<p><strong>Excited about the role? Apply here and please reach out to <u>Jennifer Fukumae </u>on LinkedIn for quicker consideration.</strong></p><p> </p><p><strong>Job Title: Trade Operations</strong></p><p><strong>Location: San Francisco, FiDi </strong></p><p><strong>Salary: $65-95k + YE Bonus</strong></p><p> </p><p>We are partnering with a wealth management and investment firm offers a full range of financial services tailored to individuals, families, and institutions. With a strong national presence and deep local roots, the team is known for delivering personalized advice, long-term client relationships, and access to a broad platform of investment solutions.</p><p> </p><p>They are seeking a Trade Operations Specialist to support a high-performing Private Wealth team. You will be working closely with top-tier advisors and venture capital firms, handling stock distributions, trade execution, and operational support. You’ll liaise regularly with institutional partners like Goldman Sachs and Merrill Lynch, so if you have strong communication skills and the confidence to engage with C-level executives, apply today!</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Support team with venture fund stock distributions</li><li>Handle end-to-end restricted stock settlements, from initial distribution to final proceeds</li><li>Notify participants with distribution details</li><li>Generate reports on distribution outcomes for venture-backed companies</li><li>Process stock sale orders from limited partners</li><li>Liaise with legal counsel to coordinate required opinions</li><li>Provide timely updates and reports to the Manager</li><li>Flag and escalate issues</li><li>Manage client requests related to distributions (e.g., fund transfers, check processing, address updates)</li><li>Distribute daily operations reports</li><li>Perform daily money movement requests</li></ul>
<p><strong>Jennifer Fukumae at Robert Half</strong> is teaming up with a well-established <strong>wealth management and investment firm</strong> that brings together deep expertise, national scale, and the personalized service of a boutique advisor. They work with individuals, families, and institutions—offering a full suite of financial solutions tailored to each client’s goals.</p><p>They're looking for a <strong>Trade Operations Specialist</strong> to support a high-performing <strong>Private Wealth team</strong>—one that works hand-in-hand with <strong>venture capital firms and institutional partners like Goldman Sachs and Merrill Lynch.</strong> It’s a dynamic seat at the table where finance, precision, and client service collide.</p><p><br></p><p><strong>💼 Trade Operations Specialist – Private Wealth Team / Venture Capital</strong></p><p>📍 Location: San Francisco; Onsite Requirement 🕒 Market Hours: 6:30 AM – 3:00 PM</p>
We are looking for an experienced Operations Specialist to join our team in San Francisco, California. This is a long-term contract position where you will play a pivotal role in streamlining operational processes and ensuring compliance with industry standards. The ideal candidate will bring expertise in financial services, data processing, and enterprise resource planning to support organizational goals effectively.<br><br>Responsibilities:<br>• Oversee daily operations to ensure smooth and efficient workflows within the financial services domain.<br>• Utilize enterprise resource planning (ERP) systems to optimize processes and improve operational effectiveness.<br>• Manage data processing tasks, ensuring accuracy and compliance with regulatory requirements.<br>• Leverage CRM tools to enhance customer relationship management and track essential metrics.<br>• Perform audits and checks to maintain adherence to compliance standards and internal policies.<br>• Process financial transactions, including checks, with attention to detail and accuracy.<br>• Collaborate with cross-functional teams to identify and implement process improvements.<br>• Monitor and resolve operational issues promptly, ensuring minimal disruption to business activities.<br>• Coordinate with stakeholders to ensure seamless integration of Epic software into operational workflows.<br>• Maintain clear and effective communication with team members and external partners to achieve shared objectives.
