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684 results for Associate in Norfolk, VA
- San Jose, CA
- remote
- Temporary / Contract
- 75.00 - 100.00 USD / Hourly
- <p>Midsize litigation firm is seeking an Associate Attorney to support its busy defense litigation practice. This role offers the opportunity to work on a full lifecycle caseload, from initial case assessment through resolution, in a collaborative and fast-paced environment. This position can be remote or on-site, depending on your work preferences and location. The ideal candidate will have an active CA Bar license and at least 2-3+ years of CA-based civil litigation experience. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and support all phases of defense litigation matters from inception through trial preparation, settlement, and resolution. </li><li>Draft, review, and file pleadings, motions, discovery requests and responses, and other litigation-related documents.</li><li>Conduct legal research and prepare memoranda on case strategy, liability, damages, and procedural issues. </li><li>Handle discovery, including document review, analysis, and coordination of eDiscovery materials.</li><li>Assist with trial preparation, including witness preparation, exhibit organization, and pretrial filings. </li><li>Communicate regularly with clients, opposing counsel, experts, and internal team members regarding case status and strategy. </li><li>Maintain case files and ensure compliance with court deadlines and procedural requirements. </li></ul><p><br></p>
- 2026-10-30T23:18:45Z
- Los Angeles, CA
- onsite
- Permanent / Full Time
- 175000.00 - 300000.00 USD / Yearly
- <p><strong><em>High-End Boutique Firm Seeks Estate Planning Senior Associate or Junior Partner</em></strong></p><p><br></p><p><strong>About Firm & Position:</strong></p><p>Well-established Westwood-based business advisory law firm has evolved into a purely transactional business law firm specializing in corporate, tax, and estate planning. The firm is highly regarded for its sophisticated, high-net-worth client base, collaborative culture, and low turnover.</p><p><br></p><p><strong>Estate Planning Senior Associate Responsibilities:</strong></p><ul><li>Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations.</li><li>Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions.</li><li>Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes.</li><li>Guide clients on trust and probate administration, business succession planning, charitable giving, and business or real estate transactions.</li><li>Conduct in-depth tax research and provide strategic recommendations.</li></ul><p><strong>Hours:</strong></p><ul><li>Billable target: 1,600 hours annually. Most bill 1600 (not expected to exceed)</li><li>Hybrid work schedule: first 90 days onsite, then 1 day remote; for more experienced attorneys, 3/2 schedule negotiable.</li></ul><p><strong>Perks:</strong></p><ul><li>Opportunity to build a successful personal client book.</li><li>Sophisticated, well-known clientele and high-touch advisory work.</li><li>Low firm-wide billable expectations promote work-life balance.</li><li>Mentorship from senior partners and multiple successful attorney placements indicate strong career growth potential.</li></ul><p><strong>Compensation Package: up to $300,000 (negotiable depending on experience + book (not required)</strong></p><ul><li>10% origination fee on collections from clients originated by you (payable year-end)</li><li>Guaranteed bonus on collections (10%) plus discretionary bonus</li></ul><p><strong>Benefits:</strong></p><ul><li>Anthem Blue Cross health coverage (firm-paid 100% of employee premium)</li><li>Simple IRA with firm matching contributions up to 3% of salary</li><li>18 days (144 hours) PTO accrued annually</li><li>Paid parking</li><li>Paid State Bar membership and other professional dues, as applicable</li><li>Pre-approved CLE</li></ul><p><strong><em><u>TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]</u></em></strong></p>
- 2026-11-14T00:48:43Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</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> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-11-13T08:09:01Z
- San Mateo, CA
- remote
- Permanent / Full Time
- 80000.00 - 95000.00 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>Associate Wealth Advisor | $80K–$95K + Discretionary Bonus</strong></p><p><strong>📍 Hybrid</strong></p><p>🚀 <strong>Growing Wealth Management Firm | Financial Planning | Client Advisory | Career Growth</strong></p><p><br></p><p><br></p><p>I'm working with a growing wealth management firm that helps successful individuals, families, and business owners navigate their financial futures through personalized financial planning and investment strategies.</p><p><br></p><p>They're looking for an <strong>Associate Wealth Advisor</strong> to work directly alongside senior advisors, supporting financial planning, investment management, and client relationships.</p><p><br></p><p>This is more than a traditional client service role. You'll be involved in building financial plans, analyzing client portfolios, participating in client meetings, and helping drive the overall client experience.