<p>The Bilingual Spanish Customer Service Representative plays a vital role in delivering exceptional client experiences in both English and Spanish. In this position, you will handle a variety of customer interactions, including questions about products, order processing, returns, and troubleshooting. Your ability to communicate clearly in both languages will help you resolve issues efficiently while building rapport with clients from diverse backgrounds. You’ll be expected to document all interactions in the company’s systems, collaborate with teams to solve complex problems, and contribute ideas for process improvements. Adaptability, empathy, and a customer-first mindset are essential for success in this role.</p>
<p>As a Bilingual Spanish Front Desk Coordinator, you will be responsible for managing all front desk and reception activities, welcoming visitors and clients in both Spanish and English. This dynamic role involves coordinating schedules, administrative support tasks, office organization, and responding to inquiries with professionalism and efficiency. You’ll collaborate with multiple internal teams to ensure a smooth flow of daily operations and act as a central communication hub for both staff and clients. Your exceptional organizational skills and bilingual communication abilities will be key in creating a positive, seamless experience for everyone entering our workplace.</p>
<p>Our company is looking for an enthusiastic and customer-focused Vietnamese-speaking Customer Service Representative to deliver exceptional service and support to our diverse client base.</p><p>This position is responsible for addressing customer inquiries, resolving issues efficiently, and working closely with Vietnamese-speaking clients. You will play an integral role in creating positive experiences, identifying opportunities for improvement in customer service delivery, and cultivating lasting relationships.</p><p>You should be adaptable, tech-savvy, and passionate about helping others, with fluency in Vietnamese and English.</p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
We are looking for a skilled Customer Service Representative to join our manufacturing team in San Leandro, California. This position offers a long-term contract opportunity and requires a proactive individual with strong administrative and organizational abilities. The ideal candidate will play a key role in supporting logistics coordination and ensuring smooth operations within the department.<br><br>Responsibilities:<br>• Manage daily administrative duties, including handling correspondence, organizing documents, and performing accurate data entry.<br>• Utilize Microsoft Outlook, Word, and Excel to create and edit reports, documents, and spreadsheets.<br>• Collaborate with the Customer Service team to address overflow tasks and improve operational efficiency.<br>• Communicate effectively with internal departments and external stakeholders to ensure timely follow-ups and resolutions.<br>• Maintain a positive and detail-oriented attitude while assisting with various departmental needs.<br>• Support logistics coordination by monitoring timelines and ensuring smooth workflows.<br>• Help streamline processes to enhance productivity and reduce inefficiencies.<br>• Provide exceptional service by addressing inquiries and resolving minor issues promptly.<br>• Actively contribute to the overall goals of the department through teamwork and initiative.
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</p>
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</p>
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</p>
<p>As a Customer Service Specialist, you will serve as a key liaison between our company and its clients, ensuring that every interaction reflects our commitment to excellence. In this role, you will be responsible for addressing inquiries, resolving complex issues, and providing timely, accurate information about our products and services. You’ll play a critical part in client retention by fostering positive, professional relationships, managing customer expectations, and offering solutions that best meet their needs. This position requires excellent communication skills, a proactive attitude, and the ability to adapt to a dynamic environment. You will collaborate closely with internal teams to deliver seamless service and continuously seek ways to enhance the customer experience.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></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>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Up to $120k base</strong></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>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></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>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a dedicated Member Services Representative to join our team on a contract basis in Woodside, California. This role involves providing essential administrative support within the Membership Department, ensuring accurate data management and seamless member interactions. The position offers an opportunity to utilize your organizational skills and customer service expertise while contributing to our team's success.<br><br>Responsibilities:<br>• Perform audits of member data to ensure accuracy and completeness.<br>• Process payments, including checks and organizational contributions, with precision.<br>• Print and distribute membership cards efficiently.<br>• Convert ticket purchases into memberships while maintaining detailed records.