<p>Robert Half Technology is seeking a dynamic Project Manager to support large-scale transformation and daily optimization within a Medical Office for a major public healthcare organization. This is not a traditional PM role—it combines elements of process improvement, stakeholder engagement, and business analysis. The ideal candidate will bring healthcare experience, a collaborative mindset, and comfort working closely with operational leaders and clinical staff. This is a contract to hire opportunity and is a hybrid onsite and remote position. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Drive transformation initiatives focused on credentialing, scheduling, and staffing workflows.</li><li>Oversee the project lifecycle including planning, scope definition, timeline management, issue tracking, and stakeholder reporting.</li><li>Work cross-functionally with 8–10 clerks, ambulatory care leadership, and physician administrators to modernize workforce scheduling.</li><li>Facilitate coordination between clinical, administrative, and IT teams to ensure timely delivery and alignment with operational goals.</li><li>Apply change management principles to ensure stakeholder buy-in and long-term adoption of new tools and processes.</li><li>Develop documentation, training materials, and process maps to support ongoing improvement.</li><li>Monitor project KPIs such as Third Next Available Appointment (TNAA) and help reduce appointment access delays.</li><li>Utilize standardized PMO templates and organizational tools developed by the Office of Strategic Initiatives.</li><li>Lead and document recurring status meetings with clear agendas, minutes, and follow-up actions.</li><li>Serve as a liaison between operational staff and technology teams to ensure Epic system updates and MSO tools are properly integrated and supported.</li></ul><p><br></p>
<p>We are looking for a highly organized and meticulous Administrative Assistant to join our team in Walnut Creek, CA. This is a contract-to-permanent position, offering the opportunity to contribute to a dynamic engineering firm while gaining valuable experience. The role involves providing comprehensive administrative support across various departments, ensuring efficient workflows and maintaining confidentiality at all times.</p><p><br></p><p>Administrative Assistant Responsibilities Include:</p><p>• Deliver administrative support to staff, including project-related tasks and general office duties.</p><p>• Download and input data, generate reports, draft proposals, and complete other administrative tasks as assigned.</p><p>• Maintain and organize company documents, reports, and client data in a systematic manner.</p><p>• Assist with billing processes by utilizing Deltek to pull proposal numbers, convert proposals to projects, and set up project budgets.</p><p>• Coordinate shipping, delivery, and daily mail collection, ensuring timely distribution or scanning to appropriate recipients.</p><p>• Manage office supply inventory, placing orders and ensuring common areas are clean, organized, and well-stocked.</p><p>• Prepare for office meetings by organizing materials and facilitating lunch arrangements as needed.</p><p>• Communicate with property management regarding office concerns and relay updates to staff.</p><p>• Perform data entry tasks with accuracy and efficiency, supporting various operational needs.</p><p>• Provide excellent customer service while adhering to company procedures and maintaining discretion.</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today!</p>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong>Position Summary:</strong></p><p> A leading venture capital firm is seeking a <strong>Fund Accounting Manager or Senior Manager</strong> to join its growing finance team in Menlo Park. This role is ideal for individuals with a strong foundation in fund accounting and a desire to learn the full lifecycle of venture capital funds. Reporting to the Vice President of Finance, the role offers hands-on exposure to fund operations, audit and tax processes, and investor relations support.