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40 results for Customer Service Manager in Monterey, CA

Facilities Assistant - Recent Grads Encouraged to Apply
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 22.00 - 28.00 USD / Hourly
  • <p>Facilities Assistant</p><p><strong>Position Summary</strong></p><p>We are seeking a reliable and detail-oriented <strong>Facilities Assistant</strong> to support the day-to-day operations of our office and facilities team. This role will assist with maintenance coordination, office setup, inventory management, and workplace support to ensure a safe, organized, and efficient environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with facility maintenance requests and work orders</li><li>Coordinate office moves, furniture setups, and workstation arrangements</li><li>Monitor and replenish office, breakroom, and facility supplies</li><li>Support vendor visits and building service requests</li><li>Conduct routine office inspections and report maintenance issues</li><li>Assist with mail distribution, shipping, and receiving</li><li>Support workplace safety initiatives and office operations projects</li></ul><p><br></p>
  • 2026-09-11T19:48:36Z
Part-Time Property Manager
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 23.75 - 27.50 USD / Hourly
  • We are looking for a dependable and service-oriented Part-Time Property Manager to help oversee daily operations for a residential community in California. This Long-term Contract position is ideal for someone who can balance resident support, property upkeep, and administrative coordination in a fast-paced environment. The right candidate brings strong organizational skills, sound judgment, and a commitment to maintaining a well-run and welcoming property.<br><br>Responsibilities:<br>• Serve as a primary point of contact for residents, addressing questions, concerns, and community-related communication in a thoughtful and attentive manner.<br>• Coordinate maintenance service requests from intake through completion, ensuring timely follow-up and clear communication with residents and service teams.<br>• Perform routine inspections of the property to identify repair needs, cleanliness issues, and potential safety concerns, then help drive corrective action.<br>• Support leasing administration by assisting with renewals, move-in and move-out processes, application records, and resident documentation.<br>• Maintain organized property files and update operational records to support accurate reporting and compliance needs.<br>• Work with vendors and contractors to schedule services, monitor performance, and help ensure property needs are completed efficiently.<br>• Assist with invoice tracking, service documentation, and basic agreement coordination related to outside vendors.<br>• Help monitor rent-related records and respond to resident account questions while providing general administrative support as needed.
  • 2026-08-28T14:13:43Z
Associate Wealth Architect
  • Mountain View, CA
  • onsite
  • Permanent / Full Time
  • 100000.00 - 120000.00 USD / Yearly
  • <p>Anisa Henry is partnered with a growing, client-focused wealth management firm seeking an <strong>Associate Wealth Architect</strong> to support the delivery of comprehensive financial planning and wealth management services. This opportunity is ideal for someone who enjoys building meaningful client relationships, simplifying complex financial concepts, and contributing to clients' long-term financial success.</p><p><br></p><p>The firm fosters a collaborative, team-oriented culture centered on integrity, service excellence, continuous learning, and professional growth. Team members are encouraged to develop their expertise while making a meaningful impact on both clients and colleagues.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with senior advisors in a team-based advisory environment, gaining exposure to a variety of planning and client engagement approaches.</li><li>Participate in client meetings, gather financial and personal information, develop financial plans, and assist in presenting recommendations.</li><li>Work cross-functionally with advisory, investment, and client service teams to support all aspects of the wealth management process.</li><li>Collect and organize client financial information, goals, and objectives.</li><li>Analyze and review financial documents to support planning recommendations.</li><li>Assist in preparing financial plans, investment policy statements, and portfolio review materials.</li><li>Support the implementation and ongoing monitoring of client financial strategies, including coordination with external professional advisors when appropriate.</li><li>Prepare client communications, presentations, and meeting materials.</li><li>Maintain and update client, prospect, and advisor records within firm systems.</li><li>Assist with technology initiatives, operational enhancements, and workflow improvements.</li><li>Support document management and process optimization efforts.</li></ul><p><br></p>
  • 2026-09-04T21:38:36Z
Lead Wealth Architect
