<p>We are seeking a Property Administrative Assistant to provide critical support to its property management team during a transitional period. This role is ideal for a detail-oriented and organized individual who is ready to contribute to the smooth operations of affordable housing properties.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Provide administrative support to property management staff at multiple sites, ensuring seamless communication and coordination.</li><li>Assist with preparing, organizing, and maintaining property-related documentation, including contracts, lease agreements, and compliance paperwork.</li><li>Utilize the Yardi system for data entry and tenant management as needed (prior experience with Yardi is a plus).</li><li>Respond to tenant inquiries and concerns in a professional and timely manner, directing issues to the appropriate department.</li><li>Support any compliance or regulatory requirements for affordable housing properties.</li><li>Perform general administrative tasks, such as scheduling meetings, processing reports, and maintaining office files.</li></ul>
<p>Are you ready for a transformative leadership role in finance at a purpose-driven organization? We are in search of a <strong>Chief Financial Officer </strong>to spearhead and enhance financial operations, offering strategic direction and guidance while leading with empathy.</p><p><br></p><p>In this pivotal role, you will closely collaborate with the executive team, overseeing key financial functions like budgeting, audits, compliance, and risk management. Additionally, the <strong>CFO </strong>will partner with department heads to ensure financial strategies align with the organization's objectives.</p><p><br></p><p>This leadership position works closely with the executive team, supervising finance functions such as budgeting, audits, compliance, and risk management. The CFO will also collaborate with department heads to align financial strategies with organizational priorities. This is a hybrid role in San Francisco working onsite with up to two days remote.</p><p><br></p><p>Reach out to your Robert Half permanent placement recruiter for consideration. If you don't have an established relationship, apply here today!</p>
<p>We are looking for a skilled Desktop Support Analyst to join our team in Alameda, California. In this Desktop Support role, you will provide technical support and troubleshooting expertise to ensure smooth operations across various systems and devices. This Desktop Support role is a great opportunity to work on a long-term contract, collaborating with professionals in a dynamic and fast-paced environment. This Desktop Support Role in an onsite role out of Alameda, Ca.</p><p><br></p><p>Responsibilities:</p><p>• Provide technical assistance and troubleshooting support for Windows devices, Apple devices, and computer hardware.</p><p>• Manage and maintain Active Directory services, ensuring seamless access and security.</p><p>• Configure and deploy software, hardware, and system updates as required.</p><p>• Oversee database management tasks, including updates, backups, and troubleshooting.</p><p>• Implement and monitor configuration management processes to maintain system integrity.</p><p>• Assist in planning and executing system deployments and upgrades.</p><p>• Deliver exceptional customer service while resolving technical issues promptly.</p><p>• Document and update technical procedures to improve team efficiency.</p>
<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>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
<p>We are in search of a dedicated Applicants' side Workers' Compensation Attorney to join our team. This role plays a vital part in our legal industry by representing injured workers in their workers' compensation claims. The firm offers <strong>remote</strong> flexibility throughout California. </p><p><br></p><p>Responsibilities:</p><p>• Advocate for injured workers in their compensation claims</p><p>• Manage a full caseload of claims through various stages of litigation </p><p>• Use your knowledge of Workers Compensation and Civil Litigation to build strong cases</p><p>• Utilize Case Management Software and Adobe Acrobat for document management and organization </p><p>• Handle claim administration and complaint handling with detail-oriented and empathetic approach</p><p>• Employ your Spanish Translation skills when necessary to ensure clear communication with all clients </p><p>• Leverage your knowledge of Personal Injury Plaintiffs in the handling of cases</p>
We are looking for an Associate Attorney to join our dynamic legal team in San Francisco, California. This role involves handling complex construction-related matters, including litigation and contract negotiation, for a diverse clientele. If you are passionate about providing strategic legal solutions and have expertise in construction law, we encourage you to apply.<br><br>Responsibilities:<br>• Draft, negotiate, and manage contracts for a variety of construction projects, including commercial and government contracts.<br>• Represent clients such as owners, contractors, and designers in litigation, arbitration, and dispute resolution processes.<br>• Provide legal guidance on procurement issues, risk management, and contract administration to ensure compliance and mitigate potential risks.<br>• Handle documentation and resolution of claims related to delays, equitable adjustments, design defects, and change orders.<br>• Advise on bid protests and disputes involving extra work and construction defects.<br>• Manage legal strategies for dispute avoidance and claim preparation to protect client interests.<br>• Conduct legal research and analysis using tools like LexisNexis to support case management and litigation.<br>• Collaborate with clients to develop effective strategies for resolving complex legal challenges.<br>• Maintain detailed records and documentation for case proceedings and client interactions.<br>• Stay updated on relevant laws and regulations to ensure accurate legal advice.
