<p>Our client, a respected public agency in the East Bay, is seeking an experienced Civil Litigation Legal Secretary to join its legal team on a long-term contract basis - 2 days on-site in Oakland, 3 days remote. The ideal candidate will bring a strong background in civil litigation support, including e-filing in both state and federal courts, managing calendars and deadlines, and preparing, formatting, and finalizing legal pleadings and discovery documents. Prior experience supporting attorneys handling public entity or municipal matters is highly desirable.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, proofread, and format legal documents including pleadings, motions, discovery, and correspondence.</li><li>Handle <strong>state and federal court e-filing</strong>, ensuring compliance with applicable court rules and deadlines.</li><li>Maintain litigation calendars, track deadlines, and schedule hearings, depositions, and meetings.</li><li>Draft tables of contents and authorities (TOCs/TOAs) with precision and attention to detail.</li><li>Manage case files, organize exhibits, and assist with trial preparation as needed.</li><li>Provide administrative and clerical support to attorneys and paralegals in a team-oriented environment.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half's Financial Services Division</strong> is partnering with a well-established wealth management firm that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management. This role is in San Ramon, CA and requires 4 days on-site. </p><p> </p><p>The firm’s philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes. This is a rare opportunity to join a high-integrity, growth-focused advisory team where you’ll step into an established client base and have the freedom to build your practice with full firm support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.</li><li>Develop personalized financial plans tailored to each client’s needs and goals.</li><li>Build and strengthen client relationships through proactive communication and ongoing support.</li><li>Monitor market performance and client portfolios, recommending adjustments as needed.</li><li>Maintain compliance with all industry regulations and firm standards.</li></ul><p><br></p>
<p>A reputable law firm is actively seeking a dedicated and skilled Litigation Attorney to join our team. This role centers around the dynamic fields of Business Litigation, Real Estate Litigation, and Probate/Estate Planning Litigation.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle diverse litigation matters related to business disputes, real estate conflicts, and probate/estate planning issues.</li><li>Conduct comprehensive legal research and analysis to formulate strategic approaches for cases.</li><li>Draft and file pleadings, motions, and other legal documents tailored to specific litigation needs.</li><li>Represent clients effectively in negotiations, mediations, arbitrations, and court proceedings.</li><li>Collaborate closely with clients to provide legal guidance and to ensure their interests are well-represented.</li><li>Engage in thorough discovery processes, including document review, depositions, and witness interviews.</li><li>Prepare for and participate in trials, presenting compelling arguments and advocating for client interests.</li></ul><p><br></p>
<p>Our client has an immediate opening for a skilled Accounts Receivable Specialist to join their San Jose team. This position is a full-time contract role with the opportunity to convert based on performance.</p><p> </p><p>Duties:</p><ul><li>Maintain bookkeeping databases and spreadsheets, updating information as needed</li><li>Communicate with previous clients and customers to request payment and arrange payment plans</li><li>Monitor accounts receivable aging report to ensure timely customer payments while communicating with managers to ensure overdue invoices are addressed with customer</li><li>Create reports and balance sheets that document overall profits and losses</li><li>Assist in reconciling vendor invoices and accurately distributing costs among customers for invoicing purposes</li><li>Assist in gathering and compiling data to generate monthly revenue reports as well as other reports relevant to accounts receivable</li></ul><p><br></p>
We are looking for a skilled Accountant to join our team in San Jose, California. This is a long-term contract opportunity ideal for professionals who excel in managing financial records and ensuring accuracy in transactions. The role requires expertise in core accounting functions and a commitment to maintaining compliance with financial regulations.<br><br>Responsibilities:<br>• Manage and process accounts payable transactions efficiently and accurately.<br>• Prepare and maintain records for accounts receivable, ensuring timely collections and reconciliations.<br>• Oversee the general ledger by recording and reviewing entries to ensure accuracy.<br>• Create and post journal entries to maintain accurate financial records.<br>• Perform bank reconciliations to verify account balances and resolve discrepancies.<br>• Assist in preparing financial reports and statements by gathering and analyzing data.<br>• Ensure compliance with accounting standards and regulations in all financial processes.<br>• Collaborate with other departments to provide financial insights and support decision-making.<br>• Identify and resolve discrepancies in financial records promptly.<br>• Maintain organized and up-to-date documentation for audits and reporting purposes.