</p><p><br></p><p>The opportunity offers excellent exposure to all aspects of wealth management, hands-on mentorship from senior leadership, and the potential to eventually manage your own client relationships.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Partner directly with senior advisors to support financial planning and wealth management initiatives</li><li>Build customized financial plans and investment strategies using industry-specific planning software</li><li>Participate in client meetings, prepare agendas, take notes, and manage follow-up action items</li><li>Review financial documents, including income, expenses, insurance policies, and investment information</li><li>Analyze financial data and spreadsheets, identify discrepancies, and ensure accuracy across client accounts</li><li>Support insurance planning, including life, disability, and long-term care proposals</li><li>Manage client onboarding, account openings, transfers, and ongoing account maintenance</li><li>Maintain CRM records and coordinate with custodians, broker-dealers, and external partners</li><li>Help improve financial planning workflows, client reporting, and overall operational processes</li></ul><p><br></p>
- 2026-11-09T18:38:41Z
- San Jose, CA
- remote
- Permanent / Full Time
- 80000.00 - 95000.00 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>Associate Wealth Advisor | $80K–$95K + Discretionary Bonus</strong></p><p><strong>📍 Hybrid</strong></p><p>🚀 <strong>Growing Wealth Management Firm | Financial Planning | Client Advisory | Career Growth</strong></p><p><br></p><p><br></p><p>I'm working with a growing wealth management firm that helps successful individuals, families, and business owners navigate their financial futures through personalized financial planning and investment strategies.</p><p><br></p><p>They're looking for an <strong>Associate Wealth Advisor</strong> to work directly alongside senior advisors, supporting financial planning, investment management, and client relationships.</p><p><br></p><p>This is more than a traditional client service role. You'll be involved in building financial plans, analyzing client portfolios, participating in client meetings, and helping drive the overall client experience.</p><p><br></p><p>The opportunity offers excellent exposure to all aspects of wealth management, hands-on mentorship from senior leadership, and the potential to eventually manage your own client relationships.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Partner directly with senior advisors to support financial planning and wealth management initiatives</li><li>Build customized financial plans and investment strategies using industry-specific planning software</li><li>Participate in client meetings, prepare agendas, take notes, and manage follow-up action items</li><li>Review financial documents, including income, expenses, insurance policies, and investment information</li><li>Analyze financial data and spreadsheets, identify discrepancies, and ensure accuracy across client accounts</li><li>Support insurance planning, including life, disability, and long-term care proposals</li><li>Manage client onboarding, account openings, transfers, and ongoing account maintenance</li><li>Maintain CRM records and coordinate with custodians, broker-dealers, and external partners</li><li>Help improve financial planning workflows, client reporting, and overall operational processes</li></ul><p><br></p>
- 2026-11-09T18:43:42Z
- Walnut Creek, CA
- remote
- Permanent / Full Time
- 115000.00 - 140000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, 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> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><strong>Compensation: $115,000–$140,000 DOE</strong></p><p><br></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.</p><p>The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
- 2026-11-03T02:04:27Z
- Fairfield, CT
- onsite
- Permanent / Full Time
- 80000.00 - 120000.00 USD / Yearly
- <p><strong>Loan Servicing Associate</strong></p><p><strong>Fairfield County, CT | Hybrid</strong></p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013535345</p><p><br></p><p>Robert Half is partnering with an established private real estate investment and lending firm to hire a Loan Servicing Associate. This opportunity offers hands-on involvement in loan administration, borrower relationships, and portfolio monitoring within a collaborative team.</p><p>The firm offers a flexible, supportive culture, strong employee tenure, and a focus on work-life balance. </p><p><br></p><p><strong>The Opportunity</strong></p><p>You will support the ongoing servicing of a real estate loan portfolio, working closely with experienced colleagues to maintain accurate loan records, coordinate borrower requests, and monitor compliance with loan requirements.</p><p>Responsibilities include:</p><ul><li>Prepare monthly loan billing statements and respond to borrower questions.</li><li>Track property tax payments and insurance coverage, following up on outstanding items.</li><li>Review construction draw requests and supporting documentation, coordinating funding once approved.