<p>We are looking for an experienced Real Estate Services Coordinator to join our team in Sunnyvale, CA. This contract position involves providing administrative support and ensuring smooth daily operations within a property management environment. The ideal candidate will excel in customer service, communication, and administrative tasks while working on-site five days a week.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and direct them to the appropriate personnel or resources.</p><p>• Handle incoming service requests and dispatch them to the correct teams for resolution.</p><p>• Assist with processing invoices and maintaining accurate records.</p><p>• Support the management team with administrative duties, including scheduling and correspondence.</p><p>• Coordinate communication with tenants, vendors, and engineering staff as needed.</p><p>• Monitor and manage work order systems to ensure timely task completion.</p><p>• Provide front desk coverage and act as the first point of contact for inquiries.</p><p>• Help facilitate the smooth operation of mixed-use retail and office properties.</p><p>• Address tenant concerns promptly and professionally, escalating issues when necessary.</p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>Are you a client-focused professional with a passion for financial services and a drive to grow your career in wealth management? Join a dynamic and rapidly expanding investment advisory firm that values continuous learning, collaboration, and excellence in client service.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you’ll play a pivotal role in supporting high-net-worth clients and ensuring the smooth operation of portfolio activities. You’ll be part of a knowledgeable and supportive team, receive hands-on training in industry-leading tools and technologies, and contribute meaningfully to client relationships and operational success.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to sophisticated clients.</li><li>Process account openings, transfers, closures, and other documentation.</li><li>Prepare and execute trades and client transactions promptly.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain accurate and confidential client records.</li><li>Ensure compliance with regulatory requirements and internal policies.</li><li>Monitor and respond to client communications with urgency and professionalism.</li><li>Track client scheduling and meeting documentation.</li><li>Reconcile client portfolios with custodial records and maintain data integrity.</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k).</li><li>A culture of learning with training in industry tools like FactSet, Bloomberg, and Morningstar Direct.</li><li>Opportunities for career advancement and skill development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing investment advisory firm is seeking a <strong>Client Service Associate</strong> to join its high-performing team. This role offers hands-on experience in client relations, portfolio operations, and investment analysis, with access to cutting-edge tools like FactSet, Bloomberg, and Morningstar Direct. Ideal for professionals looking to deepen their expertise and grow within a collaborative, education-focused environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver high-touch service to sophisticated clients</li><li>Process account openings, transfers, trades, and other transactions</li><li>Prepare performance reports and support client meetings</li><li>Maintain accurate client documentation and ensure compliance</li><li>Monitor client communications and portfolio needs</li><li>Reconcile client accounts with custodial records</li></ul><p><strong>What’s Offered</strong></p><ul><li>Competitive compensation based on experience</li><li>Full healthcare benefits</li><li>401(k) retirement plan</li><li>Ongoing training and career development</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Alison Brenchley, Robert Half is on the lookout for an Organizational Development Partner to be part of our team based in Sunnyvale, California. The role is in the IT Software industry where you will be working closely with the VP of Global HR Services. Your primary tasks will be to develop, implement, and maintain impactful organizational development strategies. </p><p><br></p><p>Responsibilities </p><p>• Collaborate with all HR team levels to develop and build organizational and training programs.</p><p>• Utilize your knowledge of ERP solutions and CRM to maintain efficient and accurate customer credit records.</p><p>• Facilitate leadership development programs and present training initiatives.</p><p>• Ensure compliance and effective internal communication within the organization.</p><p>• Use your skills in strategic planning to process customer credit applications accurately and efficiently.</p><p>• Use your experience in ADP - Financial Services to monitor customer accounts and take appropriate action.</p><p>• Contribute to the budget process and internal reporting system to maintain financial health.</p><p>• Utilize your experience in 3M to work on career development strategies for the team.</p><p>• Leverage your skills in Human Resources (HR) Administration for effective organizational development.</p>
We are looking for a skilled and detail-oriented Receptionist to join our team on a long-term contract basis in Sunnyvale, California. This role is essential in providing top-notch administrative support, ensuring smooth day-to-day operations, and serving as the first point of contact for visitors. The ideal candidate will bring excellent organizational abilities, strong communication skills, and a proactive approach to handling responsibilities.<br><br>Responsibilities:<br>• Welcome and guide visitors, ensuring they are directed to the appropriate person or location.<br>• Manage incoming and outgoing packages, coordinating courier services efficiently.<br>• Maintain accurate records of visitors and calls, including issuing security badges or passes.<br>• Organize and oversee the scheduling and equipment usage of boardrooms.<br>• Provide comprehensive administrative support, such as document preparation, filing, photocopying, and mail distribution.<br>• Assist with the binding of materials and the creation of well-prepared mailers as needed.<br>• Ensure confidentiality and organization in handling sensitive information.<br>• Utilize computer applications like Microsoft Word, Excel, and PowerPoint for efficient task completion.<br>• Deliver exceptional customer service while multitasking in a dynamic environment.<br>• Support additional clerical duties to uphold seamless office operations.
