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538 results in Pacifica, CA

Attorney/Lawyer

San Jose, CA
onsite
Permanent / Full Time
225000 - 275000 USD / Yearly
We are looking for an accomplished Senior Trust & Estate Litigation Attorney to join our Trust & Estate Litigation team in San Jose, California. The ideal candidate will bring substantial expertise in trusts and estates litigation, along with a commitment to delivering exceptional counsel and representation to clients. This role offers an opportunity to work on complex cases while contributing to the growth and success of the firm's practice. Responsibilities: • Provide expert legal representation in trust and estate litigation matters, including disputes involving undue influence, fraud, and lack of capacity. • Advocate for clients in cases of financial elder abuse, ensuring their rights are protected. • Handle trust and probate litigation, addressing issues such as breach of fiduciary duty, asset mismanagement, and co-trustee conflicts. • Draft and review legal documents, including motions and briefs, with precision and attention to detail. • Manage discovery processes, ensuring thorough preparation and analysis of case materials. • Serve as a mentor and supervisor to associates, fostering their growth and ensuring high standards of legal practice. • Collaborate with colleagues to develop strategies tailored to client needs and case objectives. • Maintain a reputation for integrity and high standards within the legal community. • Build and nurture client relationships, offering strategic advice and guidance on complex trust and estate issues.
2026-06-04T00:00:00Z

Attorney/Lawyer

Los Altos, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for a dedicated and detail-oriented Attorney to join our team in Los Altos, California. In this role, you will contribute to a well-established estate planning and trust administration practice, collaborating in a supportive and attentive environment. The ideal candidate is motivated, organized, and skilled in handling complex legal matters with precision and care. Responsibilities: • Draft and file legal petitions related to probate administration, conservatorships, and trust modifications, including Spousal Property petitions and Heggstad petitions. • Prepare detailed fiduciary reports and accountings with accuracy and thoroughness. • Manage discovery processes and ensure deadlines are consistently met. • Communicate effectively with clients, court personnel, financial institutions, and government agencies to provide legal guidance and updates. • Collaborate with attorneys, paralegals, and support staff to ensure seamless workflow and case management. • Track and report billable hours promptly while maintaining compliance with firm expectations. • Conduct research and draft motions, briefs, and other legal documents related to estate planning and administration. • Provide legal support for trust litigation and conservatorship cases, ensuring compliance with relevant laws and regulations. • Maintain meticulous attention to detail while managing a high-volume caseload.
2026-05-27T00:00:00Z

Compliance Manager

Sunnyvale, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
We are looking for an experienced Compliance Manager to lead regulatory oversight and support responsible business operations in Sunnyvale, California. This role focuses on export control compliance, documentation accuracy, and alignment with applicable safety and regulatory standards. The ideal candidate will bring strong knowledge of technical data controls, licensing processes, and policy implementation in a regulated environment. Responsibilities: • Oversee day-to-day compliance activities related to export controls, regulated documentation, and applicable operational standards. • Prepare, review, and maintain records to support accurate handling of export and import documentation requirements. • Manage submissions for license applications and track approvals to help ensure timely regulatory authorization. • Interpret and apply relevant organizational, domestic, and international compliance requirements affecting technical data and controlled information. • Partner with internal stakeholders to strengthen policies, procedures, and controls that support legal and regulatory adherence. • Monitor compliance risks, investigate potential issues, and recommend corrective actions to maintain program effectiveness. • Support audits, assessments, and reporting activities by organizing documentation and responding to compliance-related inquiries.
2026-05-29T00:00:00Z

