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20 results for Property Management Assistant in Palo Alto, CA

Affordable Housing Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
Job Title: Affordable Housing Assistant Property ManagerJob Summary:The Affordable Housing Assistant Property Manager supports the daily operations of affordable housing communities by assisting with resident relations, leasing, rent collection, compliance documentation, and property administration. This role helps ensure smooth property operations while supporting program compliance requirements and delivering quality service to residents. Based on general knowledge.Key Responsibilities:<ul><li>Assist with day-to-day property management operations for affordable housing communities. Based on general knowledge.</li><li>Support leasing activities, including applications, resident onboarding, lease renewals, and move-in/move-out coordination. Based on general knowledge.</li><li>Help maintain resident files and ensure documentation is complete, accurate, and compliant with affordable housing program requirements. Based on general knowledge.</li><li>Assist with income certifications, recertifications, and verification of resident eligibility. Based on general knowledge.</li><li>Respond to resident questions, concerns, and service requests in a professional and timely manner. Based on general knowledge.</li><li>Support rent collection, payment tracking, delinquency follow-up, and related recordkeeping. Based on general knowledge.</li><li>Prepare reports, notices, correspondence, and other administrative documents. Based on general knowledge.</li><li>Coordinate with maintenance staff and vendors to help address work orders and property issues. Based on general knowledge.</li><li>Maintain occupancy records, waiting lists, and leasing data in property management systems. Based on general knowledge.</li><li>Support inspections, audits, and compliance reviews as needed. Based on general knowledge.</li></ul>
2026-07-02T00:00:00Z

Property Manager

San Jose, CA
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a Property Manager to oversee daily residential property operations in California. This contract position with potential for a permanent opportunity is ideal for someone who can balance tenant support, lease administration, and property upkeep while maintaining a well-run community. The role requires a hands-on, detail-oriented individual who can coordinate maintenance needs, address resident concerns, and help create a safe, organized, and welcoming living environment. Responsibilities: • Build strong tenant relationships through consistent communication about lease timelines, community expectations, and important property updates. • Monitor resident adherence to property policies and address issues appropriately to support a respectful and positive atmosphere. • Direct maintenance and repair work by coordinating service requests, following up on completion, and helping keep the property in excellent condition. • Perform routine inspections of buildings and shared areas to verify cleanliness, safety, and overall functionality. • Manage vendor and contractor partnerships to ensure quality service, timely response, and reliable support for property needs. • Oversee leasing activities, including application review, background screening, renewal discussions, and preparation of lease-related documentation. • Track rent collections, maintain accurate payment records, and follow up appropriately on outstanding balances. • Respond quickly to urgent property issues such as plumbing, electrical, or security-related concerns to minimize disruption for residents. • Support a strong sense of community by helping organize resident engagement efforts and resolving tenant disputes fairly and appropriately.
2026-07-10T00:00:00Z

Assistant Property Manager

Livermore, CA
onsite
Temporary to Hire
26 - 27 USD / Hourly
We are looking for an organized and service-focused Assistant Property Manager to support daily office and property administration activities in Livermore, CA. This contract opportunity with potential for a permanent role is ideal for someone who enjoys balancing front-office coordination with resident, vendor, and visitor support in a detail-oriented property management environment. The role requires strong communication skills, sound judgment, and the ability to keep office operations running smoothly while assisting with a range of administrative tasks. Assistant Property Manager Responsibilities:• Oversee front office activities to maintain an efficient, welcoming, and well-organized administrative environment.• Direct incoming digital and physical correspondence to the appropriate recipients and assist with outbound shipping and mailing needs.• Accept and organize deliveries for office materials and equipment, ensuring items are received and distributed properly.• Serve as a primary point of contact for visitors, vendors, and callers by answering questions and connecting them with the appropriate housing or organizational resources.• Monitor entry access using the building communication system and admit only approved employees and screened guests.• Coordinate support for shared office needs, including meal orders and replenishment of refreshments and common-area supplies.• Provide administrative assistance for meetings, community activities, and special projects as requested by management.• Handle additional operational and clerical duties that contribute to effective property and office support. If you are interested in this Assistant Property Manager role, please submit your resume today!
2026-07-15T00:00:00Z

