, California. In this long-term contract position, you will play a key role in supporting HR operations, ensuring smooth onboarding processes, and maintaining accurate employee records. This is an excellent opportunity to contribute to a dynamic team while advancing your career in human resources.<br><br>Responsibilities:<br>• Coordinate onboarding activities to ensure a seamless experience for new hires.<br>• Maintain and update employee information within HR systems to ensure data accuracy.<br>• Provide administrative support in various HR functions, including employee relations and compliance.<br>• Conduct background checks and verify employment details for new hires.<br>• Assist in managing employee inquiries, offering guidance and solutions as needed.<br>• Prepare reports and documentation related to HR operations and activities.<br>• Collaborate with team members to improve HR processes and ensure efficiency.<br>• Support the implementation and maintenance of HR systems and tools.<br>• Ensure adherence to company policies and legal requirements in all HR tasks.
<p>Job Summary</p><p>We are seeking an experienced Project Coordinator with a strong background in construction to support our project management team. The ideal candidate will handle administrative and coordination tasks to ensure smooth project execution, from initial planning through to completion. This role requires excellent organizational skills, familiarity with construction documentation, and the ability to communicate effectively with contractors, city entities, and internal stakeholders. The position operates during normal business hours and offers opportunities for growth in a fast-paced environment.</p><p>Key Responsibilities</p><ul><li>Assist with scheduling meetings and coordinating calendars during normal business hours.</li><li>Help file documents in SharePoint for easy access and organization.</li><li>Approve and file Certificates of Insurance (COIs) to ensure compliance.</li><li>Run checks to city/public utility entities for project-related verifications.</li><li>Submit coded and approved invoices to Accounts Payable (AP) for timely processing.</li><li>Assist with Tenant Improvement (TI) documentation, including preparation and tracking.</li><li>Organize, track, and file construction preliminary notices.</li><li>Correspond with contractors on open project items to resolve issues promptly.</li><li>Correspond with city/public utility entities on open project items for updates and approvals.</li><li>Correspond with insurance brokers on COI requests to maintain coverage.</li><li>Organize, track, and complete open project items/documents to keep projects on schedule.</li><li>Review and code invoicing/applications for payment to ensure accuracy.</li><li>Track budgetary items and forecast overspending to support financial oversight.</li><li>Ensure Contractor/Tenant Contractor compliance by reviewing all required construction documentation and escalating to the Project Manager (PM) as needed.</li><li>Submit bond and builder’s risk requests to secure necessary protections.</li><li>Create Construction Contracts, Engineering Agreements, Architect Agreements, Service Agreements, and Contractor Rules.</li><li>Consult with the legal team on pending contracts and review with the PM for final approval.</li><li>Attend job site meetings with the Project Manager to stay informed on progress.</li><li>Perform other tasks assigned from time to time to support team needs.</li></ul><p><br></p>
<p>We are looking for a dedicated Intake Coordinator to join our team on a contract basis in Burlingame, California. In this role, you will oversee the admission process for new patients, ensuring smooth coordination of care and accurate documentation. This position requires strong organizational skills and the ability to manage multiple responsibilities efficiently while maintaining excellent communication with patients and healthcare professionals. The hours are Sunday-Thursday 8:30AM-5:00PM. Do not miss out, Apply today! </p><p><br></p><p>Responsibilities:</p><p>• Receive and process patient referrals from physicians and healthcare facilities, initiating the intake process promptly.</p><p>• Coordinate patient care by assigning case managers and clinicians to ensure timely admissions within a 48-hour timeframe.</p><p>• Accurately enter new patient information into the system, verifying all demographic and medical details.</p><p>• Conduct insurance eligibility checks and verify reimbursement availability for services.</p><p>• Communicate effectively with patients and families through follow-up calls, offering clear and supportive guidance.</p><p>• Schedule patient visits in accordance with prescribed discipline and visit frequency requirements.</p><p>• Manage various administrative tasks to support daily workflow and ensure seamless operations.</p><p>• Collaborate with clinical teams to ensure all patient needs are met efficiently and professionally.</p>
We are looking for a Compensation and Benefits Administrator to join an established client in the South Bay. This is a direct permanent offering an excellent opportunity to support key HR functions and enhance your skills. The role involves working closely with the HR Management team and being point of contact for Compensation and Benefits Administration. <br> Responsibilities: • Coordinate and manage Employee Compensation and Benefits • Assist in maintaining and updating Human Resources Information Systems (HRIS) to reflect current employee data. • Provide administrative support for various HR functions, including record-keeping and policy updates. • Collaborate with team members - HRIS system recording all Compensation and Benefit changes • Ensure adherence to company policies and employment regulations in all HR practices. • Prepare reports and summaries related to HR activities for management review. • Support the implementation of new HR initiatives to improve operational efficiency
