<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. </p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</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 a Benefits and Leave Analyst to join our team in Stockton, California. This role involves managing key aspects of employee benefits, leave administration, and workers' compensation processes. As this is a Contract to permanent position, it offers an excellent opportunity to transition into a long-term role within the organization.<br><br>Responsibilities:<br>• Administer employee benefit programs, ensuring compliance with applicable policies and regulations.<br>• Coordinate and manage leave of absence processes, including FMLA, disability, and other related programs.<br>• Analyze benefits data and provide recommendations to optimize program offerings.<br>• Oversee workers’ compensation cases, including claims management and reporting.<br>• Develop and implement procedures to enhance efficiency in benefits and leave administration.<br>• Conduct audits of benefits processes to ensure accuracy and compliance.<br>• Serve as a subject matter expert to employees, providing guidance on benefits and leave-related inquiries.<br>• Collaborate with internal teams and external vendors to ensure smooth operation of benefit programs.<br>• Maintain up-to-date knowledge of state and federal regulations impacting benefits and leave policies.
<p>We are looking for an Administrative Coordinator to join our team and provide essential support to operations. This position emphasizes scheduling, troubleshooting, and provider onboarding during off-hours to ensure seamless operations across international time zones. This is a long-term contract opportunity designed to accommodate flexible scheduling and remote work.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and manage scheduling for sessions, focusing on international time zones and off-hours.</p><p>• Provide technical troubleshooting support during sessions to ensure uninterrupted operations.</p><p>• Assist with onboarding new providers, particularly those working outside standard business hours.</p><p>• Address and resolve client requests related to operations in a timely and meticulous manner.</p><p>• Serve as backup support for session-related issues or inquiries when other team members are unavailable.</p><p>• Prioritize and manage both routine and urgent community scheduling based on client needs.</p><p>• Collaborate with stakeholders to ensure cultural sensitivity and effective communication with global participants.</p><p>• Utilize tools such as Zoom, Airtable, Google Suite, and Zendesk to streamline operations and enhance service delivery.</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#*00416-0013292673*</p><p><br></p>
<p>We are looking for an Administrative Coordinator to join our team and provide essential support to our operations. This long-term contract position requires a dedicated individual with strong attention to detail who can manage global scheduling, technical troubleshooting, and provider onboarding outside of standard business hours. The role is remote and offers an opportunity to contribute to a dynamic and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle client success requests related to Circles operations, ensuring timely responses and solutions, particularly for international regions.</p><p>• Coordinate and oversee the scheduling of sessions for global participants, with a focus on international time zones.</p><p>• Resolve technical issues during sessions promptly to ensure smooth operations.</p><p>• Support the onboarding process for new providers working outside of standard business hours, enhancing international service capabilities.</p><p>• Act as a backup resource to address session-related issues or questions during team member absences.</p><p>• Manage both routine and urgent scheduling needs, prioritizing tasks based on client requirements.</p><p>• Collaborate with stakeholders to maintain a high level of service quality.</p><p>• Utilize tools such as Zoom, Airtable, Google Suite, and Zendesk to carry out daily tasks efficiently.</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#*00416-0013294285*</p>
<p>We are looking for a dedicated Benefits and Wellness Administrator to join our team in Solano County, California. This role requires a proactive individual who can manage employee benefit programs and wellness initiatives while ensuring compliance with federal and state regulations. The ideal candidate will bring strong organizational skills, bilingual Spanish communication abilities, and a passion for fostering employee well-being.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the administration of employee benefit programs, including health, dental, vision, life insurance, disability, and retirement plans.</p><p>• Coordinate open enrollment processes, including updating systems and preparing communication materials.</p><p>• Process new enrollments, qualifying life events, and terminations within vendor systems.</p><p>• Manage the administration of time-off policies, leaves of absence, and accommodations in compliance with regulations.</p><p>• Develop and implement wellness programs that promote physical, mental, and financial health.</p><p>• Collaborate with vendors and internal teams to organize wellness events and track program participation.</p><p>• Research and compare competitors’ benefit plans to recommend improvements for organizational offerings.</p><p>• Ensure timely employer contributions and employee payroll deductions are accurately processed.</p><p>• Respond to unemployment claims and manage related documentation.</p><p>• Maintain compliance with federal and California state laws, including FMLA and other applicable regulations.</p>
