<p>We are looking for a detail-oriented Recruiter to join our team in San Francisco, California. In this Contract Full-Time position, you will play a key role in supporting daily operations and ensuring the smooth functioning of administrative tasks. This role offers an exciting opportunity to contribute to a dynamic environment while gaining valuable experience.</p><p><br></p><p>Responsibilities:</p><p><strong>Talent Sourcing & Acquisition</strong>: Proactively identify and engage top tech professionals via job boards, social media, meetups, and networking events.</p><p><strong>Candidate Screening & Evaluation</strong>: Conduct interviews, technical assessments, and reference checks to evaluate candidate fit.</p><p><strong>Client Relationship Management</strong>: Partner with hiring managers to understand team needs and deliver customized staffing solutions.</p><p><strong>Market Research</strong>: Share insights on hiring trends, market demands, and salary benchmarks to inform clients and candidates.</p><p><strong>Candidate Advocacy</strong>: Represent candidates professionally, highlighting their strengths and alignment with client needs.</p><p><strong>Interview & Offer Support</strong>: Prepare candidates for interviews, guide salary negotiations, and ensure offer satisfaction.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at Allison.jacques - at - roberthalf - .com with your word resume and reference job ID#*00410-0013296439*</p>
<p>We are seeking a dynamic, detail-oriented, and customer-focused team member to support a top-producing mortgage loan office. This pivotal role blends office administration, loan processing, customer service, marketing coordination, and office assistance. </p><p><br></p><p>Key responsibilities to include:</p><ul><li>Answering phones </li><li>Print, scan and collect documents to create a loan file for submission</li><li>Open escrow, order appraisals and insurance</li><li>Assist the loan officers and processors throughout the loan process, managing deadlines, follow-ups, and ensuring smooth transitions between milestones</li><li>Create and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generation</li><li>Act as a point of contact for clients, agents, and internal team members—ensuring all communication is timely and clear.</li></ul><p> </p><p><br></p>
<p>We are looking for a proactive and organized Office Manager to oversee day-to-day operations and ensure a seamless workplace experience. This Contract to permanent position is based in San Francisco, California, and offers an exciting opportunity to contribute to a dynamic team environment. The ideal candidate will excel in administrative tasks, employee engagement activities, and maintaining office functionality.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate the ordering and stocking of office supplies, snacks, and catering to maintain a well-equipped workplace.</p><p>• Serve as the primary point of contact for IT-related issues, collaborating closely with the IT manager to address and resolve concerns.</p><p>• Plan and lead employee engagement initiatives such as happy hours, pop-up events, and other activities that enhance team morale.</p><p>• Manage accounts payable tasks, ensuring accurate and timely processing of invoices and payments.</p><p>• Perform receptionist duties, including greeting visitors, managing incoming calls, and maintaining an organized and efficient front desk presence.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013295384 **</p><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. They are seeking a <strong>professional, detail-oriented Office Manager - Finance</strong> to join their established and growing team in San Ramon. This role is ideal for someone who can confidently oversee office operations while also handling firm-level accounting responsibilities such as accounts payable. As the first point of contact for many day-to-day operations, the Office Manager plays an essential role in supporting both the internal team and the firm’s high-net-worth clientele.</p><p><br></p><p>If interested in hearing more and for faster consideration, message Jennifer Fukumae on LinkedIn. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Office Management</strong>: Oversee the day-to-day operations of the office, including supplies, scheduling, vendor coordination, and office upkeep.</li><li><strong>Accounting & Finance Support</strong>: Manage accounts payable, support reconciliations, and assist with financial reporting through QuickBooks.</li><li><strong>Payroll & HR Support</strong>: Partner with leadership to support payroll, onboarding, and benefits administration.</li><li><strong>Technology Coordination</strong>: Provide basic IT troubleshooting and work with external vendors as needed.</li><li><strong>Executive & Team Support</strong>: Serve as a resource to firm leadership and staff, ensuring smooth operations across departments.</li><li><strong>Special Projects</strong>: Lead or support firm-wide projects as needed in partnership with Operations leadership.</li></ul>