</p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Maintain general ledgers for Funds and GPs, including investment transactions, quarterly expenses, and intercompany activity</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax, and fund administrators to ensure timely and accurate filings</li><li>Monitor fund cash positions and manage capital call/distribution processes</li><li>Review fund administrator workbooks and reporting packages</li><li>Collaborate with the investor relations team to address limited partner requests and inquiries</li><li>Contribute to special projects for the CFO, Head of IR, and broader finance team</li></ul><p><strong>Why Join Us:</strong></p><ul><li>Be part of a team supporting the deployment of one of the largest venture capital funds in the industry</li><li>Learn the fund lifecycle from start to finish</li><li>Work in an environment that values growth and does not pigeonhole team members</li><li>Collaborate with a high-performing, stable, and mission-driven finance team</li><li>Enjoy a supportive, team-first culture</li></ul><p><strong>Compensation & Perks:</strong></p><ul><li>Competitive salary and performance-based bonus</li><li>Fully paid medical, dental, vision, and life insurance</li><li>401(k) with profit sharing</li><li>Free lunches and a fully stocked office kitchen</li><li>Hybrid work schedule and a collaborative office environment</li></ul>
<p>Reputable firm is seeking a legal admin assistant for their office in San Rafael, California. As a legal admin assistant, you will assist attorneys with a variety of secretarial tasks, manage client files, answer phones, and maintain the Confidentiality Agreement program. </p><p><br></p><p>Responsibilities:</p><p>• Assist in document revisions, formatting, and finalizing</p><p>• Prepare and manage engagement letters</p><p>• Manage and organize client files efficiently</p><p>• Answer phone calls professionally and promptly</p><p>• Circulate letters and other legal documents via email and physical mail</p><p>• Circulate documents for execution via DocuSign</p><p>• Handle the administrative management of the Confidentiality Agreement program</p><p>• Utilize management systems and Microsoft Office Suites effectively</p><p>• Perform billing functions and calendar management</p><p>• Format documents using ProLaw and PDF</p><p>• Proofread and draft legal documents as required.</p>
<p><strong>Key Responsibilities:</strong></p><p><strong>Executive Support:</strong></p><ul><li>Provide high-level administrative support to the President.</li><li>Anticipate the needs of the President and proactively bring together appropriate people and resources to support the executive in addressing issues.</li></ul><p><strong>Travel Management:</strong></p><ul><li>Coordinate and manage extensive domestic and international travel arrangements.</li><li>Secure visas and other necessary travel documentation in a timely manner.</li></ul><p><strong>Office Management:</strong></p><ul><li>Oversee the daily operations of the President's office.</li><li>Supervise and manage 1-2 office employees.</li></ul><p><strong>Board Liaison:</strong></p><ul><li>Act as the primary liaison between the President and the Board of Directors.</li><li>Prepare materials for board meetings and ensure timely communication.</li></ul><p><strong>Calendar Management:</strong></p><ul><li>Manage a complex and frequently changing calendar.</li><li>Schedule and coordinate meetings, appointments, and events.</li></ul><p><strong>Interpersonal Skills:</strong></p><ul><li>Demonstrate exceptional interpersonal skills, with the ability to communicate effectively at all levels of the organization.</li><li>Maintain a high level of professionalism and confidentiality.</li></ul><p><br></p>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A leading venture capital firm is seeking a <strong>Senior Fund Accounting Manager or Assistant Controller</strong> to join its finance team in Menlo Park. This is an exciting opportunity to work with one of Silicon Valley’s top VC firms, managing over $7B in assets across 1,200+ investments and 130+ exits. The firm is currently raising its next multi-billion-dollar fund and is known for backing transformational companies.</p><p><br></p><p><strong>Role Highlights:</strong></p><ul><li>Join a high-performing, collaborative finance team focused on innovation and growth</li><li>Gain full exposure to the VC fund lifecycle</li><li>Work closely with fund administrators and internal teams</li><li>Strong team culture with an emphasis on shared success and development</li><li>Excellent stability, benefits, and opportunity for long-term growth</li></ul><p><strong>Responsibilities:</strong></p><ul><li>Maintain fund and GP general ledgers, including accruals, intercompany payables/receivables, and investment activity</li><li>Prepare quarterly and annual financial statements</li><li>Collaborate with auditors and tax advisors to ensure timely, accurate filings</li><li>Oversee fund cash positions; manage and record capital calls and distributions</li><li>Review reporting packages prepared by fund administrators, including LP statements, financials, and capital activity</li><li>Partner with Investor Relations to handle limited partner inquiries</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive base salary + annual bonus</li><li>Fully paid medical, dental, vision, and life insurance</li><li>401(k) plan with profit sharing</li><li>Free lunches and a fully stocked kitchen on office days</li><li>Hybrid schedule promoting flexibility and work-life balance</li></ul>