<p>We are partnering with an AMLAW 100 litigation firm to source a Litigation Legal Secretary with proven expertise in state and federal e-filing, litigation calendaring, and trial preparation to join their team on a long-term contract basis. This fully remote role requires a California-based candidate who can provide critical support across a wide range of civil litigation matters. It is a long-term, open-ended contract position that offers both stability and meaningful, ongoing work with one of the country’s leading litigation firms. While there is potential for full-time conversion depending on headcount, the immediate priority is to bring on a skilled legal secretary who can begin contributing right away.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage state and federal e-filing processes for diverse litigation cases.</li><li>Maintain and organize litigation calendars, ensuring deadlines are met for various case types.</li><li>Assist attorneys with trial preparation, including exhibits, binders, and witness coordination.</li><li>Draft, proofread, and edit legal documents, correspondence, pleadings, and TOCs/TOAs.</li><li>Collaborate with legal teams on different cases, adapting to the unique requirements of each.</li><li>Handle administrative tasks associated with diverse litigation matters.</li></ul><p><br></p>
<p>Robert Half’s <strong>Consulting Team</strong> is hiring a <strong>Full Charge Bookkeeper</strong>! We’re seeking a <strong>detail-oriented professional</strong> with solid GAAP knowledge, strong communication skills, and a solutions-focused mindset.</p><p>If you enjoy <strong>tackling projects, reconciling accounts, and solving problems</strong>, this is a great opportunity to grow your career while making an impact.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul><p>Join our team and work on a variety of engaging projects across different industries. This is a great opportunity to apply your expertise while continuing to grow professionally within a supportive consulting environment.</p>
<p>Robert Half’s <strong>Consulting Team</strong> is hiring a <strong>Full Charge Bookkeeper</strong>! We’re seeking a <strong>detail-oriented professional</strong> with solid GAAP knowledge, strong communication skills, and a solutions-focused mindset.</p><p>If you enjoy <strong>tackling projects, reconciling accounts, and solving problems</strong>, this is a great opportunity to grow your career while making an impact.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul><p>Join our team and work on a variety of engaging projects across different industries. This is a great opportunity to apply your expertise while continuing to grow professionally within a supportive consulting environment.</p>
<p>Robert Half Consulting is seeking a <strong>Full Charge Bookkeeper</strong> to support our clients with full-cycle accounting, reconciliations, and account management. We’re looking for a <strong>dedicated professional</strong> with strong GAAP knowledge, excellent communication skills, and a <strong>proactive, solution-oriented mindset</strong>. If you’re detail-driven, thrive on solving problems, and enjoy owning the books from start to finish, we’d love to connect with you!</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul><p><br></p>
<p>We are looking for an experienced Network/Systems Manager to join our team in Livermore, California. This is Network/Systems Manager a Contract-to-Permanent position offering an opportunity to lead and oversee critical network operations while collaborating with management and technical teams. The ideal Network/Systems Manager will take ownership of network systems, provide strategic recommendations for improvements, and ensure seamless technology operations across multiple sites. This is an onsite position sitting in Livermore, Ca. </p><p><br></p><p>The ideal Network/Systems Manager will have Palo Alto firewall experience, strong Cisco networking skills, and a background in Active Directory, VMware, and Google Workspace. The Network/Systems Manager will also help manage security in collaboration with our managed security provider, including patch management, configurations, and oversight of new firewall deployment. Experience with Cisco VoIP systems—particularly in design and configuration—is preferred. </p><p><br></p><p>When the current manager is out, this Network/Systems Manager role will act as the primary liaison to upper management, requiring excellent communication skills and the ability to present clearly to executives. You will also be the go-to person for staff when issues arise, ensuring problems are addressed quickly and effectively.</p><p><br></p><p>Responsibilities:</p><p>•<strong>Key Responsibilities</strong></p><ul><li>Oversee the network and virtual server environments, ensuring reliable and secure operations across all sites.</li><li>Administer LAN/WAN infrastructure including Cisco network equipment, virtualization platforms (VMware), Active Directory, user accounts, and network services.</li><li>Manage and configure firewalls (Palo Alto) and coordinate with security providers for patching, monitoring, and threat mitigation.</li><li>Oversee deployment of new network and security hardware, including upcoming firewall projects.</li><li>Configure and support Cisco VoIP systems, including design and implementation.</li><li>Troubleshoot and resolve hardware, software, and network issues to minimize downtime.</li><li>Evaluate requests for technical assistance, determine appropriate actions, and assign resources accordingly.</li><li>Collaborate with leadership to plan short- and long-term technology upgrades, replacements, and system improvements.</li><li>Design and optimize network architectures (e.g., VLAN, VPN, routing, content filtering, QoS, IDS/IPS, etc.) for high performance and security.</li><li>Install and update network software, service packs, and security patches across multiple platforms.</li><li>Monitor servers, appliances, and network devices to ensure proper performance and availability.</li><li>Lead technology projects, including migrations, new implementations, and product evaluations, ensuring they meet deadlines and quality standards.</li><li>Coordinate with internal teams, vendors, and contractors to complete projects and resolve issues efficiently.</li><li>Prepare documentation including network maps, technical reports, procedures, and recommendations for improvements.</li><li>Stay informed on industry trends, tools, and best practices to inform purchasing and operational strategies.</li><li>Act as a primary contact for management, providing updates, reports, and recommendations.</li></ul><p><br></p>
