<p>We are looking for a dedicated Operations Manager to oversee safety and facilities coordination, ensuring a compliant and well-maintained workplace environment. This role requires a proactive leader who can manage safety programs, conduct training sessions, and maintain adherence to safety standards across multiple departments. The role is based in San Jose, on site. </p><p><br></p><p>Responsibilities:</p><p>• Conduct daily and weekly safety meetings, including early morning toolbox talks with field teams.</p><p>• Perform regular safety inspections and field observations to assess employee behavior, equipment usage, and site hazards.</p><p>• Collaborate with department leaders to address safety concerns and track participation in safety initiatives.</p><p>• Maintain accurate and up-to-date safety documentation, including training logs, incident reports, and inspection checklists.</p><p>• Investigate incidents and implement corrective actions in coordination with the Compliance & Risk Manager.</p><p>• Deliver comprehensive safety orientations for new hires and provide ongoing refresher training.</p><p>• Develop and distribute bilingual safety materials, such as posters, training guides, and signage.</p><p>• Ensure inventory levels of safety supplies and equipment are monitored and replenished as needed.</p><p>• Respond to on-site and off-site incidents, providing real-time coaching or escalation as required.</p><p>• Coordinate facility repairs and preventative maintenance with vendors and contractors, ensuring operational readiness.</p>
<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p>Job Posting: Operations Manager</p><p>Employment Type: Full-Time</p><p>Location: San Carlos (Hybrid)</p><p>Salary: $125-150k base + bonus</p><p> </p><p>A growing and client-focused wealth management firm in San Carlos, CA is seeking a seasoned <strong>Operations Manager</strong> to lead daily operations and team development. This role is ideal for someone with a strong background in financial services operations, team leadership, and HR responsibilities within a Registered Investment Advisor (RIA) environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Operational Efficiency</strong></p><ul><li>Oversee new client onboarding, financial planning workflows, and account openings</li><li>Ensure seamless account transfers and maintain proactive client communication</li><li>Manage document delivery preferences, beneficiary/trusted contact updates, and system access</li><li>Coordinate pre- and post-meeting tasks such as proposals, paperwork, and follow-up actions</li><li>Maintain accurate client records and ensure compliance with documentation protocols</li></ul><p><strong>Team Leadership & HR Oversight</strong></p><ul><li>Supervise and mentor operational staff, providing training on systems and procedures</li><li>Lead performance evaluations and contribute to hiring and onboarding efforts</li><li>Manage payroll, benefits administration, and HR policy compliance</li><li>Foster a collaborative and high-performance team culture</li></ul><p><strong>Business Operations & Compliance</strong></p><ul><li>Maintain and improve operational procedures, checklists, and internal systems</li><li>Monitor custodial alerts and handle client service-related escalations</li><li>Ensure adherence to compliance policies and support audit readiness</li><li>Coordinate marketing campaigns, maintain content for digital platforms, and support client events</li></ul><p><strong>Client Engagement & Event Planning</strong></p><ul><li>Support the planning and execution of client appreciation events</li><li>Manage logistics including venue coordination, guest communication, and materials approval</li><li>Deliver high-touch service during client-facing events and firm initiatives</li></ul><p><br></p>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p><br></p><p><strong>Job Title: Operations Manager</strong></p><p><strong>Location: San Carlos; on-site 5 days </strong></p><p><strong>Salary: $120-150k base (DOE)</strong></p><p><br></p><p><strong>About the Firm:</strong></p><p>We’re representing a leading independent wealth management practice known for its commitment to delivering exceptional client service and comprehensive financial solutions. This high-performing firm offers a broad suite of investment and advisory services, including financial planning, retirement accounts, insurance products, and more. They are consistently recognized among the top performers in their space.</p><p> </p><p><strong>Position Overview – Operations Manager:</strong></p><p>Our client is seeking an experienced Operations Manager to oversee the daily operations of a fast-paced financial advisory office. This individual will ensure seamless coordination across internal teams, clients, and external partners. The ideal candidate will be proactive, organized, and client-focused—resolving service issues with professionalism and care.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage day-to-day office operations</li><li>Optimize workflows and internal processes</li><li>Support strategic planning initiatives</li><li>Ensure compliance and oversee quality assurance</li><li>Oversee select HR and staffing functions</li><li>Maintain operational excellence while contributing to the firm's continued growth and top-tier client experience</li></ul><p><br></p>