Commercial Counsel, Life Sciences

Santa Clara, CA
onsite
Permanent / Full Time
220000 - 250000 USD / Yearly
We are looking for an experienced Commercial Counsel, Life Sciences to support business operations in California. This role partners closely with commercial and cross-functional teams to provide practical legal guidance across contracting, promotional review, and day-to-day business matters in a regulated healthcare environment. The ideal candidate brings strong judgment, contract expertise, and the ability to balance legal risk with business objectives while working effectively with internal stakeholders and external partners. Responsibilities: • Prepare, negotiate, and assess a broad mix of commercial agreements, including arrangements tied to sourcing, customer sales, licensing, marketing initiatives, co-promotion efforts, and research partnerships. • Provide legal review of advertising, campaign materials, and other promotional content to help ensure alignment with company standards, applicable regulations, and truth-in-advertising expectations. • Counsel internal business partners on legal questions affecting commercial operations, delivering practical and timely advice that supports activities involving healthcare audiences. • Address disputes and other legal concerns through effective negotiation, including support for pre-litigation resolutions and settlement discussions when needed. • Create and refine contract templates, guidance materials, and training resources to improve consistency and efficiency across contracting workflows. • Build a strong understanding of the company's products, business priorities, and supported client groups in order to deliver relevant and commercially informed legal advice. • Monitor legal and regulatory developments impacting sales, marketing, reimbursement, privacy, anti-corruption, and healthcare compliance, and identify issues requiring proactive guidance. • Serve as a legal representative in discussions with vendors, customers, and other external parties, helping advance business objectives while protecting company interests. • Manage outside counsel engagements by setting scope, directing work, overseeing budgets, and ensuring projects are completed effectively. • Collaborate regularly with teams across Legal, Compliance, Finance, Education, Supply Chain, Research and Development, Regulatory, Quality, Clinical, Marketing, Sales, and Information Technology; limited travel of approximately 10-15% may be required.
2026-05-27T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 97000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS STAFF ACCOUNTANT/PROPERTY ACCOUNTANT We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success. Responsibilities:• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.• Ensure compliance with regulatory standards, internal policies, and industry best practices.• Partner with property managers to assist with financial close activities and address inquiries.• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.
2026-05-15T00:00:00Z

Front Desk Coordinator

Pleasanton, CA
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a short-term Front Desk Coordinator to support office operations in Pleasanton, CA. This contract position is ideal for someone who enjoys creating a welcoming environment, managing front desk activity, and providing dependable administrative support. The person in this role will serve as a key point of contact for visitors and callers while helping the office stay organized and responsive. Front Desk Coordinator Responsibilities:• Welcome visitors, direct them appropriately, and maintain a detail-oriented front desk presence throughout the day.• Manage a multi-line phone system by answering incoming calls, routing inquiries, and taking accurate messages when needed.• Handle incoming and outgoing mail, receive deliveries, and coordinate package distribution in a timely manner.• Prepare written communications, complete basic document formatting, and assist with copying and general clerical tasks.• Enter and update information accurately in office records and internal files.• Organize physical and digital documents to support efficient retrieval and day-to-day operations.• Provide administrative assistance to management and respond to additional office support needs as they arise. If you are interested in this Front Desk Coordinator position, please apply today!
2026-06-05T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | San Francisco Bay Area | HybridComp: Base + Bonus + Profit Sharing + Equity + 100% Paid Benefits This role has competitive compensation including bonuses and equity. Benefit from abundant career growth opportunities, comprehensive benefits for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success. Some Responsibilities:<ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Administrative Assistant

Berkeley, CA
onsite
Temporary / Contract
27 - 29 USD / Hourly
We are looking for an Administrative Assistant to provide hands-on coordination and administrative support for a planned office relocation in Berkeley, California. This Contract position is ideal for someone who thrives in fast-moving environments and can keep logistics, communication, and documentation organized across multiple workstreams. The role will partner with leadership, vendors, and internal teams to help the move progress smoothly and ensure the new workspace is ready for day-to-day operations. Responsibilities: • Coordinate administrative activities tied to the office relocation, ensuring plans, schedules, and follow-up items remain organized and up to date. • Monitor key milestones and outstanding tasks so that move-related deliverables are completed within expected timeframes. • Support workspace readiness by assisting with furniture arrangements, cubicle planning, and other site logistics connected to the new office setup. • Maintain project records, meeting notes, status reports, and other documentation needed to keep stakeholders informed. • Schedule meetings, prepare materials, and communicate progress updates to leadership and cross-functional partners involved in the relocation. • Work with external vendors and internal contacts to help manage purchasing steps, service coordination, and relocation-related requests. • Provide general administrative support, including data entry, phone coverage, and front-office assistance as needed during the transition period. • Contribute to operational planning efforts that support a smooth move into the new office environment and continued business continuity.
2026-05-29T00:00:00Z

Accounting Specialist

Oakland, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are seeking an organized and detail-oriented Accounting Assistant to support the accounting team in handling accounts payable (AP) and accounts receivable (AR) functions. This role is ideal for early-career professionals or entry level looking to grow their experience in accounting and finance while contributing to the smooth operation of our organization's financial processes. Key Responsibilities: Assist with the processing, verification, and reconciliation of invoices in accounts payable. Support accounts receivable by tracking incoming payments, issuing invoices, and managing customer account records. Perform data entry into accounting systems to ensure the accuracy of financial records. Help resolve discrepancies, including research and communication with vendors and clients. Prepare and review weekly reports related to AP and AR activities. Maintain proper documentation of financial transactions in compliance with company policies. Partner with team members to ensure timely month-end and year-end close processes. Provide administrative support to accountants and finance staff as needed. Learn and work within various accounting software systems.
2026-05-30T00:00:00Z