  • Mountain View, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 150000.00 USD / Yearly
  • <p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>A growing wealth management firm seeking an experienced <strong>Lead</strong> <strong>Wealth Architect</strong> to serve as a lead advisor responsible for managing and deepening client relationships, delivering comprehensive financial planning, and mentoring junior advisory team members. This role works closely with internal specialists and external professional partners to provide holistic, client-centered wealth management solutions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary advisor for client relationship management, retention, and growth.</li><li>Build strong client relationships through proactive communication and personalized advice.</li><li>Develop and oversee comprehensive financial plans, investment recommendations, and wealth management strategies.</li><li>Provide guidance across investments, retirement, tax, estate, risk management, and broader financial planning needs.</li><li>Lead client meetings and ensure timely follow-up on planning recommendations and action items.</li><li>Collaborate with internal teams and external professionals to deliver coordinated client solutions.</li><li>Oversee portfolio implementation, asset allocation, and ongoing investment monitoring.</li><li>Review planning analyses, client reports, and account documentation for accuracy and quality.</li><li>Maintain client records and ensure compliance with regulatory requirements.</li><li>Utilize financial planning tools to develop customized recommendations and evaluate client strategies.</li><li>Identify opportunities to deepen existing client relationships and support business development initiatives.</li><li>Contribute to strategic projects and initiatives that enhance client service and operational excellence.</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Mentor and coach associate advisors, supporting their professional development and progression within the organization.</li><li>Provide guidance on client planning, relationship management, investment processes, and operational best practices.</li><li>Foster a collaborative, team-oriented environment focused on knowledge sharing, accountability, and continuous improvement.</li></ul><p><strong>Who You Are:</strong></p><ul><li>Experienced wealth management professional with a strong background in comprehensive financial planning and client relationship management.</li><li>Demonstrated ability to deliver sophisticated planning advice and coordinate complex client needs.</li><li>Strong leadership, communication, and relationship-building skills.</li><li>Commitment to fiduciary standards, ethical business practices, and exceptional client service.</li><li>Collaborative, growth-oriented mindset with a passion for mentoring others and contributing to a high-performing team environment.</li><li>Dedicated to ongoing professional development and staying current on industry trends, regulations, and best practices.</li></ul>
  • 2026-09-04T22:08:36Z
Assistant Property Manager
  • Cupertino, CA
  • onsite
  • Temporary to Hire
  • 28.50 - 33.00 USD / Hourly
  • We are looking for an Assistant Property Manager to help oversee daily residential property operations in Cupertino, California. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys balancing resident support, administrative coordination, and property upkeep in a hands-on, on-site environment. The person in this role will work closely with the Property Manager to maintain a well-run community, respond to tenant needs, and keep records and processes organized.<br><br>Responsibilities:<br>• Serve as a key point of contact for residents by sharing community updates, responding to routine questions, and communicating notices related to leases and property policies.<br>• Support adherence to community guidelines by addressing concerns professionally and helping maintain a respectful and well-managed living environment.<br>• Coordinate service requests, repairs, and preventative maintenance activities to keep the property operating safely and efficiently.<br>• Perform regular inspections of common areas, amenities, and building conditions to identify maintenance needs and uphold cleanliness and safety standards.<br>• Work with vendors, contractors, and service partners to schedule work, follow up on completion, and promote dependable service delivery.<br>• Assist with lease renewals by preparing documentation, tracking timelines, and helping residents through the renewal process.<br>• Review rental application materials, help process background-related documentation, and maintain accurate applicant records.<br>• Support rent administration by tracking payments, updating records, and helping maintain organized financial and tenant files.<br>• Respond to urgent property issues and coordinate timely action for matters involving building systems, safety, or security, escalating complex situations when necessary.<br>• Contribute to a positive resident experience by helping resolve tenant concerns and supporting community engagement efforts.