We are looking for a talented Development and Communications Specialist to join our team on a long-term contract basis. In this role, you will play a key part in shaping and executing communication strategies that drive engagement and align with organizational goals. Located in Castro Valley, California, this position offers an exciting opportunity to utilize your expertise in crafting compelling messages and managing communication initiatives.<br><br>Responsibilities:<br>• Develop and implement communication plans that align with organizational objectives and enhance internal and external engagement.<br>• Create high-quality copy for various platforms, including corporate communications, marketing materials, and internal announcements.<br>• Collaborate with teams to ensure consistent messaging across all communication channels.<br>• Analyze and produce structured query reports to support data-driven decision-making.<br>• Manage and execute communication strategies to effectively convey key messages to targeted audiences.<br>• Work closely with stakeholders to gather insights and feedback to improve communication processes.<br>• Coordinate with design and marketing teams to ensure cohesive branding in all communications.<br>• Monitor and measure the effectiveness of communication campaigns, recommending improvements as needed.<br>• Stay informed about industry trends and best practices to enhance communication efforts.<br>• Support the development of tools and resources that facilitate effective communication across the organization.
<p><strong>Senior Client Associate – Wealth Management</strong></p><p><br></p><p><strong>Build Relationships. Deliver Excellence. Grow with Purpose.</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. This firm serves ultra-high-net-worth individuals and families with a full suite of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with precision, responsiveness, and care</li><li>Collaborate with senior leadership on strategic initiatives and client experience enhancements</li><li>Guide and mentor associates and analysts on shared client accounts</li><li>Support clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional teams (CPAs, attorneys, etc.)</li></ul><p><strong>Excited about this opportunity?</strong></p><p>Let’s connect. Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore how this role could be the perfect next step in your career.</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
We are looking for an experienced Senior Financial Analyst to join our team in San Francisco, California. This role is ideal for someone with a strong background in financial analysis, budgeting, and forecasting, particularly within the nonprofit sector. If you have extensive experience managing government grants and supporting audit processes, we encourage you to apply.<br><br>Responsibilities:<br>• Perform detailed financial analysis, including variance analysis and forecasting, to support organizational goals.<br>• Develop and maintain financial models to enhance decision-making and strategic planning.<br>• Manage and track government grants, ensuring compliance with regulations and reporting requirements.<br>• Support audit processes by preparing necessary documentation and collaborating with auditors.<br>• Assist in creating and monitoring budgets, ensuring alignment with organizational priorities.<br>• Conduct ad hoc financial analyses to address specific business needs and challenges.<br>• Utilize data mining techniques to extract valuable insights for financial reporting and decision-making.<br>• Collaborate with cross-functional teams to provide financial expertise and recommendations.<br>• Identify opportunities for process improvement and implement strategies to enhance efficiency.<br>• Present financial findings and recommendations to senior leadership in a clear and actionable manner.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>thriving financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a company known for its personalized approach to financial advocacy and a culture that genuinely supports your growth and success.</p><p>Top-tier perks include comprehensive medical, dental, and vision coverage, bonuses, generous retirement contributions, and wellness incentives. Enjoy work-life balance with an onsite fitness center, tuition reimbursement, loan discounts, and a newly upgraded office. Career development is built in—this is a place to grow and shine.</p><p><strong>What You’ll Do</strong></p><ul><li>Lead end-to-end GL reconciliations and governance</li><li>Mentor and manage a high-performing team</li><li>Drive efficiency and automation using tools like BlackLine</li><li>Ensure accurate, timely reconciliations and resolve discrepancies</li><li>Oversee aged items, reserves, and write-offs</li><li>Keep reconciliation documentation and metrics sharp</li><li>Collaborate across teams to solve complex issues</li><li>Be the key liaison for auditors, regulators, and executives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Fund Accountant (1.5–4 Years Experience)</strong></p><p>A leading global private equity firm is seeking a <strong>Fund Accountant</strong> to join its collaborative and fast-paced team in San Francisco. This is an exceptional opportunity for professionals with 1.5 to 4 years of experience in fund accounting or public audit (with investment management exposure) to grow within a firm that values development, promotion, and long-term career growth.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Highly collaborative 20-person accounting team</li><li>Hybrid work model in a modern, open office environment</li><li>100% paid benefits for employees and dependents</li><li>Strong bonus structure and a unique shadow carry plan</li><li>Clear path for advancement and professional development</li><li>Culture that values family, growth, and excellence</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and GP ledgers, record expenses, investment transactions, and allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support audits, tax filings, and investor reporting</li><li>Monitor fund cash positions and process capital calls/distributions</li><li>Collaborate with Investor Relations to address LP inquiries</li><li>Handle ad hoc reporting and special projects</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Our Oakland, CA client is seeking a Senior Engineer to support its Finance and HR systems in a hands-on, application-focused role. This position is not development-heavy but centers on improving IT operations, troubleshooting technical issues, coordinating integrations, and driving process efficiencies. The engineer will manage enterprise applications such as Dynamics GP (Great Plains), ADP, and other related platforms, enabling better support for business functions like Finance, HR, and recruiting.