We are looking for a motivated and detail-oriented Office Assistant to join our team in Menlo Park, California. This is a long-term contract position where you will play a vital role in ensuring the smooth operation of our office environment. If you are dependable, organized, and thrive in a fast-paced setting, we encourage you to apply.<br><br>Responsibilities:<br>• Maintain and organize office files and records to ensure easy access and retrieval.<br>• Prepare and ship items, including backpacks, while managing basic inventory tasks.<br>• Assist with packing and moving boxes, ensuring the workspace is ready for reentry.<br>• Perform general administrative tasks such as data entry and correspondence.<br>• Support office operations by managing supplies and keeping the workspace functional.<br>• Collaborate with team members to ensure efficient workflow and task completion.<br>• Utilize Microsoft Office Suite for document creation, tracking, and communication.<br>• Handle minor physical tasks related to office setup and maintenance.<br>• Ensure all assigned projects are completed within the specified timeframe.<br>• Provide reliable and consistent support to meet project goals and deadlines.
<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><strong>Investment Accounting Controller</strong></p><p><strong>Confidential Family Office (Partnering with Robert Half Finance & Accounting)</strong></p><p>📍 <em>Menlo Park, CA – Onsite 5 days/week (next to Caltrain Station)</em></p><p>💰 <em>$200,000 – $250,000 + Bonus + Excellent Benefits</em></p><p> </p><p><strong>About the Family Office</strong></p><p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>well-established, multi-generational family office</strong> based in Menlo Park, California. This organization manages a diverse investment portfolio across public equities, private investments, real estate, and alternative assets. The team works closely with top-tier advisors, auditors, and investment managers to ensure strong governance, long-term wealth preservation, and best-in-class financial stewardship.</p><p> </p><p><strong>Position Overview</strong></p><p>Our client is seeking an <strong>Investment Accounting Controller (or Assistant Controller)</strong> to join its growing investment accounting team. This role is ideal for a technically strong, detail-oriented accounting professional who values precision, collaboration, and continuous improvement.</p><p>You’ll oversee and enhance accounting operations across both audited and non-audited entities, maintain robust internal controls, and collaborate closely with investment and finance leadership to ensure accurate, timely financial reporting.</p><p> </p><p><strong>Team Structure</strong></p><p>You’ll join a <strong>collaborative five-person Investment Accounting Team</strong> and report directly to the <strong>Director of Investment Accounting</strong>.</p><p> </p>
<p>Robert Half is looking or a temp to hire Office Manager in Redwood City, California. This role is ideal for someone who is detail oriented and excels in administrative and accounting tasks, ensuring smooth daily operations for a small, well-established office. As part of a long-term contract position, you will contribute to our business's success by supporting both office management and seasonal workflow needs.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage daily office operations, including maintaining a well-organized workspace and ensuring supplies are stocked.</li><li>Oversee accounts payable processes using QuickBooks, ensuring accurate and timely data entry and reconciliation.</li><li>Process customer transactions, including sales entries and accounts receivable, using dedicated software.</li><li>Assist with seasonal workload demands, such as processing incoming orders and payments efficiently.</li><li>Support customer communication by handling calls to resolve past-due accounts.</li><li>Coordinate administrative tasks, including scheduling, filing, and ensuring compliance with office procedures.</li><li>Act as the first point of contact for visitors and manage receptionist duties.</li><li>Collaborate with team members to ensure seamless workflow during busy periods.</li><li>Perform regular audits of office supplies to maintain inventory and order items as needed.</li><li>Create and maintain accurate records for accounting and administrative purposes.Robert Half </li></ul>
<p><strong>Job Summary</strong></p><p>We are seeking a highly organized, proactive, and detail-oriented Administrative Assistant to support the daily operations of a construction and transportation company. The ideal candidate will be the backbone of our office, managing administrative tasks, coordinating communication, and ensuring smooth workflows between field teams, project managers, clients, and vendors.</p><p><strong>Key Responsibilities</strong></p><ul><li>Greet visitors, answer and direct phone calls, and manage general email inquiries</li><li>Schedule and coordinate meetings, appointments, and travel arrangements for management and field staff</li><li>Prepare, edit, and distribute correspondence, reports, invoices, and bids</li><li>Maintain and update project files, permits, certifications, safety records, and compliance documents (both digital and physical)</li><li>Assist with payroll processing, time-sheet collection from field crews, and basic bookkeeping support using QuickBooks or similar software</li><li>Track and order office supplies, safety gear, and uniforms</li><li>Coordinate vehicle and equipment maintenance scheduling with fleet manager</li><li>Manage incoming/outgoing mail, shipments, and courier services</li><li>Assist in preparing bid packages, subcontract agreements, change orders, and close-out documents</li><li>Perform data entry and maintain accurate records in company CRM/ERP systems (e.g., Procore, Viewpoint, HCSS, or similar)</li><li>Provide general support to project managers and executives as needed</li></ul><p><br></p>
We are looking for a dedicated Human Resources (HR) Assistant to join our team on a contract basis in Santa Clara, California. This role is designed to support a variety of HR functions, including recruitment, onboarding, employee engagement, and administrative tasks. The ideal candidate will play a key part in fostering a positive workplace culture and ensuring smooth HR operations.<br><br>Responsibilities:<br>• Coordinate onboarding and orientation processes for new hires, ensuring a welcoming and efficient start.<br>• Maintain and update employee records in HR systems, including data related to benefits, compliance, and status changes.<br>• Support engagement initiatives by organizing surveys, recognition programs, and company-wide events.<br>• Compile and analyze HR data to assist in creating reports and audits.<br>• Provide administrative assistance to the HR team, offering guidance on policies, benefits, and procedures.<br>• Conduct background checks and employment verifications to support recruitment efforts.<br>• Manage employee documentation and ensure files are kept up to date.<br>• Administer the I-9 and eVerify processes and prepare necessary documentation for audits.<br>• Maintain and update the company's intranet, including site navigation and content.<br>• Assist with recruitment activities, such as posting job descriptions and scheduling interviews.