Assistant Property Manager

Cupertino, CA
onsite
Temporary to Hire
28.5 - 33 USD / Hourly
We are looking for an Assistant Property Manager to help oversee daily residential property operations in Cupertino, California. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys balancing resident support, administrative coordination, and property upkeep in a hands-on, on-site environment. The person in this role will work closely with the Property Manager to maintain a well-run community, respond to tenant needs, and keep records and processes organized. Responsibilities: • Serve as a key point of contact for residents by sharing community updates, responding to routine questions, and communicating notices related to leases and property policies. • Support adherence to community guidelines by addressing concerns professionally and helping maintain a respectful and well-managed living environment. • Coordinate service requests, repairs, and preventative maintenance activities to keep the property operating safely and efficiently. • Perform regular inspections of common areas, amenities, and building conditions to identify maintenance needs and uphold cleanliness and safety standards. • Work with vendors, contractors, and service partners to schedule work, follow up on completion, and promote dependable service delivery. • Assist with lease renewals by preparing documentation, tracking timelines, and helping residents through the renewal process. • Review rental application materials, help process background-related documentation, and maintain accurate applicant records. • Support rent administration by tracking payments, updating records, and helping maintain organized financial and tenant files. • Respond to urgent property issues and coordinate timely action for matters involving building systems, safety, or security, escalating complex situations when necessary. • Contribute to a positive resident experience by helping resolve tenant concerns and supporting community engagement efforts.
2026-07-15T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Assistant Property ManagerJob Description:We are hiring an Assistant Property Manager to support daily operations for residential or commercial properties. This role will assist with tenant relations, leasing support, vendor coordination, and administrative functions. Property management assistant roles are seeing demand in 2026. (Source: Q1 2026_The Demand for Skilled Talent.pdf)Responsibilities:<ul><li>Assist with tenant communication and service request follow-up</li><li>Support rent collection, lease administration, and occupancy reporting</li><li>Coordinate maintenance requests and vendor services</li><li>Help prepare notices, reports, and property records</li><li>Conduct property inspections and assist with leasing activities</li></ul>
2026-07-02T00:00:00Z

Property Administrator

Santa Cruz, CA
onsite
Temporary to Hire
25 - 27 USD / Hourly
We are looking for a highly organized Property Administrator to join a collaborative team in California. This contract position supports daily property operations by coordinating communication, documentation, and administrative processes across property management, accounting, development, and office functions. The ideal candidate brings professionalism, strong written and verbal communication skills, and the ability to manage multiple priorities while working with tenants, vendors, and internal stakeholders. This role is best suited for someone who enjoys keeping operations running smoothly in a fast-paced, onsite office environment. Responsibilities: • Coordinate day-to-day communication among property management, accounting, development, administrative staff, tenants, vendors, and outside partners to keep projects and property needs moving forward. • Maintain organized tenant and vendor files, monitor compliance documents such as insurance certificates, and ensure records remain accurate and up to date. • Support payment processing by reviewing invoices, assigning coding details, following up with vendors, and assisting with accounts payable administration. • Track maintenance-related items, help manage service requests, and follow through with vendors or internal teams to confirm timely resolution. • Provide broad administrative support through document preparation, correspondence, filing, research tasks, and assistance with special projects across multiple departments. • Help oversee office-related administrative needs, including equipment service coordination, records retention activities, policy document updates, and event support. • Offer dependable team assistance during high-volume periods and staff absences while handling sensitive information with discretion and professionalism. • Learn and use business systems and property-related software tools to support invoicing, work order tracking, and general office operations.
2026-07-14T00:00:00Z

Housing Assistant Rep I

Oakland, CA
onsite
Temporary / Contract
30 - 32 USD / Hourly
We are looking for a motivated Housing Assistant Rep I to join our team in Oakland, California. In this role, you will provide essential administrative and clerical support under the guidance of a department director or senior executive. This is a long-term contract position that offers an excellent opportunity to contribute to the efficiency and success of housing-related operations. Responsibilities: • Manage scheduling and coordinate appointments to ensure smooth daily operations. • Assist in preparing audit reports and other comprehensive documentation. • Create detailed reports and summaries based on data analysis. • Collaborate with various stakeholders, including government officials and police officers, to address administrative needs. • Utilize Yardi software to support housing-related tasks and maintain accurate records. • Conduct evaluations of existing procedures and recommend improvements for operational efficiency. • Support budget preparation and monitor expenditures as needed. • Handle correspondence and draft procedural memoranda to ensure clear communication. • Maintain confidential files and administrative records with precision. • Address payroll-related processes and monitor attendance records effectively.
2026-07-15T00:00:00Z