  • 2026-08-14T15:14:06Z
Workplace Coordinator
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 25.00 - 32.00 USD / Hourly
  • <p><strong>Position Summary</strong></p><p>We are seeking a proactive and customer-focused <strong>Workplace Coordinator</strong> to support daily office operations and create a positive workplace experience for employees and visitors.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage front desk operations and greet guests</li><li>Coordinate meeting rooms, office events, and workplace activities</li><li>Submit and track facilities and maintenance requests</li><li>Order and maintain office supplies, snacks, and vendor services</li><li>Support onboarding logistics for new hires</li><li>Ensure office spaces are organized, stocked, and running efficiently</li><li>Assist with general administrative and operational projects</li></ul><p><br></p>
  • 2026-09-11T19:38:37Z
Facitlies Coordinator
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 25.00 - 35.00 USD / Hourly
  • <p>Facilities Coordinator</p><p><strong>Position Summary</strong></p><p>We are seeking a detail-oriented and service-focused <strong>Facilities Coordinator</strong> to support the daily operations of the workplace and ensure facilities run efficiently. This role will coordinate maintenance requests, vendor services, office projects, and workplace operations while providing a positive experience for employees and visitors.</p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate facility maintenance, repairs, and work orders</li><li>Manage vendor relationships and service providers</li><li>Conduct office inspections and address building-related issues</li><li>Track preventative maintenance schedules and facility projects</li><li>Assist with space planning, office moves, and workstation setups</li><li>Monitor office supplies, equipment, and inventory</li><li>Support workplace safety and compliance initiatives</li><li>Provide general administrative support related to facilities operations</li></ul><p><br></p>
  • 2026-09-11T19:43:36Z
Benefits Manager
  • San Jose, CA
  • remote
  • Temporary / Contract
  • 52.00 - 58.00 USD / Hourly
  • <p><strong><u>CONTRACT ROLE:</u></strong> <strong>Estimated 3-6 months </strong></p><p>We are looking for an experienced Benefits Manager to support a client with a contract opportunity, to help provide interim support in benefits, LOA, and lead open enrollment during the estimated 3-6 months coverage period. The client is located in the SF Bay Area and needs someone to work Pacific Standard Time hours, 8:00am to 5:00pm. This role will oversee day-to-day benefits operations, employee communications, leave coordination, and compliance activities while helping ensure a smooth and accurate experience for employees. The ideal candidate brings strong knowledge of benefits administration, open enrollment, vendor partnership, and regulatory requirements, along with the ability to manage multiple priorities in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead benefits onboarding activities for new employees and coordinate annual enrollment efforts, including creating and delivering clear informational materials.</p><p>• Oversee benefit plan participation updates, qualifying life event changes, and eligibility administration to maintain accurate employee records.</p><p>• Maintain benefit and payroll documentation while working closely with payroll partners to verify deductions and resolve data discrepancies.</p><p>• Serve as a primary point of contact for insurance carriers, external administrators, and other benefit vendors to address service issues and support accurate plan administration.</p><p>• Coordinate leave-related processes, including family, medical, and disability absences, in collaboration with designated leave management partners.</p><p>• Administer workers’ compensation activities and facilitate ergonomic accommodation requests for employees as needed.</p><p>• Perform billing reviews, reconciliation activities, compliance reporting, and required filings to ensure deadlines and financial accuracy are met.</p><p>• Monitor adherence to applicable federal, state, and local benefit regulations by conducting routine audits and supporting compliant administrative practices.</p><p>• Partner with HR leadership to assess benefit offerings, respond to workforce needs, and support programs aligned with business objectives.</p>
  • 2026-08-19T20:24:08Z
Realtor Property Manager
  • Carmel, CA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 95000.00 USD / Yearly
  • <p>We are looking for a service-oriented real estate specialist to oversee residential properties while contributing to leasing activity across a broader mixed portfolio in Carmel, California. This position blends hands-on property oversight with tenant and owner communication, offering the opportunity to support both day-to-day operations and new leasing opportunities. The ideal candidate is organized, experienced, and comfortable managing a variety of priorities in a relationship-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily operations for a portfolio that includes primarily residential assets along with select commercial properties, ensuring smooth property performance and responsive service.</p><p>• Arrange repairs, coordinate with vendors, and address maintenance concerns in a timely manner to protect property condition and tenant satisfaction.</p><p>• Lead residential leasing efforts by scheduling tours, guiding prospective tenants through available spaces, and supporting the rental process from inquiry to occupancy.</p><p>• Assist with commercial leasing activities by preparing for showings, communicating with prospects, and helping move opportunities forward.</p><p>• Build strong working relationships with property owners, tenants, and service partners by serving as a reliable and detail-oriented point of contact.</p><p>• Contribute to growth initiatives by helping identify management opportunities and supporting efforts to bring new properties into the portfolio.</p><p>• Provide attentive service to clients who expect a high level of professionalism, discretion, and follow-through.</p><p>• Manage multiple lease arrangements, stakeholder expectations, and property types while maintaining accuracy and attention to detail.</p><p>• Travel within the local area for site visits, property tours, and time-sensitive situations that require in-person support.</p><p><br></p><p>Posted by Director of Staffing Scott G. Moore (Apply here and connect on LinkedIn!)</p>