Senior Client Service Associate - Wealth Management

San Francisco, CA
onsite
Permanent / Full Time
70000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Accounts Receivable Clerk

Hayward, CA
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
We are looking for an Accounts Receivable Clerk to join a construction-focused team in Hayward, California. This position supports billing and payment activities by maintaining accurate records, coordinating customer invoicing, and ensuring receivables are processed efficiently. The ideal candidate brings strong attention to detail, confidence working with accounting systems, and the ability to communicate clearly with colleagues and clients. Responsibilities: • Create and process project and service-related invoices in the company’s accounting platform, ensuring billing is accurate and submitted on time. • Establish time-and-material billing structures and apply appropriate rates based on project requirements. • Administer lien release documentation and maintain compliance with customer and contract obligations. • Generate monthly customer statements, record incoming payments, and apply cash receipts to the correct accounts. • Set up new job records and enter dispatch information to support project billing and tracking. • Oversee invoice and payment activity within Oracle Textura and other client-required third-party systems. • Process customer credit card transactions using the designated payment application and reconcile related records. • Close completed jobs in the accounting system, maintain organized billing files, and review insurance requirements for new and existing customer contracts.
2026-05-28T00:00:00Z

Payroll Administrator

Santa Clara, CA
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
Colleen McAuliffe from Robert Half is looking for a Payroll Administrator to support accurate, compliant payroll operations for a multi-state workforce in California. This role is responsible for maintaining payroll records, assisting with employee data updates, and helping ensure tax filings and reporting are completed correctly and on time. The ideal candidate brings strong payroll experience, sound judgment with sensitive information, and the ability to work effectively across departments in a fast-paced environment. Responsibilities:• Partner with internal teams to keep payroll processing aligned and verify adjustments before they are finalized.• Assist with onboarding setup by reviewing employment and payroll documents for completeness across multiple states and work locations.• Reconcile payroll tax activity, maintain accurate monthly records, and help meet filing deadlines in accordance with applicable requirements.• Maintain employee payroll information, including withholding elections, direct deposit details, compensation changes, and contact information updates.• Oversee payroll-related deductions for benefits, retirement plans, and other employee-elected programs to ensure proper processing.• Administer paid leave and absence-related pay entries so approved time away is reflected correctly in payroll.• Prepare and submit quarterly and year-end payroll reporting, including wage and contractor tax documents and other required filings.• Perform routine audits of payroll data to identify discrepancies, support compliance, and improve record accuracy.• Support adherence to federal, state, and local payroll regulations, and contribute to special projects connected to payroll and HR operations.
2026-05-12T00:00:00Z

Attorney/Lawyer

Menlo Park, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
We are looking for a skilled and detail-oriented Attorney/Lawyer to join our team in Menlo Park, California. This role involves managing diverse family law cases, collaborating effectively with team members, and representing clients in court proceedings. The ideal candidate will demonstrate excellent communication skills, legal expertise, and a proactive approach to handling complex assignments. Responsibilities:• Manage assignments from multiple partners, prioritizing tasks effectively to meet deadlines and ensure smooth workflow.• Represent clients independently in court by handling family law hearings and other legal proceedings.• Collaborate with legal professionals, including secretaries, paralegals, and attorneys, to achieve case objectives.• Communicate professionally and discreetly with clients, opposing counsel, experts, and consultants to advance case strategies.• Conduct thorough legal research using resources such as WestLaw, Attorney’s Briefcase, online platforms, and traditional legal libraries.• Draft high-quality motions, pleadings, letters, and memoranda tailored to the needs of each case.• Utilize legal software tools, including DissoMaster, Lawyaw, and Lawgic, to streamline case preparation and management.• Maintain proficiency in Microsoft Office Suite to create, edit, and organize legal documents efficiently.
2026-06-04T00:00:00Z