We are looking for a skilled Attorney specializing in family law to join our dynamic legal team in San Jose, California. The ideal candidate will have over two years of experience in family law and the ability to produce high-quality legal work. This role requires strong research, writing, and analytical skills, as well as a commitment to delivering excellent client service.<br><br>Responsibilities:<br>• Prepare, draft, and review legal documents, including pleadings, motions, and briefs, in family law cases.<br>• Handle civil litigation matters related to family law, ensuring compliance with all legal standards and regulations.<br>• Conduct thorough legal research and analysis to support case strategies and decision-making.<br>• Represent clients effectively in family court proceedings and mediations.<br>• Collaborate with other attorneys and legal professionals to provide comprehensive support to clients.<br>• Advise clients on legal rights and obligations, offering clear guidance tailored to their individual circumstances.<br>• Manage and complete family law court forms accurately and efficiently.<br>• Maintain strong client relationships through effective communication and interpersonal skills.<br>• Stay updated on changes in family law and related legal practices to ensure high-quality representation.
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
We are looking for a dedicated Teller to join our team in Monterey, California. In this Contract-to-Permanent position, you will play a vital role in providing excellent customer service while handling a variety of banking transactions with accuracy and professionalism. This role offers an opportunity to grow within the banking industry while ensuring compliance with organizational policies and standards.<br><br>Responsibilities:<br>• Process customer deposits, withdrawals, and cash advances, verifying all documents for accuracy and authorization.<br>• Handle transactions involving checks and savings accounts, applying holds for uncollected funds when necessary.<br>• Operate a personal computer to access account information, resolve discrepancies, and maintain accurate records.<br>• Assist with night depository duties, including logging bags, processing deposits, and issuing receipts.<br>• Manage cash drawer operations, including balancing it daily and ordering required cash supplies.<br>• Provide exceptional customer service by addressing inquiries and resolving issues within your authority.<br>• Accept and record loan and installment payments, forwarding them for further processing.<br>• Support branch operations by traveling to other locations as needed to cover for absent tellers.<br>• Assist with vault procedures, including opening, closing, and balancing currency and coins.<br>• Ensure compliance with safety regulations and uphold the values of integrity and professionalism in all interactions.
Accounts Receivable Specialist Overview Dynamic manufacturing company is seeking a skilled Accounts Receivable (AR) Specialist to join our team! This role is critical in ensuring the financial health of the company by managing and reducing outstanding receivable balances. The ideal candidate will work closely with cross-functional teams, including sales, to investigate and resolve billing discrepancies and maintain positive client relationships. Key Responsibilities Accounts Receivable Management: Monitor, review, and manage outstanding accounts receivable balances to improve cash flow. Follow up with customers on overdue payments via phone, email, or written communication in a timely, detail oriented manner. Billing Discrepancy Resolution: Collaborate with the sales team to investigate and resolve billing discrepancies or disputes promptly. Research and reconcile invoice errors, credit memos, and payment misapplications. Customer Communication: Act as the primary point of contact for customer account inquiries, providing resolutions efficiently. Build and maintain strong working relationships with clients to ensure clear communication and mutual understanding of account expectations. Reporting & Documentation: Prepare, review, and analyze aging reports to identify and prioritize collection efforts. Record and maintain accurate documentation of collection activity in compliance with company policies and procedures. Process Improvement: Recommend and implement process improvements to streamline billing and collections workflows. Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)
<p><strong>Lead Planner</strong></p><p>Are you an experienced financial advisor who thrives on building deep, trusted relationships and delivering exceptional service? Join a values-driven team that believes in simplifying the complex, making a meaningful impact, and helping clients live wealthier, more balanced lives.</p><p><br></p><p><strong>About the Role</strong></p><p>This opportunity is ideal for a dynamic professional who excels at holistic wealth management and thrives in a collaborative, client-first environment. As a Lead Planner, you’ll be responsible for managing and retaining client relationships, coaching Associate Planners, and delivering comprehensive financial planning that aligns with each client’s unique goals and values.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead the development of financial plans, estate maps, cash flow analyses, and strategic planning documents.</li><li>Provide objective, personalized financial advice across investment management, estate planning, tax strategy, and philanthropic goals.</li><li>Deepen relationships with clients and their external advisors (CPAs, attorneys, etc.).</li><li>Oversee client meetings, follow-ups, and execution of action items.</li><li>Collaborate with internal teams to ensure seamless service delivery and investment implementation.</li><li>Mentor Associate Planners and support their professional growth.