<br>• Respond to general member inquiries and provide exceptional customer service.<br>• Manage database entries and updates to streamline operations.<br>• Utilize Microsoft Excel and Mail Merge to generate reports and manage communications.<br>• Assist with administrative tasks to support the Membership Department's daily operations.<br>• Ensure timely and accurate handling of membership-related requests.<br>• Collaborate with team members to maintain a high standard of service.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | RIA | San Francisco | Hybrid | $80-100k Base + Bonus</strong></p><p> </p><p>The firm is a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approximately $2 billion in assets, has earned a reputation for delivering sophisticated, tailored wealth management solutions to families and institutions.</p><p> </p><p>This role provides an invaluable exposure to all facets of wealth management while allowing you to collaborate across departments and support a diverse portfolio of clients. The firm offers a competitive compensation package, including comprehensive health benefits, 401(k) matching after six months, three weeks of paid vacation, and separate sick days. This is an ideal opportunity for detail-oriented, proactive professionals who thrive in a client-focused environment.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Provide day-to-day client service and support</li><li>Assist with meeting preparation and coordinate follow-ups</li><li>Serve as a primary point of contact for client requests and inquiries</li><li>Initiate and monitor service requests with custodians on behalf of clients</li><li>Manage account openings, stock option exercises, cost basis research, and related tasks</li><li>Maintain and update CRM records, contributing to quarter-end reporting</li><li>Ensure precise execution of client service protocols</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. In this role, you’ll deliver exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new and existing accounts</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions</li><li>Act as liaison between advisors, clients, and middle-office functions</li><li>Schedule client meetings and manage calendars</li><li>Support trading and portfolio rebalancing if licensed</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match</li><li>Medical and dental coverage</li><li>Flexible overtime pay option</li><li>15 vacation days + 5 sick days + NYSE holidays</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help improve processes to enhance the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).</li><li>Communicate with clients and custodians to resolve operational issues.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after 6 months.</li><li>Three weeks paid vacation + separate sick days.</li></ul>
We are looking for a dedicated Customer Service Specialist to join our team on a contract basis in Santa Rosa, California. This role involves providing exceptional support to merchants while ensuring compliance, managing risk, and maintaining high standards of service delivery. The ideal candidate will bring strong technical skills, a keen eye for detail, and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Investigate and monitor merchant processing activities using advanced risk management tools.<br>• Handle customer inquiries by explaining underwriting policies and decisions with clarity.<br>• Conduct thorough investigations to ensure compliance and mitigate risks.<br>• Document risk assessments and findings in a concise and structured manner.<br>• Maintain merchant accounts, including updating profiles and bank account details.<br>• Collaborate with sales and other internal teams to deliver seamless merchant support.<br>• Stay informed about industry trends relevant to merchant services and risk management.<br>• Assist with credit and risk-related tasks, including reviewing merchant accounts.<br>• Ensure all services meet or exceed established quality and service standards.
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a full-time, experienced <strong>Client Service Specialist</strong> to join their growing team. This role is based in <strong>San Francisco</strong> (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed.</p><p> </p><p><strong>Compensation:</strong> $80,000–$90,000 (DOE) + Bonus + <strong>6% 401(k) match</strong></p><p><strong>Schedule:</strong> Hybrid (3 days in-office), WFH 2 days once trained</p><p> </p><p>This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients.</p><p> </p><p>This position is primarily <strong>back-office/administrative</strong> with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.).</li><li>Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney).</li><li>Communicate with clients by phone or email to answer operational questions and resolve administrative issues.</li><li>Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing.</li><li>Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions.</li><li>Maintain accurate records by updating the portfolio accounting system and CRM.</li><li>Contribute to quarterly reporting—production, review, and delivery of client reports.</li><li>Ensure client service procedures are followed and continuously enhanced for efficiency and quality.</li></ul><p><br></p>