</p><p><br></p><p>The ideal candidate is adept at vendor management, systems troubleshooting, and building automation strategies, showcasing a strong grasp of Finance and HR applications.</p><p> </p><p>This is a contract-to-hire role, and is onsite 5 days a week.</p><p> </p><p>Key Responsibilities:</p><ul><li>System Support: Provide day-to-day application troubleshooting and issue resolution for tools like Dynamics GP, ADP, and Jobvite.</li><li>Integration & Automation: Lead system integrations and identify automation opportunities to streamline processes.</li><li>Vendor Coordination: Collaborate with external vendors for system upgrades, implementations, and support.</li><li>Documentation & Knowledge Management: Create robust knowledge-sharing materials for sustained IT efficiency.</li><li>User Adoption: Assist end-users with onboarding and training for new applications and features.</li></ul>
<p>We’re hiring an Accounts Payable Clerk to elevate your AP expertise in Robert Half’s Full-Time Engagement Professionals (FTEP) program. In this full-time role, you’ll manage outgoing payments, process high-volume invoices, reconcile vendor accounts, and ensure accurate financial reporting—all while collaborating with diverse clients across industries. Enjoy meaningful work, stability, and the benefits of permanent employment at Robert Half.</p><p><br></p><p><strong>For more information, please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </strong></p><p><br></p><p>Job Duties:</p><ul><li>Process and verify invoices for accuracy and proper authorization</li><li>Match purchase orders, receipts, and invoices</li><li>Ensure timely and accurate payment of vendor bills</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain organized and up-to-date financial records</li><li>Assist with month-end closing and reporting</li><li>Communicate with vendors regarding payment status or issues</li><li>Prepare and process electronic transfers and payments</li><li>Support audits by providing necessary documentation</li><li>Follow internal controls and company policies for AP procedures</li></ul>
<p><strong>Position Summary:</strong></p><p>Robert Half is partnering with a dynamic and growing organization to find an experienced an AP/AR Specialist. The AP/AR specialist plays a vital role in an organization’s finance department, managing accounts payable and accounts receivable processes. This role ensures that suppliers are compensated promptly while revenue streams are accurately tracked.</p>
<p>A San Francisco–based fintech company is seeking a Commercial Counsel to support its legal team on a remote contract-to-hire basis. Reporting to the Senior Commercial Counsel, this attorney will support the review, drafting, and negotiation of a variety of commercial agreements, with particular focus on SaaS, vendor, and procurement contracts that may include data privacy (DPAs) and AI-related provisions. This is an excellent opportunity for a mid-level attorney seeking to expand their in-house experience in a fast-paced, collaborative technology environment, with potential for long-term engagement or full-time conversion.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Review, draft, and negotiate a wide range of vendor, SaaS, technology, and professional services agreements.</li><li>Advise on data privacy and security terms in vendor engagements, including Data Processing Agreements (DPAs).</li><li>Collaborate with internal stakeholders on AI-related provisions (e.g., data usage, model training, and compliance) as relevant.</li><li>Partner closely with cross-functional teams to align contract terms with business and operational needs.</li><li>Support improvements to contract templates, playbooks, and negotiation processes.</li><li>Maintain organized contract records and assist with contract management tools and workflows.</li></ul><p><br></p>
<p>Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant. As a full-time, benefited employee, you'll gain hands-on experience working with diverse clients across industries, from startups to established companies. This role offers the opportunity to build essential accounting skills, contribute to impactful projects, expand your professional network, and enjoy the stability and growth of permanent employment.</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>What You'll Do:</strong></p><ul><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
<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>
We are looking for a skilled and motivated Litigation Associate to join our team in San Mateo, California. In this role, you will manage various aspects of civil litigation cases, from initial analysis to trial preparation, while collaborating with partners and other associates to deliver exceptional legal services. The ideal candidate will possess strong litigation experience, excellent communication skills, and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Conduct initial case evaluations, including analysis of claims and investigation files.<br>• Draft and review pleadings, motions, and other legal documents, with a focus on summary judgment motions.<br>• Prepare and respond to discovery requests, including interrogatories, requests for production, and deposition notices.<br>• Take and defend depositions, including preparation of clients and witnesses.<br>• Represent clients at case management conferences, hearings, and other court proceedings.<br>• Perform legal research and draft points and authorities, declarations, and case briefs.<br>• Collaborate with paralegals, client service coordinators, and other team members to ensure efficient file management.<br>• Provide written status updates on case progress and develop litigation strategies.<br>• Handle public entity defense cases, including matters involving dangerous conditions, negligence, and civil rights issues.<br>• Support trial preparation, including evidence gathering, witness coordination, and budget planning.