  • 2026-09-02T23:48:40Z
Shipping and Receiving Clerk
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 22.00 - 30.00 USD / Hourly
  • <p>Mailroom Clerk</p><p><strong>Position Summary</strong></p><p>We are seeking a reliable and detail-oriented <strong>Mailroom Clerk</strong> to support daily mail and package operations. This role is responsible for handling incoming and outgoing mail, coordinating deliveries, maintaining records, and ensuring timely distribution of correspondence and packages throughout the organization.</p><p><strong>Key Responsibilities</strong></p><ul><li>Receive, sort, and distribute incoming mail and packages</li><li>Process outgoing mail, shipments, and courier requests</li><li>Coordinate with FedEx, UPS, USPS, and other delivery vendors</li><li>Track and log deliveries, shipments, and mailroom inventory</li><li>Operate mailroom equipment, including postage and shipping systems</li><li>Assist with document scanning, filing, and administrative tasks</li><li>Maintain an organized, secure, and efficient mailroom environment</li></ul><p><br></p>
  • 2026-09-11T19:48:36Z
Accounts Payable Manager
  • Saratoga, CA
  • onsite
  • Temporary / Contract
  • 40.00 - 65.00 USD / Hourly
  • <p>Our client is looking for an experienced Accounts Payable Manager to support a construction-focused organization in Saratoga, California. This hourly W2 position will oversee end-to-end payables operations with an emphasis on high invoice volume, subcontractor disbursements, and accurate project cost allocation. The role requires a strong understanding of construction payment practices, contract compliance, and timely coordination with vendors and project teams to keep financial records precise and up to date.</p><p><br></p><p>The role is only till the end of the year. Our client requires 5 days/week onsite for the 1st month, but after that it can go down to 3 days onsite. They are using Concur. Proficiency in Concur is required.</p><p><br></p><p>If you are ready to start an AP Manager role on September 14, please apply today!</p><p><br></p><p>Responsibilities:</p><p>• Oversee the complete accounts payable cycle for vendor invoices and subcontractor payment requests in a high-volume construction environment.</p><p>• Review submitted billing against purchase orders, contracts, and supporting documents to confirm accuracy before approval and payment.</p><p>• Assign expenses to the appropriate jobs and cost codes to support reliable project budgeting and financial reporting.</p><p>• Monitor lien waivers, insurance documentation, and other compliance records to ensure payment releases meet contractual requirements.</p><p>• Reconcile vendor statements, address payment-related questions, and resolve discrepancies in a timely and thorough manner.</p><p>• Prepare and schedule disbursements through checks, ACH, wires, or joint checks while considering cash flow needs and available payment discounts.</p><p>• Partner with project managers and internal stakeholders to confirm work completion, route approvals, and maintain proper payment controls.</p><p>• Support month-end activities by assisting with accruals, journal entries, reconciliations, and related accounts payable reporting.</p>
  • 2026-09-03T20:18:40Z
Project Manager/Sr. Consultant
  • Santa Clara, CA
  • remote
  • Temporary / Contract
  • 63.34 - 73.34 USD / Hourly
  • We are looking for an accomplished Program Manager to guide a complex global business and technology initiative supporting sales inventory and customer management operations in Santa Clara, California. This Contract position will oversee governance, execution planning, and stakeholder alignment across regional and cross-functional teams while keeping delivery on track against an established strategic roadmap. The role is best suited for a senior leader who excels at navigating matrixed environments, coordinating enterprise platforms and partners, and communicating effectively with executive audiences.<br><br>Responsibilities:<br>• Direct program governance and day-to-day delivery coordination across a global portfolio of business and technology workstreams.<br>• Partner with business and platform leadership to align execution plans with approved priorities, milestones, and long-term objectives.<br>• Prepare and lead executive updates, steering committee sessions, status reviews, and leadership communications to maintain visibility and decision support.<br>• Foster collaboration among sales, customer experience, energy, delivery, procurement, market development, platform teams, and external implementation partners.<br>• Maintain core governance materials such as risk trackers, issue logs, dependency registers, action items, milestone schedules, and executive reporting dashboards.<br>• Coordinate delivery efforts spanning Salesforce-related initiatives, system integrations, reporting environments, data governance activities, enterprise readiness planning, and release management.<br>• Monitor vendor and partner performance to ensure work is delivered in line with agreed statements of work, timelines, and quality expectations.<br>• Support release cycles through sprint alignment, backlog discussions, deployment readiness reviews, and stakeholder coordination.<br>• Act as the central escalation point for program risks, interdependencies, delivery blockers, and other issues affecting successful execution.<br>• Synchronize activities across global stakeholder groups in multiple regions to promote consistency, transparency, and program momentum.