<p>Our Spanish Receptionist will be the welcoming face of our organization, providing front-desk assistance to clients, visitors, and team members. This role requires fluency in Spanish and strong interpersonal skills, as you will be responsible for greeting visitors, handling calls, scheduling appointments, managing reception area operations, and supporting administrative functions. You’ll ensure all incoming inquiries are handled efficiently, guide clients to the appropriate departments, and maintain a professional and helpful environment at all times. Attention to detail, reliability, and a service-oriented approach are essential to succeed in this role.</p>
<p><strong>Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role could be the perfect next step in your career.</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p>Our organization is seeking a skilled Customer Support Specialist fluent in Cantonese to join our growing customer service team.</p><p>In this role, you will be the primary point of contact for Cantonese-speaking customers, delivering reliable support and ensuring their questions are answered promptly. You will use CRM and support platforms to track interactions, assist with troubleshooting, and work collaboratively to provide a connected customer experience.</p><p>Strong communication, empathy, and problem-solving skills are essential, as well as a commitment to supporting process improvements and team development.</p>
<p>We are looking for a detail-oriented and personable Receptionist to join our team in Fremont, California. In this long-term contract position, you will be responsible for ensuring smooth day-to-day operations at the front desk while providing exceptional service to visitors and team members. This role is perfect for someone who thrives in a dynamic environment and takes pride in creating a welcoming atmosphere.</p><p><br></p><p>Responsibilities:</p><p>• Receive and log incoming mail and packages, ensuring proper distribution to team members.</p><p>• Provide hospitality support by preparing and delivering beverages and other refreshments throughout the day.</p><p>• Monitor the front desk area and office environment, promptly reporting any facility or maintenance issues to vendors and coordinating solutions.</p><p>• Maintain an organized and welcoming reception space that reflects the standards of the company.</p><p>• Serve as the first point of contact for visitors, greeting them warmly and addressing their needs.</p><p>• Support team operations by performing clerical and administrative tasks as needed.</p><p>• Uphold high standards of customer service and conduct in all interactions.</p>
<p>Position summary</p><p>The Office Services Associate is responsible for adding value in providing daily back-office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed.</p><p><br></p><p>Job duties</p><p>* Denotes an essential function</p><p>- *Utilize appropriate logs for all office services work.</p><p>- *Ensure that job tickets are properly filled out before beginning work.</p><p>- *Perform work in office services primarily reprographics mail and intake functions according to established procedures.</p><p>- *Follow procedures to run jobs in proper order.</p><p>- *Communicate with supervisor or client on job or deadline issues.</p><p>- *Meet contracted deadlines for accepting completing and delivering all work.</p><p>- *Troubleshoot basic equipment problems.</p><p>- Be able to lift up to 50 lbs. on a regular basis.</p><p>- Prioritize workflow.</p><p>- Performs Quality Assurance on own and work of others.</p><p>- Load machines with various paper toner supplies.</p><p>- Answer telephone emails and place service calls when needed.</p><p>- Interact with clients in person over the phone or electronically.</p><p>- Adhere to Williams Lea policies in addition to client site policies.</p><p>- Use equipment and supplies in a cost-efficient manner.</p><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Client Service Associate</strong> to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new/existing accounts.</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions.</li><li>Act as liaison between advisors, clients, and middle-office functions.</li><li>Schedule client meetings and manage calendars.</li><li>Support trading and portfolio rebalancing if licensed.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match.</li><li>Medical and dental coverage.</li><li>Flexible overtime pay option.</li><li>15 vacation days + 5 sick days + NYSE holidays.</li></ul>
<p>A San Francisco–based law firm is seeking a professional and reliable Receptionist to provide short-term front desk coverage on Thursday, 12/11 from 1:00 PM–4:30 PM (training/shadowing) and Friday, 12/12 from 9:00 AM–4:30 PM (full-day coverage). This role is responsible for ensuring smooth day-to-day operations at the reception area, including greeting visitors, managing incoming calls, retrieving and distributing mail, and supporting basic administrative tasks. The ideal candidate has strong communication skills, a polished demeanor, and previous experience in a receptionist or administrative support role within a professional office setting.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>• Provide front-desk coverage, greet visitors, and maintain a professional reception environment</p><p>• Answer and route incoming calls promptly and courteously</p><p>• Retrieve, scan, and distribute daily mail</p><p>• Assist with basic administrative and clerical tasks as needed</p><p>• Support attorneys and staff with general office needs</p><p>• Maintain confidentiality and uphold professional standards at all times</p>