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards.</li><li>Contribute to strategic initiatives across planning, investments, and business development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for an experienced CPA Tax Manager to join an expanding organization that offers an amazing career growth tracks! This firm is recognized for delivering high-quality tax and accounting services to an exclusive clientele, emphasizing personalized solutions and attention to detail. The role offers a collaborative environment, opportunities for career growth, and a focus on maintaining work-life balance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax returns for individuals, businesses (1120, 1120S, and 1065), and trusts.</p><p>• Offer strategic tax planning advice tailored to high-net-worth individuals and diverse businesses.</p><p>• Analyze and present financial data to clients and stakeholders with accuracy and clarity.</p><p>• Lead, mentor, and develop team members to foster a collaborative and growth-oriented workplace.</p><p>• Monitor changes in tax regulations and identify opportunities to enhance compliance and client benefits.</p><p>• Collaborate with colleagues to design innovative tax solutions that avoid unnecessary bureaucracy.</p><p>• Ensure effective use of tax software tools, optimizing workflows and data management.</p><p>• Assist with entity formation tasks and provide support for multi-state tax filings.</p><p>• Manage complex and consolidated tax returns while maintaining high standards of accuracy.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also)</p>
<p><b>Growing and expanding company located in beautiful Santa Cruz County has new opportunity with great salary, benefits and perks! </b></p><p>The primary objective of this role is to support customer engagement and grow the customer base in alignment with organizational goals. The position entails general sales activities, leveraging core competencies to investigate, identify, and develop new business opportunities across established and emerging markets and applications.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop and manage offers and quotations for prospective and current customers involving both existing and new products.</li><li>Represent the organization at trade shows, conferences, and seminars to promote offerings and build customer relationships.</li><li>Conduct in-person visits to both existing and potential clients to ensure satisfaction and identify new business opportunities.</li><li>Efficiently input customer data into CRM systems (e.g., Salesforce) and ensure prompt entry of sales orders into production systems.</li><li>Identify and capitalize on growth opportunities to expand the organization’s footprint in new and existing markets.</li><li>Collaborate with engineering teams to ensure seamless transition from prospect to customer and proper alignment with technical specifications.</li><li>Collect market data and compile reports on trends, growth opportunities, and the impact of ongoing efforts to management.</li><li>Conduct contract reviews to ensure accuracy (e.g., terms and conditions, export regulations, etc.).</li><li>Oversee billing and occasional shipping activities as necessary.</li></ul><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also) </p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to grow their careers in financial planning, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>We are seeking a highly skilled and experienced Business Litigation Attorney to join our dynamic and growing team in the Bay Area. This is a leadership-level opportunity ideal for a Senior Associate, Counsel, or Junior Partner ready to take the next step in their career. The ideal candidate will have a strong background in complex litigation and a passion for delivering strategic, results-driven legal counsel.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage complex litigation matters, including business disputes, employment law cases, and securities litigation.</li><li>Develop litigation strategies, oversee discovery, draft and argue motions, and represent clients in court, arbitration, and mediation.</li><li>Collaborate with other senior attorneys and firm leadership on case strategy, client development, and firm initiatives.</li><li>Mentor and supervise junior attorneys and legal staff.</li><li>Contribute to business development efforts, including maintaining and growing a book of business (preferred but not required).</li><li>Provide exceptional client service and maintain strong client relationships.</li></ul><p>Why Join Us:</p><ul><li>Opportunity to work on high-impact cases with a respected and collegial team.</li><li>Leadership role with potential for equity or partnership track.</li><li>Supportive, innovative, and flexible work environment.</li><li>Competitive compensation and benefits package.</li></ul><p><br></p>
<p>We are looking for an experienced Accounts Receivable Specialist to manage and streamline billing, collections, and cash application processes. This contract position is based in San Jose, California, and offers an opportunity to collaborate with a dynamic team while ensuring financial operations run smoothly. The ideal candidate will bring strong expertise in accounts receivable functions and a keen eye for detail.</p><p><br></p><p>Responsibilities:</p><p>• Manage end-to-end accounts receivable processes, including invoicing, collections, and cash application.</p><p>• Process and reconcile cash transactions to ensure accurate accounting records.</p><p>• Oversee commercial collections, working closely with clients to resolve outstanding balances.</p><p>• Collaborate with internal teams to address billing discrepancies and ensure timely resolution.</p><p>• Maintain accurate and up-to-date records of all accounts receivable activities.