<p>Robert Half Consulting is looking for a Full Charge Bookkeeper to assist our clients with full-cycle accounting, reconciliations, and overall account management. We’re seeking a committed professional with a solid understanding of GAAP, exceptional communication skills, and a proactive, solutions-focused approach. If you excel at details, enjoy tackling challenges, and take pride in managing the books end-to-end, we’d love to hear from you!</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
<p>We are looking for a meticulous and detail-oriented Payroll Administrator to join our client on a contract basis in San Ramon, California. This role involves managing payroll processes for both certified and non-certified employees, ensuring accuracy and compliance with all regulations. The position requires strong organizational skills, the ability to work independently, and a commitment to delivering reliable results.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Verify payroll entries for accuracy and address discrepancies promptly.</p><p>• Maintain compliance with multi-state payroll regulations and certified payroll requirements.</p><p>• Collaborate with team members to resolve payroll-related queries and improve processes.</p><p>• Generate reports and documentation to support payroll audits and internal reviews.</p><p>• Adhere to tight deadlines while maintaining high standards of reliability and precision.</p><p>• Provide support for timekeeping system updates and integrations.</p><p>• Ensure confidentiality of payroll data and sensitive information.</p>
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
<p><strong>Job Posting: Advisor</strong></p><p>A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking an <strong>Advisor</strong> to join its San Francisco office. This is a unique opportunity to make a meaningful impact by helping clients align their wealth with their life goals. You’ll be part of a collaborative team that values purpose-driven financial planning and client service excellence.</p><p><br></p><p><strong>About the Role:</strong></p><p>As an Advisor, you will manage the day-to-day operations of client service teams, providing analytical, operational, and administrative support throughout the client lifecycle—from onboarding to long-term relationship management. You’ll serve as the first point of contact for clients, helping them navigate complex financial strategies and ensuring their financial plans reflect their values and aspirations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary contact for client communications and partner with Lead Advisors on strategic responses</li><li>Review client portfolios and identify planning opportunities across investment, tax, and estate strategies</li><li>Prepare comprehensive meeting materials including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis</li><li>Conduct advanced financial analysis on topics such as tax loss harvesting, equity compensation, and risk management</li><li>Review and approve trades and portfolio rebalances</li><li>Lead client meetings and ensure timely execution of follow-up actions</li><li>Collaborate with internal teams (Tax, Investments, Estate Planning) to deliver integrated financial solutions</li><li>Mentor team members on complex planning topics and contribute to their development</li><li>Maintain and update the Wealth Management Scorecard for each client</li><li>Manage CRM documentation and execute intra-day client requests (e.g., trades, wire transfers)</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive compensation package</li><li>Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, wellness stipends, and more</li><li>Award-winning workplace culture focused on equity, inclusion, and personal growth</li><li>Opportunities for career advancement and community involvement</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>Boutique law firm based in Campbell, CA has an immediate opening for a Legal Administrative Assistant! This Legal Administrative Assistant will support one attorney with civil litigation and office support. This position offers the opportunity to contribute to a dynamic legal environment while providing essential administrative support. The ideal candidate will excel in organization, attention to detail, and managing multiple tasks in a fast-paced setting. This position requires full-time on-site work in Campbell, CA. The ideal candidate will have at least 1-3+ years of administrative experience, including experience working in a law firm. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage attorney and court calendars to ensure deadlines and appointments are effectively scheduled.</p><p>• Handle state and federal e-filing processes, including preparation and submission of legal documents.</p><p>• Proofread legal documents and correspondence with a high level of accuracy.</p><p>• Organize and maintain physical file systems and ensure proper documentation.</p><p>• Process and distribute incoming and outgoing mail efficiently.</p><p>• Assist in litigation filing and administrative support for civil cases.</p><p>• Answer and direct calls on a multi-line phone system professionally.</p><p><br></p>