<p>We are looking for a detail-oriented Administrative Assistant on a part time basis to join our team on a contract basis in Stockton, California. This role involves providing administrative and office support to ensure smooth daily operations, including data entry, records management, and customer interactions. If you thrive in both independent and collaborative work environments and possess strong organizational skills, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Conduct fieldwork, such as riding buses, performing ride checks, counting passengers, and making detailed route observations, including on weekends.</p><p>• Provide directions to passengers using both online and paper-based bus schedules, demonstrating resourcefulness and proficiency with computers.</p><p>• Manage administrative tasks such as data entry, maintaining records, and creating specialized reports and files.</p><p>• Engage with customers to address inquiries and provide technical or administrative support.</p><p>• Work independently while also collaborating effectively within a team-oriented environment.</p><p>• Utilize Microsoft Office applications, including Excel, to complete tasks with accuracy and efficiency.</p><p>• Maintain a high level of organization, ensuring attention to detail and effective time management.</p><p>• Analyze data and information to support decision-making and improve processes.</p><p>• Perform receptionist duties, including answering inbound calls and handling inquiries professionally.</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a fiduciary Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. The firm has grown to manage more than $1.48 billion in assets as of December 2022.</p><p> They are seeking a <strong>Finance Operations Associate</strong> to join their growing San Ramon team. This is an excellent opportunity to gain hands-on experience across finance, operations, and administration while supporting a collaborative and professional office environment. </p><p> </p><p><strong>Responsibilities </strong></p><ul><li><strong>Financial Reporting & Accounting</strong>: Assist with QuickBooks entries, reconciliations, and monthly reporting.</li><li><strong>Payroll Support</strong>: Help with payroll processing to ensure accuracy and timeliness.</li><li><strong>HR Administration</strong>: Support onboarding, benefits coordination, and other HR-related tasks.</li><li><strong>Office Administration</strong>: Manage supplies, scheduling, and day-to-day office needs.</li><li><strong>Technology Coordination</strong>: Provide basic IT troubleshooting and liaise with vendors as needed.</li><li><strong>Special Projects</strong>: Partner with the Office Manager and Operations Manager on ad hoc initiatives.</li></ul>
<p>Office Management</p><p>● Serve as the primary contact for office guests and vendors, including coordinating visitor access, greeting arrivals, and maintaining a professional front desk presence.</p><p>● Manage and maintain office facilities, including conference rooms, desk assignments, building access, and overall cleanliness.</p><p>● Oversee vendor relationships (cleaning, catering, security, maintenance) and coordinate repairs or services as needed.</p><p>● Manage snack, beverage, and office supply inventory, balancing employee experience with budget constraints.</p><p>● Handle incoming mail and package distribution.</p><p>● Process invoices and track office-related expenses.</p><p>● Organize office events, weekly meals, and celebrations to support culture and engagement.</p><p>● Share office announcements (new hires, events, closures) through Slack, email, or internal postings.</p><p>● Support onboarding and offboarding, including swag inventory and new hire setup.</p><p><br></p><p>Demo Café (DrinkBot) Support</p><p>● Partner with the Demo Operations Team to maintain the office demo café space, ensuring DrinkBot machines are clean, stocked, and ready for employees and clients.</p><p>● Coordinate catering for client demos and visits when needed.</p><p><br></p><p>Administrative Support</p><p>● Provide calendar and administrative support for one to two executive leaders.</p><p><br></p><p>Requirements</p><p>● 2+ years of experience in office management or administrative support.</p><p>● Strong knowledge of office systems, procedures, and administration best practices.</p><p>● Proficiency with Google Workspace and Slack.</p><p>● Experience with office equipment such as printers and scanners.</p><p>● Excellent time management, organization, and communication skills.</p><p>● Ability to prioritize tasks, manage multiple projects, and problem-solve independently.</p><p>● Comfortable lifting up to 25 lbs.</p><p>● Professional, welcoming demeanor with a collaborative mindset.</p><p>● Creative thinker with an eye for process improvements.</p><p>● Excitement to thrive in a people-facing role, creating a positive in-office experience.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at Allison.Jacques- at - roberthalf - .com with your word resume and reference job ID#00410-0013296425**</p><p><br></p>
<p>Robert Half client is looking for a detail-oriented Administrative Assistant to join our team in Hayward, CA. In this contract-to-permanent position, you will play a key role in ensuring the smooth operation of our office by managing administrative tasks, supporting internal teams, and maintaining a welcoming environment for visitors. This is an excellent opportunity to contribute to a dynamic organization in the construction industry.</p><p><br></p><p>Administrative Assistant Responsibilities Include:</p><p>• Welcome and assist visitors with professionalism and courtesy.</p><p>• Manage incoming and outgoing mail, including sorting, distributing, and preparing packages for shipment.</p><p>• Monitor and replenish office and breakroom supplies to ensure availability at all times.</p><p>• Maintain the cleanliness and organization of the reception area and breakroom.</p><p>• Provide administrative support to the Safety Department, ensuring compliance with company protocols.</p><p>• Collaborate on internal communications and assist with planning and coordinating company events.</p><p>• Handle special projects and perform additional duties as needed.</p><p>• Answer and manage inbound and outbound calls, addressing inquiries and directing them appropriately.</p><p>• Schedule appointments and manage calendars to support efficient workflow.</p><p><br></p><p>If you are interested in this Administrative Assistant role, submit your resume today for immediate consideration!</p>