<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><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>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a growing<strong>, </strong>client-focused<strong> Registered Investment Advisor (RIA)</strong>. This is a full-time permanent role based in <strong>San Mateo County </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA helps individuals and families reach financial wellness with care and clarity. This role is perfect for someone who enjoys building relationships and wants to make a real impact in people’s financial lives.</p><p> </p><p>You'll be part of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent work-life balance. With strong growth, consistent investment performance, and profit-sharing opportunities, this is a great place to build a lasting career.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Serve as the first point of contact for clients with professionalism and warmth</li><li>Manage client service requests and support Wealth Advisors</li><li>Prepare and process account paperwork accurately and on time</li><li>Handle account maintenance (transfers, RMDs, client instructions)</li><li>Monitor daily custodian alerts and follow up as needed</li><li>Support client onboarding, account setup, and CRM updates</li><li>Help coordinate meetings and maintain service calendars</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>A high-growth tech company is seeking a contract Legal Operations Specialist to support its Litigation & Regulatory Compliance function. This professional will play a key role in implementing updated Law Firm Billing and Practice Guidelines, improving internal legal billing processes, and partnering cross-functionally with Legal and Finance to monitor, forecast, and manage legal spend. This is a great opportunity for a legal operations professional with strong legal billing systems experience (especially Brightflag) and a passion for improving processes and building scalable infrastructure.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Roll out and implement updated Law Firm Billing and Practice Guidelines across internal teams and outside counsel</li><li>Collaborate with Legal and Finance to manage budgets, accruals, forecasting, and spend reporting</li><li>Drive improvements to legal billing operations, including invoice review workflows, vendor compliance, and system optimization</li><li>Monitor legal spend and support financial planning activities related to outside counsel management</li><li>Serve as a primary point of contact for billing software troubleshooting, vendor billing questions, and data accuracy</li><li>Ensure accuracy and compliance in all billing-related submissions and processes</li></ul><p><br></p>
<p>A high-growth tech company is seeking a contract Legal Operations Specialist to support its Litigation & Regulatory Compliance function. This professional will play a key role in implementing updated Law Firm Billing and Practice Guidelines, improving internal legal billing processes, and partnering cross-functionally with Legal and Finance to monitor, forecast, and manage legal spend. This is a great opportunity for a legal operations professional with strong legal billing systems experience (especially Brightflag) and a passion for improving processes and building scalable infrastructure.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Roll out and implement updated Law Firm Billing and Practice Guidelines across internal teams and outside counsel</li><li>Collaborate with Legal and Finance to manage budgets, accruals, forecasting, and spend reporting</li><li>Drive improvements to legal billing operations, including invoice review workflows, vendor compliance, and system optimization</li><li>Monitor legal spend and support financial planning activities related to outside counsel management</li><li>Serve as a primary point of contact for billing software troubleshooting, vendor billing questions, and data accuracy</li><li>Ensure accuracy and compliance in all billing-related submissions and processes</li></ul><p><br></p>
<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><strong>NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission!</strong></p><p><strong> </strong></p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A well-established and dynamic multi-family office headquartered in San Francisco is seeking a <strong>Family Office Accounting Manager</strong>. The firm supports ultra-high-net-worth (UHNW) individuals and families through comprehensive services including investment management, financial planning, lending strategy, and personalized family office offerings. The organization fosters a collaborative, innovative, and inclusive work environment. It is committed to continuous learning, technological advancement, and maintaining long-term client relationships while supporting development and well-being.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Family Office Accounting Manager will join the Family Office Services team, delivering tailored financial services to UHNW clients. The role combines client service and financial operations, offering the opportunity to contribute meaningfully to a team-focused, service-oriented environment.