<p><strong>About the Role:</strong></p><p>We are seeking a <strong>Marketing Operations Manager</strong> to oversee and optimize our video asset workflow, with a strong focus on operational execution, video approvals, legal compliance, and the implementation of a Digital Asset Management (DAM) system.</p><p>In this role, you will serve as the bridge between creative production, legal, and executive teams, ensuring that all video content is managed with precision throughout its lifecycle. You will also play a critical part in the rollout of our DAM system, helping to define the taxonomy, processes, and user experience that support long-term scalability and compliance.</p><p>M<strong>Key Responsibilities:</strong></p><ul><li>Own and manage the weekly prioritization and forecasting of video approvals.</li><li>Coordinate and align video review schedules with executive calendars.</li><li>Lead 90-day re-review cycles for all video assets.</li><li>Manage prompt and thorough executive review approvals and follow-ups via email.</li><li>Maintain and track documentation associated with asset approvals.</li><li>Oversee Airtable-based video library to manage asset statuses, expirations, and approvals.</li><li>Facilitate legal reviews and ensure compliance for video content.</li><li>Serve as the primary contact for managing approved video assets, including uploading, delivery, and quality control.</li><li>Enrich each asset with detailed metadata such as job numbers, tags, usage rights, and supporting notes.</li><li>Ensure proper file naming conventions and categorizations for all downloaded assets.</li><li>Build and maintain a full understanding of the end-to-end asset lifecycle.</li><li>Help define user roles, access levels, metadata standards, and digital asset structures for the DAM system.</li><li>Partner with technical teams to transition from manual workflows to automated DAM processes.</li><li>Ensure a smooth change management experience between old and new systems.</li></ul><p><br></p>
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p>Job Title: Finance & Operations Manager– Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $110-150k (DOE) + Bonus</p><p> </p><p>Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.</p><p> </p><p>We are partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p>Are you passionate about operations? Do you have what it takes to contribute directly to the success of an organization? Do you want to have fun while doing it? Look no further! Apply today to be the Operations Manager with Robert Half! We are working with a nonprofit in the Oakland area, and we are seeking candidates with facilities and operations experience who are available immediately to take the next step in their careers.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Oversee the operations of the organization, coordinating with various departments such as Operations and Facilities.</li><li>Maintain strong relationships with building vendors, ensuring compliance with all contractual agreements.</li><li>Oversee the company's office inventory, including managing supplies and equipment, and scheduling maintenance as necessary.</li><li>Direct and assist the staff in their daily operations, fostering a positive and efficient work environment.</li></ul>
<p><strong>Job Title:</strong> Operations Associate</p><p><strong>Location:</strong> Palo Alto</p><p><strong>Schedule:</strong> Hybrid (3 days per week — Tuesday, Thursday + one flexible day)</p><p><strong>Salary:</strong> $90,000 – $100,000 Base + Discretionary Bonus</p><p><br></p><p><strong>Company Details:</strong></p><p>We are partnering with a well-established wealth management firm with deep roots in the Bay Area, serving individuals, families, businesses, endowments, and foundations for over four decades. The firm is dedicated to simplifying the complexities of wealth and life for its clients, offering tailored services that empower clients to maximize their financial well-being and legacy. The team values collaboration, thoughtful problem solving, and long-term client success.</p><p> </p><p><strong>Responsibilities:</strong></p><p><em>General Operations</em></p><ul><li>Reconcile portfolio accounting and trading systems to ensure accuracy</li><li>Manage transactional data within the portfolio accounting system</li><li>Facilitate new client account setup and coordinate cross-department communication</li><li>Execute operational workflows using CRM, portfolio accounting, and trading platforms</li><li>Generate and customize client reports with attention to detail</li><li>Perform quality control on newly established accounts and maintain data integrity through regular audits</li></ul><p><em>Quarter-End Processes</em></p><ul><li>Collaborate with client service and advisory teams on quarterly reporting deliverables</li><li>Classify performance transactions within portfolio systems</li><li>Execute quarter-end procedures including performance reporting and billing</li></ul><p><em>Alternative Investments</em></p><ul><li>Maintain alternative investment transaction records, valuations, and capital statement reconciliations</li><li>Calculate management fees for illiquid alternatives</li></ul><p><em>Project Management</em></p><ul><li>Support and maintain client-facing portals, including account creation, user management, and troubleshooting</li><li>Lead periodic data cleanup and upload projects</li><li>Coordinate documentation uploads and client portal enhancements</li></ul><p> </p>