<p>A well-established and growing fiduciary investment advisory firm is seeking an <b>Office Manager </b>to support its Office & Operations Manager. This role is ideal for someone looking to grow into a leadership position within operations at a respected Registered Investment Advisor (RIA) firm managing over $2 billion in assets. The firm specializes in retirement planning and long-term investment strategies tailored to individual client needs.</p><p><br></p><p><strong>Position Overview:</strong></p><p>This full-time, on-site role blends finance operations, HR support, IT coordination, and administrative responsibilities. The ideal candidate is proactive, detail-oriented, and eager to contribute to a collaborative and professional office environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting & Finance:</strong></li><li>Process invoices and support accounts payable using QuickBooks.</li><li>Assist with monthly profit & loss reporting and light accounting tasks.</li><li><strong>HR & Compliance Support:</strong></li><li>Maintain employee records, process PTO requests, and assist with payroll and onboarding.</li><li>Support compliance documentation and internal processes.</li><li><strong>IT Liaison & Office Administration:</strong></li><li>Coordinate with external IT providers, manage support tickets, and assist with cybersecurity training.</li><li>Order supplies, maintain inventory, and provide occasional receptionist coverage.</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) with 3% employer match.</li><li>PTO: 13 days (increases to 18 days after 3 years) + standard holidays.</li><li>Beautiful office location near Bishop Ranch in San Ramon.</li><li>Opportunity to work with a successful team of advisors and grow within a stable, 30-year-old firm.</li></ul><p><strong>Work Schedule:</strong></p><ul><li>Monday–Friday, 8:00 AM to 5:00 PM, fully onsite.</li><li>Flexibility to work from home after 6+ months based on performance and seniority.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We have a client in the Central Valley seeking an Administrative Assistant. As an Administrative Assistant, your duties include:</p><p><br></p><p>1. Driver Scans: entire process involves printing, renaming, and sorting daily driver paperwork. This is a task that can happen throughout the day but is very critical first thing in the morning and mid to late afternoon as drivers scan their paperwork for the day.</p><p>2. Post Office run: mail pick up (around 10 am) and drop off (around 4:30 pm) daily. Utilize the Accounting Dept car to run these errands.</p><p>3. Customer Checks received by mail: process of opening, sorting, and scanning the checks from the mail pick up. The volume of checks will dictate how long this daily task will take, but it should start upon returning from the post office in the morning. Monday (or first business day of the week will include any mail delivered over the weekend).</p><p>4. Folding Machine & Postage Machine: administer mail projects to run through the folding machine and meter accordingly. </p><p>5. Mail Deliveries and distribution: Assist with packages that are delivered and then distributed to appropriate staff members. </p><p>6. USPS Mail: handle mail addressed to 152 FWC and pick up mail from French Camp Post Office. </p><p>7. Greeting Visitors: Be the first point of contact with visitors </p><p>8. Office Supplies: Weekly order of office supplies utilizing P-Card.</p><p>9. Outside Hauler Paperwork: Electronically move Outside Hauler paperwork from public folders to driver scans, prints, renames and sorts. </p><p>10. Misc. Filing: Support the AP team with filing of paperwork related to the accounts payable function. </p><p>11. Company Credit Card Envelopes: Monthly distribution of envelopes for accounts payables reconciliation related to PCard holders. </p><p>12. Vendor Invoice Scanning: Future project to be managed by Accounting Assistant in scanning all vendor invoices.</p><p>13. Exemptions: Entering exemption details to the State online. This is an annual task that is usually handled end of the year and beginning of the following year. </p><p>14. Executive Tasks: Supporting CFO with administrative and project-based duties.</p>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
We are looking for a detail-oriented Administrative Coordinator to join our team on a contract basis in San Jose, California. In this role, you will play a key part in supporting daily operations, ensuring efficient communication, and handling administrative tasks. The ideal candidate thrives in fast-paced environments and excels at multitasking while maintaining a high level of professionalism.<br><br>Responsibilities:<br>• Coordinate schedules and appointments to ensure smooth workflow and timely execution of tasks.<br>• Organize and assist with event planning, including managing permits and procurement processes.<br>• Provide administrative support across various functions, including clerical tasks and operations assistance.<br>• Manage and process DocuSign forms, which will comprise a significant portion of the workload.<br>• Monitor and help with budgeting activities, ensuring accuracy and compliance.<br>• Communicate effectively with vendors and internal teams to address needs and resolve issues.<br>• Utilize Microsoft Office Suite to create reports, track data, and maintain records.<br>• Adapt to changing priorities and contribute to a collaborative team environment.<br>• Exhibit a proactive approach to problem-solving and assist in maintaining efficient office operations.