</p><p><br></p><p>The successful candidate will be organized, detail-focused, and experienced in managing financial operations across varied entity structures. The role involves collaboration with both internal and external stakeholders to ensure effective delivery of financial reporting, budgeting, bill payment, and cash management solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, ensuring responsive and effective communication</li><li>Assist clients in creating and maintaining annual budgets, analyzing cash flow, and monitoring financial activity</li><li>Partner with internal bookkeeping staff to ensure timely and accurate financial records</li><li>Prepare and deliver monthly and quarterly financial reports in alignment with client expectations</li><li>Manage bill pay and accounts receivable across various legal entities, including trusts, partnerships, and LLCs</li><li>Evaluate and assist in implementing banking and lending solutions that meet client financial needs</li><li>Collaborate with internal specialists in investment, tax, and estate planning to support integrated wealth planning</li><li>Contribute to process improvements and participate in cross-functional projects designed to enhance service offerings.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary with performance-based bonus</li><li>Comprehensive benefits package including health, dental, vision, and 401(k) with employer matching</li><li>Flexible time off, sabbatical eligibility, and a hybrid work environment</li><li>Commitment to a diverse, equitable, and inclusive workplace that values work-life integration</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><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Planner</strong> at a growing <strong>wealth management </strong>firm in <strong>San Ramon.</strong> This is a full-time, permanent role with a <strong>hybrid </strong>schedule.</p><p><br></p><p>This is a great opportunity to build lasting client relationships while helping individuals plan for a secure and fulfilling future. The firm offers a comprehensive approach to wealth management, focusing on delivering meaningful, personalized guidance—not just financial results. You’ll gain exposure to all facets of financial planning while working alongside experienced, supportive leaders. With a strong emphasis on work-life balance, collaboration, and professional growth, this is an ideal environment to take your career to the next level.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Build personalized financial strategies using top tools and resources.</li><li>Meet with clients, take notes, and follow up on action items.</li><li>Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support.</li><li>Check financial documents for accuracy, including insurance, earnings, and expenses.</li><li>Help prepare recommendations for life, disability, and long-term care insurance.</li><li>Track client interactions using CRM software and handle communications with custodians and Broker-Dealers.</li><li>Help create client presentations and investment reports.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></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><strong>Role: Senior Wealth Advisor</strong></p><p><strong>Location: San Francisco; hybrid (2 days in office)</strong></p><p><strong>Salary: $120-190k+ DOE + bonus + benefits </strong></p><p> </p><p>We’re excited to partner with a nationally recognized wealth management and financial advisory firm that provides comprehensive financial services to high-net-worth and ultra-high-net-worth individuals, families, and organizations. With over $110 billion in assets under management, this firm continues to grow and make a meaningful impact in the industry.</p><p> </p><p>As part of their continued success, they are looking to add a <strong>Senior Wealth Advisor</strong> to their team—someone who is passionate about delivering personalized financial strategies and helping clients achieve their long-term goals. This is an excellent opportunity to join a respected firm with a collaborative culture and strong commitment to client service.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a primary advisor high volume of clients, offering personalized financial planning and investment advice.</li><li>Lead end-to-end client meetings, including preparation, facilitation, and follow-up.</li><li>Develop customized investment strategies aligned with client goals.</li><li>Build lasting relationships through ongoing financial guidance and planning.</li><li>Respond promptly to client needs with a service-first mindset.</li><li>Mentor and support junior staff, contributing to team growth and performance.</li><li>Collaborate with Partners to ensure consistent client service and operational efficiency.</li><li>Maintain high ethical standards and ensure regulatory compliance.</li><li>Drive business growth by sourcing new clients and deepening existing relationships.</li><li>Independently manage client engagements and deliver comprehensive planning solutions.</li></ul><p> </p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Wealth Advisor </strong>at a <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Wealth Advisor </strong>at a <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</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> </p><p><strong>Job Title: Trading & Investment Analyst - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $90-120k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Support senior investment professionals in the <strong>construction and implementation of customized portfolios</strong>, including strategy shifts and capital deployment plans</li><li>Gain and apply a deep understanding of the firm’s <strong>investment philosophy, proprietary models, asset classes, and product offerings</strong></li><li>Conduct <strong>company- and security-level investment analysis</strong> in response to client inquiries or internal research