  • 2026-09-11T19:58:39Z
Workplace Coordinator (Entry Level)
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 22.00 - 31.00 USD / Hourly
  • <p><br></p><ul><li>Manage daily office operations and administrative functions.</li><li>Maintain office supplies and coordinate with vendors for office needs.</li><li>Schedule meetings, manage calendars, and coordinate travel arrangements as needed.</li><li>Support onboarding of new employees and maintain employee records.</li><li>Assist with basic bookkeeping, invoice processing, and expense tracking.</li><li>Coordinate office maintenance and ensure a safe, organized work environment.</li><li>Answer phone calls, respond to emails, and manage incoming and outgoing mail.</li><li>Develop and maintain office policies and procedures.</li><li>Support leadership with administrative projects and reporting.</li></ul>
  • 2026-08-29T00:13:55Z
Donor Operations Associate
  • Capitola, CA
  • remote
  • Temporary / Contract
  • 24.00 - 27.00 USD / Hourly
  • <p>Donor Operations & Community Associate </p><p><strong>Part-Time | 25 Hours/Week | Santa Cruz County</strong></p><p><strong>Our client is seeking a highly organized and detail-oriented Associate</strong> to support fundraising, donor stewardship, grants, workplace campaigns, and community engagement initiatives.</p><p>Reporting directly to senior leadership, this role will serve as a key resource for <strong>donor operations, CRM management, gift processing, grant development, fundraising reporting, and community outreach</strong>.</p><p>Key Responsibilities</p><ul><li>Manage donor CRM, including gift processing, pledges, sponsorships, acknowledgments, and data integrity.</li><li>Research, prepare, and submit grant proposals and funding applications while managing reporting deadlines and compliance.</li><li>Coordinate workplace giving campaigns, sponsorships, and donor engagement activities.</li><li>Build relationships with donors, sponsors, volunteers, employers, and community partners.</li><li>Support fundraising campaigns, community events, presentations, and organizational initiatives.</li><li>Generate fundraising reports and assist with donation reconciliation and financial reporting.</li><li>Collaborate with internal teams and volunteers to support broader fundraising and community engagement goals.</li></ul><p>Qualifications</p><ul><li>2+ years of experience in <strong>fundraising, donor relations, grants management, nonprofit administration, or a related field</strong>.</li><li>Associate's/Bachelor's degree preferred or equivalent experience.</li><li>Experience with <strong>CRM or donor database systems</strong>.</li><li>Strong writing, grant writing, communication, and organizational skills.</li><li>Ability to manage multiple priorities independently in a collaborative environment.</li><li>Proficiency with Microsoft Office and cloud-based software.</li><li>Strong interpersonal and presentation skills.</li><li><strong>Bilingual English/Spanish preferred.</strong></li></ul>
  • 2026-08-28T22:43:38Z
Legal Assistant
  • San Jose, CA
  • onsite
  • Temporary / Contract
  • 25.00 - 25.00 USD / Hourly
  • <p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><ul><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
  • 2026-09-09T20:43:40Z
Property Administrator
  • Santa Cruz, CA
  • onsite
  • Temporary / Contract
  • 25.00 - 25.00 USD / Hourly
  • We are looking for a Property Administrator to support daily leasing and property operations for a contract position based in California. This role is ideal for someone who enjoys working with residents, coordinating office activities, and keeping property records organized in a fast-paced management environment. The successful candidate will help maintain smooth administrative workflows, provide attentive customer service, and assist with leasing-related tasks while using property management systems and standard office tools.<br><br>Responsibilities:<br>• Coordinate leasing and administrative activities to support the day-to-day operation of the property office.<br>• Assist prospective and current residents by answering questions, providing information, and ensuring a positive service experience.<br>• Maintain accurate tenant files, lease documents, and property records in both digital systems and office documentation.<br>• Use property management software and Microsoft Office applications to update data, prepare reports, and track operational details.<br>• Support move-in, move-out, and renewal processes by preparing paperwork and following established property procedures.<br>• Work with onsite staff to address resident concerns, schedule follow-up actions, and help keep office operations organized.<br>• Monitor office communications, respond to inquiries in a timely manner, and route issues to the appropriate team members.<br>• Contribute to overall property performance by helping with leasing efforts, occupancy support, and general administrative coordination.