</li><li>Review proposed leases for consistency with loan terms and underwriting requirements.</li><li>Maintain regular communication with borrowers and their financial representatives regarding payments, leasing activity, and construction progress.</li><li>Support portfolio monitoring and prepare information for monthly management reporting.</li><li>Maintain accurate servicing records and collaborate with colleagues to resolve outstanding loan matters.</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree.</li><li>Working knowledge of loan servicing systems, loan documentation, payment processing, and basic credit concepts.</li><li>Experience reviewing draw requests and processing approved loan disbursements.</li><li>Strong communication skills </li><li>Proficiency in Microsoft Excel, Word, and related office applications.</li><li>Commercial real estate loan servicing, construction lending, or real estate debt asset management experience is preferred.</li></ul><p><strong>Compensation and Benefits</strong></p><ul><li>$80,000–$120,000, with discretionary bonus </li><li>Medical, dental, and vision coverage.</li><li>401(k) with a dollar-for-dollar match on contributions up to 4%.</li><li>PTO </li><li>Hybrid flexibility and a collaborative work environment.</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
- 2026-10-30T15:43:44Z
- Atlanta, GA
- onsite
- Permanent / Full Time
- 100000.00 - 110000.00 USD / Yearly
- <p>We are looking for an Associate Attorney to join a litigation-focused, personal injury legal team in Atlanta, Georgia. This position offers the opportunity to handle personal injury matters through multiple phases of the case lifecycle, from early investigation through motion practice and case resolution. The ideal candidate brings sound legal judgment, strong written advocacy, and the ability to manage discovery and court filings in a fast-paced practice.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in personal injury and civil litigation matters, guiding cases from initial evaluation through resolution.</p><p>• Prepare persuasive legal documents, including motions, briefs, pleadings, and other court submissions.</p><p>• Manage the discovery process by drafting requests, reviewing responses, and coordinating document production.</p><p>• Conduct legal research and develop case strategies that support favorable litigation outcomes.</p><p>• Work closely with clients, witnesses, opposing counsel, and court personnel to move matters forward efficiently.</p><p>• Participate in hearings, depositions, mediations, and other litigation proceedings as needed.</p><p>• Maintain organized case files, monitor deadlines, and ensure compliance with court rules and procedural requirements.</p>
- 2026-10-22T20:48:45Z
- Des Moines, IA
- onsite
- Permanent / Full Time
- 130000.00 - 145000.00 USD / Yearly
- <p>Our client, a leading full-service Des Moines law firm, is seeking an <strong>Associate Attorney </strong>with <strong>2-6 years of civil and/or commercial litigation experience</strong> to join its growing litigation practice.</p><p><br></p><p>This is a great opportunity for an attorney who wants more than just a narrow litigation niche. Attorneys in this role gain meaningful hands-on experience from day one, including motion practice, depositions, hearings, and courtroom exposure, while building a broad-based litigation practice with a clear path for long-term growth.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage and support a variety of civil litigation matters from inception through resolution</li><li>Draft pleadings, motions, briefs, discovery requests, and other litigation-related documents</li><li>Conduct legal research and develop case strategy</li><li>Participate in depositions, hearings, mediations, and court appearances</li><li>Maintain direct communication with clients and opposing counsel</li><li>Assist with trial preparation and trial-related activities</li><li>Handle insurance defense and eviction-related matters while gaining exposure to broader commercial and civil litigation cases</li><li>Collaborate closely with partners and senior attorneys on complex legal disputes</li></ul><p><br></p>
- 2026-10-16T13:43:45Z
- Walnut Creek, CA
- remote
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</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> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
- 2026-11-03T01:58:39Z
- San Carlos, CA
- remote
- Permanent / Full Time
- 60000.00 - 90000.00 USD / Yearly