<p>Our client is seeking a Systems Engineer / Systems Analyst with a strong background in IT Service Management (ITSM) and hands-on JavaScript development skills. This role focuses on configuring, enhancing, and automating ITSM and IVR systems to streamline workflows and improve operational efficiency within a healthcare environment.</p><p><br></p><p>While experience with ServiceNow is highly preferred, candidates with equivalent ITSM platform experience are encouraged to apply. The ideal candidate will have a proven track record of creating customized workflow solutions, developing automation scripts, and integrating systems to support enterprise IT operations.</p><p><br></p><p>Key Responsibilities</p><ul><li>Configure, enhance, and maintain ITSM platforms to enable efficient workflows and automation.</li><li>Develop custom JavaScript scripts for both front-end (AngularJS, UI components) and back-end (automation scripting, business rules, and API integrations).</li><li>Design and implement specialized, custom workflows within ITSM and IVR systems.</li><li>Collaborate with stakeholders to gather requirements, define solutions, and ensure alignment with business objectives.</li><li>Integrate IVR platforms with ITSM workflows to improve call routing and user experience.</li><li>Ensure compliance with healthcare IT standards and regulatory requirements, including HIPAA.</li><li>Healthcare industry experience (required).</li><li>Minimum 3 years of experience in a Systems Engineer, Systems Analyst, ITSM Developer, or similar role.</li><li>Strong knowledge of IT Service Management (ITSM) processes and workflows.</li><li>Hands-on experience developing JavaScript-based automations for both front-end and back-end processes.</li></ul><p><br></p>
<p>We are looking for a Part Time Office Assistant to join our team on a contract basis in Oakland, California. This role requires a proactive individual who excels at administrative and organizational tasks, ensuring smooth day-to-day operations. If you enjoy creating efficient systems and supporting multiple business functions, this position offers an excellent opportunity to contribute your skills in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Organize and maintain physical and digital records, ensuring all documents are properly sorted and filed.</p><p>• Assist in streamlining workflows by implementing efficient organizational systems.</p><p>• Manage large volumes of business cards, ensuring proper storage and accessibility.</p><p>• Provide administrative support for ongoing projects, including tracking deadlines and deliverables.</p><p>• Maintain accurate records and assist in data management tasks using spreadsheets and databases.</p><p>• Answer inbound calls and provide reception duties as needed.</p><p>• Scan and digitize documents to support efficient record-keeping.</p><p>• Perform general clerical tasks, including scheduling, correspondence, and office supply management.</p><p>• Support project completion by collaborating with stakeholders and ensuring timely execution of assigned tasks.</p>
We are looking for a highly experienced Family Office CFO to oversee the establishment and management of a family office for a high-net-worth individual. This role requires an experienced and detail-oriented individual with deep expertise in financial strategies, tax accounting, and family office operations. This is a long-term contract position based in San Francisco, California.<br><br>Responsibilities:<br>• Lead the setup and operational framework of a family office for a high-net-worth individual.<br>• Conduct thorough cash flow analysis to ensure financial stability and optimization.<br>• Oversee capital management strategies to maximize investment opportunities.<br>• Manage month-end close processes with precision and attention to detail.<br>• Implement and optimize business systems to support efficient financial operations.<br>• Prepare and present comprehensive financial reports to stakeholders.<br>• Provide expert guidance on complex tax matters and compliance.<br>• Develop and maintain strategies for effective financial planning and forecasting.<br>• Collaborate with legal and tax advisors to ensure adherence to regulations.<br>• Supervise financial activities to support the long-term goals of the family office.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for an Operations Specialist to join our team in Berkeley, California, on a long-term contract basis. This role offers an exciting opportunity to lead and optimize operational processes while managing key systems and platforms. The ideal candidate will bring expertise in order fulfillment, team leadership, and customer service excellence.<br><br>Responsibilities:<br>• Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery.<br>• Manage order processing workflows, outbound logistics, and related operational systems.<br>• Utilize platforms such as Amazon Vendor Central and Walmart Supplier Link to oversee B2B operations.<br>• Collaborate with Sales, Marketing, and Operations teams to address and resolve order-related challenges.<br>• Develop team capabilities to handle complex customer and dealer requirements effectively.<br>• Drive process improvements to enhance efficiency and accuracy in operations.<br>• Maintain and update order management systems, ensuring data integrity and seamless operations.<br>• Monitor team performance metrics and implement strategies for continuous improvement.<br>• Coordinate with stakeholders to ensure timely resolution of customer inquiries and issues.<br>• Ensure compliance with company policies and industry standards in all operational activities.