<p><strong>Job Title:</strong> Operations Associate</p><p><strong>Location:</strong> San Francisco</p><p><strong>Schedule:</strong> Hybrid (3 days per week — Tuesday, Thursday + one flexible day)</p><p><strong>Salary:</strong> $90,000 – $100,000 Base + Discretionary Bonus</p><p> </p><p><strong>Company Details:</strong></p><p>We are partnering with a well-established wealth management firm with deep roots in the Bay Area, serving individuals, families, businesses, endowments, and foundations for over four decades. The firm is dedicated to simplifying the complexities of wealth and life for its clients, offering tailored services that empower clients to maximize their financial well-being and legacy. The team values collaboration, thoughtful problem solving, and long-term client success.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><em>General Operations</em></p><ul><li>Reconcile portfolio accounting and trading systems to ensure accuracy</li><li>Manage transactional data within the portfolio accounting system</li><li>Facilitate new client account setup and coordinate cross-department communication</li><li>Execute operational workflows using CRM, portfolio accounting, and trading platforms</li><li>Generate and customize client reports with attention to detail</li><li>Perform quality control on newly established accounts and maintain data integrity through regular audits</li></ul><p><em>Quarter-End Processes</em></p><ul><li>Collaborate with client service and advisory teams on quarterly reporting deliverables</li><li>Classify performance transactions within portfolio systems</li><li>Execute quarter-end procedures including performance reporting and billing</li></ul><p><em>Alternative Investments</em></p><ul><li>Maintain alternative investment transaction records, valuations, and capital statement reconciliations</li><li>Calculate management fees for illiquid alternatives</li></ul><p><em>Project Management</em></p><ul><li>Support and maintain client-facing portals, including account creation, user management, and troubleshooting</li><li>Lead periodic data cleanup and upload projects</li><li>Coordinate documentation uploads and client portal enhancements</li></ul><p><br></p>
<p>We are offering an exciting opportunity for a Payroll Supervisor/Manager/Director in Santa Clara, California. In this role you will be responsible for managing and overseeing all aspects of payroll delivery and ensuring compliance with Federal, state, and local laws. You will also have a crucial role in responding to requests from various stakeholders and maintaining a high degree of professionalism and confidentiality.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage all payroll and payroll tax delivery systems</p><p>• Ensure timely and accurate processing of customer credit applications</p><p>• Maintain meticulous records of customer credit</p><p>• Monitor internal controls to ensure compliance with control objectives</p><p>• Ensure all payroll processes are SOX compliant</p><p>• Display a thorough understanding of supervisory principles including hiring, scheduling, direction, development, and managing others </p><p><br></p><p>For more information regarding this position please reach out to Gary Daum at Robert Half. </p>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Family Office Accounting Manager </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $120 - 150k + Bonus</strong></p><p> </p><p><strong><u>Jennifer Fukumae</u></strong> with Robert Half is partnering with a highly respected, San Francisco-based multi-family office that delivers personalized financial services to ultra-high-net-worth families<strong>.</strong> With offerings spanning investment management, estate and retirement planning, lending strategies, and tailored family office solutions, this firm is known for its thoughtful, client-first approach and long-standing relationships.</p><p>The firm cultivates a team culture that values collaboration, innovation, and a shared commitment to client excellence. Continuous improvement, professional development, and a technology-forward mindset are core to how they serve their clients.</p><p> </p><p><strong>About the Opportunity:</strong></p><p>We are seeking an experienced and detail-driven <strong>Relationship Manager</strong> to join the Family Office Services team. This role sits at the intersection of client service and operational execution, managing financial workflows and serving as a trusted point of contact for a small group of high-net-worth families.</p><p>You’ll take the lead on core responsibilities such as <strong>bill pay, cash flow tracking, budgeting, and consolidated reporting</strong>, while coordinating with both internal teams and external advisors. This is a great opportunity for someone who enjoys working behind the scenes to deliver exceptional, tailored financial support with precision and care.</p><p> </p><p><strong>Core Responsibilities:</strong></p><ul><li>Serve as the <strong>primary contact for clients</strong>, managing day-to-day financial operations and requests</li><li>Build and track <strong>annual budgets, spending, and cash flow</strong> reporting for client entities and households</li><li>Partner with the <strong>bookkeeping team</strong> to ensure timely and accurate financial records across trusts, partnerships, and LLCs</li><li>Generate and deliver <strong>monthly/quarterly financial reports</strong>, customized to client preferences</li><li>Oversee <strong>bill pay, invoicing, and receivables management</strong>, ensuring accuracy across multiple accounts and structures</li><li>Identify and coordinate <strong>banking, credit, and lending solutions</strong> that align with client objectives</li><li>Collaborate with internal investment, tax, and estate planning teams to support ongoing client strategies</li><li>Contribute to process improvement initiatives and take part in <strong>special projects</strong> related to Family Office operations and efficiency</li></ul><p> </p>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Family Office Accounting Manager </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $120 - 150k + Bonus</strong></p><p> </p><p><strong>J</strong>ennifer Fukumae with Robert Half is partnering with a highly respected, San Francisco-based multi-family office that delivers personalized financial services to ultra-high-net-worth families<strong>.</strong> With offerings spanning investment management, estate and retirement planning, lending strategies, and tailored family office solutions, this firm is known for its thoughtful, client-first approach and long-standing relationships.