<p><strong>Senior Administrative Assistant (Part-Time, 2-Month Assignment)</strong></p><p> <strong>Location:</strong> Oakland, CA (Onsite, Tuesday–Thursday, 8:30am–5:00pm)</p><p> <strong>Duration:</strong> November – December</p><p><br></p><p><strong>About the Role:</strong></p><p> The Robert Toigo Foundation is seeking a highly organized and proactive <strong>Senior Administrative Assistant</strong> to provide direct support to leadership during a busy two-month period. This role will focus on managing communications, preparing documents and presentations, and assisting with event production.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage calendars, coordinate meetings, and schedule appointments.</li><li>Handle communication management including phone calls, email correspondence, and information distribution.</li><li>Prepare and edit documents, reports, and presentations (PowerPoint).</li><li>Make travel arrangements and handle related logistics.</li><li>Support planning and execution of upcoming events and special projects.</li><li>Maintain accurate records and ensure smooth administrative operations.</li></ul><p><br></p><p><br></p>
<p>The Administrative Assistant will provide high-level administrative support to executives, managers, and other staff members to ensure efficient operation of the office. Responsibilities include managing schedules, handling correspondence, coordinating meetings, and aiding in various clerical tasks. This role requires excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.</p>
<p>We are looking for a motivated and adaptable Office Assistant to join our team in Alameda, California. This is a long-term contract position that requires a proactive individual with strong organizational skills and the ability to manage multiple tasks in an efficient office environment. You will play a key role in ensuring smooth daily operations by providing administrative support and assisting with office management responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and handle incoming calls, including routing messages to internal staff.</p><p>• Manage deliveries by coordinating with couriers such as FedEx, UPS, and mail services.</p><p>• Assist with general administrative tasks, including document preparation using Microsoft Office Suite (Word, Excel, Outlook).</p><p>• Maintain an organized and efficient office environment, ensuring supplies and resources are well-stocked.</p><p>• Provide support for email communications, including drafting and managing email campaigns.</p><p>• Ensure timely and accurate delivery and distribution of mail within the office.</p><p>• Plan and coordinate corporate onsite events</p><p>• Process invoices for office purchases</p><p>• Vendor management</p><p>• Operate and set-up all surveillance office equipment </p><p>• Collaborate with a small team to address day-to-day operational needs in a flexible and efficient manner.</p><p>• Adhere to business casual dress code, adjusting attire based on specific office requirements.</p><p>• Demonstrate a willingness to learn new processes quickly and adapt to evolving office needs.</p><p><br></p><p>If you are interested in this role, please apply now and call us at (510) 470-7450</p>
<p>We are looking for a highly organized and proactive Administrative Assistant to join a collegial law firm in San Francisco, California. This law firm values social and environmental responsibility and prides themselves on fostering a collaborative and detail-oriented work environment. This role is essential in ensuring the smooth operation of daily office activities while supporting the broader team with administrative and clerical tasks.</p><p><br></p><p>Responsibilities:</p><p>• Maintain office inventory by tracking and ordering supplies, including janitorial items and refreshments.</p><p>• Process incoming and outgoing mail, including postage and sorting duties.</p><p>• Coordinate and prepare conflict checks, ensuring timely distribution and reporting.</p><p>• Provide support for library updates, book distribution, and related library projects.</p><p>• Schedule and organize firm-wide meetings, including preparing minutes for monthly meetings.</p><p>• Assist with travel arrangements and hotel bookings for staff.</p><p>• Manage law clerk evaluations by creating forms, distributing them, and archiving completed evaluations.</p><p>• Ensure the kitchen remains organized and clean, including coffee preparation and dishwasher management.</p><p>• Set up and clean up for firm events, such as lunches and celebrations.</p><p>• Serve as a backup for the administrative assistant and operations coordinator when necessary.</p>
We are looking for an Administrative Assistant with experience in HR recruiting to join our team in San Francisco, California. This is a Contract to permanent position that offers an exciting opportunity to contribute to talent acquisition efforts and administrative support. The ideal candidate will demonstrate strong organizational abilities, excellent communication skills, and a proactive approach to sourcing and recruiting top talent.<br><br>Responsibilities:<br>• Manage administrative tasks such as scheduling meetings, maintaining records, and handling correspondence.<br>• Answer incoming calls and provide attentive support to clients and candidates.<br>• Conduct data entry tasks with precision and ensure accurate documentation of recruitment activities.<br>• Support full-cycle recruiting processes, including sourcing, screening, and onboarding candidates.<br>• Utilize e-recruitment tools and platforms to identify and engage potential candidates.<br>• Research and analyze market trends to provide insights into hiring practices and salary benchmarks.<br>• Coordinate and assist with interviews, ensuring smooth communication between candidates and hiring teams.<br>• Act as a candidate advocate, promoting their skills and qualifications to potential employers.<br>• Provide guidance to candidates on interview preparation and salary negotiation.<br>• Perform receptionist duties, including greeting visitors and managing the front desk operations.