- <p>Anisa Henry is partnered with a growing independent wealth management firm and is seeking a Client Service Associate to join its expanding team.<strong> </strong>This position is ideal for someone who enjoys building client relationships, thrives in an operations-focused role, and is looking to build a long-term career in wealth management rather than pursuing a financial advisor track. This established fiduciary-focused firm has been serving individuals and families for more than two decades, providing personalized financial guidance and a high-touch client experience. The team is committed to putting clients' best interests first while delivering exceptional service and comprehensive wealth management solutions.</p><p><br></p><p>The <strong>Client Service Associate</strong> will support advisors and the operations team by managing day-to-day client service requests, account maintenance, paperwork processing, and administrative functions. This individual will serve as a key point of contact for clients, helping ensure requests are handled accurately, efficiently, and with a high level of professionalism.</p><p>This is an excellent opportunity to join a collaborative, client-centric firm experiencing strong growth, where team members are valued and have the opportunity to make a meaningful impact.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Process new account openings and ongoing account maintenance.</li><li>Handle beneficiary updates, address changes, money movement requests, and other account-related transactions.</li><li>Assist with insurance paperwork and collect required client information.</li><li>Communicate with clients by phone and email to obtain documentation and answer questions.</li><li>Coordinate with custodians and internal team members to complete client requests.</li><li>Review paperwork for accuracy and completeness before submission.</li><li>Maintain accurate client records and documentation.</li><li>Support advisors with day-to-day client service and operational activities.</li><li>Assist with additional administrative and operational projects as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a highly successful and rapidly growing wealth management practice with a strong reputation for client service and advisor excellence.</li><li>Stable, well-established firm with a long-term vision and commitment to sustainable growth.</li><li>Fully remote position offering the flexibility to work from anywhere in the U.S.</li><li>Collaborative, close-knit team environment with meaningful exposure to advisors and clients.</li><li>Opportunity to make an immediate impact by supporting a busy and expanding practice.</li><li>Ideal for someone seeking a long-term career in client service, operations, and wealth management.</li><li>Flexible work culture that supports strong work-life balance.</li><li>High-visibility role with ongoing opportunities to learn, contribute, and grow professionally within a respected advisory firm.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T22:13:43Z
- Walnut Creek, CA
- remote
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</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> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
- 2026-11-13T08:09:01Z
- Oakland, CA
- remote
- Permanent / Full Time
- 120000.00 - 140000.00 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>🔥 <strong>Want to build a career as a Financial Planner without sacrificing your work-life balance?</strong></p><p><br></p><p>I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.</p><p>They’re looking for an <strong>Associate Advisor</strong> to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently.</p><p><br></p><p>This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in <strong>tax, estate, retirement, and investment planning</strong> while following a clear path toward becoming a Lead Advisor.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients</li><li>Prepare and update financial plans covering retirement, investments, taxes, and estate planning</li><li>Research planning strategies and prepare client meeting materials</li><li>Participate in client meetings and gain valuable relationship-management experience</li><li>Track follow-ups and ensure client action items are completed</li><li>Build your technical planning expertise and progress toward a future Financial Planner role</li></ul><p><br></p>
- 2026-11-09T06:18:42Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 120000.00 - 140000.00 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>🔥 <strong>Want to build a career as a Financial Planner without sacrificing your work-life balance?</strong></p><p><br></p><p>I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.</p><p>They’re looking for an <strong>Associate Advisor</strong> to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently.</p><p><br></p><p>This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in <strong>tax, estate, retirement, and investment planning</strong> while following a clear path toward becoming a Lead Advisor.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients</li><li>Prepare and update financial plans covering retirement, investments, taxes, and estate planning</li><li>Research planning strategies and prepare client meeting materials</li><li>Participate in client meetings and gain valuable relationship-management experience</li><li>Track follow-ups and ensure client action items are completed</li><li>Build your technical planning expertise and progress toward a future Financial Planner role</li></ul><p><br></p>
- 2026-11-09T06:18:42Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 110000.00 - 140000.00 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>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T22:18:42Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 140000.00 - 180000.00 USD / Yearly