</p><p>The firm cultivates a team culture that values collaboration, innovation, and a shared commitment to client excellence. Continuous improvement, professional development, and a technology-forward mindset are core to how they serve their clients.</p><p> </p><p><strong>About the Opportunity:</strong></p><p>We are seeking an experienced and detail-driven <strong>Relationship Manager</strong> to join the Family Office Services team. This role sits at the intersection of client service and operational execution, managing financial workflows and serving as a trusted point of contact for a small group of high-net-worth families.</p><p>You’ll take the lead on core responsibilities such as <strong>bill pay, cash flow tracking, budgeting, and consolidated reporting</strong>, while coordinating with both internal teams and external advisors. This is a great opportunity for someone who enjoys working behind the scenes to deliver exceptional, tailored financial support with precision and care.</p><p> </p><p><strong>Core Responsibilities:</strong></p><ul><li>Serve as the <strong>primary contact for clients</strong>, managing day-to-day financial operations and requests</li><li>Build and track <strong>annual budgets, spending, and cash flow</strong> reporting for client entities and households</li><li>Partner with the <strong>bookkeeping team</strong> to ensure timely and accurate financial records across trusts, partnerships, and LLCs</li><li>Generate and deliver <strong>monthly/quarterly financial reports</strong>, customized to client preferences</li><li>Oversee <strong>bill pay, invoicing, and receivables management</strong>, ensuring accuracy across multiple accounts and structures</li><li>Identify and coordinate <strong>banking, credit, and lending solutions</strong> that align with client objectives</li><li>Collaborate with internal investment, tax, and estate planning teams to support ongoing client strategies</li><li>Contribute to process improvement initiatives and take part in <strong>special projects</strong> related to Family Office operations and efficiency</li></ul><p><br></p>
<p>We are looking for an organized and proactive Sales Operations Specialist to join our tech client, remote, 12 months. IYou will play a key part in supporting our Global Sales organization by ensuring the accuracy and efficiency of account assignments, lead routing, and data integrity. This is an exciting opportunity to contribute to a growing area of revenue while identifying and implementing process improvements that enhance user experience and operational workflows.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily account creation and assignment tasks across various sales channels, ensuring accuracy and timeliness.</p><p>• Oversee the lead routing process to guarantee proper assignment and adherence to organizational guidelines.</p><p>• Address and resolve account ownership inquiries and escalations by applying an in-depth understanding of account management principles.</p><p>• Perform regular data maintenance and cleanup efforts to maintain high data hygiene standards within the CRM system.</p><p>• Implement data validation rules to ensure the integrity of internal sales systems.</p><p>• Collaborate with stakeholders to identify opportunities for process and tooling enhancements, contributing to improved operational efficiency.</p><p>• Support quarterly sales processes by executing operational tasks and ensuring seamless workflows.</p><p>• Propose and execute workflow improvements across account ownership, creation, and lead routing processes.</p><p>• Partner with team members to maintain a user-friendly experience throughout all sales operations.</p>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A well-established financial services firm is seeking a <strong>Family Office Accounting Manager</strong> to join its Family Office Services team. This role is ideal for a detail-oriented, service-driven Individual who thrives in a collaborative environment and is passionate about supporting the complex financial needs of high-net-worth individuals and families.</p><p><br></p><p>The firm offers a full suite of personalized financial solutions, including investment management, estate planning support, and operational accounting. With a focus on long-term relationships, continuous improvement, and a culture grounded in integrity and inclusion, the organization provides a rewarding and growth-oriented environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>In this role, you will manage the financial operations for a portfolio of clients with multi-entity structures, including trusts, partnerships, and LLCs. Success in this position requires a strong foundation in accounting, exceptional organizational skills, and the ability to build and maintain trusted client relationships.</p><p>You’ll work closely with clients, internal teams, and external advisors to oversee financial reporting, budgeting, bill pay, and banking needs—while contributing to operational excellence and innovation across the team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary contact for clients, delivering timely, responsive communication</li><li>Develop and monitor client budgets and cash flow projections</li><li>Ensure accurate recordkeeping in coordination with internal bookkeeping staff</li><li>Prepare and present monthly and quarterly financial reports tailored to individual client needs</li><li>Oversee bill payment, invoicing, and cash management across various legal entities</li><li>Support banking and lending needs by identifying and coordinating financial solutions</li><li>Collaborate with internal experts in investment, tax, and estate planning to deliver integrated financial support</li><li>Contribute to continuous improvement efforts, including process enhancements and cross-functional projects</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary plus performance-based bonus</li><li>Comprehensive health, dental, and vision insurance</li><li>401(k) plan with employer matching</li><li>Generous and flexible paid time off, including sabbatical eligibility</li><li>Hybrid work model with a strong emphasis on work-life balance</li><li>Inclusive team culture with a commitment to development</li></ul>