needs</li><li>Execute <strong>client-directed trades</strong> across equities, fixed income, and options in coordination with the Investment Management team</li><li>Prepare and maintain <strong>comprehensive client performance reports</strong>, balance sheets, and related investment documentation</li><li>Oversee and manage <strong>performance tracking for private investments</strong>, including communication with external managers</li><li>Assist in <strong>preparing alternative investment subscription documents</strong> and managing related workflows</li><li>Collaborate with the Client Service team to facilitate <strong>cash movements</strong>, including client-requested withdrawals and strategic cash deployment</li><li>Monitor client portfolios for <strong>cash drag, rebalancing needs, and tax-loss harvesting</strong> opportunities, proactively surfacing insights to the investment team</li><li>Review portfolio holdings for potential <strong>enhancement or optimization opportunities</strong>, presenting research and recommendations to senior team members</li><li>Provide <strong>operational support to the broader Investment Team</strong>, including coordination of internal projects and workflows</li><li>Manage <strong>private fund operations administration</strong> by liaising with third-party fund administrators and ensuring accurate recordkeeping</li></ul><p><br></p>
<p>Our well-established healthcare client is seeking an Accounts Payable Specialist to support them for the next 10-12 months to assist with their Accounts Payable functions in Workday.</p><p><br></p><p><strong>Title: </strong>AP Specialist</p><p><strong>Location:</strong> Remote (Must be willing to work PST hours)</p><p><strong>Job status:</strong> Full-time, 40 hrs/ week</p><p><br></p><p><strong>Job Description</strong></p><p>• Handle the processing of all invoices received for payment in an accurate, efficient and timely manner (high-volume).</p><p>• Manage vendor relationships and build effective partnerships.</p><p>• Perform monthly reconciliations of assigned accounts.</p><p>• Assist in the migration of data to Workday, ensuring accuracy and efficiency.</p><p>• Use your skills in Accounts Payable (AP), Month End Close, and Vendor Account management to enhance the efficiency of our operations.</p><p>• Collaborate with other team members to complete duties as needed.</p><p>• Help the team with the month-end and year-end close process.</p><p>• Maintain accurate historical records by filing documents physically and digitally.</p><p>• Prepare reports detailing accounts payable status. </p><p>• Assist in streamlining and improving the accounts payable process.</p>
<p>We are looking for a detail-oriented Payroll Specialist to join our team in Berkeley, California. In this role, you will be responsible for ensuring accurate and timely payroll processing while maintaining compliance with company policies and regulations. This position requires a strong understanding of payroll systems and accounting functions to support the organization’s financial operations effectively.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Enters, verifies, and maintains timecard data in the payroll system.</li><li>Assists supervisors with employee timecard scheduling.</li><li>Tracks and monitors time reporting, including leave, overtime, holidays, and callouts.</li><li>Provides timecard procedure training for new and existing employees.</li><li>Reviews and audits payroll journals; corrects errors as needed.</li><li>Supports payroll verification for new hires, current, and former employees.</li><li>Helps process and distribute regular and off-cycle paychecks (e.g., meal overtime).</li><li>Generates and distributes payroll reports (manpower, employee listings, overtime, etc.) on a regular basis.</li><li>Assists with attendance tracking and absence management.</li><li>Manages fatigue reporting and maintains exception records in the database.</li><li>Updates and maintains payroll procedures manual and local pay practices documentation.</li><li>Prepares annual vacation packages, templates, and related communications.</li><li>Assists employees with expense reports and per diem requests.</li><li>Manages office supply inventory and orders as needed.</li><li>Responds to payroll-related inquiries via walk-in, phone, and email.</li><li>Performs other administrative or payroll-related duties as assigned.</li></ul>
We are looking for an experienced Accounts Payable Specialist to join our team on a contract basis in San Francisco, California. This position will involve managing high-volume invoice processing and overseeing payment approvals in a fast-paced non-profit environment. Ideal candidates will have a background in affordable housing operations and familiarity with property management systems.<br><br>Responsibilities:<br>• Process 200-250 invoices weekly with accuracy and efficiency.<br>• Manage full-cycle accounts payable operations, including payment approvals.<br>• Handle transactions across 40 different bank accounts tied to 45 individual properties.<br>• Ensure compliance with organizational policies and financial procedures.<br>• Collaborate with the Interim Accounting Manager to address operational needs.<br>• Utilize Yardi property management software for invoice processing and data management.<br>• Maintain records and documentation to support audits and reporting.<br>• Resolve discrepancies and issues related to payments and vendor accounts.<br>• Provide timely updates and reports to support decision-making.<br>• Work onsite five days a week to ensure seamless communication and task execution.