<p>Excited about the role? Apply here and reach out to<strong> Jennifer Fukumae</strong> on <strong>LinkedIn</strong> for quicker consideration.</p><p> </p><p><strong>Job Title: Senior Fund Accounting Manager</strong></p><p><strong>Location: Menlo Park; Hybrid</strong></p><p><strong>Salary: $175-200k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half</strong> is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Maintain Fund and General Partner (GP) general ledgers, including recording quarterly expenses, accruals, intercompany payables/receivables, investment transactions, and partner allocations</li><li>Prepare quarterly and annual financial statements in accordance with applicable accounting standards</li><li>Partner with finance leadership to support audit and tax filings by coordinating with external service providers, researching technical accounting issues, and managing internal and external audit/tax processes</li><li>Monitor cash positions for assigned Funds to ensure appropriate liquidity management</li><li>Calculate, record, and process capital calls and distributions at both the Fund and Investment levels</li><li>Review reporting packages prepared by Fund Administration Accountants, including capital call/distribution notices, quarterly/annual financials, and investor requests</li><li>Collaborate with Investor Relations to address limited partner inquiries and support ongoing communication needs</li></ul><p><br></p>
<p>Excited about the role? Apply here and reach out to<strong> Jennifer Fukumae</strong> on <strong>LinkedIn</strong> for quicker consideration.</p><p> </p><p><strong>Job Title: Senior Fund Accounting Manager</strong></p><p><strong>Location: Menlo Park; Hybrid</strong></p><p><strong>Salary: $175-200k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half</strong> is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact.</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Maintain Fund and General Partner (GP) general ledgers, including recording quarterly expenses, accruals, intercompany payables/receivables, investment transactions, and partner allocations</li><li>Prepare quarterly and annual financial statements in accordance with applicable accounting standards</li><li>Partner with finance leadership to support audit and tax filings by coordinating with external service providers, researching technical accounting issues, and managing internal and external audit/tax processes</li><li>Monitor cash positions for assigned Funds to ensure appropriate liquidity management</li><li>Calculate, record, and process capital calls and distributions at both the Fund and Investment levels</li><li>Review reporting packages prepared by Fund Administration Accountants, including capital call/distribution notices, quarterly/annual financials, and investor requests</li><li>Collaborate with Investor Relations to address limited partner inquiries and support ongoing communication needs</li></ul>
We are looking for a detail-oriented and bilingual Medical Administrator to join our team in Santa Cruz, California. In this long-term contract position, you will play a vital role in ensuring smooth administrative operations within a healthcare setting. This is an onsite opportunity that requires excellent organizational skills and the ability to multitask effectively in a fast-paced environment.<br><br>Responsibilities:<br>• Manage patient scheduling and appointments with accuracy and efficiency.<br>• Handle incoming calls and correspondence, providing excellent customer service to patients and healthcare providers.<br>• Maintain and update patient records using relevant software tools, ensuring data integrity and confidentiality.<br>• Coordinate administrative workflows to support clinical staff and ensure seamless operations.<br>• Prepare and process documentation, including billing and insurance forms, adhering to healthcare regulations.<br>• Utilize Office tools such as Outlook, Excel, and Word to create reports and manage daily tasks.<br>• Ensure the reception area is organized and welcoming for patients and visitors.<br>• Collaborate with team members to address operational challenges and improve processes.<br>• Monitor inventory levels for office supplies and place orders when necessary.<br>• Assist in onboarding and training new administrative staff as needed.