<p>We are looking for an experienced Accounts Payable Specialist to join our client in Hayward, California. This is a Contract-to-Permanent position offering an opportunity to contribute to the efficient management of payables and support compliance processes. The ideal candidate will possess strong organizational skills and a meticulous approach to ensure smooth operations in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage the complete accounts payable cycle, including vendor maintenance, 1099 reporting, and three-way match processing for purchase orders, receiving, and invoices.</p><p>• Process vendor invoices, inventory transactions, employee expense reimbursements, and credit memos while ensuring accuracy and timeliness.</p><p>• Handle vendor payments, reconcile statements, and oversee month-end activities such as accruals and accounts payable closing.</p><p>• Ensure compliance with company policies, control procedures, and regulatory requirements related to vehicle smog compliance, insurance coverage, and driver licensing.</p><p>• Code and process corporate credit card transactions accurately and efficiently.</p><p>• Collaborate with other departments to resolve accounts payable issues and maintain strong vendor relationships.</p><p>• Research and address reconciling items or discrepancies promptly, ensuring timely resolution.</p><p>• Prepare detailed reports for management, including audit workpapers and other documentation as requested.</p><p>• Identify opportunities for process improvements and recommend changes to enhance efficiency.</p><p>• Assist in month-end and year-end procedures, including journal entries, balance sheet reconciliations, and accruals.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
We are looking for an experienced Paralegal to join our team in San Francisco, California. In this role, you will play a key part in supporting plaintiff employment litigation cases, handling complex legal processes, and ensuring smooth case management from start to finish. This position is ideal for someone with over five years of experience in litigation and a strong grasp of trial preparation and discovery.<br><br>Responsibilities:<br>• Coordinate and manage all aspects of discovery, including document review, production, and organization.<br>• Assist attorneys with trial preparation, including drafting legal documents and organizing exhibits.<br>• Conduct legal research and compile findings to support case strategies.<br>• File legal documents electronically and ensure compliance with court requirements.<br>• Maintain and update case files using litigation-specific software.<br>• Communicate with clients and witnesses to gather information and provide case updates.<br>• Track deadlines and ensure timely submission of all legal filings.<br>• Support attorneys during depositions and hearings by preparing relevant materials.<br>• Draft and proofread correspondence, pleadings, and other legal documents.<br>• Organize and oversee administrative tasks related to ongoing litigation cases.
<p>Our client, a respected healthcare company is seeking a detail-oriented Contracts Administrator to support its legal operations team on a short-term, part-time basis. This role will focus on organizing and maintaining the company’s contracts repository while ensuring accuracy and efficiency in contract management processes.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Organize and maintain the company’s contracts repository for improved accessibility and tracking.</li><li>Extract metadata from contracts using Gemini and structure the information into tables.</li><li>Input and manage contract data within the CLM system.</li><li>Perform high-volume data entry with a focus on accuracy and attention to detail.</li><li>Collaborate with the legal team to ensure contract records are complete and consistent.</li><li>Support additional contract management or legal operations projects as needed.</li></ul>
We are offering an exciting opportunity for a Litigation Attorney to join our team located in Sacramento, California. As a Litigation Attorney, you will be expected to handle pre-litigation processes, manage personal injury cases, and navigate through various legal software. <br><br>Responsibilities:<br><br>• Handle pre-litigation processes for personal injury cases<br>• Utilize Case Management Software to maintain and organize case files<br>• Prepare and deliver briefings on ongoing cases<br>• Manage document administration using Adobe Acrobat and 3M<br>• Oversee claim administration and handle complaints<br>• Familiarize with consumer electronics in relation to case specifics<br>• Utilize Conveyancer for real estate related legal matters<br>• Engage in civil litigation procedures as required
We are looking for an experienced Attorney specializing in estate planning, trust, and probate administration to join our dedicated team in San Mateo, California. This role requires a proactive and client-focused individual with exceptional analytical and writing skills. If you thrive in a dynamic environment and are committed to delivering outstanding legal solutions, we invite you to apply.<br><br>Responsibilities:<br>• Draft, review, and finalize complex estate planning documents tailored to client needs.<br>• Manage trust and probate administration cases from inception to resolution, ensuring compliance with legal regulations.<br>• Conduct thorough legal research to support case strategies and provide informed counsel.<br>• Collaborate with clients to understand their objectives and provide customized solutions.<br>• Prepare detailed legal briefs and memoranda with precision and clarity.<br>• Utilize case management and document management software to organize and track case progress effectively.<br>• Handle civil litigation matters related to estate disputes and claims.<br>• Address and resolve client complaints with professionalism and efficiency.<br>• Stay updated on legal trends and changes in estate planning and probate laws.<br>• Provide mentorship and guidance to less experienced team members as needed.