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
We are looking for an experienced Applications Architect to join our team in Palo Alto, California. In this Contract-to-permanent position, you will play a pivotal role in designing and implementing enterprise-grade solutions while ensuring alignment with architectural standards and business objectives. This position offers an exciting opportunity to collaborate across teams, drive technology innovation, and contribute to scalable systems architecture.<br><br>Responsibilities:<br>• Develop and enforce solution design standards and integration guardrails, ensuring alignment with architectural principles and technical frameworks.<br>• Lead technology evaluations and design solutions across domains such as invoice automation, workflows, and enterprise system deployments.<br>• Drive the deployment and scaling of systems including SAP S/4HANA, Palantir Foundry, and other enterprise data visualization tools.<br>• Collaborate with business units to identify opportunities for process automation and optimization using Python, RESTful APIs, and BI platforms.<br>• Define architectural standards for enterprise platforms and oversee their integration with cloud technologies.<br>• Assess security, compliance, and governance risks during solution architecture planning and implementation.<br>• Provide technical leadership and guidance, ensuring the adoption of best practices across teams.<br>• Facilitate alignment between stakeholders by communicating technical concepts effectively to both technical and non-technical audiences.<br>• Evaluate emerging technologies, including AI and machine learning tools, to enhance system capabilities.<br>• Contribute to strategic roadmaps that align technology solutions with organizational goals.
<p>Our client is seeking a <strong>Lead Engineer / Senior Lead Engineer</strong> to join their technology and systems team. This role sits at the intersection of <strong>technology, operations, and investment strategy</strong>, and will directly influence how the company manages and grows its portfolio.</p><p><br></p><p>Unlike traditional engineering roles, this position is <strong>deeply embedded with business teams</strong>—you’ll work side-by-side with Asset Management, Property Operations, and Construction leaders to design and deploy tools that directly improve operational performance and financial outcomes.</p><p>This is a <strong>hands-on builder role</strong> for someone who thrives on turning complex business needs into real, usable software solutions. You’ll write code, automate workflows, integrate data systems, and build analytics dashboards—all while collaborating closely with executives and operational leaders.</p><p>The company operates a large, vertically integrated portfolio across the Western U.S. and partners with major institutional investors. Its culture emphasizes <strong>teamwork, integrity, innovation, and excellence</strong>—valuing individuals who take ownership and drive measurable impact.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><ul><li><strong>Partner with business teams:</strong> Collaborate directly with property management, asset management, and finance teams to identify pain points, inefficiencies, and opportunities for automation.</li><li><strong>Rapid prototyping & deployment:</strong> Design and deliver data tools, dashboards, and automations that drive immediate results.</li><li><strong>Systems integration:</strong> Connect and streamline workflows across platforms such as Yardi, Zendesk, Palantir Foundry, Excel/Sheets, and internal databases.</li><li><strong>Operational analytics:</strong> Develop analytical models to support forecasting, expense tracking, and portfolio performance analysis.</li><li><strong>AI & automation:</strong> Implement AI-based tools to optimize leasing, maintenance, and communication workflows.</li><li><strong>Measure business impact:</strong> Quantify improvements in efficiency, cost reduction, and performance resulting from technical solutions.</li><li><strong>Cross-functional collaboration:</strong> Translate between business and technical teams to ensure that solutions are practical, scalable, and aligned with business goals.</li></ul><p><br></p>
<p>We’re seeking an experienced and detail-oriented Senior Accountant to join our client on a temp-to-hire basis. The ideal candidate will have a strong background in accounting principles, financial reporting, and hands-on experience with QuickBooks. This position offers an excellent opportunity to transition into a long-term role with a growing organization.</p><p><br></p><p>Key Responsibilities</p><ul><li>Manage day-to-day accounting operations, including general ledger, accounts payable/receivable, and payroll.</li><li>Prepare monthly, quarterly, and annual financial statements.</li><li>Reconcile bank statements, credit card accounts, and intercompany transactions.</li><li>Maintain accurate financial records in QuickBooks and ensure timely posting of transactions.</li><li>Support budgeting, forecasting, and financial analysis activities.</li><li>Assist with audits and ensure compliance with GAAP and company policies.</li><li>Identify and implement process improvements to enhance accuracy and efficiency.</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