<p>An established IP Law Firm is looking for a Legal Administrative Assistant for their San Jose branch. The ideal candidate will manage and coordinate work tasks throughout the department and serve as the first point of contact for clients and staff. Applicants should have the ability to work in-office, 5 days per week</p><p><br></p><p>• Prepare memos, reports, presentations, and other documents; responsible for drafting and editing correspondence </p><p>• Schedule appointments, meetings, events, and manage calendars; coordinate meeting logistics and catering </p><p>• Answer phones, take and relay messages </p><p>• Coordinate and schedule travel </p><p>• Prepare and submit expense reports and reconcile credit card transactions </p><p>• Assist with submitting conflict checks and opening new matters </p><p>• Enter time charges </p><p>• Assist with onboarding tasks for new hires </p><p>• Maintain files (both physical and electronic) and ensure that client related documents and correspondence are saved in the firm's document management repository </p><p>• Actively contribute to team meetings and other team related activities </p><p>• Assist with various ad-hoc tasks such as: manage inbound and outbound mail, order office supplies, liaise with building management for facility related issues </p><p>• Perform other related duties and projects as assigned </p>
<p><strong>Jennifer Fukumae</strong> with Robert Half’s Finance & Accounting practice is partnering with a leading Venture Capital firm in Palo Alto seeking an<strong> Assistant Controller</strong> to join their lean and collaborative team. This role will play a key part in transforming the corporate finance and accounting function, driving process improvements, and implementing scalable systems.</p><p> </p><p><strong>Assistant Controller (Venture Capital Firm – Palo Alto)</strong></p><p><strong>Hybrid | 3 Days in Office | $170–250K + Bonus + Profit Share + Excellent Benefits</strong></p><p> </p><p>You’ll support the firm’s <strong>Management Company</strong> and collaborate closely across teams.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee day-to-day financial operations including general ledger, accounts payable, financial reporting, and FP& A (budgeting, forecasting, P& L management).</li><li>Assist with global consolidated budgeting, forecasting updates, and variance analysis.</li><li>Manage expense allocations across entities and help automate allocation processes.</li><li>Lead the selection and implementation of new Accounting and FP& A systems; enhance efficiency on AP/AR processes (e.g., Bill.com).</li><li>Partner cross-functionally with a commercial mindset—balancing budgets, priorities, and business needs.</li></ul><p><br></p>
We are looking for a Compensation and Benefits Administrator to join an established client in the South Bay. This is a direct permanent offering an excellent opportunity to support key HR functions and enhance your skills. The role involves working closely with the HR Management team and being point of contact for Compensation and Benefits Administration. <br> Responsibilities: • Coordinate and manage Employee Compensation and Benefits • Assist in maintaining and updating Human Resources Information Systems (HRIS) to reflect current employee data. • Provide administrative support for various HR functions, including record-keeping and policy updates. • Collaborate with team members - HRIS system recording all Compensation and Benefit changes • Ensure adherence to company policies and employment regulations in all HR practices. • Prepare reports and summaries related to HR activities for management review. • Support the implementation of new HR initiatives to improve operational efficiency
<p>Our client, a distinguished historical location, is seeking a part-time Administrative Assistant on a contract basis in Oakland, California. This part-time role offers an exciting opportunity to contribute to the efficient management of donor databases and support administrative operations in a dynamic environment. The ideal candidate will have experience with donor management systems and a passion for maintaining organization and accuracy in administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Manage and update donor information using DonorPerfect and Raiser’s Edge systems.</p><p>• Perform accurate data entry to ensure the integrity of records and donor details.</p><p>• Provide general administrative support, including scheduling meetings and preparing reports.</p><p>• Assist in implementing new technology solutions to enhance administrative workflows.</p><p>• Respond to inquiries and maintain attentive and precise communication with donors and stakeholders.</p><p>• Organize and maintain office files, both digitally and physically, for easy access.</p><p>• Collaborate with team members to streamline processes and improve efficiency.</p><p>• Generate detailed reports and analytics related to donor contributions and trends.</p><p>• Support event planning and coordination efforts as needed.