  • 2026-09-11T19:48:36Z
Logistics Coordinator
  • San Jose, CA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 90000.00 USD / Yearly
  • <p>We are looking for an experienced Dispatcher to work closely with the Senior Management team to coordinate and support daily Dispatch logistics of vehicles and staff routes based in San Jose, an Jose, California. This position plays a key role in communicating with customers and drivers, monitoring delivery activity, and making scheduling adjustments as business needs change. The ideal candidate brings strong administrative skills, sound judgment, and a detail-oriented approach to transportation and service operations.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate recurring service schedules and refine route plans to improve efficiency and on-time execution. Implement daily dispatch routes to internal team. </p><p>• Communicate with customers, drivers, and internal service teams to confirm appointments, resolve scheduling issues, and share important updates.</p><p>• Monitor delivery and service activity throughout the day and respond quickly to changes that affect timelines or route coverage.</p><p>• Enter route details, service updates, and operational data accurately into company systems and maintain current records.</p><p>• Support dispatch and transportation-related administrative tasks to help ensure smooth daily operations.</p><p>• Work closely with drivers to provide route information, address issues in the field, and help maintain service quality.</p><p>• Handle inbound calls and general office coordination duties while assisting with logistics-related requests.</p><p>• Review schedules and service records carefully to identify discrepancies and ensure accurate planning and follow-through.</p>
  • 2026-08-31T23:33:40Z
Wealth Planner | RIA Firm
  • Mountain View, CA
  • remote
  • Permanent / Full Time
  • 130000.00 - 150000.00 USD / Yearly
  • <p>Jennifer Fukumae with Robert Half is partnering with a <strong>highly respected, growing RIA</strong> seeking a Lead Wealth Architect to join its collaborative planning team.</p><p>This role is ideal for an experienced financial planner who enjoys working directly with <strong>high-net-worth clients</strong> and wants a clear path toward becoming a Lead Advisor.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Lead Advisors in client meetings and across the firm's wealth planning process.</li><li>Gather and analyze client financial information, goals, and priorities.</li><li>Develop comprehensive financial plans, investment policy statements, and portfolio reports.</li><li>Present planning recommendations and help implement strategies with clients and their outside professionals, including CPAs, estate attorneys, and insurance advisors.</li><li>Collaborate with Investment, Advisory, and Client Services teams.</li><li>Support client communications, presentations, and ongoing relationship management.</li><li>Help improve the firm's technology, planning, and document-management processes.</li></ul><p><br></p>
  • 2026-09-10T02:03:49Z
Education Team Member
  • Salinas, CA
  • onsite
  • Temporary to Hire
  • 25.65 - 29.70 USD / Hourly
  • <p>We are looking for an Education/ Instructor Team Member to support tax education initiatives while building strong relationships with customers in Salinas, California. This contract-to-permanent position is ideal for someone who combines tax preparation knowledge with excellent communication skills and enjoys guiding learners, resolving product questions, and identifying opportunities to recommend additional services when appropriate. The person in this role will help deliver bilingual educational content, support instructors, and contribute to a high-quality learning experience for both customers and training participants.</p><p><br></p><p>Responsibilities:</p><p>• Respond to daily tax-related customer inquiries with clear, accurate guidance and attentive support.</p><p>• Lead instructional sessions for tax education programs and deliver engaging training for diverse audiences.</p><p>• Develop and refine course materials by researching current federal and state tax topics.</p><p>• Coordinate the onboarding process for new and returning instructors to ensure they are prepared for training delivery.</p><p>• Collaborate with sales and customer-facing teams to align communication approaches across phone, chat, and online interactions.</p><p>• Present or facilitate live webinars in English and Spanish, serving as either the primary speaker or session moderator.</p><p>• Oversee live virtual events on platforms such as Facebook and Zoom, including moderation and participant engagement.</p><p>• Maintain and update the instructor webinar schedule to keep training activities organized and current.</p><p>• Prepare, format, and translate educational manuscripts and training documents in English, Spanish, and bilingual versions.</p>