<p>We are searching for a highly skilled <strong>Executive Assistant</strong> to provide comprehensive support to our senior executives. This is a dynamic role that involves managing day-to-day operations, scheduling, communications, and high-level administrative tasks.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Proactively manage the executive’s complex calendar, scheduling all meetings, travel, and appointments.</li><li>Coordinate travel arrangements and prepare expense reports.</li><li>Serve as a liaison between the executive and internal/external stakeholders.</li><li>Draft, proofread, and handle correspondence, presentations, and confidential documents.</li><li>Oversee special projects and tasks from idea to execution while ensuring deadlines are met.</li></ul><p><br></p>
<p>We are looking for an Office Manager/Executive Assistant to support a small investment firm in Walnut Creek. This person will play a critical role in ensuring the seamless day-to-day operations of the office while providing executive-level support to our leadership team.</p><p> </p><p>Key Responsibilities:</p><p>This role combines office management with executive support duties, ensuring efficient daily operations and supporting the leadership team. Key responsibilities include:</p><p> </p><p>Office Manager/Executive Support Duties:</p><p> </p><p>Administrative Operations: Oversee day-to-day office activities, ensuring that all systems and processes run effectively.</p><p>Supply Management: Order office supplies, business cards, and other essential materials as needed.</p><p>Catering Coordination: Manage daily catered meals for the office, ensuring quality and timely delivery.</p><p>Event Coordination: Lead the planning and execution of major company events, such as the annual holiday party and investor conference.</p><p>Executive Support</p><p>Scheduling: Manage and coordinate complex calendars for executives, including arranging meetings and appointments.</p><p>Expense Reporting: Prepare and process expense reports for executives promptly and accurately.</p><p>Anticipatory Assistance: Proactively anticipate the needs of executives and the broader team, providing solutions before issues arise.</p><p>Required Skills and Qualifications:</p><p>Experience: Minimum of 5 years of experience in an administrative, office management, or executive support role.</p><p>Independent and Proactive: Ability to work independently, take initiative, and identify opportunities to streamline processes or improve workflows.</p><p>Attention to Detail: Highly organized, detail-oriented, and dedicated to completing tasks efficiently and accurately.</p><p>Time Management: Proven ability to handle multiple priorities and work well under pressure to meet deadlines.</p><p>Communication Skills: Exceptional verbal and written communication skills.</p><p>Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Canva, Mailchimp) and familiarity with scheduling and expense management tools</p><p>Event Coordination Experience: Experience planning and executing corporate events, such as conferences or parties, is strongly preferred.</p><p> </p><p>Must be able to travel a few times a year for conferences.</p><p> </p><p>If you are interested in this Office Manager/Executive Assistant role, please apply today!</p>
We are looking for a motivated Office Assistant to support operations during a financial services event in Palo Alto, California. This contract position requires someone with strong sales experience, excellent communication abilities, and a general understanding of financial services. You will play a key role in ensuring a smooth event experience, engaging with attendees, and promoting business opportunities.<br><br>Responsibilities:<br>• Represent the organization at the event, building meaningful connections with attendees and promoting services effectively.<br>• Assist with event logistics such as managing registration and providing attendees with detailed information about the organization.<br>• Leverage sales skills to identify potential leads and initiate discussions about financial services solutions.<br>• Offer knowledgeable support on financial services topics, addressing attendee inquiries with professionalism.<br>• Collaborate with the event team to ensure seamless operations and an exceptional experience for all participants.<br>• Handle receptionist duties during the event, including greeting attendees and directing them to the appropriate resources.<br>• Perform clerical tasks such as scanning documents and maintaining accurate records.<br>• Respond to inbound calls and inquiries, providing excellent customer service.<br>• Support networking activities and foster business development opportunities.<br>• Ensure all event-related tasks are completed efficiently and professionally.