</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half’s Finance & Accounting practice is partnering with a leading Venture Capital firm in Palo Alto seeking an<strong> Assistant Controller</strong> to join their lean and collaborative team. This role will play a key part in transforming the corporate finance and accounting function, driving process improvements, and implementing scalable systems.</p><p> </p><p><strong>Assistant Controller (Venture Capital Firm – Palo Alto)</strong></p><p><strong>Hybrid | 3 Days in Office | $170–250K + Bonus + Profit Share + Excellent Benefits</strong></p><p> </p><p>You’ll support the firm’s <strong>Management Company</strong> and collaborate closely across teams.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee day-to-day financial operations including general ledger, accounts payable, financial reporting, and FP& A (budgeting, forecasting, P& L management).</li><li>Assist with global consolidated budgeting, forecasting updates, and variance analysis.</li><li>Manage expense allocations across entities and help automate allocation processes.</li><li>Lead the selection and implementation of new Accounting and FP& A systems; enhance efficiency on AP/AR processes (e.g., Bill.com).</li><li>Partner cross-functionally with a commercial mindset—balancing budgets, priorities, and business needs.</li></ul><p><br></p>
<p><strong>Controller</strong></p><p><strong>Confidential Family Office (Partnering with Robert Half Finance & Accounting)</strong></p><p>📍 <em>Menlo Park, CA – Onsite 5 days/week </em></p><p>💰 <em>$200,000 – $250,000 + Bonus + Excellent Benefits</em></p><p> </p><p><strong>About the Family Office</strong></p><p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>well-established, multi-generational family office</strong> based in Menlo Park, California. This organization manages a diverse investment portfolio across public equities, private investments, real estate, and alternative assets. The team works closely with top-tier advisors, auditors, and investment managers to ensure strong governance, long-term wealth preservation, and best-in-class financial stewardship.</p><p> </p><p><strong>Position Overview</strong></p><p>Our client is seeking an <strong>Investment Accounting Controller (or Assistant Controller)</strong> to join its growing investment accounting team. This role is ideal for a technically strong, detail-oriented accounting professional who values precision, collaboration, and continuous improvement.</p><p>You’ll oversee and enhance accounting operations across both audited and non-audited entities, maintain robust internal controls, and collaborate closely with investment and finance leadership to ensure accurate, timely financial reporting.</p><p> </p><p><strong>Team Structure</strong></p><p>You’ll join a <strong>collaborative five-person Investment Accounting Team</strong> and report directly to the <strong>Director of Investment Accounting</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and review investment accounting work to ensure accuracy, consistency, and compliance with GAAP where applicable.</li><li>Manage accounting for both audited (GAAP) and non-audited entities — approximately 20% of the portfolio is audited.</li><li>Lead and support the annual audit process as liaison between internal teams and external auditors.</li><li>Prepare and review K-1s and partnership accounting reports.</li><li>Maintain high-quality accounting standards, implementing process and control improvements as needed.</li><li>Partner with the investment team on valuations, capital activity, and performance reporting.</li><li>Oversee accounting entries and reconciliations within <strong>NetSuite</strong>.</li><li>Collaborate with senior finance leadership on reporting enhancements, special projects, and system initiatives.</li></ul><p><br></p>
We are looking for an experienced Executive Assistant to join our team on a contract basis in Stanford, California. In this role, you will provide high-level administrative support to the Vice President and the organization, managing schedules, communications, and special projects. This position is ideal for someone with strong attention to detail, organizational skills, and the ability to handle complex tasks in a dynamic environment.<br><br>Responsibilities:<br>• Coordinate and manage the Vice President’s calendar, ensuring seamless scheduling of high-priority meetings and resolving potential conflicts.<br>• Organize logistics for meetings, including preparing agendas, distributing materials, and documenting minutes.<br>• Communicate deadlines proactively and address scheduling conflicts to maintain smooth operations.<br>• Arrange travel plans for the Executive Office, including transportation, accommodations, and itineraries, while ensuring expense reports are processed accurately.<br>• Facilitate logistical details for events such as retreats and staff meetings, including catering and audiovisual setup.<br>• Reconcile department credit card expenses and process reimbursements and invoices promptly.<br>• Collaborate with the Chief of Staff on event preparation and ensure all materials are ready and accessible.<br>• Support special projects and initiatives as assigned, contributing to the success of organizational goals.<br>• Offer facilitation assistance for staff meetings to ensure effective communication and collaboration.