Project Coordinator

Daly City, CA
onsite
Temporary / Contract
30 - 40 USD / Hourly
Robert Half is seeking a highly organized and detail-oriented Project Coordinator to support fast-paced, dynamic organizations across the Bay Area. This role is ideal for a professional who thrives in a deadline-driven environment, enjoys collaborating with cross-functional teams, and can efficiently manage multiple priorities while keeping projects on track. Key Responsibilities:<ul><li>Coordinate day-to-day project activities, timelines, and deliverables</li><li>Partner with project managers and internal teams to support scheduling, documentation, and progress tracking</li><li>Prepare meeting agendas, capture notes, and distribute action items</li><li>Maintain project plans, reports, and related documentation</li><li>Monitor project progress and proactively escalate risks, delays, or issues</li><li>Communicate effectively with internal teams, vendors, and stakeholders to ensure alignment</li><li>Assist with resource coordination and workflow management</li><li>Support multiple projects simultaneously while ensuring deadlines are met</li><li>Identify opportunities to improve processes and drive operational efficiency</li></ul>
2026-06-06T00:00:00Z

Legal Receptionist

San Francisco, CA
onsite
Temporary / Contract
22 - 30 USD / Hourly
A San Francisco–based law firm is seeking a professional and client-focused Legal Receptionist to serve as the first point of contact for attorneys, clients, and visitors. This is a contract-to-hire opportunity for someone who excels in a fast-paced, detail-oriented legal environment and takes pride in providing exceptional front-desk and administrative support. The Legal Receptionist will manage daily reception operations, maintain a welcoming office atmosphere, and support attorneys and legal staff with light administrative tasks to ensure smooth day-to-day operations. Key Responsibilities<ul><li>Greet and assist clients, visitors, and vendors in a professional and courteous manner</li><li>Answer and route incoming phone calls, take accurate messages, and manage voicemail systems</li><li>Maintain lobby, conference rooms, and reception areas to ensure a polished and organized office environment</li><li>Coordinate conference room scheduling and assist with meeting setup as needed</li><li>Receive, sort, and distribute mail and courier deliveries</li><li>Assist with basic administrative tasks such as data entry, filing, scanning, and document preparation</li><li>Support attorneys, paralegals, and legal assistants with ad hoc administrative requests</li><li>Monitor office supplies and coordinate restocking as needed</li><li>Ensure compliance with firm confidentiality and professionalism standards</li></ul>
2026-05-26T00:00:00Z

Accounts Receivable Clerk

Hayward, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Job Posting: Accounts Receivable SpecialistEmployment Type: ContractPay Rate: $25 - $30 hourly About the RoleRobert Half is seeking an experienced Accounts Receivable Specialist to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you. Key Responsibilities<ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul>
2026-05-22T00:00:00Z

Cash Manager

Oakland, CA
onsite
Temporary / Contract
45 - 50 USD / Hourly
The Treasury / Cash Manager is responsible for supporting the organization’s cash management, liquidity planning, and financial analysis functions. This role plays a key part in optimizing cash flow, managing banking relationships, and providing insights that drive strategic financial decisions. Key Responsibilities<ul><li>Manage daily cash positioning, forecasting, and liquidity planning across multiple accounts and entities</li><li>Monitor and analyze cash flow trends to ensure sufficient liquidity and identify optimization opportunities</li><li>Assist in short- and long-term cash forecasting models</li><li>Execute and track treasury transactions, including wires, ACH payments, and intercompany transfers</li><li>Support debt management, including compliance tracking and reporting on covenants</li><li>Maintain and strengthen relationships with banking partners and financial institutions</li><li>Prepare and analyze financial reports related to cash, investments, and risk exposure</li><li>Assist in identifying and mitigating financial risks (currency, interest rate, and liquidity risk)</li><li>Support monthly, quarterly, and annual close processes related to treasury activities</li><li>Collaborate cross-functionally with accounting, FP&A, and leadership on financial planning initiatives</li><li>Ensure compliance with internal controls, policies, and regulatory requirements</li></ul>
2026-05-22T00:00:00Z

Financial Reporting Manager

Menlo Park, CA
onsite
Permanent / Full Time
160000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes. Responsibilities:• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations. If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn
2026-05-28T00:00:00Z