- <p>We are looking for an Associate Attorney to join a respected litigation practice in California. This opportunity is suited for a licensed attorney with at least 1 year of experience who is confident managing insurance defense matters and contributing to a broad civil litigation caseload. The role offers exposure to personal injury, construction, business, and liability-related disputes while working alongside an established legal team in a detail-oriented, client-focused environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage insurance defense and civil litigation matters from initial case assessment through resolution.</p><p>• Prepare persuasive motions, briefs, pleadings, and other legal filings in support of case strategy.</p><p>• Conduct written discovery, evaluate responses, and coordinate document review to develop factual records.</p><p>• Take and defend depositions while working closely with clients, witnesses, and experts.</p><p>• Handle matters involving personal injury, construction disputes, business claims, premises liability, negligence matters, transportation issues, product-related claims, and real estate litigation.</p><p>• Appear in court for hearings, conferences, and other proceedings as needed.</p><p>• Collaborate with partners and legal staff to assess risk, refine litigation strategy, and advance client objectives.</p><p>• Support trial preparation activities, including organizing exhibits, witness materials, and case analyses when matters proceed toward trial.</p>
- 2026-11-12T21:38:43Z
- Oceanside, CA
- onsite
- Temporary / Contract
- 22.00 - 27.00 USD / Hourly
- <p>An established manufacturing company is adding a Data Entry Associate to support production reporting, order processing, and record accuracy. This role is well suited to someone who enjoys focused, detail-driven work and understands how accurate data supports inventory planning, production schedules, and customer deliveries.</p><p><strong>What You’ll Do:</strong></p><ul><li>Enter production figures, work order details, and order updates into internal systems.</li><li>Verify information against source documents to ensure accuracy and completeness.</li><li>Update product codes, quantities, inventory transactions, and order statuses.</li><li>Review records for missing information, duplicate entries, and inconsistencies.</li><li>Maintain electronic files for production paperwork, shipping records, and purchase orders.</li><li>Coordinate with production, warehouse, and customer service teams to resolve discrepancies.</li><li>Prepare routine spreadsheets and reports for supervisors.</li><li>Assist with scanning, indexing, and organizing manufacturing documentation.</li><li>Follow established data handling and record retention procedures.</li><li>Meet daily accuracy and productivity expectations.</li></ul>
- 2026-11-02T19:38:44Z
- Carlsbad, CA
- onsite
- Temporary / Contract
- 34.00 - 40.00 USD / Hourly
- <p>A growing organization is seeking a Senior Payroll Associate to support high-volume payroll processing and help ensure employees are paid accurately and on time. This role is ideal for an experienced payroll professional who can work independently, investigate complex pay discrepancies, and serve as a reliable resource for employees, managers, and HR partners. The successful candidate will bring strong technical knowledge, discretion, and a commitment to payroll accuracy and compliance.</p><p><strong>What You’ll Do:</strong></p><ul><li>Process and audit recurring payroll for hourly and salaried employees across multiple states.</li><li>Review timekeeping records, overtime, paid leave, bonuses, commissions, and other payroll adjustments.</li><li>Research and resolve pay discrepancies, retroactive payments, and payroll corrections.</li><li>Reconcile payroll registers and validate deductions, taxes, and employer contributions.</li><li>Support payroll tax filings, quarter-end reconciliations, and year-end activities, including W-2 preparation.</li><li>Maintain employee payroll records and ensure changes are processed with appropriate authorization.</li><li>Partner with HR and Finance on new hires, terminations, leave activity, and employee status changes.</li><li>Respond to payroll questions and explain pay calculations or deductions clearly.</li><li>Assist with payroll audits and compliance with applicable federal, state, and local requirements.</li><li>Identify recurring errors and recommend improvements to payroll controls and workflows.</li></ul><p><br></p><p><br></p><p><br></p>
- 2026-11-03T18:58:41Z
- New York, NY
- onsite
- Permanent / Full Time
- 130000.00 - 150000.00 USD / Yearly