<p>Are you passionate about providing excellent customer service and helping people? We’re seeking a confident, detail-oriented, and empathetic <strong>Customer Service Representative</strong> to join our team. In this role, you’ll interact directly with customers, address inquiries, resolve concerns, and ensure that every individual has a positive experience with our organization. This is a fantastic opportunity to build your career and grow within a dynamic and innovative team.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries via phone, email, chat, or in person in a friendly and professional manner.</li><li>Act as the first point of contact for clients, resolving complaints and providing accurate information about our products and services.</li><li>Document all customer interactions, feedback, and resolutions in our CRM system.</li><li>Collaborate with cross-functional teams, including sales, operations, and technical teams, to resolve more complex customer issues.</li><li>Stay updated on our products, services, and internal processes to effectively address customer questions.</li><li>Deliver tailored advice and solutions to meet customer needs and improve satisfaction.</li><li>Proactively identify ways to enhance the customer experience and contribute to process improvement initiatives.</li></ul><p><br></p>
<p><strong>Job Title</strong>: Accounting Assistant </p><p><strong>Department: </strong>Finance</p><p><strong>Location:</strong> South San Francisco </p><p><strong>Job Type:</strong> Full-Time </p><p><br></p><p>A municipality is seeking a detail-oriented and adaptable <strong><em>Accounting Assistant </em></strong>to join the Finance Department. This role will provide broad accounting support across multiple functions, including payroll, accounts payable, accounts receivable, and vendor management.</p><p><br></p><p>This is an excellent opportunity for an accounting professional who thrives in a dynamic, team-oriented environment and enjoys working on a variety of financial tasks that help ensure the smooth operation of municipal services.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Payroll Support</strong></p><ul><li>Assist with data entry and auditing of employee timesheets and leave balances.</li><li>Support payroll processing cycles, including reviewing entries for accuracy and assisting with reporting.</li><li>Respond to employee payroll inquiries in a timely and professional manner.</li></ul><p><strong>Accounts Payable</strong></p><ul><li>Process invoices for payment, ensuring compliance with internal controls and city policies.</li><li>Review and verify accuracy of charges, coding, and supporting documentation.</li><li>Maintain communication with vendors regarding payment status and discrepancies.</li></ul><p><strong>Accounts Receivable</strong></p><ul><li>Prepare and issue customer invoices.</li><li>Reconcile incoming payments and follow up on outstanding balances.</li><li>Maintain accurate and up-to-date AR records.</li></ul><p><strong>Vendor Creation & Maintenance</strong></p><ul><li>Set up and maintain vendor accounts in financial systems.</li><li>Verify required documentation for compliance (e.g., W-9s).</li><li>Collaborate with purchasing and other departments to ensure accurate vendor data.</li></ul><p><strong>General Accounting Support</strong></p><ul><li>Perform account reconciliations and assist with month-end and year-end closing processes.</li><li>Maintain organized records and assist with audits as needed.</li><li>Assist in researching discrepancies and resolving financial issues.</li></ul><p><br></p><p><br></p>
<p><strong>Lead Planner</strong></p><p><strong>Empower Clients. Elevate Planning. Make a Meaningful Impact.</strong></p><p>Are you a financial advisor who thrives on building deep, trusted relationships and delivering exceptional service? Join a purpose-driven team that simplifies the complex, helps clients live more balanced and fulfilling lives, and makes a lasting difference through thoughtful financial planning.</p><p><br></p><p><strong>About the Role</strong></p><p>This is an exciting opportunity for a dynamic professional who excels in holistic wealth management and thrives in a collaborative, client-first environment. As a <strong>Lead Planner</strong>, you’ll take ownership of client relationships, mentor team members, and deliver comprehensive financial strategies tailored to each client’s unique goals and values.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Craft and lead the development of financial plans, estate maps, cash flow analyses, and strategic planning documents</li><li>Provide objective, personalized advice across investment management, estate planning, tax strategy, and philanthropic goals</li><li>Deepen relationships with clients and their external advisors (CPAs, attorneys, etc.)</li><li>Lead client meetings, manage follow-ups, and ensure execution of action items</li><li>Collaborate with internal teams to deliver seamless service and investment implementation</li><li>Mentor Associate Planners and support their professional development</li><li>Maintain accurate client records and uphold fiduciary standards</li><li>Contribute to firm-wide initiatives in planning, investments, and business development</li></ul><p><strong>Ready to take the next step in your planning career?</strong></p><p>Apply today by sending your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and share more about this opportunity.</p>