Maintenance Supervisor

Hayward, CA
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a Maintenance Supervisor to oversee maintenance operations within a food processing environment in the East Bay, California. This Long-term Contract position is ideal for someone who can combine hands-on technical knowledge with strong leadership to keep equipment running safely and efficiently. The role focuses on supporting production continuity, maintaining a clean and compliant facility, and coordinating maintenance priorities across multiple systems. Responsibilities:• Direct daily maintenance activity for production equipment and facility systems, ensuring work is completed safely and with minimal disruption to operations.• Lead preventive, predictive, and repair-based maintenance efforts across mechanical, electrical, pneumatic, and hydraulic equipment.• Diagnose equipment malfunctions, coordinate timely repairs, and assist with the setup and integration of new machinery when needed.• Organize, assign, and adjust work orders in response to production schedules, equipment conditions, and operational priorities.• Maintain thorough service documentation, repair histories, and maintenance records to support performance tracking and compliance needs.• Uphold workplace safety practices, including lockout procedures and confined space requirements, while reinforcing safe work habits across the team.• Support regulatory and internal audit readiness by helping maintain compliance with food manufacturing, sanitation, and facility standards.• Track spare parts usage, monitor inventory levels, and coordinate purchasing requests to avoid maintenance delays.• Work closely with production, sanitation, and quality teams to resolve equipment concerns and improve reliability across the facility.• Contribute to maintenance planning by helping build service schedules and identifying opportunities for equipment upgrades or capital improvements.
2026-06-16T00:00:00Z

Accounting Assistant

Santa Clara, CA
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for a detail-oriented Accounting Assistant to join a healthcare organization in Santa Clara, California. This contract opportunity with permanent potential is ideal for someone beginning their accounting career who enjoys supporting financial operations, maintaining accurate records, and working closely with cross-functional teams. The role offers hands-on exposure to billing, transaction entry, and administrative coordination in an onsite office environment. Responsibilities: • Enter and maintain financial and administrative information with accuracy across records, spreadsheets, and internal files. • Prepare, organize, and manage documentation to support daily office and accounting activities. • Assist with creating and processing client invoices while helping ensure timely and accurate billing records. • Record routine financial transactions in QuickBooks and support general bookkeeping tasks as needed. • Help code invoices and provide support for accounts payable and accounts receivable activities. • Participate in bank reconciliation preparation and assist with maintaining organized supporting documentation. • Work closely with operations, accounting, and research support teams to complete special assignments and day-to-day requests. • Maintain orderly file systems and help keep financial documents accessible, current, and compliant with internal standards.
2026-06-26T00:00:00Z

Accounting Assistant

Oakland, CA
onsite
Temporary / Contract
28 - 32 USD / Hourly
Our team is seeking an early-career Accounting Assistant to join our growing company in San Leandro. This is a great opportunity for someone looking to start or advance their accounting career while gaining exposure to multiple areas of accounting operations. Key Responsibilities:<ul><li>Process accounts payable transactions, including coding invoices, reconciling vendor statements, and ensuring timely payments</li><li>Support accounts receivable: generate invoices, post payments, and monitor aging reports</li><li>Assist with general accounting duties such as data entry, reconciliations, and maintaining accurate records</li><li>Contribute to month-end and year-end close processes</li><li>Provide support for audit and compliance requests</li><li>Communicate professionally with internal teams and external vendors/customers</li><li>Maintain confidentiality and ensure compliance with company policies and accounting standards</li></ul>
2026-07-14T00:00:00Z

Legal Administrative Assistant

San Francisco, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
A San Francisco–based personal injury law firm is seeking a reliable and detail-oriented Legal Administrative Assistant to support its civil litigation team. This is a contract-to-hire opportunity ideal for a legal admin who enjoys being a central support resource in a fast-paced, plaintiff-side law firm environment. The Legal Administrative Assistant will provide general administrative and operational support to attorneys and legal staff, assisting with case coordination, document handling, and office operations. While experience in personal injury or litigation is preferred, candidates with administrative experience in any legal practice area are encouraged to apply. Key Responsibilities<ul><li>Provide administrative support to attorneys, paralegals, and legal staff</li><li>Prepare, format, and proofread correspondence and legal documents</li><li>Assist with basic court filings and document submissions as directed</li><li>Maintain and organize electronic and physical case files</li><li>Manage calendars, schedule meetings, and coordinate appointments</li><li>Answer phones, direct calls, and interact professionally with clients and vendors</li><li>Assist with intake forms, record requests, and general case coordination</li><li>Support office operations, including supplies, records management, and special projects</li></ul>
2026-07-14T00:00:00Z

