<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>
We are looking for a detail-oriented Administrative Assistant to join our team in Berkeley, California. This long-term contract position offers the opportunity to work in a dynamic environment with room for growth. Initially part-time at 24 hours per week, the role has the potential to evolve into a permanent position, particularly during busy tax seasons.<br><br>Responsibilities:<br>• Schedule and coordinate appointments, primarily for conference calls, ensuring seamless communication between clients and the team.<br>• Greet clients in the lobby and facilitate document drop-offs with professionalism and efficiency.<br>• Maintain and oversee team calendars to optimize scheduling and time management.<br>• Organize and update client folders using Drake Software, ensuring all data is securely stored and easily accessible.<br>• Manage sensitive and confidential client information with discretion and accuracy.<br>• Perform under pressure in high-demand periods, particularly during tax season, while maintaining attention to detail.<br>• Verify and ensure the accuracy and organization of client data to support effective operations.
<p>We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in San Francisco, California. This role involves providing comprehensive administrative support while ensuring efficient operations and excellent customer service. The ideal candidate will be comfortable navigating the Tenderloin area to perform tasks such as mail runs and will possess strong computer and interpersonal skills.</p><p><br></p><p>Responsibilities:</p><p>• Manage a caseload of 60-90 units, supporting individuals with diverse needs including mental health challenges, substance abuse issues, and medical conditions.</p><p>• Conduct outreach visits, perform needs assessments, and deliver case management services to tenants to promote housing stability and improve their quality of life.</p><p>• Assist tenants in securing benefits, making rent payments, and addressing unit habitability concerns.</p><p>• Organize and host tenant community events, fostering a supportive and engaging environment.</p><p>• Refer tenants to appropriate services and ensure successful follow-through with these connections.</p><p>• Collaborate with hotel staff and property management teams to address tenant concerns and maintain a positive living environment.</p><p>• Respond to tenant crises with de-escalation techniques and provide necessary intervention.</p><p>• Maintain accurate and confidential tenant records, ensuring compliance with organizational standards.</p><p>• Participate in agency-wide initiatives, such as program recertification and income verification.</p><p>• Support staff and tenants during check disbursement days, ensuring smooth operations.</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# 00410-0013346791 **</p>
<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>We are looking for a dedicated Professional Development and Legal Recruitment Coordinator to join a congenial and growing law firm in Oakland, California. This role supports essential functions, ensuring smooth operations across various departments and contributing to skill development and recruitment efforts. The ideal candidate will thrive in a dynamic environment and bring excellent organizational and interpersonal skills to the position.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate recruitment activities, including scheduling interviews, maintaining records, and facilitating applicant communications.</p><p>• Support the onboarding process for new hires by assisting with orientation and integration tasks.</p><p>• Collaborate with the Director to develop and implement training and mentoring programs for staff.</p><p>• Assist with planning and scheduling meetings, events, and skill development initiatives.</p><p>• Manage recruitment and skill development files, databases, and tracking documents.</p><p>• Provide administrative support for firm-wide projects, ensuring timely execution of assigned tasks.</p><p>• Prepare and distribute reports related to recruitment and training activities.</p><p>• Maintain effective communication with internal teams and external candidates.</p><p>• Contribute to diversity and inclusion efforts by supporting related events and communications.</p><p>• Provide general administrative assistance to other departments as needed.</p>
<p>We are looking for a detail-oriented Administrative Assistant to join our team in Antioch, California. This is a Contract position that requires working onsite. In this role, you will support daily administrative operations, ensuring the office runs smoothly and efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Enter data accurately into Excel and Smartsheet, maintaining up-to-date records.</p><p>• Coordinate outgoing mail and email correspondence, ensuring timely communication.</p><p>• Manage office supply inventory and ensure the kitchen is stocked with snacks and essentials.</p><p>• Review timesheets submitted by the superintendent, tracking attendance and identifying any missing information.</p><p>• Handle inbound and outbound calls professionally, providing excellent customer service.</p><p>• Schedule appointments and maintain organized calendars.</p><p>• Prepare documents and presentations using Microsoft Word, Excel, PowerPoint, and Outlook.</p><p>• Assist with any additional administrative tasks as needed to support the team.</p><p><br></p><p>If you are interested in this Administrative Assistant role, submit your resume today! </p>
<p>Robert Half is looking for a detail-oriented Administrative Assistant to join our client's team in Dublin, California.</p><p><br></p><p>This Administrative Assistant role will provide excellent customer service for both internal colleagues and external customers resolving routine and non-routine administrative issues. This individual will be responsible for effectively assisting the maintenance of the assigned office location and ensuring that colleagues and visitors are able to effectively work in the location while adhering to the standard operating procedures outlined by the Workplace Services Manager.</p><p><br></p><p>If you are interested in this Administrative Assistant role, please apply today.</p>
<p>Walnut Creek client is looking for a contract to permanent Sr. Administrative Assistant. This role is 100% onsite. </p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Admin Team.</p><p><br></p><p>Duties Include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this opportunity, submit your resume today! </p>