<p>Our client is seeking a full-time Office Manager to support the firm’s San Francisco and Washington, D.C., offices. This position is located in the firm’s San Francisco office.</p><p>The annual salary range for this role is $135,000 to $185,000 per year, with benefits (among other things, the firm pays the entirety of the Office Manager’s health and dental insurance premiums and 30 percent of the premiums for dependents). </p><p>The position is responsible for the daily management and administrative operations of our San Francisco and DC Offices. It would oversee operations of the firm’s Accounting Department, Office Services, IT, Records, Library and Calendaring. Tasks include onboarding new hires, managing employee benefits, facilitating training and development programs, enforcing company policies, handling employee relations, overseeing recruitment of non-attorney staff, ensuring compliance, and focusing on creating a positive work environment and supporting employee growth within the firm.</p><p><br></p><p>Other responsibilities include:</p><ul><li>Identify qualified candidates, conduct interviews, and onboarding new employees</li><li>Manage and counsel non-attorney staff. Conduct frequent meetings with staff and follow through as necessary</li><li>Design and deliver training programs to enhance employee skills and career progression</li><li>Setting performance goals, provide feedback and conduct performance reviews </li><li>Administer employee benefits packages, assist with tracking Time and Attendance for non-attorney staff and stay updated on compensation trends</li><li>Evaluate competitive policies, participate in plan selection and renewal negotiations. Conduct plan open enrollment meetings, benefit orientations and liaise with brokers as necessary</li><li>Address employee concerns, resolve conflicts, and maintain a positive workplace culture </li><li>Ensure adherence to labor laws, employment regulations, and company policies</li><li>Plan firm events (holiday parties, picnic, staff appreciation, anniversary, attorney events)</li><li>Oversee all aspects of space management, including landlord relations and landlord-provided services; maintenance and security; working with architects, contractors and subcontractors during space renovations</li><li>Maintain the disaster recovery and business continuity plans for SF and DC offices, including the coordination of emergency response plans and emergency communication and response procedures</li></ul>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A respected, multi-disciplinary financial services firm is seeking a <strong>Family Office Accounting Manager</strong> to join its Family Office Services team. This role is ideal for a detail-oriented, client-focused individual who enjoys working in a collaborative environment and supporting the financial needs of high-net-worth individuals and families.</p><p><br></p><p>The firm provides comprehensive financial services, including investment advisory, estate planning support, and personalized financial operations. The organization values long-term client relationships, continuous improvement, and a strong culture of integrity, inclusion, and growth.</p><p><br></p><p><strong>Position Overview</strong></p><p>As a Family Office Accounting Manager, you will oversee and execute financial operations for complex client structures, including trusts, partnerships, and LLCs. This role requires a balance of accounting expertise and relationship management, ensuring each client receives accurate, timely, and thoughtful financial support.</p><p>You’ll collaborate with internal teams, external advisors, and clients to manage budgets, reporting, bill payment, and banking strategies. The position offers the opportunity to shape processes and contribute to a high-performing, service-oriented culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as a key point of contact for clients, maintaining strong, responsive relationships</li><li>Assist clients with budgeting, forecasting, and monitoring cash flow</li><li>Partner with internal bookkeeping staff to ensure timely and accurate recordkeeping</li><li>Prepare and deliver monthly and quarterly financial reports tailored to client needs</li><li>Oversee bill pay and accounts receivable processes across a variety of entity types (e.g., trusts, LLCs, partnerships)</li><li>Evaluate banking, lending, and treasury solutions to meet evolving client objectives</li><li>Work with internal specialists in investment, tax, and estate planning to provide coordinated, holistic financial support</li><li>Contribute to operational process improvements and cross-functional firm initiatives</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary with performance-based bonus potential</li><li>Comprehensive health, dental, and vision coverage</li><li>401(k) plan with employer matching</li><li>Flexible time off, including sabbatical eligibility</li><li>Hybrid work model promoting work-life integration</li><li>Inclusive and collaborative culture committed to ongoing development</li></ul>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Operations Associate</strong> at a well-established<strong> wealth advisory firm</strong>. This is a full-time permanent role based in <strong>Palo Alto</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm serves high-net-worth clients, including tech executives and entrepreneurs, with personalized planning and investment strategies. They prioritize growth, work-life balance, and teamwork. Benefits include competitive pay, a bonus, full medical and dental coverage, 401(k) contributions, free lunches, a stocked kitchen, a phone stipend, and commuter perks.