- <p>Join a well-established and highly respected private equity investment firm in NYC! With a lean but sophisticated team overseeing a large and complex platform, this is an opportunity to make a meaningful impact in a fast-paced environment.</p><p><br></p><p>The Senior Tax Associate will play a key role in supporting partnership tax compliance and reporting across multiple entities. This position is ideal for a tax professional who enjoys detailed analysis, cross-functional coordination, and taking ownership of critical tax processes and deadlines.</p><p><br></p><p>Responsibilities:</p><p>· Analyze financial and tax information and prepare supporting workpapers for returns and related tax reporting across investment entities</p><p>· Review K-1 and K-3 packages thoroughly prior to release to investors, partners, and employees</p><p>· Partner with outside tax advisors and fund administrators on U.S. federal, state, and international filings, including various information returns</p><p>· Oversee tax calendars, filing requirements, and payment deadlines to help ensure timely and accurate submissions</p><p>· Assist with regulatory reporting and compliance filings such as FBAR, FATCA, CRS, and related annual submissions</p><p>· Support investor and employee tax reporting processes, including document distribution and maintenance of key tax and demographic data</p><p>· Help strengthen internal tax procedures and respond to inquiries from stakeholders, limited partners, and tax authorities</p><p><br></p><p>For immediate consideration please contact Alex.Muzaurieta@roberthalf.</p>
- 2026-10-22T22:53:43Z
- Las Vegas, NV
- remote
- Permanent / Full Time
- 45000.00 - 52000.00 USD / Yearly
- <p>We are looking for a Client Service Associate to support investors and account holders with responsive, knowledgeable service. In this role, you will help clients navigate account activity, answer questions about retirement account options and alternative investments, and provide steady guidance throughout the customer journey. The ideal candidate brings a service-minded approach, strong attention to detail, and the ability to communicate clearly while handling sensitive financial information with care.</p><p><br></p><p>Responsibilities:</p><p>• Provide clear guidance to clients on account features, self-directed retirement solutions, trust structures, and digital asset-related topics in an easy-to-understand manner.</p><p>• Assist customers with transactions and account-related steps from initial setup through ongoing servicing and other lifecycle events.</p><p>• Investigate client concerns, resolve routine issues efficiently, and route more complex matters to the appropriate internal specialists.</p><p>• Maintain a strong working knowledge of available products, account structures, and investment options to deliver accurate support.</p><p>• Manage incoming work queues and daily priorities to help ensure timely follow-up and service standards are consistently met.</p><p>• Support routine servicing needs such as account updates, maintenance requests, and basic technical assistance.</p><p>• Document customer conversations and service activities thoroughly and accurately within company systems.</p><p>• Work closely with partners across multiple teams to deliver a consistent and seamless client experience.</p><p>• Stay informed on company policies and applicable industry regulations related to self-directed retirement accounts.</p><p>• Contribute to team development by participating in meetings, coaching sessions, training, and process improvement efforts, including thoughtful use of AI tools and sharing productivity best practices.</p>
- 2026-10-28T20:48:44Z
- San Ramon, CA
- remote
- Permanent / Full Time
- 80000.00 - 100000.00 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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a <strong>high-visibility role working closely with senior advisors and leadership</strong>, with broad exposure across financial planning, investments, operations, and client service.</p><p> </p><p>Ideal for someone looking to <strong>deepen their financial planning experience </strong>and grow toward a client-facing role. Supportive leadership,<strong> strong work/life balance</strong>, and company support for licensing and professional development.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T22:18:42Z
- Valley Center, CA
- onsite
- Temporary / Contract
- 23.00 - 25.00 USD / Hourly
- <p>A local distribution operation is seeking a detail-oriented Inventory Control Associate to help keep stock levels accurate and orders flowing. This hands-on position is ideal for someone who enjoys a mix of inventory tracking, warehouse coordination, and problem-solving. You’ll work with purchasing, receiving, and order fulfillment teams to identify discrepancies and ensure products are available when customers need them.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Monitor inventory levels and update stock records as products are received, moved, or shipped.</li><li>Conduct cycle counts and assist with scheduled physical inventory checks.</li><li>Investigate inventory variances, missing items, and incorrect quantities.</li><li>Match incoming deliveries against purchase orders and packing slips.</li><li>Coordinate with purchasing and warehouse teams on low-stock items and replenishment needs.</li><li>Assist with order allocation and prioritize urgent customer orders.</li><li>Maintain accurate item numbers, product descriptions, and location records.</li><li>Document damaged, expired, or unsellable inventory according to company procedures.</li><li>Prepare basic inventory reports and communicate recurring discrepancies to management.</li></ul><p><br></p>