Legal Administrative Assistant

San Francisco, CA
onsite
Permanent / Full Time
80000 - 98000 USD / Yearly
We are looking for a detail-oriented Legal Administrative Assistant to support attorneys and office operations in San Francisco, California. This role combines legal document preparation, calendar and meeting coordination, client-facing administrative support, and expense and time-entry assistance. The ideal candidate is organized, resourceful, and comfortable managing multiple priorities while maintaining a high level of professionalism and accuracy. Hours and Office Schedule: 10:00am - 6:00pm PST, 35-hour standard work week. 5 days onsite to begin and then potential to switch to hybrid 3-days onsite after 90 days. Responsibilities:<ul><li>Do legal documentation – create TOA/TOCs, create binders, files, photocopying and scanning, etc. </li><li>Coordinate conference rooms and meeting logistics for attorneys, clients, and internal teams.</li><li>Welcome visitors professionally and help organize in-person and virtual meetings to ensure a smooth client experience.</li><li>Monitor monthly expenses, prepare reimbursement and expense reports, and assist with corporate card administration.</li><li>Arrange business travel and related itineraries while ensuring schedules and reservations are accurate.</li><li>Draft, format, proofread, and finalize legal correspondence, filings, and other documents at the direction of attorneys.</li><li>Handle document production tasks such as scanning, copying, binding, filing, faxing, and assembling organized case or transaction materials.</li><li>Create and maintain matter files, client intake forms, engagement documents, binders, tables of contents, and tables of authorities.</li><li>Support attorneys with administrative tracking, including bar memberships, court admissions, time entry, prebill revisions, and cover letter preparation.</li><li>Complete limited non-billable research, provide backup assistance to administrative staff, and contribute to special assignments as needed.</li></ul>
2026-07-08T00:00:00Z

Legal Administrative Assistant

San Francisco, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are partnering with a leading law firm in San Francisco to identify a polished, highly professional Legal Administrative Assistant to join their team on a contract-to-hire basis. This 35-hour/week opportunity requires candidates to report onsite Monday through Friday from 10:00 AM–6:00 PM and provides administrative support to attorneys and legal staff through calendar management, travel coordination, expense reporting, document production, meeting logistics, matter administration, and other day-to-day office operations. While the role supports litigation practices through document formatting, TOCs/TOAs, and electronic filings, substantive legal work remains with the firm's paralegals and case assistants.The firm is seeking someone with strong executive-level administrative fundamentals who can confidently support busy attorneys in a fast-paced, partner-facing environment while maintaining exceptional organization, professionalism, and attention to detail. This opportunity is ideal for someone seeking a long-term role with the potential to convert if the mutual fit is right. Following a 90-day introductory period, the position transitions to a hybrid schedule of three days onsite and two days remote.Core Responsibilities<ul><li>Manage attorney calendars, contacts, scheduling, and meeting logistics </li><li>Coordinate conference room reservations and internal/external meetings </li><li>Greet clients and coordinate meeting needs, including food, beverage, and AV setup </li><li>Prepare and reconcile monthly expense reports and manage corporate card activity </li><li>Coordinate domestic travel arrangements </li><li>Respond promptly to attorney and staff administrative requests </li><li>Proofread and format legal documents in accordance with firm style standards </li><li>Finalize documents for filing, including preparation of Tables of Contents (TOCs) and Tables of Authorities (TOAs) </li><li>Prepare legal correspondence and electronic filings as requested </li><li>Create and maintain organized physical and electronic filing systems </li><li>Support new client/matter openings, engagement letters, and binder preparation </li><li>Track attorney bar admissions and CLE information </li><li>Enter attorney hours into the firm's time management system and assist with contract attorney time tracking and prebills </li><li>Provide backup administrative support to other legal administrative staff and assist with special projects as assigned </li></ul>
2026-07-08T00:00:00Z

Lease Admin Analyst

San Jose, CA
onsite
Temporary / Contract
23 - 26 USD / Hourly
We are looking for a Lease Admin Analyst to support a global data center real estate portfolio. This Long-term Contract opportunity is suited to a detail-oriented candidate who can evaluate lease-related financial activity, interpret commercial contract terms, and maintain accurate portfolio records with minimal oversight. The role partners closely with asset management stakeholders to review invoices, monitor obligations, and help ensure payments and documentation align with lease agreements and vendor commitments. Responsibilities:• Review rent and lease-related invoices for accuracy, completeness, and alignment with commercial lease terms before approval or escalation.• Support the administration of purchase orders by creating requests, tracking status, and confirming that budgeted funds are properly assigned across the leased asset portfolio.• Act as a primary contact for accounts payable questions connected to lease activity, investigating billing issues and coordinating resolution with internal partners and asset managers.• Perform reconciliations for assigned properties and portfolios to verify operating expenses and related charges are consistent with contractual agreements.• Maintain reliable portfolio records and reporting for a complex global real estate environment, ensuring data remains current and organized.• Assist with contract and document review by examining lease provisions, vendor obligations, and supporting materials tied to property and facilities operations.• Track required compliance documentation and certificates from service providers to help maintain portfolio-wide adherence to operational and industry requirements.• Prepare spreadsheet-based analyses and ad hoc reports that help stakeholders monitor invoices, obligations, and portfolio performance trends.• Collaborate with cross-functional teams in a global setting to support lease administration activities and address issues that affect billing, documentation, or vendor compliance
2026-07-16T00:00:00Z