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Reconcile portfolio and trading systems</li><li>Manage client onboarding and transactions</li><li>Complete workflows in CRM and accounting systems</li><li>Create client reports and maintain accurate data</li><li>Collaborate with client service and advisor teams</li><li>Calculate fees and manage client portal</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Position: IT Purchasing and Operations Coordinator</p><p>Location: Campbell, CA (On-site, Monday–Friday, 9:00 AM–6:00 PM)</p><p><br></p><p>We’re seeking an experienced IT Purchasing and Operations Coordinator to streamline our client's internal procurement and service coordination processes. The ideal candidate will possess deep familiarity with technical purchasing workflows, vendor engagement, and operational systems. You will interface directly with suppliers, clients, and technical teams to ensure accuracy, compliance, and timely fulfillment within the IT services framework.</p><p><br></p><p><u>Responsibilities:</u></p><ul><li>Execute end-to-end IT procurement: pricing, supplier coordination, PO issuance, and product delivery tracking.</li><li>Generate technical sales quotes and client invoices using standardized systems and data inputs.</li><li>Liaise with hardware/software vendors to identify optimal SKUs and configurations aligned to client specs.</li><li>Manage inbound service requests and help desk ticket triage within IT ticketing platforms.</li><li>Apply escalation logic and route incident or service tickets to correct internal support tiers.</li><li>Produce client-facing operational reports and service delivery metrics at weekly/monthly intervals.</li><li>Compile and submit billing data, payment authorizations, and vendor submissions for reconciliation.</li><li>Maintain accuracy in documentation workflows including approvals (e.g., DocuSign), purchase logs, and client records.</li><li>Support operations managers in refining internal procedures and implementing service improvement initiatives.</li><li>Provide technical onboarding and SOP training for new hires related to purchasing, ticketing, and service delivery tools.</li></ul><p><br></p><p><br></p>
We are offering an exciting opportunity for a Tax Director/Manager - Corporate in Santa Clara, California. Our focus is on the corporate tax industry, where you will have the chance to utilize your skills and contribute to our team. The role encompasses a variety of tasks related to tax provision and compliance, with a strong reliance on your abilities in Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, CCH Sales Tax, and Compliance software. <br><br>Responsibilities:<br><br>• Accurately processing tax provisions<br>• Overseeing corporate tax operations for 5-7+ years<br>• Utilizing Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, and CCH Sales Tax in daily tasks<br>• Ensuring compliance with tax regulations using Compliance software<br>• Maintaining documentation for auditing purposes<br>• Balancing tasks between Big 4 Public / Private mix operations<br>• Implementing SAP in managing and organizing tax-related activities<br>• Performing various accounting functions to support the corporate tax department<br>• Managing the annual income tax provision process<br>• Addressing and resolving any tax-related issues as they arise
<p>We’re seeking an experienced Property Manager to oversee a mid-sized portfolio in Fremont. You’ll manage all facets of property operations, including tenant relations, maintenance, budgets, and team supervision.</p><p>Responsibilities</p><ul><li>Lead daily property operations: leasing, rent collection, maintenance</li><li>Build and maintain strong tenant and vendor relationships</li><li>Oversee budgeting, P& L analysis, and financial reporting</li><li>Recruit, train, and manage support staff or contractors</li><li>Ensure compliance with local/state regulations and lease terms</li><li>Develop and execute property marketing and occupancy strategies</li><li>Respond promptly to emergencies and supervise repair activities</li></ul><p><br></p>
We are looking for an experienced Accounting Manager/Supervisor to lead the financial operations of our organization in Tracy, California. This is a long-term contract position offering an excellent opportunity to oversee critical accounting functions and contribute to the strategic financial management of the company. The ideal candidate will excel in managing finance teams, ensuring compliance with policies, and driving efficiency in financial processes.<br><br>Responsibilities:<br>• Oversee daily operations of the Finance Department, including accounting, accounts payable, accounts receivable, audits, and financial reporting.<br>• Develop and implement departmental policies, procedures, and goals to enhance efficiency and ensure regulatory compliance.<br>• Manage the budgeting process, prepare detailed financial reports, and ensure the timely delivery of accurate financial statements.<br>• Supervise and evaluate finance staff, providing guidance, training, and addressing performance concerns.<br>• Conduct financial studies and recommend improvements to systems, processes, and operational practices.<br>• Advise on financial policies, compliance matters, and strategies to optimize organizational financial performance.<br>• Collaborate with auditors to facilitate successful audits and maintain accurate financial documentation.<br>• Utilize accounting software systems and ERP platforms to streamline financial processes and reporting.<br>• Ensure proper handling of billing functions and maintain high standards for accounts payable and receivable processes.<br>• Monitor and assess financial risks, providing solutions to mitigate potential issues.