  • 2026-08-26T17:33:47Z
Sr. Credit Analyst
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 38.00 - 44.00 USD / Hourly
  • We are looking for an experienced Sr. Credit Analyst to support finance operations in California. This Long-term Contract opportunity is ideal for someone who is detail oriented and can evaluate customer risk, strengthen cash flow processes, and collaborate across departments in a fast-moving business environment. The role will contribute to sound credit decisions, efficient order-to-cash execution, and ongoing operational improvements that support company growth.<br><br>Responsibilities:<br>• Evaluate customer financial health by reviewing financial statements, annual filings, and related records to determine creditworthiness and establish appropriate exposure limits.<br>• Oversee key activities across the order-to-cash process, including onboarding new customers, reviewing credit requests, validating sales orders, and supporting accurate account setup and billing readiness.<br>• Drive commercial collections efforts by following up on outstanding balances, resolving payment disputes, and completing account reconciliations to improve timely cash receipt.<br>• Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transactional issues, maintain compliance, and enable smooth business operations.<br>• Perform order release assessments by confirming purchase order accuracy, customer terms, tax details, legal entity information, and required contract documentation before shipment or invoicing.<br>• Submit invoices and payment-related documentation through customer platforms such as Ariba and Coupa while monitoring portal activity to reduce delays in payment processing.<br>• Support compliance-focused finance activities, acquisition-related integration work, and initiatives tied to process refinement, automation, and evolving business requirements.<br>• Use advanced Excel and internal systems to analyze account activity, track risk trends, and provide clear recommendations to stakeholders on credit-related matters.
  • 2026-08-25T00:58:42Z
Fund Accountant
  • Palo Alto, CA
  • remote
  • Permanent / Full Time
  • 100000.00 - 125000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accountant | Venture Capital Firm | Palo Alto; Hybrid | Base + Bonus + Equity </strong></p><p> </p><p>Join a <strong>fast-growing VC firm. </strong>With strong growth and increasing AUM, this is an opportunity to join the business at an exciting stage of scale.</p><p> </p><p>This is a <strong>high-visibility, high-ownership role</strong> with broad exposure across fund operations, treasury, client service, and cross-functional initiatives. You'll have the opportunity to <strong>build scalable processes</strong>, leverage <strong>automation and AI</strong>, and make a direct impact as the platform continues to grow.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support end-to-end <strong>fund operations</strong> across a large and growing fund platform</li><li>Process <strong>capital calls, distributions, wires, and cash activity </strong></li><li>Manage bank reconciliations and monitor fund cash flows</li><li>Support <strong>lines of credit</strong>, including advances, repayments, and reconciliations</li><li>Track and reconcile fund fees, expenses, and carried interest accruals</li><li>Partner with fund administrators, custodians, banks, and internal teams to resolve breaks</li><li>Support advisors and investors with operational inquiries</li><li>Build more <strong>scalable, automated workflows</strong> as the platform grows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-11T00:03:46Z
Accounts Receivable Specialist
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 32.00 - 42.00 USD / Hourly
  • <p>The Accounts Receivable Specialist is responsible for managing incoming payments, invoicing, collections, and account reconciliation activities to help ensure accurate and timely cash application. In a mid-sized company, this role often works closely with customers, sales teams, and accounting staff to maintain accurate receivables records and support healthy cash flow. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and issue customer invoices accurately and on time. Based on general knowledge.</li><li>Post payments received by check, ACH, wire, credit card, or other methods. Based on general knowledge.</li><li>Reconcile customer accounts and investigate payment discrepancies. Based on general knowledge.</li><li>Monitor aging reports and follow up on past-due balances. Based on general knowledge.</li><li>Communicate with customers regarding billing questions, account status, and payment arrangements. Based on general knowledge.</li><li>Maintain accurate customer records, credit information, and supporting documentation. Based on general knowledge.</li><li>Assist with cash application, account adjustments, and month-end closing activities. Based on general knowledge.</li><li>Support reporting, audit requests, and process improvement efforts related to accounts receivable. Based on general knowledge.</li></ul>