We are looking for a highly organized and proactive Executive Assistant to support senior leadership in San Francisco, California. This Contract position requires exceptional attention to detail and the ability to manage multiple tasks efficiently in a fast-paced environment. The ideal candidate will excel in calendar management, travel coordination, and executive meeting preparation.<br><br>Responsibilities:<br>• Maintain and manage executives’ calendars, ensuring scheduling conflicts are avoided and priorities are met.<br>• Arrange and coordinate domestic and international travel plans, including booking flights, accommodations, and transportation.<br>• Prepare detailed travel itineraries and ensure all arrangements align with the executives’ preferences.<br>• Organize and schedule executive meetings, including handling logistics such as venue bookings and technology setup.<br>• Act as the primary point of contact for executives, handling communication and correspondence with professionalism.<br>• Assist in preparing meeting agendas and compiling relevant documents for presentations.<br>• Monitor and respond to emails on behalf of executives, ensuring urgent matters are addressed promptly.<br>• Handle confidential information with discretion and maintain a high level of professionalism at all times.<br>• Collaborate with other departments to facilitate seamless communication and support for executives.<br>• Ensure all administrative tasks are completed in a timely and accurate manner.
<p>We are looking for an experienced Senior Administrative Assistant to join our team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.</p><p><br></p><p>Senior Administrative Assistant Responsibilities:</p><p>1. Account Management:</p><p>• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.</p><p>• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.</p><p>2. Administrative Support:</p><p>• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.</p><p>• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.</p><p>3. Communication:</p><p>• Serve as the client’s primary point of contact for account questions.</p><p>• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.</p><p>4. Compliance:</p><p>• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).</p><p>• Monitor client account activity to detect and resolve compliance issues.</p><p>5. Team Collaboration:</p><p>• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.</p><p>• Participate in team meetings to discuss best practices and solutions for improving client service delivery.</p><p>• Assist with special projects assigned by direct management and the CCO.</p><p><br></p><p>If you are interested in applying to our Senior Administrative Assistant Position, submit your resume today!</p>
<p>Our client, a reputable law firm based in San Ramon, is seeking a <strong>Legal Assistant</strong> to join their team on a part-time contract basis. This is an excellent opportunity for someone with foundational litigation experience who enjoys supporting attorneys in a fast-paced, collaborative environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide litigation support to attorneys, including document preparation and filing in state courts</li><li>Manage and maintain case calendars using both manual methods and Outlook</li><li>Track and calculate deadlines and due dates in accordance with the California Code of Civil Procedure</li><li>Prepare, proofread, and finalize legal documents, correspondence, and discovery materials</li><li>Coordinate filings, service of process, and court submissions</li><li>Maintain organized case files, both electronic and hard copy</li><li>Communicate with court staff, clients, and opposing counsel as needed</li></ul>
<p>A growing company is looking for a proactive <strong>Tech Savvy Administrative Assistant</strong> to provide digital and administrative support to its operational team. This role requires a tech-savvy individual with the ability to multitask and quickly adapt to changing priorities.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage schedules and appointments for teams and leadership staff.</li><li>Assist with procurement and inventory tracking for tech equipment and software.</li><li>Provide support for onboarding and communication of organization-wide technology updates.</li><li>Create and maintain digital folders, trackers, and archives for the technology department.</li><li>Handle correspondence and documentation related to technical teams and activities.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Assistant Controller </strong>at a <strong>Prominent Private Equity Firm</strong>. This is a full-time permanent role based in <strong>San Mateo </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is driving growth and transformation in the software, data, and analytics space. This is a high-impact opportunity to work closely with senior leadership in a fast-paced, collaborative environment where your expertise in finance and accounting will directly contribute to scaling businesses and creating lasting value.</p><p> </p><p>You’ll be at the heart of the fund’s operations, working alongside principals, the CFO, and portfolio teams. From hands-on accounting to strategic reporting, you’ll gain exposure to complex investment structures and high-profile projects while being part of a culture that values collaboration, innovation, and professional growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee and review work of fund administrators for outsourced funds.</li><li>Maintain internal fund general ledgers and manage monthly closings, including reconciliations for bank accounts, intercompany balances, investments, and partner capital.</li><li>Prepare financial statements and quarterly investor reporting packages, including allocations and investment roll forwards.</li><li>Assist with quarterly valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Support SEC compliance and reporting requirements.</li><li>Manage partner capital calls and distributions.</li><li>Collaborate with FP& A on portfolio dashboards.</li><li>Lead special projects across the firm and portfolio companies as needed.