<p><strong>*If you are interested in hearing more, please message Jennifer Fukumae on LinkedIn for quickest consideration!*</strong></p><p> </p><p>We’re working with a prestigious global investment firm (a top-tier “mega fund”) with a diversified portfolio across public/private markets and real estate. With offices in major financial hubs and hundreds of employees worldwide, this firm is entering an exciting period of growth and operational transformation. They are actively seeking an experienced fund accounting professional to lead a dynamic team and help modernize operations.</p><p> </p><p><strong>Title: Senior Fund Leader (Hedge Fund) - Relo Support!</strong></p><p><strong>Location: San Francisco - FiDi </strong></p><p><strong>Total Comp: $400-700k </strong></p><p><strong>Relocation Support </strong></p><p><br></p><p><strong>The Opportunity:</strong></p><p>This senior leadership role offers the chance to take ownership of core fund accounting functions for some of the firm’s largest and most complex strategies. You’ll manage a team of 10–12 and work closely with the Global Controller to oversee operational accounting, reporting, and process improvements across multi-strategy and bespoke funds. This is an excellent opportunity for someone ready to step into a more strategic, high-impact role with long-term growth potential.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Oversee all fund accounting activities for a mix of hedge fund structures (partnership and share class vehicles).</li><li>Manage and mentor a team of accountants, fostering both professional development and operational excellence.</li><li>Review financial packages, NAV calculations, and monthly closes—ensuring quality and accuracy.</li><li>Act as a key liaison across departments including Legal, Investor Relations, and Operations.</li><li>Drive process optimization, systems enhancements, and cross-team initiatives to support innovation.</li><li>Serve as a hands-on leader—able to dive into technical details while keeping the big picture in focus.</li><li>Communicate with senior stakeholders and executive leadership on fund performance and accounting insights.</li><li>15+ years of experience in fund accounting or financial operations, ideally from hedge funds or asset managers.</li><li>Demonstrated ability to manage large teams and complex fund structures.</li><li>Deep knowledge of fund accounting standards and operational workflows.</li><li>Proficiency with Advent Geneva is a strong advantage.</li><li>Strong Excel skills; experience with Power Query or similar tools is a plus.</li><li>CPA, CFA, or equivalent credential preferred.</li><li>High attention to detail, strategic thinking, and a collaborative approach to leadership.</li></ul>
<p>Robert Half Technology is seeking a dynamic Project Manager to support large-scale transformation and daily optimization within a Medical Office for a major public healthcare organization. This is not a traditional PM role—it combines elements of process improvement, stakeholder engagement, and business analysis. The ideal candidate will bring healthcare experience, a collaborative mindset, and comfort working closely with operational leaders and clinical staff. This is a contract to hire opportunity and is a hybrid onsite and remote position. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Drive transformation initiatives focused on credentialing, scheduling, and staffing workflows.</li><li>Oversee the project lifecycle including planning, scope definition, timeline management, issue tracking, and stakeholder reporting.</li><li>Work cross-functionally with 8–10 clerks, ambulatory care leadership, and physician administrators to modernize workforce scheduling.</li><li>Facilitate coordination between clinical, administrative, and IT teams to ensure timely delivery and alignment with operational goals.</li><li>Apply change management principles to ensure stakeholder buy-in and long-term adoption of new tools and processes.</li><li>Develop documentation, training materials, and process maps to support ongoing improvement.</li><li>Monitor project KPIs such as Third Next Available Appointment (TNAA) and help reduce appointment access delays.</li><li>Utilize standardized PMO templates and organizational tools developed by the Office of Strategic Initiatives.</li><li>Lead and document recurring status meetings with clear agendas, minutes, and follow-up actions.</li><li>Serve as a liaison between operational staff and technology teams to ensure Epic system updates and MSO tools are properly integrated and supported.</li></ul><p><br></p>
The Programs Senior Associate will play an integral role in future program growth by working directly with our leadership team to plan and implement procedures throughout the year. This role will work collaboratively with leadership, State Chairs, and Programs Associate. The focus will be on higher level responsibilities within the Programs Department. This role will manage the Programs and in person testing.