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.
2026-07-10T00:00:00Z

Property Accountant

Foster City, CA
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION ACCOUNTANT - PROPERTY ACCOUNTANT Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.Responsibilities:-General ledger, month-end close of multiple entities/portfolios-Prepare and review complex account reconciliation and journal entries-Perform analytical review in support of the monthly close process.-Prepare monthly analysis of account variances -Prepare annual audit schedules
2026-07-10T00:00:00Z

Property Accountant

Emeryville, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
Our company is seeking a skilled Property Accountant on a contract basis to support our property management accounting operations. This role is ideal for professionals with experience managing the accounting and financial reporting for commercial or residential real estate portfolios. You will play a key role in ensuring accurate financial records, supporting budgeting processes, and helping to maintain compliance with internal and external requirements.Key Responsibilities:<ul><li>Prepare and maintain general ledger entries related to property operations.</li><li>Perform monthly, quarterly, and annual financial closings for assigned properties.</li><li>Prepare property income statements, balance sheets, and other financial reports.</li><li>Process accounts payable/receivable and review property-level cash flow.</li><li>Assist with budgets, forecasts, and variance analysis for each property.</li><li>Maintain lease administration, including rent schedules, escalations, and reconciliations.</li><li>Coordinate with property managers, asset managers, and external auditors as needed.</li><li>Ensure compliance with company policies and industry regulations.</li><li>Respond to inquiries related to financial information for managed properties.</li></ul>
2026-07-14T00:00:00Z

Lease Associate

Concord, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Essential Duties and Responsibilities: This person will support the Lease Administrator, and property management functions by coordinating lease documentation, tracking key dates, and ensuring compliance with lease terms. This role acts as a liaison between property managers, brokers, tenants, legal teams, and accounting to ensure accurate and timely lease execution and administration. Key Responsibilities• Integrate AI into the Key Responsibilities and duties of lease management and reporting• Interface with tenants, brokers, legal counsel, and internal teams to resolve lease-related issues • Negotiate with tenants on renewals as designated by Management• Work with the Lease Administrator to prepare, review, and process lease documents, including new leases, amendments, renewals, and terminations • Track critical lease dates (e.g., expirations, rent escalations, options) and ensure timely action • Maintain accurate lease data in lease management systems and digital files • Assist with rent commencement, billing setup, and communication with accounting teams • Monitor compliance with lease terms and flag discrepancies or issues • Generate reports related to lease status, expirations, and financial obligations • Assist with special projects, including portfolio transitions or system implementations· Qualifications: • Detail-oriented with strong data accuracy focus • Ability to manage multiple deadlines and priorities • Problem-solving and analytical thinking • Strong coordination and follow-up skills • Team-oriented with ability to work cross-functionally• Ability to integrate AI into Documents review and abstracts, redlines• Familiarity with lease terminology and commercial real estate practices • Experience with lease management software (e.g., Yardi) is a plus • Strong organizational skills and attention to detail • Proficiency in Microsoft Excel and document management systems • Excellent written and verbal communication skills Standards: High standards of quality and accuracy; strong work ethic.
2026-07-02T00:00:00Z

Real Estate Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Real Estate Accountant | Reputable Investment Firm | San Francisco; Hybrid | TOP TIER BENEFITS A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams. This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives. Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support. Responsibilities<ul><li>Prepare monthly NAV packages and support financial reporting</li><li>Assist with property-level reporting and audits</li><li>Calculate investor allocations, capital calls, distributions, and performance metrics</li><li>Track fund liquidity, commitments, and capital activity</li><li>Support investor reporting, lender packages, and ad hoc requests</li><li>Partner cross-functionally with IR, tax, legal, and operations</li><li>Review property financials and transaction reporting</li><li>Respond to investor, auditor, and internal inquiries</li><li>Support valuation reviews with investment teams</li><li>Contribute to process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Wealth Management Manager

San Francisco, CA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an Operations Manager - Wealth Management. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-07-11T00:00:00Z