<p>We are looking for a detail-oriented Sr. Administrative Assistant to join our team in San Francisco, California. This contract position requires a highly organized individual who excels at managing operational tasks, financial processes, and vendor relationships while supporting leadership with various projects. If you thrive in a fast-paced environment and enjoy collaborating with teams and external partners, this role is ideal for you.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the main point of contact for vendors, managing communications, reviewing invoices, and ensuring timely payments.</p><p>• Provide administrative support by organizing company files, tracking spreadsheets, and handling mail and deposits.</p><p>• Collaborate with ownership to oversee special projects, track compliance requirements, and manage necessary documentation.</p><p>• Partner with accounting and ownership to monitor cash flow, process payroll, and assist with insurance renewals.</p><p>• Draft offer letters and assist with onboarding processes while ensuring compliance with labor regulations and company policies.</p><p>• Coordinate local marketing efforts, including website updates and social media campaigns, in partnership with general managers and external vendors.</p><p>• Maintain and update standard operating procedures (SOPs) to ensure smooth operations across departments.</p><p>• Organize storage units and inventory to support operational needs.</p><p>• Schedule and participate in weekly meetings with ownership to review expenses and approve check runs.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013294441 **</p>
<p>Reputable firm is seeking a legal admin assistant for their office in San Rafael, California. As a legal admin assistant, you will assist attorneys with a variety of secretarial tasks, manage client files, answer phones, and maintain the Confidentiality Agreement program. </p><p><br></p><p>Responsibilities:</p><p>• Assist in document revisions, formatting, and finalizing</p><p>• Prepare and manage engagement letters</p><p>• Manage and organize client files efficiently</p><p>• Answer phone calls professionally and promptly</p><p>• Circulate letters and other legal documents via email and physical mail</p><p>• Circulate documents for execution via DocuSign</p><p>• Handle the administrative management of the Confidentiality Agreement program</p><p>• Utilize management systems and Microsoft Office Suites effectively</p><p>• Perform billing functions and calendar management</p><p>• Format documents using ProLaw and PDF</p><p>• Proofread and draft legal documents as required.</p>
<p>We are looking for a skilled Medical Assistant to join our Pediatric and Maternal-Fetal Medicine Clinic team in San Mateo, California. This contract position offers an opportunity to support physicians and patients by handling both administrative and clinical tasks to ensure seamless operations. The ideal candidate will demonstrate outstanding customer service skills while contributing to a patient-centered environment.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate patient rooming and flow by preparing for visits, assisting during appointments, and completing post-visit tasks.</p><p>• Escort patients to exam rooms promptly, adhering to established rooming standards.</p><p>• Support clinicians with procedures and tasks as needed, contributing as a collaborative team member.</p><p>• Utilize lean techniques to optimize patient workflows and ensure efficiency.</p><p>• Handle patient registration, check-in, and check-out processes, including updating demographics and posting payments.</p><p>• Resolve billing issues, address claims discrepancies, and ensure necessary authorizations are obtained before visits.</p><p>• Provide exceptional customer service by addressing patient inquiries regarding scheduling, billing, and other concerns.</p><p>• Troubleshoot issues with My Kids Chart and offer guidance to patients using the platform.</p><p>• Execute benefit-related functions and monitor cash activity with accuracy.</p><p>• Manage complaint handling to ensure patient satisfaction and compliance with service standards.</p><p><br></p><p>If you are interested in this role apply today and immediately call us at (510)470-7450</p>