- 2026-10-29T18:23:44Z
- Boston, MA
- onsite
- Permanent / Full Time
- 170000.00 - 225000.00 USD / Yearly
- <p>Our client, a full-service law firm, is seeking a<strong> Real Estate Associate</strong> to join their sophisticated practice in Boston, MA. This role offers the opportunity to work on a broad range of commercial and residential property matters for businesses, investors, family offices, fiduciaries, and private clients. The position is well suited for an attorney who brings strong transactional experience, sound judgment, and a client-focused approach.</p><p><br></p><p><strong>Location:</strong> Boston, MA</p><p><strong>Salary:</strong> $170,000 - $225,000 (depending on experience) + great benefits</p><p><strong>Schedule:</strong> Hybrid (3 days in, 2 days remote) AFTER the first 90 days fully in office</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Handle real estate transactions from the initial stages of a deal through closing and post-closing.</li><li>Draft, review, revise, and negotiate purchase and sale agreements, leases, easements, licenses, operating agreements, and other real estate documents.</li><li>Represent buyers, sellers, landlords, tenants, investors, lenders, and property owners in a variety of transactions.</li><li>Assist with the acquisition and disposition of commercial and residential properties.</li><li>Support clients and developers with real estate development and ownership matters.</li><li>Perform and coordinate due diligence, including reviewing title, surveys, zoning requirements, environmental matters, permits, and other property-related issues.</li><li>Identify potential legal and transactional issues and work with clients and other professionals to develop practical solutions.</li><li>Assist with the negotiation and documentation of real estate financing arrangements, including commercial lending and private financing.</li><li>Prepare for and coordinate real estate closings, including reviewing closing documents and addressing outstanding issues.</li><li>Work alongside attorneys in trusts and estates, tax, corporate, and private client practices to address real estate-related issues.</li><li>Advise individuals and families on the ownership and management of real estate as part of their broader financial and estate planning objectives.</li><li>Assist with properties owned through trusts, estates, LLCs, partnerships, and other entities.</li><li>Advise clients regarding the acquisition, ownership, transfer, and disposition of vacation homes, family properties, investment properties, and other significant real estate assets.</li><li>Assist with the transition and succession of family-owned businesses and real estate holdings.</li><li>Help structure real estate ownership arrangements in coordination with estate planning, tax, and asset protection considerations.</li></ul>
- 2026-11-11T15:23:40Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 120000.00 - 125000.00 USD / Yearly
- <p><em>The salary range for this position is $120,000-$125,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are on the lookout for a meticulous and organized Sr. Associate - Fund Accountant to become a part of our team. Situated in Chicago, Illinois, this role involves the processing of customer credit applications, the maintenance of precise customer credit records, and the resolution of customer inquiries. Furthermore, the job requires the monitoring of customer accounts and the execution of appropriate actions.</p><p><br></p><p>Responsibilities</p><p>• Efficiently process credit applications from customers</p><p>• Oversee and reconcile account transactions</p><p>• Ensure the accuracy of customer credit records</p><p>• Conduct balance sheet reconciliations</p><p>• Manage journal entries in the general ledger</p><p>• Utilize Microsoft Excel for various accounting tasks</p><p>• Handle the month-end close procedures</p><p>• Operate accounting software such as NetSuite, Oracle, and SAP</p><p>• Resolve inquiries from customers</p><p>• Monitor customer accounts and take appropriate actions when necessary</p>
- 2026-10-23T16:24:08Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 145000.00 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>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a highly regarded venture capital firm with a strong track record of backing innovative, technology-driven companies. The firm offers a collaborative, entrepreneurial environment where you'll work closely with senior leaders and gain broad exposure across the finance function.</p><p><br></p><p>This is a <strong>high-visibility, high-ownership role</strong> on a lean team, providing exposure to <strong>fund accounting, valuations, investor reporting, transactions, and fund operations</strong>. Ideal for someone who enjoys solving complex problems, improving processes, and taking on meaningful responsibility. You'll also have the opportunity to help drive <strong>AI and automation initiatives</strong> as the platform continues to scale.</p><p><br></p><p>Responsibilities</p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAVs, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T03:08:45Z