<p>The Controller (or Assistant Controller DOE) is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>Serves as the primary contact for the Principals, CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CFO of Investments to address and align on tax requirements and financial strategies.</p><p>Maintains accurate and current books and records for all assigned entities.</p><p>Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO, CFO of Investments, and when applicable, other Apollo leaders, such as estate leadership.</p><p>Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>Maintains accurate and timely records of intercompany transactions.</p><p>Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions.</p><p>Partners with Human Resources and Administration to monitor bill payments and track cost savings in coordination with estate managers.</p><p>Prepares annual financial plans in collaboration with estate management.</p><p>Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains effective relationships with partners.</p><p>Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of claim status.</p><p>Assist in managing fleet operations to ensure regulatory compliance and adherence to company policies. Serves as the liaison between the Fleet Manager and CEO.</p><p>Coordinates with external partners in preparing tax returns for the principals.Ensures tax returns appear accurate and reasonable.</p>
We are offering an exciting opportunity for a Tax Director/Manager - Corporate in Santa Clara, California. Our focus is on the corporate tax industry, where you will have the chance to utilize your skills and contribute to our team. The role encompasses a variety of tasks related to tax provision and compliance, with a strong reliance on your abilities in Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, CCH Sales Tax, and Compliance software. <br><br>Responsibilities:<br><br>• Accurately processing tax provisions<br>• Overseeing corporate tax operations for 5-7+ years<br>• Utilizing Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, and CCH Sales Tax in daily tasks<br>• Ensuring compliance with tax regulations using Compliance software<br>• Maintaining documentation for auditing purposes<br>• Balancing tasks between Big 4 Public / Private mix operations<br>• Implementing SAP in managing and organizing tax-related activities<br>• Performing various accounting functions to support the corporate tax department<br>• Managing the annual income tax provision process<br>• Addressing and resolving any tax-related issues as they arise
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>An established and rapidly growing investment firm is seeking a <strong>Senior Fund Accounting Manager</strong> or <strong>Assistant Controller</strong> to join its finance team. The firm manages <strong>multi-billion-dollar assets</strong> across a diverse portfolio of private investments and is in the process of raising its next major fund. This is a rare opportunity to join a high-performing team with deep exposure to the full fund lifecycle and long-term growth potential.</p><p><br></p><p><strong>Why This Role</strong></p><ul><li>Join a <strong>collaborative and experienced finance team</strong> at a well-respected investment firm</li><li>Work across all phases of the <strong>fund lifecycle</strong>, from capital calls to financial reporting</li><li>Partner closely with internal stakeholders and external service providers</li><li>Benefit from a <strong>stable environment</strong> with strong leadership and a track record of success</li><li>Enjoy a culture that values <strong>teamwork, transparency, and development</strong></li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and general partner ledgers, including investment activity, accruals, and intercompany transactions</li><li>Prepare quarterly and annual financial statements for multiple funds</li><li>Oversee cash positions and manage capital calls and distributions</li><li>Coordinate with fund administrators, auditors, and tax advisors to ensure timely, accurate reporting</li><li>Review financial reports, capital account statements, and other fund documentation</li><li>Support investor communications by responding to limited partner inquiries in collaboration with Investor Relations</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li><strong>Competitive base salary</strong> with annual <strong>performance-based bonus</strong></li><li><strong>Comprehensive health coverage</strong>: medical, dental, vision, and life insurance</li><li><strong>401(k) with firm contribution</strong></li><li><strong>Office perks</strong> including free lunches and stocked kitchen</li><li><strong>Flexible hybrid schedule</strong> to support work-life balance</li></ul>