We are looking for a Workplace Coordinator to join our team in San Jose, California. This Contract to permanent position offers an opportunity to play a key role in ensuring smooth office operations while providing exceptional administrative and reception support. The ideal candidate thrives in a dynamic environment and is passionate about creating a welcoming workplace.<br><br>Responsibilities:<br>• Serve as the first point of contact for visitors and staff, ensuring a detail-oriented and friendly reception experience.<br>• Manage incoming calls, emails, and inquiries, directing them appropriately.<br>• Coordinate the ordering and inventory of office supplies to maintain a well-stocked and organized workspace.<br>• Process and respond to support tickets related to office operations in a timely and efficient manner.<br>• Assist with administrative tasks such as scheduling meetings, preparing documents, and maintaining records.<br>• Collaborate with internal teams to address facility-related issues and ensure a safe and productive work environment.<br>• Monitor and oversee common areas to ensure cleanliness and functionality.<br>• Support onboarding activities for new employees, including workspace setup and orientation.<br>• Provide additional support for special projects and events as needed.
<p>Prominent Asian family office is seeking an Executive Administrative Assistant to support the ongoing needs of its real estate assets in the US. This person will be working onsite at one of the mixed-use properties in San Francisco three times per week, and the EA will be supporting the local Office Administrator as well as the CEO and COO when they visit the States.</p><p><br></p><ul><li>Daily office logistics management: including but not limited to office supplies procurement, office equipment maintenance, office environment construction, etc.</li><li>Schedule: including but not limited to employee/guest travel reservations, meeting arrangements and coordination, etc.</li><li>Event and project support: organize and coordinate employee activities, including event planning, venue preparation, etc.</li><li>Maintain communication with the apartment manager to promote the normal operation of the apartment and implement various logistical tasks in the apartment, such as furniture maintenance and updates, cost statistics, etc.</li><li>Collect and process basic data and organize administrative budget reports</li><li>Other temporary matters assigned by leaders</li></ul><p><br></p>
<p>We are looking for an experienced Systems Administrator to join our team in San Jose, California. This Contract-to-Permanent position offers an exciting opportunity to support clients by ensuring secure and efficient IT operations. The role requires a strong background in systems administration and expertise in both on-premises and cloud environments.</p><p><br></p><p>Responsibilities:</p><p>• Provide technical support to ensure seamless IT operations for SMBs clients.</p><p>• Configure and manage Active Directory, including both on-premises and Azure AD environments.</p><p>• Troubleshoot and resolve network connectivity and system issues efficiently.</p><p>• Utilize Hyper-V to manage virtualization and optimize resource allocation.</p><p>• Administer Windows Server environments with a focus on hybrid cloud solutions.</p><p>• Support and maintain cloud-based applications to enhance system performance.</p><p>• Collaborate with team members to implement security protocols and best practices.</p><p>• Conduct regular system evaluations to identify and address potential vulnerabilities.</p><p>• Document and update IT procedures to maintain compliance and streamline processes.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for an experienced Controller to lead and manage the accounting operations of our company in San Rafael, California. This role is pivotal in ensuring accurate financial reporting, maintaining data integrity, and implementing effective internal controls. The ideal candidate will bring strong leadership skills and financial expertise to support organizational growth and strategic decision-making.<br><br>Responsibilities:<br>• Oversee the accounting department’s daily operations, including data entry, reconciliation, and financial reporting across income statements, balance sheets, and cash flow.<br>• Develop and maintain documented accounting policies and procedures, while implementing controls to mitigate risks such as credit, treasury, and inventory.<br>• Evaluate current accounting systems and lead the selection and implementation of improved systems when necessary.<br>• Manage the preparation of financial reports, ensuring compliance with generally accepted accounting principles and alignment with budget guidelines.<br>• Establish and analyze benchmarks to measure company performance, focusing on inventory, revenue, and profitability metrics.<br>• Lead the creation of annual budgets and forecasts, providing regular updates to management on budget variances.<br>• Conduct financial analysis with a focus on inventory, cash flow, treasury management, and profitability.<br>• Collaborate with external auditors by providing necessary documentation and information for annual audits and tax reviews.<br>• Present comprehensive financial reviews and insights to management and board members to aid strategic decision-making.<br>• Ensure compliance with local, state, and federal government regulations.