<p><strong>Executive Assistant to the CEO</strong></p><p>Join a fast-paced, global company as the <strong>Executive Assistant</strong> to our CEO! In this highly visible role, you’ll manage calendars, meetings, travel, and communications—keeping top priorities on track and operations running smoothly.</p><p>You’ll act as a trusted partner to senior leadership, supporting board activities, corporate communications, and key strategic initiatives. This role calls for exceptional organization, professionalism, and discretion.</p><p><strong>What You’ll Do:</strong></p><ul><li>Manage the CEO’s schedule, travel, and correspondence</li><li>Prepare materials and reports for executive and board meetings</li><li>Coordinate with senior leaders on governance and corporate initiatives</li><li>Handle confidential information with integrity and precision</li></ul><p>If you’re detail-oriented, resourceful, and thrive in an executive environment—<strong>we want to hear from you!</strong></p>
<p>We are looking for an experienced Executive Assistant to provide dedicated support to C-Level Executive in a fast-paced environment. This long-term contract position is located onsite in Mountain View, California, and requires a proactive individual who thrives in dynamic settings. The ideal candidate will excel at managing schedules, coordinating projects, and ensuring seamless communication across teams.</p><p><br></p><p>Responsibilities:</p><p>• Manage the scheduling needs of leadership, including organizing meetings, preparing agendas, and monitoring follow-ups.</p><p>• Optimize work processes to help leadership focus on strategic priorities.</p><p>• Draft, edit, and refine presentations, briefs, and other critical communications.</p><p>• Attend meetings to take detailed notes, track actionable items, and ensure timely completion of tasks.</p><p>• Oversee and advance key projects by coordinating teams, tracking updates, and meeting deadlines.</p><p>• Organize and facilitate company-wide meetings and events with precision.</p><p>• Safeguard sensitive information and handle confidential matters with utmost discretion.</p><p>• Arrange travel logistics, including booking accommodations and coordinating itineraries.</p><p>• Support occasional travel requirements for meetings or company events.</p>
<p>We are looking for a highly motivated and detail-oriented Senior Executive Assistant to join our team in San Francisco, California. In this Contract to permanent role, you will provide essential support to company leadership, ensuring smooth operations and helping drive organizational success. This is a dynamic opportunity to work closely with executives in a fast-paced, high-growth environment, while contributing to impactful initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Manage and optimize the CEO’s calendar, coordinating appointments, meetings, and events with precision to maximize productivity.</p><p>• Prepare agendas, briefing materials, and follow-up notes for meetings, ensuring all action items are addressed in a timely manner.</p><p>• Organize and oversee complex travel arrangements, including booking flights, accommodations, and transportation.</p><p>• Coordinate key administrative tasks such as event planning, office logistics, and document management to support seamless operations.</p><p>• Act as a liaison between executives and internal teams, fostering clear communication and collaboration.</p><p>• Represent the leadership team with professionalism and build strong relationships across the organization.</p><p>• Provide guidance and oversight to other administrative staff, ensuring alignment and operational efficiency.</p><p>• Proactively identify challenges and implement solutions to streamline processes and enhance productivity.</p><p>• Maintain confidentiality when handling sensitive information and decision-making processes.</p><p>• Support leadership in prioritizing tasks and focusing on high-impact initiatives that align with company goals.</p>
<p><strong>About the Role</strong></p><p>We are seeking a highly organized, proactive <strong>Executive Assistant</strong> to support C-suite executives and senior leadership in a fast-paced environment. You will serve as the right hand to busy executives, managing complex schedules, coordinating domestic and international travel, processing expense reports, and ensuring seamless day-to-day operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Advanced Calendaring & Scheduling:</strong> Proactively manage multiple executive calendars with precision, resolving conflicts, prioritizing commitments, and anticipating needs across time zones.</li><li><strong>Travel Planning & Logistics:</strong> Arrange end-to-end domestic and international travel, including flights, ground transportation, accommodations, visas, and detailed itineraries.</li><li><strong>Expense Reporting:</strong> Prepare, submit, and track expense reports using Concur, Expensify, or similar platforms; ensure compliance with company policies.</li><li><strong>Meeting Coordination:</strong> Schedule and coordinate internal/external meetings, prepare agendas, take minutes, and manage follow-up action items.</li><li><strong>Communication Management:</strong> Draft, edit, and send professional correspondence; screen and prioritize emails and calls.</li><li><strong>Project Support:</strong> Assist with special projects, presentations, event planning, and ad-hoc administrative tasks as needed.</li><li><strong>Confidentiality & Discretion:</strong> Handle sensitive information with the highest level of integrity.