<p><strong>Job Title:</strong> Senior Client Service Associate</p><p><strong>Location:</strong> San Francisco, CA (Hybrid)</p><p><strong>Salary:</strong> $100,000 – $130,000 + Bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique multi-family office right here in San Francisco that specializes in crafting personalized financial solutions for ultra-high-net-worth clients. Their comprehensive approach covers everything from investment advisory to retirement planning, lending strategies, and bespoke family office services.</p><p>This team is known for its collaborative spirit, innovative thinking, and commitment to long-lasting client relationships. They believe in continuous learning and using technology to elevate the client experience—making this a fantastic place for someone who thrives on delivering excellence with a personal touch.</p><p><br></p><p><strong>What You’ll Be Doing:</strong></p><ul><li>Be the go-to contact for client service requests—making sure everything runs smoothly and promptly</li><li>Work closely with senior leaders to roll out client-specific strategies and support company-wide initiatives</li><li>Build meaningful client relationships by really understanding what they need and going beyond their expectations</li><li>Support and mentor junior team members on shared client accounts</li><li>Collaborate with clients and their external advisors—tax, legal, estate—to execute complex wealth plans, including philanthropic and tax-savvy strategies</li><li>Maintain strong connections with clients’ professional teams, like personal CFOs and executive assistants</li><li>Act as a trusted resource and mentor for new team members joining the client service group</li><li>Partner with investment professionals on portfolio implementation and cash deployment</li><li>Jump in on cross-team projects and firm priorities as needed</li></ul><p><br></p>
<p>We are looking for an organized and detail-oriented Receptionist to join our well-established firm and collegial team in either our East Bay or Peninsula location. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth communication and efficient administrative support. If you have strong interpersonal skills and a knack for multitasking, we encourage you to apply. This is a hybrid position with excellent benefits and stellar long term growth opportunities! </p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly, providing a welcoming and organized environment.</p><p>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.</p><p>• Handle email correspondence promptly and professionally, ensuring clear communication.</p><p>• Perform accurate data entry tasks to maintain updated records and databases.</p><p>• Schedule appointments and manage calendars to ensure efficient time management.</p><p>• Organize and maintain files for easy access and retrieval of important information.</p><p>• Coordinate with team members to support daily office operations.</p><p>• Utilize Microsoft Word, Excel, and Outlook to prepare documents and manage communications.</p><p>• Assist in general office tasks to ensure smooth workflow and productivity.</p><p>• Provide exceptional customer service to address inquiries and resolve issues.</p>
<p>Robert Half’s enterprise client is seeking a highly capable<strong> </strong>Program Manager for a 100% remote 3-month contract with a high likelihood of extending and potential to convert to full-time. This role will support a high-visibility, high-complexity initiative involving a significant systems migration and modernization effort. This role will report to and work closely with the lead program manager, helping to drive day-to-day execution across multiple workstreams. The ideal candidate is highly organized, detail-oriented, and comfortable operating in a fast-paced, cross-functional environment. This role is critical to ensuring program momentum, reducing execution risk, and enhancing team responsiveness during a time of significant organizational change.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Rapidly ramp up on a technically complex program, including understanding legacy systems, migration plans, and integration requirements; must be able to grasp technical concepts well enough to capture discussions accurately and contribute an informed perspective.</li><li>Conduct data analysis comparing current systems with proposed new solutions, helping to inform migration planning, risk identification, and stakeholder decision-making.</li><li>Actively support hands-on program management for the end-to-end systems migration, coordinating activities such as data validation, testing milestones, cutover readiness, and post-migration support.</li><li>Coordinate and track deliverables, action items, and deadlines across multiple functions and time zones to keep the program on track.</li><li>Drive change management activities alongside the lead PM, including supporting communications, building a network of change champions, and tracking user adoption risks.</li><li>Quickly prepare senior-level updates, meeting notes, and clear documentation of decisions, open questions, and risks.</li><li>Act as an additional point of contact to keep workstreams moving, remove blockers, and maintain alignment across stakeholders.</li></ul><p><strong>Why this works:</strong></p><p>- Embeds <strong>data analysis</strong> and <strong>systems migration</strong> directly into the “ramp up” and “hands-on program management” points. </p><p>- Makes <strong>change management</strong> a clear, active part of the role — not just implied. </p><p>- Emphasizes that the contractor is not just coordinating but contributing insight on planning, risk, and adoption.</p><p><br></p>