We are looking for an experienced and meticulous Human Resources (HR) Assistant to provide contract support to the HR and Business Services departments. This contract position, based in Campbell, California, is designed to assist with benefits enrollment, payroll processing, and employee inquiries during a short-term leave coverage. If you have a strong background in HR administration and enjoy working in a collaborative environment, this role could be a great match for you.<br><br>Responsibilities:<br>• Support the open benefits enrollment process, ensuring employees have access to accurate information and assistance.<br>• Address employee inquiries regarding benefits updates, enrollment changes, and coverage options.<br>• Assist with payroll processing tasks related to benefits adjustments and new employee onboarding.<br>• Maintain and update employee records, ensuring compliance with organizational policies and procedures.<br>• Work closely with HR and payroll teams to complete benefit-related tasks in a timely manner.<br>• Provide excellent customer service by resolving employee issues and answering questions.<br>• Ensure confidentiality and accuracy in handling sensitive employee information.<br>• Collaborate with department staff to streamline processes and enhance efficiency during the leave coverage period.
<p>We are looking for a dedicated Medical Receptionist to join our client in Oakland, California. In this long-term contract role, you will play a key part in ensuring smooth patient scheduling and check-in processes while maintaining a welcoming and detail-oriented front office environment. This position is ideal for someone with a strong background in medical administration and a passion for providing exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate patient scheduling to optimize appointment flow and minimize wait times.</p><p>• Greet and check in patients, ensuring all necessary information and documentation is accurately collected.</p><p>• Manage daily reception duties, including answering phone calls, responding to inquiries, and directing patients appropriately.</p><p>• Maintain the front office area, ensuring it is clean, organized, and welcoming.</p><p>• Assist with verifying patient insurance details and processing necessary paperwork.</p><p>• Utilize basic medical terminology to communicate effectively with patients and healthcare staff.</p><p>• Support the administrative team by handling record-keeping and data entry tasks.</p><p>• Ensure confidentiality and compliance with medical regulations during all interactions and processes.</p><p><br></p><p>If you are interested, please apply now and call us at (510)470-7450 for next steps </p>
<p>We are seeking a Property Administrative Assistant to provide critical support to its property management team during a transitional period. This role is ideal for a detail-oriented and organized individual who is ready to contribute to the smooth operations of affordable housing properties.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Provide administrative support to property management staff at multiple sites, ensuring seamless communication and coordination.</li><li>Assist with preparing, organizing, and maintaining property-related documentation, including contracts, lease agreements, and compliance paperwork.</li><li>Utilize the Yardi system for data entry and tenant management as needed (prior experience with Yardi is a plus).</li><li>Respond to tenant inquiries and concerns in a professional and timely manner, directing issues to the appropriate department.</li><li>Support any compliance or regulatory requirements for affordable housing properties.</li><li>Perform general administrative tasks, such as scheduling meetings, processing reports, and maintaining office files.</li></ul>
<p>We are looking for a Part Time Office Assistant to join our team on a contract basis in Oakland, California. This role requires a proactive individual who excels at administrative and organizational tasks, ensuring smooth day-to-day operations. If you enjoy creating efficient systems and supporting multiple business functions, this position offers an excellent opportunity to contribute your skills in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Organize and maintain physical and digital records, ensuring all documents are properly sorted and filed.</p><p>• Assist in streamlining workflows by implementing efficient organizational systems.</p><p>• Manage large volumes of business cards, ensuring proper storage and accessibility.</p><p>• Provide administrative support for ongoing projects, including tracking deadlines and deliverables.</p><p>• Maintain accurate records and assist in data management tasks using spreadsheets and databases.</p><p>• Answer inbound calls and provide reception duties as needed.</p><p>• Scan and digitize documents to support efficient record-keeping.</p><p>• Perform general clerical tasks, including scheduling, correspondence, and office supply management.</p><p>• Support project completion by collaborating with stakeholders and ensuring timely execution of assigned tasks.</p>