Trademark Paralegal

San Jose, CA
onsite
Temporary / Contract
40 - 60 USD / Hourly
Regional law firm based in San Jose, CA is seeking a detail-oriented Trademark Paralegal to support attorneys in the management of domestic and international trademark matters. This hybrid role requires regular on-site work and offers the opportunity to work closely with a collaborative legal team on all aspects of trademark portfolio management, prosecution, maintenance, enforcement, and related litigation support. The ideal candidate will bring strong organizational skills, a proactive approach, and experience handling high-volume trademark matters in a fast-paced law firm environment. Job Duties and Responsibilities <ul><li>Assists attorneys with planning and managing clients’ trademark portfolios</li><li>Assists with the preparation, filing, prosecution and maintenance of trademark applications at U.S. PTO, including preparation of scanned images for use as specimens</li><li>Assists with the preparation, filing, prosecution and maintenance of trademark applications at WIPO (World Intellectual Property Organization)</li><li>Initiates foreign filings and corresponds with foreign agents concerning foreign applications</li><li>Utilizes ProLaw proficiently to docket action due dates; monitors prosecution deadlines and communicates appropriate responses</li><li>Prepares status charts/reports for and routine letters to clients</li><li>Conducts online trademark searches (U.S. PTO, common law, initiating watch services, etc.)</li><li>Organizes, maintains and updates client and firm files</li><li>Assists attorneys in drafting Office Action responses for US filings and drafting correspondence to clients and to local counsel regarding Office Actions in cases outside of the US.</li><li>Assists attorneys in trademark opposition/cancellation litigation, including performing factual research, drafting discovery and discovery responses, summarizing deposition transcripts, analyzing evidence and trial preparation</li></ul>
2026-06-05T00:00:00Z

Senior Financial Planner

Pescadero, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Accounting Clerk

Berkeley, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
Are you detail-oriented, organized, and experienced in handling financial data? We’re seeking a dedicated Accounting Clerk who will be responsible for matching invoices with purchase orders and performing data entry tasks, primarily using QuickBooks software. <ul><li>Review, match, and verify invoices against purchase orders to ensure accuracy and compliance with company policies. </li><li>Accurately input financial transactions into QuickBooks and maintain up-to-date records. </li><li>Identify and resolve discrepancies between invoices and purchase orders. Communicate with vendors or internal teams as needed. </li><li>Organize and maintain physical and digital records of invoices, purchase orders, and related documentation. </li><li>Assist with other general accounting and clerical tasks as needed, such as account reconciliations and report generation. </li></ul>
2026-06-05T00:00:00Z

Senior Paralegal

San Jose, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
Our client is seeking a Trust and Estate Paralegal to join their team in a on-site capacity. This role will support day-to-day operations within Trust and Estate Administration, with a focus on efficiency, organization, and high-quality work product. The ideal candidate brings strong experience, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Responsibilities<ul><li>Draft estate planning documents (wills, trusts, POAs, healthcare directives)</li><li>Support trust administration, including asset collection, distributions, and accountings</li><li>Prepare and file probate documents; track court deadlines</li><li>Assist with trust funding (deeds, asset transfers, beneficiary updates)</li><li>Gather financial records and prepare asset inventories/valuations</li><li>Communicate with clients, beneficiaries, and financial institutions</li><li>Assist with estate and fiduciary tax prep alongside attorneys/CPAs</li><li>Maintain organized files and monitor key deadlines</li></ul>
2026-06-06T00:00:00Z

Financial Analyst

San Pablo, CA
onsite
Temporary / Contract
27 - 32 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance detail oriented who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities: Analyze financial data and trends to provide actionable insights and recommendations Develop, maintain, and improve budgeting and forecasting models Prepare monthly, quarterly, and annual financial reports Partner with department leaders to develop and monitor budgets Conduct variance analysis and investigate discrepancies Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation Assist with month-end and year-end close activities, ensuring accuracy and compliance Identify process improvement opportunities and help implement best practices
2026-06-05T00:00:00Z

Operations Coordinator

San Francisco, CA
onsite
Temporary / Contract
28 - 35 USD / Hourly
We are looking for a Facilities Assistant to support daily workplace operations for a Contract position based in San Francisco, California. This role is ideal for someone who brings strong organizational skills, a practical approach to problem-solving, and a positive attitude when responding to facility needs. The successful candidate will help maintain an efficient, welcoming environment by coordinating requests, supporting shared spaces, and working closely with internal teams. Flexibility for occasional weekend coverage is important in order to meet operational demands. Responsibilities:• Coordinate day-to-day facilities activities to help keep the office environment safe, organized, and fully operational.• Manage maintenance requests, track work orders, and follow up on open items using a computerized maintenance management system.• Support conference room readiness by monitoring setup needs, resolving room-related issues, and helping shared spaces remain presentable.• Assist with facilities management tasks such as vendor coordination, service scheduling, and general workplace support.• Maintain accurate records for facilities activity, service requests, and related administrative updates across internal systems.• Partner with team members and site contacts to address operational concerns quickly and provide responsive customer service.• Help monitor timekeeping or scheduling processes as needed.• Provide coverage outside standard weekday hours when required, including weekend support based on business needs.
2026-06-05T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-05-28T00:00:00Z

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