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627 results in San Francisco, CA

Payroll Analyst

San Francisco, CA
onsite
Temporary / Contract
32 - 36 USD / Hourly
We are seeking a highly skilled Payroll Analyst to work with a client of ours on a long-term contract. Job Description<ul><li>Analyze payroll data, identify discrepancies, and recommend process improvements to enhance accuracy and efficiency</li><li>Perform payroll audits, variance analysis, and trend reporting across multiple entities and jurisdictions</li><li>Support payroll system implementations, upgrades, and integrations (HRIS/ERP)</li><li>Develop and maintain payroll reports and dashboards for leadership visibility (headcount, overtime, tax exposure)</li><li>Ensure compliance with SOX controls, internal policies, and regulatory requirements</li><li>Partner cross-functionally with HRIS, Finance, and IT on data integrity and system performance</li><li>Document workflows, SOPs, and internal controls for payroll processes</li><li>Support automation initiatives and continuous improvement projects</li></ul>
2026-05-07T00:00:00Z

Payroll Administrator

San Francisco, CA
onsite
Temporary / Contract
31 - 37 USD / Hourly
A client of ours is seeking a knowledgeable payroll processor to assist their team! Job Description Execute routine payroll processing tasks including data entry, timecard review, and payroll uploads Verify employee hours, earnings, and deductions for accuracy prior to payroll submission Process new permanent setups, terminations, and payroll changes in the system Assist with payroll corrections, adjustments, and off-cycle runs as needed Maintain payroll records and documentation in compliance with company policies Respond to employee payroll inquiries and escalate complex issues as appropriate Support payroll team with administrative tasks and reporting requests Assist with year-end payroll activities and tax documentation
2026-05-07T00:00:00Z

Head of Finance & Operations - VC Fund

San Francisco, CA
onsite
Permanent / Full Time
200000 - 300000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Head of Finance & Operations| Investment Management | San Francisco| Hybrid An emerging investment platform focused on technology-driven private markets is seeking a Head of Finance & Operations to help build and scale its U.S. business. With an established investment track record, active investment vehicles, and plans for a new flagship fund launch, the firm is at a pivotal stage of growth. This is a rare opportunity to join early as a key strategic hire, working directly with senior leadership to build the firm’s finance and operational infrastructure from the ground up. The role offers broad exposure across fund operations, business strategy, investor support, and platform growth in a fast-paced, entrepreneurial environment. Responsibilities<ul><li>Lead finance and operations for the U.S. platform </li><li>Oversee accounting, budgeting, payroll, vendor management, and daily operations </li><li>Support fund launches, investment vehicles, and platform expansion </li><li>Build scalable processes, controls, and operational workflows </li><li>Partner with external providers including fund administrators, legal, compliance, and accounting teams </li><li>Work closely with leadership on strategic initiatives and growth plans </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

VP of Finance - Venture Capital

San Francisco, CA
onsite
Permanent / Full Time
250000 - 400000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP of Finance | Venture Capital Firm | SF Bay Area | Hybrid A highly respected investment firm is seeking a senior finance leader to join its growing alternative asset management platform. This is a high-impact role within a lean, sophisticated organization known for its strong performance, collaborative culture, and operational excellence. The position will serve as a key partner to senior leadership, overseeing fund finance, management company operations, investor reporting, treasury, audit, tax, and strategic initiatives across the platform. Rather than building from scratch, this person will step into a well-established infrastructure and help drive scalability, process improvements, and continued growth.This is an exciting opportunity for someone who enjoys working in a hands-on, entrepreneurial environment with direct exposure to firm leadership, meaningful ownership, and long-term upside. Responsibilities<ul><li>Lead finance and accounting activities across the management company and investment entities </li><li>Partner with senior leadership on fund economics, business strategy, and growth initiatives </li><li>Oversee financial reporting, audits, tax processes, treasury, budgeting, and cash management </li><li>Manage fund operations including capital calls, distributions, waterfalls, NAV reporting, and investor reporting </li><li>Coordinate with auditors, administrators, tax advisors, legal counsel, and external partners </li><li>Improve financial processes, systems, controls, and operational workflows </li><li>Support fund launches, structuring, valuations, and investor-related requests </li><li>Lead and mentor a small finance team </li><li>Assist with compliance and regulatory matters as needed </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Program Associate-Admin