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></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>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Assistant Controller </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Title</strong>: Accounting Assistant </p><p><strong>Department: </strong>Finance</p><p><strong>Location:</strong> South San Francisco </p><p><strong>Job Type:</strong> Full-Time </p><p><br></p><p>A municipality is seeking a detail-oriented and adaptable <strong><em>Accounting Assistant </em></strong>to join the Finance Department. This role will provide broad accounting support across multiple functions, including payroll, accounts payable, accounts receivable, and vendor management.</p><p><br></p><p>This is an excellent opportunity for an accounting professional who thrives in a dynamic, team-oriented environment and enjoys working on a variety of financial tasks that help ensure the smooth operation of municipal services.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Payroll Support</strong></p><ul><li>Assist with data entry and auditing of employee timesheets and leave balances.</li><li>Support payroll processing cycles, including reviewing entries for accuracy and assisting with reporting.</li><li>Respond to employee payroll inquiries in a timely and professional manner.</li></ul><p><strong>Accounts Payable</strong></p><ul><li>Process invoices for payment, ensuring compliance with internal controls and city policies.</li><li>Review and verify accuracy of charges, coding, and supporting documentation.</li><li>Maintain communication with vendors regarding payment status and discrepancies.</li></ul><p><strong>Accounts Receivable</strong></p><ul><li>Prepare and issue customer invoices.</li><li>Reconcile incoming payments and follow up on outstanding balances.</li><li>Maintain accurate and up-to-date AR records.</li></ul><p><strong>Vendor Creation & Maintenance</strong></p><ul><li>Set up and maintain vendor accounts in financial systems.</li><li>Verify required documentation for compliance (e.g., W-9s).</li><li>Collaborate with purchasing and other departments to ensure accurate vendor data.</li></ul><p><strong>General Accounting Support</strong></p><ul><li>Perform account reconciliations and assist with month-end and year-end closing processes.</li><li>Maintain organized records and assist with audits as needed.</li><li>Assist in researching discrepancies and resolving financial issues.</li></ul><p><br></p><p><br></p>
<p>Robert Half is recruiting a Litigation Secretary for a highly regarded plaintiff-side personal injury and civil rights litigation law firm in the North Bay. The Legal Secretary will play a pivotal role in keeping the office functioning efficiently, assisting the partners with court filings, coordinating meetings, maintaining electronic case files, and working with clients to gather information and documents for discovery. A good candidate is organized, diligent, can work both independently and as part of a team, and is passionate about helping individual and family clients achieve justice and full recovery.</p><p><br></p><p>Principle responsibilities:</p><p>• Format, proofread, and finalize detailed correspondence, pleadings, and other legal documents;</p><p>• File pleadings with both state and Federal trial courts;</p><p>• Work with paralegal to prepare and serve discovery;</p><p>• Process and handle incoming subpoenas and obtain medical records;</p><p>• Communicate with clients in person, over the phone, and via email;</p><p>• Create and maintain digital case files for each client;</p><p>• Perform administrative duties, such as maintaining lawyers’ calendars, scheduling depositions and entering deadlines to the master calendar; and</p><p>• Screen, process, direct, and prioritize incoming calls, emails, and mail.</p><p><br></p><p>Desired qualifications:</p><p>• 5+ year litigation legal assistant experience;</p><p>• Knowledge of state and Federal (ECF) e-filing platforms, rules, and eDockets is preferred;</p><p>• Bilingual fluency in Spanish and English is a plus factor;</p><p>• Good written (including editing and proofreading) and verbal communication skills;</p><p>• Excellent attention to detail and organizational skills, incl. ability to handle multiple projects;</p><p>• Strong time management skills to handle multiple tasks with competing deadlines efficiently; and</p><p>• Solid office software, word processing, database maintenance, and internet research skills.</p><p><br></p><p>This is a terrific direct-hire opportunity with some telecommute flexibility to work remotely part of the week. Our client is offering an annual base salary range of $75,000 – 100,000+/year, depending on experience, for a regular 35-hour workweek (7-hour workday). Some overtime available, but it’s not common. There is bonus compensation and some employment benefits including HMO medical insurance plan, commuter checks, disability insurance, 401k Plan after at least one years of service, and paid vacation and paid sick leave. The attorneys and the office are very friendly and is a nice place to work.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Mgr. for Permanent Placement Services, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
We are looking for a detail-oriented Legal Assistant/Paralegal to join our team in San Mateo, California. This role involves supporting attorneys with litigation tasks, discovery processes, and trial preparation. The ideal candidate will have a strong understanding of California Discovery Statutes, excellent organizational skills, and a proactive approach to managing deadlines.<br><br>Responsibilities:<br>• Manage billing of time and ensure accurate tracking of case-related activities.<br>• Prepare and file Case Management Statements and other required legal documentation.<br>• Draft and serve discovery documents, including Requests for Admissions, Form Interrogatories, Special Interrogatories, and Demands for Inspection.<br>• Coordinate depositions by scheduling court reporters, interpreters, and other necessary resources.<br>• Subpoena records such as medical, employment, and financial documents, and conduct thorough reviews and analyses of received discovery.<br>• Assist with expert witness discovery, including locating experts, retaining witnesses, and preparing necessary disclosures.<br>• Draft motions and monitor tentative rulings while adhering to strict filing deadlines.<br>• Support trial preparation by organizing trial binders, witness lists, subpoenas, and coordinating third-party vendors.<br>• Facilitate post-trial activities, including preparing Memorandums of Costs.<br>• Meet with clients to gather information, finalize discovery responses, and ensure proper service of legal documents.