<p><strong>Job Title:</strong> Operations Associate</p><p><strong>Location:</strong> Palo Alto</p><p><strong>Schedule:</strong> Hybrid (3 days per week — Tuesday, Thursday + one flexible day)</p><p><strong>Salary:</strong> $90,000 – $100,000 Base + Discretionary Bonus</p><p><br></p><p><strong>Company Details:</strong></p><p>We are partnering with a well-established wealth management firm with deep roots in the Bay Area, serving individuals, families, businesses, endowments, and foundations for over four decades. The firm is dedicated to simplifying the complexities of wealth and life for its clients, offering tailored services that empower clients to maximize their financial well-being and legacy. The team values collaboration, thoughtful problem solving, and long-term client success.</p><p> </p><p><strong>Responsibilities:</strong></p><p><em>General Operations</em></p><ul><li>Reconcile portfolio accounting and trading systems to ensure accuracy</li><li>Manage transactional data within the portfolio accounting system</li><li>Facilitate new client account setup and coordinate cross-department communication</li><li>Execute operational workflows using CRM, portfolio accounting, and trading platforms</li><li>Generate and customize client reports with attention to detail</li><li>Perform quality control on newly established accounts and maintain data integrity through regular audits</li></ul><p><em>Quarter-End Processes</em></p><ul><li>Collaborate with client service and advisory teams on quarterly reporting deliverables</li><li>Classify performance transactions within portfolio systems</li><li>Execute quarter-end procedures including performance reporting and billing</li></ul><p><em>Alternative Investments</em></p><ul><li>Maintain alternative investment transaction records, valuations, and capital statement reconciliations</li><li>Calculate management fees for illiquid alternatives</li></ul><p><em>Project Management</em></p><ul><li>Support and maintain client-facing portals, including account creation, user management, and troubleshooting</li><li>Lead periodic data cleanup and upload projects</li><li>Coordinate documentation uploads and client portal enhancements</li></ul><p> </p>
Job Responsibilities • Serve as “Brand Ambassador” and first point of contact for employees, visitors, and clients, providing a warm and detail oriented welcome. • Answer all incoming calls and direct them to the appropriate staff member or department with a high level of accountability and ownership. • Manage the reception area, ensuring that it is clean, organized, and presentable at all times. • Maintain a tidy and efficient workspace, ensuring that all equipment and supplies are well[1]stocked and functioning properly. • Schedule and coordinate meetings and events, including catering, audio-visual support, and room set-up. • Provide additional support for special events and catering services - assisting with vendors and suppliers to ensure timely delivery of catering and event services. • Manage conference rooms to ensure that they are properly prepared for use. • Order, stock, and monitor pantry and office supplies. • Coordinate with building facilities, maintenance, and security staff to ensure a safe and secure work environment. • Support all facilities-related requests and issues, including maintenance tickets, office moves, and equipment repairs. • Ability to navigate complex and unclear situations with ease, using initiative and judgment to make informed decisions. • Able to manage multiple priorities at once and prioritize tasks effectively, even when information is incomplete or uncertain. • Assist with administrative tasks and ad hoc projects as needed, including data entry, filing, etc. • Ensure that the reception desk is manned between the hours of 8AM – 5PM (with flexibility to provide coverage and support outsides of scheduled hours when needed). <br> Qualifications • Bachelor's degree preferred, but not required. • 2+ years of experience in a hospitality or facilities role, preferably in a corporate setting. • Excellent communication skills, both written and verbal, with an ability to interact professionally with all levels of staff and clients. • Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously. • Proficiency in Microsoft Office Suite and experience with facilities management software a plus. • Ability to work independently and maintain a positive attitude in a fast-paced environment. • Demonstrates a high level of accountability and ownership in all tasks and projects <br> ** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013249209**