We are looking for a detail-oriented Legal Assistant/Paralegal to join our team in San Mateo, California. This role involves supporting attorneys with litigation tasks, discovery processes, and trial preparation. The ideal candidate will have a strong understanding of California Discovery Statutes, excellent organizational skills, and a proactive approach to managing deadlines.<br><br>Responsibilities:<br>• Manage billing of time and ensure accurate tracking of case-related activities.<br>• Prepare and file Case Management Statements and other required legal documentation.<br>• Draft and serve discovery documents, including Requests for Admissions, Form Interrogatories, Special Interrogatories, and Demands for Inspection.<br>• Coordinate depositions by scheduling court reporters, interpreters, and other necessary resources.<br>• Subpoena records such as medical, employment, and financial documents, and conduct thorough reviews and analyses of received discovery.<br>• Assist with expert witness discovery, including locating experts, retaining witnesses, and preparing necessary disclosures.<br>• Draft motions and monitor tentative rulings while adhering to strict filing deadlines.<br>• Support trial preparation by organizing trial binders, witness lists, subpoenas, and coordinating third-party vendors.<br>• Facilitate post-trial activities, including preparing Memorandums of Costs.<br>• Meet with clients to gather information, finalize discovery responses, and ensure proper service of legal documents.
We are looking for a highly organized and proactive Executive Assistant to provide comprehensive support to senior leadership in Sausalito, California. This position involves managing complex scheduling, facilitating seamless communication, and overseeing daily administrative tasks in a dynamic, fast-paced environment. As a fully onsite, long-term contract role, this opportunity is ideal for individuals who thrive in hands-on settings and are skilled at coordinating multiple priorities.<br><br>Responsibilities:<br>• Maintain and manage executive calendars, coordinating meetings across various time zones and ensuring seamless scheduling.<br>• Resolve scheduling conflicts proactively while safeguarding critical priorities and focus time for leadership.<br>• Organize meeting logistics, including booking conference rooms, preparing technology, and ensuring timely follow-ups on action items.<br>• Plan and coordinate travel arrangements, including flights, ground transportation, and accommodations.<br>• Handle daily office operations, such as ordering supplies, maintaining an organized workspace, and ensuring the office is well-stocked.<br>• Act as a liaison for external partners and stakeholders, representing the executive team professionally.<br>• Support the preparation of executive meetings by compiling relevant documents and ensuring readiness.<br>• Address ad hoc administrative needs promptly, ensuring smooth day-to-day operations.<br>• Collaborate with internal teams to streamline processes and enhance efficiency.
<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>An AV-rated, management-side employment law firm in South San Francisco has an urgent need for an experienced Litigation Legal Assistant to support a team of four attorneys on a contract-to-hire basis. This is a hands-on litigation support role covering case management from start to finish. The ideal candidate is a seasoned litigation legal assistant or legal secretary with deep knowledge of state and federal court procedures, impeccable attention to detail, and the ability to operate with minimal supervision. This is a fully onsite role offering stability, a collegial environment, and an opportunity to join a well-established boutique firm known for its high-quality work and strong employee tenure.</p><p> </p><p><strong>Responsibilities</strong></p><p>• Support litigation matters from case opening through resolution</p><p>• Prepare, file, and serve documents in state and federal courts</p><p>• Manage and maintain court calendars, deadlines, and hearing schedules</p><p>• Open new matters and organize case files</p><p>• Assist attorneys with day-to-day case management and workflow</p><p>• Perform light administrative duties (filing, scanning, organizing documents)</p><p>• Manage monthly billing cycles in coordination with the firm’s billing system</p><p>• Draft simple correspondence and assist with formatting documents as needed</p><p>• Communicate with court personnel, opposing counsel, and clients when appropriate</p><p>• Utilize Microsoft Office Suite and adapt to new or evolving legal software</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><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 JC del Rosario — 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 looking for 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>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 plus separate sick days</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 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><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits. The practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul>
<p><strong>Ready to take the next step? 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 Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a skilled <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This role is primarily focused on back-office operations with some client interaction via email and phone. You’ll play a key part in delivering exceptional service, managing client requests, and collaborating with advisors to streamline processes and 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><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><strong>Jennifer Fukumae with Robert Half </strong>is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