<p><strong>Senior Payroll Manager - Family Office </strong></p><p>📍 San Francisco, Financial District | Hybrid (3 days in-office)</p><p>💼 $150,000 – $175,000 + Bonus + Excellent Benefits</p><p> </p><p><strong>Jennifer Fukumae </strong>is partnering with a well-established <strong>family office</strong> with an outstanding culture and collaborative team. We’re seeking a <strong>Senior Payroll Manager</strong> to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations.</p><p><br></p><p> <strong>Payroll Management</strong></p><ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul><p><strong>Retirement Plan & Benefits</strong></p><ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul><p><strong>Finance & Reporting</strong></p><ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul><p> </p>
<p><strong>Senior Payroll Manager</strong></p><p>📍 San Francisco, Financial District | Hybrid (3 days in-office)</p><p>💼 $150,000 – $175,000 + Bonus + Excellent Benefits</p><p> </p><p>Join a well-established <strong>family office</strong> with an outstanding culture and collaborative team. We’re seeking a <strong>Senior Payroll Manager</strong> to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations.</p><p><br></p><p> <strong>Interested in learning more?</strong></p><p>Please reach out to <strong>Jennifer Fukumae at Robert Half</strong> on LinkedIn for a confidential conversation and apply directly to be considered.</p><p> </p><p><strong>Responsibilities </strong></p><p><strong>Payroll Management</strong></p><ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul><p><strong>Retirement Plan & Benefits</strong></p><ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul><p><strong>Finance & Reporting</strong></p><ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul><p><br></p>
<p><strong>About the Firm</strong></p><p>Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep, tailored relationships with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm’s culture emphasizes collaboration, customization, and long-term impact.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Services Associate</strong> will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior support staff and senior client-facing directors, offering a unique opportunity to grow into a leadership position while shaping internal processes and contributing to the firm’s continued scalability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions/redemptions, money movements, and reporting.</li><li>Coordinate wires, funding requests, and operational workflows for family office clients.</li><li>Support philanthropic operations for client-run foundations.</li><li>Monitor and assist with tax-related workflows and liaise with external accountants.</li><li>Review and approve investment performance reports.</li><li>Maintain CRM systems and organize client documentation for intuitive team access.</li><li>Partner with senior client service leaders to execute strategic initiatives.</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 are looking for a skilled Litigation Attorney to join our legal team in California. This role involves representing clients in complex personal injury and wrongful death cases, requiring a strong background in plaintiff litigation. The ideal candidate will excel in managing cases, preparing legal documents, and navigating various court proceedings while delivering exceptional client advocacy.</p><p><br></p><p>Responsibilities:</p><p>• Draft and review legal documents, including briefs, complaints, and other case-related materials.</p><p>• Conduct and defend depositions to gather evidence and build strong cases.</p><p>• Attend court hearings and trials to advocate for clients and present arguments effectively.</p><p>• Manage and oversee case progress, ensuring deadlines and procedural requirements are met.</p><p>• Provide legal advice and guidance to clients, addressing their concerns and explaining case strategies.</p><p>• Collaborate with legal teams and utilize case management software to organize and track case information.</p><p>• Translate and interpret legal documents and proceedings in Spanish when necessary to support Spanish-speaking clients.</p><p>• Work remotely or in hybrid settings, as required, and travel to court and deposition locations.</p><p>• Maintain compliance with legal regulations and ethical standards in all aspects of practice.</p>
We are looking for an Administrative Assistant with strong attention to detail to join our team in Richmond, California. This is a Contract to Permanent position, ideal for someone with excellent organizational skills and a background in customer service. The role involves managing financial processes, ensuring accuracy in transactions, and supporting operational tasks.<br><br>Responsibilities:<br>• Process incoming payments and ensure outgoing payments are completed accurately and on time.<br>• Coordinate weekly check runs and maintain detailed records of financial transactions.<br>• Collaborate with team members to redistribute financial tasks as necessary.<br>• Provide outstanding customer service and address inquiries with care and precision.<br>• Support retail operations by maintaining smooth workflows and resolving issues promptly.<br>• Assist in onboarding and training processes to ensure a seamless integration into the team.<br>• Communicate effectively in both English and Spanish to support diverse clientele.<br>• Maintain confidentiality and uphold company policies while handling sensitive financial data.