</li></ul><p><br></p>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p>Our client, a nonprofit legal services organization serving Marin County, is seeking a Bilingual Legal Assistant (Spanish/English) to provide temporary coverage in its Housing Unit while a team member is on leave. This role supports attorneys handling housing and general civil litigation matters, with a strong emphasis on client-facing work and Spanish-language communication. This is a hands-on, fast-paced position ideal for a legal assistant or paralegal who is comfortable working directly with clients, supporting discovery, and assisting with litigation workflows in a mission-driven environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support housing and civil litigation attorneys with day-to-day case activities</li><li>Communicate directly with potential and existing clients, including Spanish-speaking clients</li><li>Conduct client intakes in the office, by phone, and occasionally at off-site locations</li><li>Assist with discovery responses for plaintiff-side matters using established templates</li><li>Prepare, compile, and file legal documents and court pleadings</li><li>Maintain complete and accurate client files and data in case management systems</li><li>Apply California Civil Code and civil procedure under attorney direction</li><li>Assist with administrative tasks, including document organization, data entry, and resource materials</li><li>Participate in community outreach activities approximately 1–2 times per month</li><li>Complete additional mission-aligned tasks as needed to support the legal team</li></ul><p><br></p>
<p>San Francisco law firm looking for Litigation Legal Assistant / Legal Secretary with at least 3-5 years of experience to join a thriving legal practice.</p><p><br></p><p>Responsibilities:</p><p> · Provide secretarial support to litigation attorneys.</p><p> · Prepare, format, and proofread legal documents, including pleadings, motions, briefs, correspondence, and discovery materials. </p><p> · Manage and organize case files. </p><p> · Maintain attorney calendars, schedule meetings, depositions, court appearances, and deadlines, and make necessary arrangements.</p><p> · Electronic filing (e-filing) procedures in state and federal courts.</p><p> · Perform other administrative to support the team. </p><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
We are looking for a highly organized and proactive Personal Assistant to support a key executive in a dynamic startup environment. In this Contract to permanent position, you will play a vital role in ensuring day-to-day operations run smoothly, managing detail-oriented and occasional personal tasks with discretion and efficiency. This role requires exceptional judgment, adaptability, and the ability to anticipate needs in a fast-paced setting.<br><br>Responsibilities:<br>• Oversee the executive’s calendar by scheduling meetings, appointments, and travel while prioritizing time-sensitive engagements.<br>• Organize and manage domestic and international travel arrangements, including booking flights, accommodations, and handling expense tracking.<br>• Prepare meeting materials, presentations, agendas, and follow up on action items as needed.<br>• Maintain confidentiality while managing sensitive information with a high level of discretion.<br>• Assist with personal errands, appointments, and logistical tasks to support the executive's efficiency.<br>• Coordinate special projects and conduct research to provide actionable insights.<br>• Serve as a liaison between the executive, internal teams, board members, investors, and external partners.<br>• Ensure seamless organization across multiple workstreams in a fast-evolving startup environment.<br>• Respond to ad hoc requests and provide proactive support to address immediate needs.
<p>Robert Half is recruiting a Litigation Secretary for a highly regarded plaintiff-side personal injury and civil rights litigation law firm in the North Bay. The Legal Secretary will play a pivotal role in keeping the office functioning efficiently, assisting the partners with court filings, coordinating meetings, maintaining electronic case files, and working with clients to gather information and documents for discovery. A good candidate is organized, diligent, can work both independently and as part of a team, and is passionate about helping individual and family clients achieve justice and full recovery.</p><p><br></p><p>Principle responsibilities:</p><p>• Format, proofread, and finalize detailed correspondence, pleadings, and other legal documents;</p><p>• File pleadings with both state and Federal trial courts;</p><p>• Work with paralegal to prepare and serve discovery;</p><p>• Process and handle incoming subpoenas and obtain medical records;</p><p>• Communicate with clients in person, over the phone, and via email;</p><p>• Create and maintain digital case files for each client;</p><p>• Perform administrative duties, such as maintaining lawyers’ calendars, scheduling depositions and entering deadlines to the master calendar; and</p><p>• Screen, process, direct, and prioritize incoming calls, emails, and mail.</p><p><br></p><p>Desired qualifications:</p><p>• 5+ year litigation legal assistant experience;</p><p>• Knowledge of state and Federal (ECF) e-filing platforms, rules, and eDockets is preferred;</p><p>• Bilingual fluency in Spanish and English is a plus factor;</p><p>• Good written (including editing and proofreading) and verbal communication skills;</p><p>• Excellent attention to detail and organizational skills, incl. ability to handle multiple projects;</p><p>• Strong time management skills to handle multiple tasks with competing deadlines efficiently; and</p><p>• Solid office software, word processing, database maintenance, and internet research skills.</p><p><br></p><p>This is a terrific direct-hire opportunity with some telecommute flexibility to work remotely part of the week. Our client is offering an annual base salary range of $75,000 – 100,000+/year, depending on experience, for a regular 35-hour workweek (7-hour workday). Some overtime available, but it’s not common. There is bonus compensation and some employment benefits including HMO medical insurance plan, commuter checks, disability insurance, 401k Plan after at least one years of service, and paid vacation and paid sick leave. The attorneys and the office are very friendly and is a nice place to work.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Mgr. for Permanent Placement Services, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