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p>Job Title: Finance & Operations Manager– Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $110-150k (DOE) + Bonus</p><p> </p><p>Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.</p><p> </p><p>We are partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p>Reputable personal injury firm is seeking an experienced and compassionate Case Manager to join their team. This position is ideal for someone with a strong background in personal injury law who thrives in a fast-paced environment and is committed to delivering exceptional client service. As a key member of our legal team, you will play a vital role in managing cases, communicating with clients, and supporting attorneys to ensure successful outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Conduct initial interviews with prospective clients to gather relevant case information.</p><p>• Request, review, and organize medical records related to client cases.</p><p>• Maintain consistent communication with insurance companies, medical providers, and clients to provide updates and address inquiries.</p><p>• Draft and send correspondence letters to clients, insurance companies, and healthcare providers.</p><p>• Collaborate closely with attorneys to review case status and develop strategies.</p><p>• Perform investigative tasks related to claims and pre-litigation case work.</p><p>• Manage administrative duties such as faxing, filing, and copying to support case management.</p><p>• Oversee and prioritize a substantial caseload while ensuring accuracy and timeliness.</p><p>• Assist staff and team members with various tasks, ensuring seamless workflow and collaboration.</p><p>• Utilize software tools, including Microsoft Word and Excel, to maintain organized records and documentation.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE DETAILS </strong></p><p><br></p><p><strong>TAX MANAGER </strong></p><p>Well established and stable real estate company is seeking a Tax Manager with experience in real estate investment trusts (REITs). This is an excellent opportunity to join a company with a great culture and has been on the list of Best Companies to Work.</p><p>Responsibilities:</p><p>The Tax Manager is responsible for assisting with all aspects of income tax compliance, including federal and state, tax planning activities, and other related projects as directed.</p><p>• Prepare/Review/Assist with income tax compliance matters including accurate preparation and timely filing of federal and state income and franchise tax returns, extensions, and estimated tax payments</p><p>• Assist with organizing and registering entities with various state and local tax jurisdictions</p><p>• Prepare/Review quarterly and year-end tax provision and related footnote disclosures</p><p>• Prepare/Review REIT tests and REIT administration activities</p><p>• Research federal and state tax issues and assist in the development of ongoing tax strategies to minimize tax liabilities and maintain REIT status</p><p>• Assist in various other tax matters as needed, including ongoing review of tax procedures to streamline processes and minimize risk</p><p>• Provide ad hoc tax analyses and other special projects as needed</p><p><br></p><p><br></p>
<p>We are seeking an Accounting Manager/Supervisor to join our team located in Watsonville, California. In this role, you will be in charge of various financial duties, including managing the accounting staff, ensuring adherence to GAAP standards, and providing financial reports for the company.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the Accounting Department, which includes an Accounts Receivable & Credit Specialist, Accounts Payable Clerk, and Inventory Management Clerk.</p><p>• Ensure the accounting staff is well-trained, organized and efficient in time management.</p><p>• Participate in monthly close and consolidation processes, including cash reconciliations and account analysis.</p><p>• Prepare and post journal entries to the General Ledger.</p><p>• Ensure timely preparation and presentation of monthly commission reports.</p><p>• Review transactions for adherence to GAAP and recommend business process improvements.</p><p>• Assist in the preparation of monthly and annual financial reporting packages.</p><p>• Provide recommendations for improving the organization's accounting operations.</p><p>• Assist in periodic budgeting/forecasting processes and annual CPA review and audit.</p><p>• Prepare governmental related returns and forms such as Payroll tax, Sales Tax, Property Tax, and Value Added Tax.</p><p>• Review credit balances, refunds, and adjustments, and apply adjustments to billing records.</p><p>• Ensure strict confidentiality of financial records.</p><p>• Work with external accounting and banking personnel for annual review processes.</p><p><br></p><p>Posted by Director of Recruiting </p>