</p><p>• Prepare and analyze reports on accounts receivable aging and collection performance.</p><p>• Ensure compliance with company policies and financial regulations during all transactions.</p><p>• Assist in streamlining processes to improve efficiency within the accounts receivable function.</p><p>• Respond promptly to customer inquiries related to invoices, payments, and account balances.</p><p>• Support audits by providing necessary documentation and explanations related to receivables.</p><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>We are looking for an Associate Attorney to join our team based in Los Gatos, California. The successful candidate will be involved in the area of Real Estate Litigation. This role is pivotal in the resolution of customer inquiries and the maintenance of accurate customer records, as well as processing customer applications. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle civil litigation cases and manage related documentation</p><p>• Utilize legal software such as 3M, LexisNexis, and Case Management Software for efficient case handling</p><p>• Administer claims and manage complaints with a high level of professionalism</p><p>• Draft and prepare legal briefings to support litigation processes</p><p>• Practice real estate law within the context of homeowners associations</p><p>• Adapt to a hybrid work model, with the flexibility to work onsite as needed</p><p>• Meet annual billable hours targets to ensure the firm's productivity</p><p>• Continually update and maintain the management system for optimal organizational efficiency.</p>
<p>We are looking for an experienced Accounting Supervisor to lead the financial operations of our organization in Monterey, California. This role involves managing various accounting functions, ensuring compliance with legal standards, and delivering accurate financial reports. The ideal candidate will bring expertise in accounting for detail-oriented services, trust account management, and regulatory compliance, preferably within a law firm environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting operations, including accounts payable and receivable, general ledger management, billing, collections, and bank reconciliations.</p><p>• Ensure compliance with trust account regulations and state bar rules by managing client trust accounts effectively.</p><p>• Coordinate monthly and annual financial closing processes, producing timely and accurate financial reports.</p><p>• Collaborate on budgeting, forecasting, and financial analysis to support strategic planning.</p><p>• Monitor and improve internal accounting controls, policies, and procedures.</p><p>• Supervise and mentor accounting staff by assigning tasks, providing training, and conducting performance evaluations.</p><p>• Liaise with external tax professionals, banking institutions, and regulatory agencies to ensure compliance.</p><p>• Manage cash flow, prepare financial statements, and oversee the firm’s financial reporting systems.</p><p>• Evaluate and recommend financial software solutions, including legal accounting tools like QuickBooks, Elite, Aderant, or Centerbase.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore</p>
<p><strong>Financial Planner – Wealth Advisory | San Francisco Bay Area</strong></p><p>A purpose-driven wealth management firm in the Bay Area is seeking a <strong>Financial Planner</strong> to join its collaborative and client-centric team. This is a high-impact opportunity for an experienced advisor to lead client relationships, mentor associate team members, and deliver comprehensive financial planning in a values-based environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Financial Planner, you’ll serve as a trusted advisor to clients, crafting personalized strategies that align with their financial goals and life values. You’ll work closely with internal teams and external professionals to deliver holistic planning across investments, estate, tax, and philanthropic objectives—while also guiding and developing Associate Planners.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and manage client relationships with a focus on long-term trust and strategic planning</li><li>Develop and present customized financial plans, cash flow analyses, and portfolio reviews</li><li>Collaborate with CPAs, attorneys, and internal specialists to ensure integrated advice</li><li>Oversee investment policy implementation and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate, timely reporting</li><li>Mentor and coach Associate Wealth Architects to support their professional growth</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives and innovation</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a strong client-first philosophy</li><li>Supportive, collaborative culture focused on personal and professional growth</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul><p><strong>Interested?</strong></p><p>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to hear from you.</p>
<p>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
<p>We are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving strategies for ultra-affluent clients, helping them achieve their charitable goals while aligning with their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management to deliver impactful solutions and provide high-level guidance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of comprehensive philanthropic plans tailored to individual client needs and visions.</p><p>• Build and nurture strong, detail-focused relationships with clients while delivering high-quality consulting services.</p><p>• Collaborate with internal teams, firm partners, and external advisors to create and implement strategies for charitable giving, entity structuring, and wealth transfer.</p><p>• Provide training and mentorship to team members, enhancing their ability to identify and act on philanthropic opportunities.</p><p>• Develop and manage project budgets, allocate resources effectively, and oversee the progress of philanthropy engagements.</p><p>• Evaluate the outcomes and effectiveness of charitable contributions, ensuring alignment with clients’ objectives.</p><p>• Partner with firm leadership to establish and implement best practices for philanthropic planning and client services.</p><p>• Contribute to recruitment efforts and assist in building a skilled and knowledgeable team.</p><p>• Maintain expertise in tax implications, estate planning, and succession strategies to inform client solutions.</p>