  • 2026-09-01T04:58:41Z
Pricing Analyst
  • Sunnyvale, CA
  • remote
  • Temporary / Contract
  • 25.34 - 29.34 USD / Hourly
  • We are looking for a Pricing Analyst to join a supply chain-focused team in California. This Long-term Contract position is ideal for someone who can combine analytical thinking with strong coordination skills to deliver accurate pricing and quotation support. The role works closely with manufacturing, engineering, sales, and customer service to evaluate technical details, support competitive pricing strategies, and keep quote activity moving on schedule.<br><br>Responsibilities:<br>• Prepare pricing proposals for both new and existing part numbers, ensuring quote details are accurate and submitted within expected timelines.<br>• Support offshore quotation activity by gathering required inputs and helping assemble pricing responses for customer requests.<br>• Partner with manufacturing and engineering teams to assess production feasibility and identify when exceptions or deviation approvals are required.<br>• Communicate quotation-related issues, including deviation needs and manufacturability concerns, to customer service and sales stakeholders in a clear and timely manner.<br>• Manage multiple RFQ packages at once, helping reduce backlog volume while tracking each request through completion by the requested due date.<br>• Apply knowledge of facility capabilities, special processing options, and production constraints to build realistic and cost-effective quote recommendations.<br>• Collaborate with leadership on discounting and pricing approaches that strengthen competitiveness and improve win rates.<br>• Review applicable customer and technical specification requirements during the quote process and incorporate any necessary deviations into the final proposal.<br>• Select panel configurations, analyze material utilization, and develop array options that support efficient manufacturing and attractive pricing outcomes.<br>• Maintain clear and thorough communication across internal teams to align on quotation requirements, pricing assumptions, and production considerations.
  • 2026-09-02T16:33:43Z
Administrative Assistant
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 25.00 - 40.00 USD / Hourly
  • <p>Administrative Assistant</p><p><strong>Position Summary</strong></p><p>We are seeking a professional and organized <strong>Administrative Assistant</strong> to provide administrative support and help ensure the smooth day-to-day operations of the office. The ideal candidate is detail-oriented, proactive, and able to manage multiple priorities in a fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage calendars, schedule meetings, and coordinate appointments</li><li>Answer phones, respond to emails, and greet visitors</li><li>Prepare correspondence, reports, presentations, and other documents</li><li>Maintain filing systems and accurate records</li><li>Coordinate office supplies, shipments, and vendor communications</li><li>Assist with data entry, expense reports, and special projects</li><li>Support leadership and team members with administrative tasks as needed</li></ul><p><br></p>
  • 2026-09-11T19:53:36Z
Senior Accountant
  • San Jose, CA
  • onsite
  • Permanent / Full Time
  • 75000.00 - 110000.00 USD / Yearly
  • <p>We are looking for a detail-oriented Senior Accountant to support project-based accounting activities for a growing team in South San Jose, California. This role focuses on maintaining accurate financial records across active jobs, project cost accounting, change management and revenue recognition. The ideal candidate brings accounting experience within construction or a general contractor environment, along with a collaborative mindset and a willingness to learn.</p><p><br></p><p>Responsibilities:</p><p>• Provide weekly cash flow analysis detailing actual v forecast</p><p>• Examine Accounts Payable, and Receivable Aging to review short/long term cash forecasts</p><p>• Review Labor compliance, including Certified Payroll Reporting and job specific local hiring requirements and apprentice ration requirements.</p><p>• Partner with operations and project teams to issue customer invoices promptly and follow up on outstanding balances to support healthy cash flow.</p><p>• Manage Month-End, Quarter-End, Journal Entries, Ensure JE policy is following appropriate documentation</p><p>• Knowledge of Monthly workers Comp Audits.</p><p>• Produce regular reports covering accounts receivable, contract status, job cost performance, and other financial metrics for management review Senior </p>
  • 2026-08-19T00:28:47Z
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