<p><strong>Job Title:</strong> Operations Associate</p><p><strong>Location:</strong> San Francisco</p><p><strong>Schedule:</strong> Hybrid (3 days per week — Tuesday, Thursday + one flexible day)</p><p><strong>Salary:</strong> $90,000 – $100,000 Base + Discretionary Bonus</p><p> </p><p><strong>Company Details:</strong></p><p>We are partnering with a well-established wealth management firm with deep roots in the Bay Area, serving individuals, families, businesses, endowments, and foundations for over four decades. The firm is dedicated to simplifying the complexities of wealth and life for its clients, offering tailored services that empower clients to maximize their financial well-being and legacy. The team values collaboration, thoughtful problem solving, and long-term client success.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><em>General Operations</em></p><ul><li>Reconcile portfolio accounting and trading systems to ensure accuracy</li><li>Manage transactional data within the portfolio accounting system</li><li>Facilitate new client account setup and coordinate cross-department communication</li><li>Execute operational workflows using CRM, portfolio accounting, and trading platforms</li><li>Generate and customize client reports with attention to detail</li><li>Perform quality control on newly established accounts and maintain data integrity through regular audits</li></ul><p><em>Quarter-End Processes</em></p><ul><li>Collaborate with client service and advisory teams on quarterly reporting deliverables</li><li>Classify performance transactions within portfolio systems</li><li>Execute quarter-end procedures including performance reporting and billing</li></ul><p><em>Alternative Investments</em></p><ul><li>Maintain alternative investment transaction records, valuations, and capital statement reconciliations</li><li>Calculate management fees for illiquid alternatives</li></ul><p><em>Project Management</em></p><ul><li>Support and maintain client-facing portals, including account creation, user management, and troubleshooting</li><li>Lead periodic data cleanup and upload projects</li><li>Coordinate documentation uploads and client portal enhancements</li></ul><p><br></p>
<p>We are looking for a dedicated Operations Manager to oversee safety and facilities coordination, ensuring a compliant and well-maintained workplace environment. This role requires a proactive leader who can manage safety programs, conduct training sessions, and maintain adherence to safety standards across multiple departments. The role is based in San Jose, on site. </p><p><br></p><p>Responsibilities:</p><p>• Conduct daily and weekly safety meetings, including early morning toolbox talks with field teams.</p><p>• Perform regular safety inspections and field observations to assess employee behavior, equipment usage, and site hazards.</p><p>• Collaborate with department leaders to address safety concerns and track participation in safety initiatives.</p><p>• Maintain accurate and up-to-date safety documentation, including training logs, incident reports, and inspection checklists.</p><p>• Investigate incidents and implement corrective actions in coordination with the Compliance & Risk Manager.</p><p>• Deliver comprehensive safety orientations for new hires and provide ongoing refresher training.</p><p>• Develop and distribute bilingual safety materials, such as posters, training guides, and signage.</p><p>• Ensure inventory levels of safety supplies and equipment are monitored and replenished as needed.</p><p>• Respond to on-site and off-site incidents, providing real-time coaching or escalation as required.</p><p>• Coordinate facility repairs and preventative maintenance with vendors and contractors, ensuring operational readiness.</p>
We are looking for an experienced IT Audit Manager to join our team on a long-term contract basis in San Francisco, California. In this role, you will be responsible for assessing and enhancing internal controls, ensuring compliance with regulations, and identifying opportunities for process improvement. This is an excellent opportunity for professionals with a strong background in IT audits and risk management to contribute to meaningful organizational initiatives.<br><br>Responsibilities:<br>• Assess the effectiveness of IT General Controls (ITGCs) and IT Application Controls (ITACs) related to financial reporting.<br>• Conduct detailed walkthroughs, interviews, and testing of systems and transactions to ensure compliance.<br>• Identify areas for process improvement and recommend actionable solutions.<br>• Perform internal audit assignments in alignment with the annual audit plan and industry standards.<br>• Prepare thorough documentation of audit work, findings, and supporting evidence.<br>• Develop comprehensive audit reports that include recommendations for corrective actions.<br>• Ensure compliance with organizational policies, regulatory requirements, and risk assessment frameworks.<br>• Collaborate with teams to address audit findings and implement improvements.<br>• Maintain knowledge of industry best practices and emerging trends in IT auditing.
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Senior Client Service Associate - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $100-130k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