<br><br>Responsibilities:<br>• Assist Director of Operations with managing workflow of the Programs Department<br>• Oversee Certificate of Merit (CM) enrollment and testing process<br>• Oversee all programs enrollment and testing processes<br>• Assist Communications Associate to manage Zendesk support for all programs<br>• Provide support to State Chairs in the creation of sales and testing materials<br>• Create all Convention individual programs<br>• Oversee updates to all Program Policies and Procedures<br>• Oversee the updates of all program document and resources<br>• Create any necessary program change proposals in coordination with the Programs Committee<br>• Collaborate with CM Council to create sales materials<br>• Knowledgeable on all Programs Policies and Procedures<br>• Work with Programs Committee/CM Council to scout, organize and facilitate the CM in person testing locations<br>• Attend the CM testing events and manage the onsite team<br>• Oversee the online CM testing process<br>• Process any Special Needs Accommodations requests<br>• Accept/Deny makeup exam requests for CM Program<br>• Assisting with the creation of the yearly mailer schedule<br>• Attend Programs Committee Meetings<br><br>Requirements:<br>• Travel to program testing and competition sites<br>• Travel to the annual Convention every year on or around Fourth of July<br>• Overtime required during the Convention Week<br>• Overtime required on weekends during the months of February and March<br>QUALIFICATIONS AND EDUCATION REQUIREMENTS<br>• College degree in a related field preferred<br>• Excellent written and verbal communication skills<br>• Proficiency in Microsoft Office and Google Docs<br>• Experience with Zendesk<br>• Experience with databases<br>PREFERRED SKILLS<br>• Time management skills<br>• Experience with Project Management software<br>• Able to work collaboratively and independently<br>• Managing experience<br>• Ability to treat confidential information with discretion
<p><strong>Join a Leading Global Investment Platform – Senior Fund Accounting Leader</strong></p><p> </p><p><strong><u>Jennifer Fukumae</u></strong> with Robert Half is partnering with a prestigious global investment firm (a top-tier “mega fund”) with a diversified portfolio across public/private markets and real estate. With offices in major financial hubs and hundreds of employees worldwide, this firm is entering an exciting period of growth and operational transformation. They are actively seeking an experienced fund accounting professional to lead a dynamic team and help modernize operations. If you are interested, please send a message to<strong><u> Jennifer Fukumae</u></strong> on LinkedIn.</p><p> </p><p><strong>The Opportunity:</strong></p><p>This senior leadership role offers the chance to take ownership of core fund accounting functions for some of the firm’s largest and most complex strategies. You’ll manage a team of 10–12 and work closely with the Global Controller to oversee operational accounting, reporting, and process improvements across multi-strategy and bespoke funds. This is an excellent opportunity for someone ready to step into a more strategic, high-impact role with long-term growth potential.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Oversee all fund accounting activities for a mix of hedge fund structures (partnership and share class vehicles).</li><li>Manage and mentor a team of accountants, fostering both professional development and operational excellence.</li><li>Review financial packages, NAV calculations, and monthly closes—ensuring quality and accuracy.</li><li>Act as a key liaison across departments including Legal, Investor Relations, and Operations.</li><li>Drive process optimization, systems enhancements, and cross-team initiatives to support innovation.</li><li>Serve as a hands-on leader—able to dive into technical details while keeping the big picture in focus.</li><li>Communicate with senior stakeholders and executive leadership on fund performance and accounting insights.</li></ul>
<p> <strong><u>Jennifer Fukumae</u></strong> is partnering with a prestigious global investment firm (a top-tier “mega fund”) with a diversified portfolio across public/private markets and real estate. With offices in major financial hubs and hundreds of employees worldwide, this firm is entering an exciting period of growth and operational transformation. They are actively seeking an experienced fund accounting professional to lead a dynamic team and help modernize operations.</p><p> </p><p><strong>Title: Controller (Hedge Fund) - Relo Support!</strong></p><p><strong>Location: San Francisco - FiDi </strong></p><p><strong>Total Comp Range: $400-700k </strong></p><p><strong>Relocation Support </strong></p><p><br></p><p><strong>The Opportunity:</strong></p><p>This senior leadership role offers the chance to take ownership of core fund accounting functions for some of the firm’s largest and most complex strategies. You’ll manage a team of 10–12 and work closely with the Global Controller to oversee operational accounting, reporting, and process improvements across multi-strategy and bespoke funds. This is an excellent opportunity for someone ready to step into a more strategic, high-impact role with long-term growth potential.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Oversee all fund accounting activities for a mix of hedge fund structures (partnership and share class vehicles).</li><li>Manage and mentor a team of accountants, fostering both professional development and operational excellence.</li><li>Review financial packages, NAV calculations, and monthly closes—ensuring quality and accuracy.</li><li>Act as a key liaison across departments including Legal, Investor Relations, and Operations.</li><li>Drive process optimization, systems enhancements, and cross-team initiatives to support innovation.</li><li>Serve as a hands-on leader—able to dive into technical details while keeping the big picture in focus.</li><li>Communicate with senior stakeholders and executive leadership on fund performance and accounting insights.</li></ul><p><br></p><p> </p>