<p>We are looking for a motivated and detail-oriented entry-level attorney to join our practice in Salinas, California. This role is a fantastic opportunity for a recent law school graduate to gain hands-on experience in estate planning, real estate litigation, and construction law. The ideal candidate will be fluent in Spanish and passionate about serving the local community while advancing their legal career.</p><p><br></p><p>Responsibilities:</p><p>• Conduct client consultations and assist in creating comprehensive estate plans tailored to individual needs.</p><p>• Handle various aspects of litigation, including real estate disputes and construction law cases, from initiation to resolution.</p><p>• Draft and review legal documents such as motions, demands, and responses to discovery requests.</p><p>• Perform detailed legal research and provide thorough analyses to support case strategies and decision-making.</p><p>• Communicate effectively with clients, courts, and opposing counsel to advocate for clients' interests.</p><p>• Represent clients in court by attending hearings, motions, and other legal proceedings.</p><p>• Collaborate with colleagues to meet deadlines and achieve favorable outcomes for clients.</p><p>• Actively participate in networking events and community initiatives to build relationships and promote the firm.</p><p>• Assist in pro bono or low-cost legal services to support the Spanish-speaking community.</p><p>• Take on additional tasks as needed to contribute to the firm's overall success.</p>
<p>We are seeking a Legal Assistant to join our team based in Campbell, California. In this role, you will be using your extensive legal knowledge to perform a variety of tasks, including the management of legal documents, client communication, and the use of case management software. This role operates within the legal industry and provides an exciting opportunity to be part of a dynamic workplace. </p><p><br></p><p>Responsibilities:</p><p>• Utilize various legal software to manage client information and legal procedures.</p><p>• Manage the e-Filing of documents in state and federal courts.</p><p>• Maintain a clear understanding and application of civil procedures and litigation.</p><p>• Prepare legal documents, pleadings, and discovery.</p><p>• Use Case Management Software (CMS) and Clio to track deadlines and manage tasks.</p><p>• Maintain high attention to detail when dealing with client relations and claim administration.</p><p>• Exhibit effective communication skills in liaising with clients and team members.</p><p>• Handle billing functions and calendar management efficiently.</p><p>• Foster a positive environment through good interpersonal skills.</p>
We are looking for a detail-oriented Accounts Payable Specialist to join our team in Santa Clara, California. This is a Contract-to-permanent position, offering an excellent opportunity to contribute to both accounts payable and front office administrative functions within a dynamic signage company. The ideal candidate will have experience in construction office environments and possess strong organizational and multitasking skills.<br><br>Responsibilities:<br>• Oversee the full accounts payable process, including invoice coding, approval management, and preparation of payments.<br>• Process vendor payments through checks, credit cards, and other payment systems, ensuring accurate daily updates.<br>• Reconcile monthly statements for payment systems to maintain financial accuracy.<br>• Manage employee expense reports, ensuring proper approvals and timely processing.<br>• Enter vendor purchase orders into the ShopVox system with precision.<br>• Order and maintain office supplies, ensuring inventory is adequately stocked.<br>• Handle the maintenance of office equipment such as copiers, postage meters, and coffee machines.<br>• Coordinate daily outgoing mail and shipments, including FedEx and other couriers.<br>• Assist employees with various administrative tasks as needed to support operations.<br>• Distribute work orders to fabrication departments and manage customer contracts, including approvals, signatures, and filing.
<p>A venerable multi-service law firm headquartered in downtown San Jose, is recruiting for a mid-level attorney (4 years+) for our Family Law group. The successful candidate will be responsible for providing advice and counsel to clients on a broad spectrum of family law issues.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Deliver legal advice and counsel to clients facing various family law issues</p><p>• Represent clients before judicial officers and in mediations</p><p>• Draft legal documents including discovery and motions</p><p>• Negotiate settlements on behalf of clients</p><p>• Handle client inquiries and complaints with professionalism and efficiency</p><p>• Collaborate with fellow attorneys to achieve the best possible results for clients</p><p>• Maintain accurate and up-to-date client records</p><p>• Monitor client accounts and take appropriate action when necessary</p><p>• Participate actively in the Family Law group, contributing to our collective knowledge and expertise</p><p>• Stay updated on changes and developments in family law to ensure our practice remains compliant and our advice is current.</p>