San Mateo, CA
onsite
Temporary / Contract
22 - 25 USD / Hourly
Program Associate / Administrative Customer Service Representative (Part-Time)Description:Robert Half has an exciting part-time opportunity for a Program Associate / Administrative Customer Service Representative with one of our clients. Our client is seeking a highly organized, customer-focused, and detail oriented professional to support program operations, administrative processes, and day-to-day customer service activities in a fast-paced environment. This role offers a strong mix of program support, administrative coordination, and customer service, making it ideal for someone who enjoys both people-facing responsibilities and behind-the-scenes operational support. Responsibilities:<ul><li>Provide administrative support for program operations and daily office activities</li><li>Answer and respond to incoming phone calls, emails, and customer inquiries in a timely and professional manner</li><li>Assist clients, customers, or program participants with scheduling, information requests, and general support</li><li>Maintain accurate files, records, spreadsheets, and database information</li><li>Process forms, applications, correspondence, and other documentation</li><li>Coordinate meetings, calendars, and program-related communications</li><li>Perform data entry, tracking, filing, and reporting tasks</li><li>Resolve routine customer service issues and escalate more complex concerns when appropriate</li><li>Support internal team members with administrative tasks and special projects</li><li>Ensure a high level of professionalism, confidentiality, and customer service at all times</li></ul>
2026-05-04T00:00:00Z

Payroll Specialist

San Francisco, CA
onsite
Temporary / Contract
33 - 39 USD / Hourly
Our client is seeking a dedicated payroll specialist on a long term contract assignment. Job Description<ul><li>Process end-to-end multi-state payroll for hourly and salaried employees across biweekly and semi-monthly cycles</li><li>Ensure accuracy of wages, deductions, bonuses, commissions, and tax withholdings in compliance with federal, state, and local regulations</li><li>Maintain and audit employee payroll records, including new hires, terminations, and benefit elections</li><li>Reconcile payroll-related GL accounts and support month-end close activities</li><li>Partner with HR and Finance to resolve payroll discrepancies and respond to employee inquiries</li><li>Support audits (SOX, internal/external) and ensure adherence to payroll controls and policies</li><li>Administer garnishments, levies, and benefit deductions in accordance with legal requirements</li><li>Assist with year-end processing including W-2s and payroll tax filing.</li></ul>
2026-05-07T00:00:00Z

Legal Secretary, Real Estate

San Mateo, CA
onsite
Temporary / Contract
40 - 50 USD / Hourly
Real estate investment company has an immediate opening for a Legal Secretary to support the legal team with real estate transactions and a board range of administrative assistance. As a Legal Secretary with this team, you'll work closely with attorneys and paralegals to increase efficiency in the legal department. Major responsibilities include but are not limited to compiling documents for transactions, filing internally and externally with government agencies, preparing closing binders, and coordinating meetings. This position requires full-time on-site work in San Mateo, CA. ESSENTIAL DUTIES AND RESPONSIBILITIES:• Handle administrative processes and tasks for Legal Department staff, including Legal Department Deputy General Counsel/Group Vice President, Vice President, Associate General Counsel, three Paralegals, and Claims Specialist.• Prepare and edit correspondence, legal documents, and real estate transaction and corporate documentation.• Schedule meetings and conference calls, including reserving on-site conference rooms.• Screen incoming calls to Legal Department as well as calls directed to the Legal Department in general.• Enhance the Legal Department desk manual and electronic document management system.• Accept service for and distribute to appropriate parties court documents, including summons and complaints, subpoenas, hearing notices, etc.• Organize, index, and create property closing binders, including printing, scanning, and downloading related documents.• Develop and maintain on-site Legal Department filing system, as well as off-site file storage shipping and retrieval system.• Process check requests and expense reports for payment.• Process Purchase Card Statements for Legal Department company credit card holders.• Process invoices for payment, including working with the Accounting Department in the implementation of electronic processing, and communicating with third-party vendors regarding payment and/or other related issues.• Open and distribute mail daily, including date-stamping, scanning, and copying, as needed.• Prepare outgoing electronic and standard mail, including Certified Mail and FedEx shipping.• Order miscellaneous Legal Department office supplies, as needed.• Other duties or projects, as assigned.
2026-05-08T00:00:00Z

Accounting Manager | Private Equity Real Estate

Walnut Creek, CA
onsite
Permanent / Full Time
155000 - 175000 USD / Yearly
Fund Accounting Manager – Real Estate Private EquityJennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity real estate investment firm seeking a Fund Accounting Manager to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures. Key Responsibilities<ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul>
2026-05-08T00:00:00Z

Controller | Real Estate Private Equity

San Francisco, CA
onsite
Permanent / Full Time
160000 - 225000 USD / Yearly
Controller | Real Estate Private Equity📍 San Francisco | Hybrid (Open to Bay Area–based remote candidates)💰 $160K–$225K Base + Bonus (DOE)Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a growing global real estate investment platform is looking for a hands-on Controller to join its lean and highly collaborative finance team. This is a high-impact role supporting fund, corporate, and property-level accounting operations across a sophisticated real estate private equity platform.Ideal for someone who thrives in entrepreneurial environments, enjoys owning processes, and wants visibility across investments, operations, and leadership.What You’ll Be Doing<ul><li>Oversee fund and corporate accounting operations for multiple real estate investment entities </li><li>Manage quarterly and annual financial reporting, audits, and investor reporting </li><li>Review property-level financials, cash flow activity, and reconciliations </li><li>Partner closely with investment, asset management, and investor relations teams </li><li>Manage outsourced accounting providers and ensure accurate, timely deliverables </li><li>Support capital calls, distributions, waterfall calculations, and treasury activity </li><li>Assist with budgeting, forecasting, and process improvements </li><li>Serve as a key accounting resource for complex transactions and valuations </li></ul>
2026-05-08T00:00:00Z