We are in search of a Trial Attorney to become a part of our team in the industry of law and legal services, located in Stockton, California. As a Trial Attorney, you will be tasked with reviewing, proofreading, and correcting various legal documents, managing a large volume of tasks, and communicating effectively with clients and colleagues. You will also be asked to adapt to new software programs, complete specific forms, and utilize the local e-filing system.<br><br>Responsibilities:<br>• Review and correct errors in legal documents such as pleadings and letters<br>• Effectively manage and prioritize a high volume of tasks and responsibilities<br>• Familiarize with and apply rules related to family law disclosures, service of process, and calculating deadlines<br>• Communicate verbally in an effective manner with both clients and co-workers<br>• Adapt and learn to use new software programs for case management and document handling<br>• Handle a busy practice while paying attention to details and prioritizing tasks<br>• Complete family law, civil, and other California Judicial Council Forms with minimal assistance<br>• Utilize the San Joaquin County Superior Court e-filing system<br>• Gain proficiency with Vision SQL/Compulaw/Aderant calendaring software<br>• Develop skills with Microsoft Office 365 for tasks and calendars, spreadsheets and formulas, and other advanced features of the Office programs.
We are looking for a detail-oriented Accounting Clerk to join our team on a contract basis in San Francisco, California. This role involves supporting accounting operations, collaborating with team members, and maintaining organizational standards. If you have a background in accounting and possess strong organizational skills, we encourage you to apply.<br><br>Responsibilities:<br>• Collaborate with teams across the organization to ensure seamless project execution and uphold company values.<br>• Foster positive relationships with colleagues and external vendors by managing communication effectively.<br>• Assist design teams by processing daily transactions, such as generating purchase orders and handling vendor payments.<br>• Support the accounting team in achieving monthly financial cycle objectives.<br>• Organize and clear financial folders daily, ensuring compliance with established protocols.<br>• Execute bank payments accurately using available tools and platforms.<br>• Create and maintain accounting data files and vendor records using industry-standard software.<br>• Provide administrative support, including time-entry tasks and occasional front desk coverage.<br>• Resolve accounting-related issues by conducting research and presenting solutions in line with company standards.<br>• Maintain high levels of organization to manage files and transactions efficiently and meet deadlines.
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a detail-oriented and tech savvy Administrative/Operations Coordinator to join our team in Brentwood, California. This job is 100% onsite.</p><p><br></p><p>Responsibilities:</p><p>• Scheduling Installations and Repairs with clients and for our Service Technicians.</p><p>• Answering multiline phones and speaking with customers and clients</p><p>• Data entry into their internal system, moving files over from old CRM to new CRM</p><p>• Creating Purchase Orders for project materials from our various suppliers as required and tracking and reporting on the deliveries.</p><p>• Maintain the lowest cost for materials through attention to pricing detail. Updating all-new items and pricing into our QuickBooks Online platform.</p><p>• Creating Pull Tickets for product/material preparation in our warehouse for the Service and Installation Technicians before installation.</p><p>Set up new hires in the new system, and get them situated with laptops, and training information.</p><p>• Work with the staff to create an inventory of products located in our warehouses, trucks, repair shop and showroom.</p><p>• Shipping and Receiving - ship products to customers via UPS or another platform, track purchase orders placed, check shipments when received, follow up with back-order and damaged products.</p><p><br></p><p>If you are interested in this administrative/operations coordinator, submit your resume today!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Corporate Accountant </strong>at a <strong>Leading Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This team is known for its forward-thinking approach and commitment to integrity. The culture is collaborative, growth-oriented, and built on teamwork and excellence. You’ll be part of an award-winning workplace that values both achievement and balance. Perks include competitive pay with annual bonuses, 100% employer-paid medical, dental, and vision for you and your family, generous commuter benefits and more. You’ll also find strong leadership support and opportunities for professional growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Handle month-end close tasks across AP/AR, expenses, fixed assets, and cash accounts</li><li>Prepare reconciliations and ensure accurate general ledger reporting</li><li>Maintain SOX compliance and document internal controls</li><li>Enforce expense and capitalization policies</li><li>Drive process improvements to strengthen operations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