<p>A privately held investment firm with a national footprint is seeking an experienced and detail-oriented <strong>Assistant Controller </strong>to join its finance and accounting team. The firm specializes in real estate investment, with a strong emphasis on affordable and workforce housing. With over $1 billion in assets under management and a diverse portfolio spanning multiple states, the organization is committed to delivering both financial performance and social impact.</p><p><br></p><p><strong>Position Overview:</strong></p><p><strong>The Assistant Controller </strong>will play a critical role in supporting the Corporate Controller and Chief Financial Officer, contributing to the firm’s financial reporting, compliance, and operational efficiency. This individual will collaborate closely with internal teams and external partners to ensure accurate reporting, effective cash management, and continuous improvement of financial systems and processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee quarterly reviews of fund and property-level financials, including waterfalls and asset management fees.</li><li>Ensure compliance with fund agreements and investor reporting requirements.</li><li>Support quarterly reporting to limited partners, joint venture partners, and internal stakeholders.</li><li>Assist with cash flow forecasting and liquidity planning across funds and the management company.</li><li>Collaborate with fund administrators and property managers to ensure accurate financial data and post-closing prorations.</li><li>Lead or support financial system implementations and process improvements.</li><li>Manage treasury functions, including bank account setup and cash management.</li><li>Document and enhance financial policies and procedures.</li><li>Participate in onboarding of new property managers and other operational partners.</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits.</li><li>Opportunities for professional development and career growth.</li><li>A collaborative and mission-driven work culture.</li><li>In-office work environment located in a major financial district, with a hybrid schedule (4 days in office).</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>
We are looking for a highly experienced Family Office CFO to oversee the establishment and management of a family office for a high-net-worth individual. This role requires an experienced and detail-oriented individual with deep expertise in financial strategies, tax accounting, and family office operations. This is a long-term contract position based in San Francisco, California.<br><br>Responsibilities:<br>• Lead the setup and operational framework of a family office for a high-net-worth individual.<br>• Conduct thorough cash flow analysis to ensure financial stability and optimization.<br>• Oversee capital management strategies to maximize investment opportunities.<br>• Manage month-end close processes with precision and attention to detail.<br>• Implement and optimize business systems to support efficient financial operations.<br>• Prepare and present comprehensive financial reports to stakeholders.<br>• Provide expert guidance on complex tax matters and compliance.<br>• Develop and maintain strategies for effective financial planning and forecasting.<br>• Collaborate with legal and tax advisors to ensure adherence to regulations.<br>• Supervise financial activities to support the long-term goals of the family office.
<p>Michelle Espejo with Robert Half Financial Services is recruiting for a <strong>Client Service Associate </strong>at a <strong>Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Jose.</strong></p><p><br></p><p>Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in web calls and international banking support.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are seeking an experienced Non-IT Project/Program Manager to lead and coordinate short-term project initiatives in Oakland, CA. The primary focus of this role is to oversee planning, execution, and delivery of non-IT business projects, which may include engineering, research and development, financial systems, or product rollouts. This role requires a strong background in leadership, stakeholder communication, and cross-functional coordination to ensure seamless project delivery within a two-week timeframe. Responsibilities Develop and manage detailed project plans, integrating technical and business activities to achieve goals. Present proposals, reports, and findings to internal and external stakeholders. Oversee project teams: recruit, assign, direct, and evaluate staff, ensuring detail oriented development and competence. Analyze resource requirements and market conditions to assess project feasibility. Collaborate with management, production, and marketing to define specifications and procedures. Review and approve contracts, cost estimates, and project budgets. Direct and approve product designs, changes, and improvements. Negotiate and consult with clients to finalize project requirements and specifications.