<p>We are looking for a highly organized and resourceful Executive Admin to join our team. In this long-term contract position, you will provide comprehensive support to executives, ensuring seamless management of calendars, travel, and team initiatives. This role requires a proactive individual who thrives in a fast-paced environment and is capable of building strong relationships across teams while maintaining a high level of discretion and integrity.</p><p><br></p><p>Responsibilities:</p><p>• Provide proactive calendar management, prioritizing and coordinating schedules to address competing deadlines.</p><p>• Organize and manage complex travel arrangements, prepare expense reports, and support the planning of team events and meetings.</p><p>• Collaborate with executives to understand their priorities, effectively address meeting requests, and make informed decisions on their behalf.</p><p>• Act as the primary liaison for executive team members, fostering strong relationships to align with organizational goals.</p><p>• Draft presentations, take detailed meeting minutes, and manage executive communications, including the preparation of surveys and reports.</p><p>• Coordinate meeting agendas, manage time allocation, and ensure seamless execution of team discussions.</p><p>• Track project deliverables, update timelines, and ensure accountability for key milestones and objectives.</p><p>• Identify and implement process improvements to enhance efficiency and team collaboration.</p><p>• Plan and execute executive offsites and strategic gatherings, including managing budgets, sourcing venues, and coordinating stakeholders.</p>
<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> </p><p>Responsibilities:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul><p><br></p>
We are looking for a dedicated Office Clerk to join our team in Scotts Valley, California. In this role, you will play a crucial part in ensuring smooth administrative operations, supporting billing processes, and maintaining excellent client relationships. If you are detail-oriented, organized, and thrive in a dynamic environment, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Coordinate and schedule meetings with clients, ensuring timely follow-ups and project updates.<br>• Maintain accurate records of client communications and project details in the company's system.<br>• Oversee daily office operations, including managing inventory, ordering supplies, and ensuring proper functioning of office equipment.<br>• Organize and update files to ensure all documentation is easily accessible and current.<br>• Assist with team scheduling, meeting coordination, and the preparation of agendas.<br>• Support billing processes, expense tracking, and other administrative tasks as required.<br>• Provide clients and customers with information about company services and ongoing projects.<br>• Address client inquiries and concerns promptly, escalating complex issues when necessary.<br>• Ensure a welcoming and organized environment for both clients and team members.
<p><strong>Ready to Pivot Out of Public Accounting?</strong></p><p>You’ve done the grind — busy seasons, tick-and-tie, late nights. Now you’re ready for something more <strong>dynamic</strong>, <strong>strategic</strong>, and <strong>forward-looking</strong>.</p><p>If you’re a CPA (or close to it) with Big 4 or national firm experience and thinking about what’s next, this opportunity might be for you.</p><p> </p><p><strong>🔍 Senior Associate – M& A / Financial Due Diligence</strong></p><p>📍 San Francisco (Hybrid)</p><p>💰 $90K–$120K + Bonus + Full Benefits</p><p>A growing M& A advisory firm in SF is hiring a <strong>Senior Associate</strong> to dive deep into deals, support major private equity and strategic buyers, and help them evaluate acquisitions with confidence. This is your chance to <strong>break into deals</strong> while applying your audit-hardened skills in a more analytical, high-impact way.</p><p> </p><p><strong>🧠 What You'll Do:</strong></p><ul><li>Analyze financials for companies being acquired — think: quality of earnings, working capital trends, and cash flow</li><li>Build & refine Excel models (don’t worry, they’ll train you on the M& A side)</li><li>Turn your insights into client-ready reports and presentations</li><li>Partner with senior team members and clients at every stage of the deal</li><li>Learn how transactions really work—start to finish</li></ul><p> </p><p><strong>🧬 You Might Be a Fit If You:</strong></p><ul><li>Have 3+ years in public accounting (audit, advisory, or transaction services)</li><li>Hold your CPA (or are in the final stretch)</li><li>Are ready to move from past-looking audits to future-looking deal work</li><li>Are confident in Excel and can spot the story behind the numbers</li><li>Want to build your career in private equity/M& A</li><li>Thrive in fast-paced, team-first environments</li></ul><p><br></p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