<p>Robert Half is looking for highly skilled Administrative Assistants who are in between jobs and open to contract work. Our team here in San Mateo works with local companies who need interim support. This year alone, my team has worked on over 400 contract positions. Our service is free to our candidate and getting a profile set up for you is simple. Think of us as your job concierge. </p><p><br></p><p>If interested, simply apply to this posting. You can also go to our website and create a profile if you please. Below is the job description of a role our clients would ask for support with. If this is in line with the work you are ideally looking for, than submit your application! Once we have an available role, we will reach out. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and coordinate daily administrative tasks, including scheduling, calendar management, and meeting coordination</li><li>Prepare and edit correspondence, reports, presentations, and other documents</li><li>Handle incoming calls, emails, and inquiries with professionalism and accuracy</li><li>Maintain organized filing systems (digital and physical)</li><li>Assist with travel arrangements, expense reports, and procurement of office supplies</li><li>Support project coordination activities and provide logistical assistance to internal teams</li><li>Assist with onboarding of new employees and maintain employee records as required</li><li>Serve as the point of contact for vendors, visitors, and internal staff</li><li>Ensure conference rooms and office common areas are organized and presentable</li><li>Perform other duties and special projects as assigned</li></ul><p><br></p>
<p>Robert Half is looking for highly skilled Administrative Assistants who are in between jobs and open to contract work. Our team here in San Mateo works with local companies who need interim support. This year alone, my team has worked on over 400 contract positions. Our service is free to our candidates and getting a profile set up for you is simple. Think of us as your job concierge.</p><p><br></p><p>If interested, simply apply to this posting. You can also go to our website and create a profile if you please. Below is the job description of a role our clients would ask for support with. If this is in line with the work you are ideally looking for, than submit your application! Once we have an available role, we will reach out.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and coordinate daily administrative tasks, including scheduling, calendar management, and meeting coordination</li><li>Prepare and edit correspondence, reports, presentations, and other documents</li><li>Handle incoming calls, emails, and inquiries with professionalism and accuracy</li><li>Maintain organized filing systems (digital and physical)</li><li>Assist with travel arrangements, expense reports, and procurement of office supplies</li><li>Support project coordination activities and provide logistical assistance to internal teams</li><li>Assist with onboarding of new employees and maintain employee records as required</li><li>Serve as the point of contact for vendors, visitors, and internal staff</li><li>Ensure conference rooms and office common areas are organized and presentable</li><li>Perform other duties and special projects as assigned</li></ul>
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><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 an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul><p> </p>
<p>Robert Half is looking for highly skilled Administrative Assistants who are in between jobs and open to contract work. Our team here in San Mateo works with local companies who need interim support. This year alone, my team has worked on over 400 contract positions. Our service is free to our candidates and getting a profile set up for you is simple. Think of us as your job concierge.</p><p><br></p><p>If interested, simply apply to this posting. You can also go to our website and create a profile if you please. Below is the job description of a role our clients would ask for support with. If this is in line with the work you are ideally looking for, than submit your application! Once we have an available role, we will reach out.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and coordinate daily administrative tasks, including scheduling, calendar management, and meeting coordination</li><li>Prepare and edit correspondence, reports, presentations, and other documents</li><li>Handle incoming calls, emails, and inquiries with professionalism and accuracy</li><li>Maintain organized filing systems (digital and physical)</li><li>Assist with travel arrangements, expense reports, and procurement of office supplies</li><li>Support project coordination activities and provide logistical assistance to internal teams</li><li>Assist with onboarding of new employees and maintain employee records as required</li><li>Serve as the point of contact for vendors, visitors, and internal staff</li><li>Ensure conference rooms and office common areas are organized and presentable</li><li>Perform other duties and special projects as assigned</li></ul>
<p>We are seeking a proactive Tech-Savvy Administrative Assistant to join our dynamic office team. You will leverage digital tools and technology platforms to support business operations, improve workflow efficiency, and provide exceptional administrative support.</p>
<p>We are seeking a proactive and highly organized Administrative Assistant fluent in Cantonese to join our dynamic team. This role plays a vital part in ensuring smooth daily operations of the office while bridging communication between staff, clients, and external partners who speak Cantonese.</p><p>The ideal candidate should have strong interpersonal skills, a keen eye for detail, and the ability to manage multiple tasks in a fast-paced, multicultural environment. You will leverage digital platforms including CRM systems to support process improvements and contribute to workflow automation initiatives. Collaboration with cross-functional teams and upholding confidentiality are essential components of this position.</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><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>We are looking for a dynamic and highly organized Executive Assistant to join our team in San Francisco, California. This position offers a unique opportunity to contribute to the foundational operations of a venture capital firm focused on AI startups. If you excel in providing strategic support and thrive in a fast-paced, innovative environment, we invite you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Strategically manage the executive’s calendar to optimize time allocation and focus on high-impact activities.</p><p>• Oversee email systems, ensuring critical messages are prioritized and deadlines are consistently met.</p><p>• Coordinate and arrange travel plans, ensuring seamless logistics.</p><p>• Prepare, organize, and track essential investment documents to support decision-making processes.</p><p>• Foster strong relationships with investors and portfolio companies through effective communication and engagement.</p><p>• Organize events and updates for stakeholders, including blog posts, quarterly reports, and networking opportunities.</p><p>• Develop and implement operational systems to enhance efficiency and scalability within the firm.</p><p>• Maintain and optimize internal software platforms to meet evolving business needs.</p><p>• Manage administrative tasks such as insurance policies and operational logistics to support day-to-day activities.</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.
<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>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 | 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>