We are looking for a dedicated Accounts Payable Specialist to join our team in Santa Clara, California. This role is a Contract position with the potential to transition into a long-term role. The ideal candidate will excel at processing transactions, handling invoices, and managing payment operations efficiently.<br><br>Responsibilities:<br>• Process and manage approximately 50 transactions weekly with accuracy and attention to detail.<br>• Perform coding for invoices and accounts while ensuring compliance with company policies.<br>• Conduct check runs and oversee Automated Clearing House (ACH) payments.<br>• Handle ad hoc accounting tasks as assigned to support the finance team.<br>• Utilize NetSuite software effectively to manage accounts payable operations.<br>• Collaborate with internal teams to ensure proper expense tracking and reporting.<br>• Maintain precise records of payments and transactions for audit purposes.<br>• Provide support in a manufacturing environment, ensuring all financial processes align with industry standards.
<p>We are looking for a detail-oriented Financial Analyst to join our clients team in San Ramon, California. This long-term contract position offers the opportunity to work on complex financial models, enhance reporting processes, and support strategic decision-making by delivering accurate financial data and insights. If you have a passion for data analysis, forecasting, and process improvement, we encourage you to apply.</p><p><br></p><p>This is a fully remote position but occasional onsite visits may be needed. Applicants must be local to the Bay Area. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile and verify financial datasets from various sources to ensure accuracy and consistency.</p><p>• Investigate and resolve data discrepancies to maintain high-quality reporting standards.</p><p>• Collaborate with governance teams to align financial data with compliance and organizational standards.</p><p>• Identify inefficiencies in data preparation workflows and implement improvements to streamline processes.</p><p>• Prepare enterprise-level financial reports, focusing on global metrics and intercompany considerations.</p><p>• Work with IT and Treasury teams to address data inconsistencies and align reporting systems with key performance indicators.</p><p>• Analyze data trends and variances to provide actionable insights for senior leaders and financial business partners.</p><p>• Assist with enterprise-wide reporting exercises, including compensation plan analysis and budget reconciliation.</p><p>• Build and refine financial forecasting models to support budgeting and resource allocation processes.</p><p>• Partner with finance teams to enhance and automate reporting templates and forecasting tools.</p>
We are looking for a detail-oriented Entry-Level Financial Analyst to join our team in San Jose, California. In this role, you will support financial operations and analysis while gaining hands-on experience in accounting functions, reporting, and data management. This position offers an excellent opportunity to grow your career in financial services while contributing to meaningful business outcomes.<br><br>Responsibilities:<br>• Assist in managing and maintaining accounting software systems to ensure accurate financial reporting.<br>• Perform data mining and analysis to identify trends and provide actionable insights.<br>• Generate detailed reports using tools like Crystal Reports to support decision-making processes.<br>• Support auditing activities by preparing documentation and verifying financial records.<br>• Participate in budget planning and monitoring processes to ensure alignment with organizational goals.<br>• Apply accrual accounting methods to track revenues and expenses effectively.<br>• Collaborate with teams to enhance capital management strategies and optimize resource allocation.<br>• Handle CRM-related financial tasks to streamline operations and improve client satisfaction.<br>• Contribute to the refinement of financial processes for greater efficiency and accuracy.