Paralegal

Mountain View, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
A growing boutique law firm is seeking a Paralegal to support both trust administration and litigation matters. This role is ideal for someone who can independently manage files, track deadlines, and move cases forward within a structured, process-driven environment. You will work closely with attorneys and staff, contributing to both substantive legal work and overall case management. This role is fully on-site five days a week in Mountain View. Responsibilities<ul><li>Support trust administration matters from intake through distribution</li><li>Prepare notices, inventories, and related documents</li><li>Track deadlines and follow established workflows</li><li>Communicate with clients to gather information and documentation</li><li>Assist with discovery, filings, and case logistics</li><li>Track litigation deadlines and maintain organized case files</li><li>Prepare exhibits, binders, and supporting materials</li><li>Maintain electronic files in a case management system</li><li>Coordinate with attorneys and staff to keep matters progressing</li></ul>
2026-05-08T00:00:00Z

Sr. Accountant

Fremont, CA
onsite
Temporary / Contract
61.75 - 71.5 USD / Hourly
We are looking for a highly skilled and detail-oriented Senior Accountant with payroll processing experience to join our team in Fremont, California. This is a long-term contract position within the healthcare industry, offering an exciting opportunity to contribute to financial operations in a dynamic environment. The ideal candidate will excel at managing complex accounting processes, delivering accurate financial reports, and leading key initiatives to ensure compliance and efficiency. Responsibilities:• Support with payroll processing in Workday. Workday Payroll is required. • Prepare and post journal entries accurately and within established deadlines.• Lead and coordinate the monthly variance analysis process, guiding staff accountants and presenting findings to senior management.• Review journal entries and reconcile hospital general ledger accounts to ensure accuracy and compliance.• Compile and prepare monthly and quarterly financial statements, ensuring timely completion.• Develop and maintain audit schedules for interim and year-end audits, while effectively communicating with auditors.• Reconcile assigned balance sheet accounts each month and provide support to staff accountants as needed.• Process and obtain approvals for wire transfer requests and initiate payments through the hospital's banking portal.• Ensure all month-end, quarter-end, and year-end deliverables are completed on schedule.• Handle additional tasks and responsibilities assigned by the Director of Accounting or Controller.
2026-05-12T00:00:00Z

Controller

Oakland, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Colleen McAuliffe is looking for an experienced Controller to oversee accounting operations and financial reporting for a multi-entity organization based in Oakland, California. This position blends day-to-day financial leadership with oversight of controls, compliance, and reporting accuracy across corporate and related entities. The role requires sound judgment, strong organizational ability, and a hands-on approach to managing complex accounting activities while partnering with leadership on financial insight and process improvement. Responsibilities:• Direct accounting activities across multiple entities, including ledger maintenance, reconciliations, cash activity, payables, and receivables.• Lead monthly and annual close cycles, ensuring timely completion of entries, accruals, account analysis, and financial statement preparation.• Review financial results, investigate fluctuations, and present meaningful analysis to support business decisions.• Oversee vendor payments, customer receivable activity, and subledger-to-ledger balancing while resolving exceptions efficiently.• Monitor payroll-related accounting, benefit cost allocations, tax obligations, and coordination of required filings with external partners.• Manage compliance reporting such as 1099 preparation, unclaimed property submissions, business license renewals, and property tax documentation.• Coordinate external audit support, retirement plan reporting, and the collection of financial records required for examinations and reviews.• Strengthen internal controls, refine accounting procedures, and identify opportunities to improve automation, scalability, and reporting quality.• Supervise and develop accounting team members while collaborating with operations, human resources, information technology, and executive leadership on budgeting, forecasting, and cash flow planning.
2026-05-13T00:00:00Z

VP of Finance - $3B VC Fund

San Francisco, CA
onsite
Permanent / Full Time
250000 - 400000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP of Finance | Venture Capital Firm | SF Bay Area | Hybrid A highly respected investment firm is seeking a senior finance leader to join its growing alternative asset management platform. This is a high-impact role within a lean, sophisticated organization known for its strong performance, collaborative culture, and operational excellence. The position will serve as a key partner to senior leadership, overseeing fund finance, management company operations, investor reporting, treasury, audit, tax, and strategic initiatives across the platform. Rather than building from scratch, this person will step into a well-established infrastructure and help drive scalability, process improvements, and continued growth.This is an exciting opportunity for someone who enjoys working in a hands-on, entrepreneurial environment with direct exposure to firm leadership, meaningful ownership, and long-term upside. Responsibilities<ul><li>Lead finance and accounting activities across the management company and investment entities</li><li>Partner with senior leadership on fund economics, business strategy, and growth initiatives</li><li>Oversee financial reporting, audits, tax processes, treasury, budgeting, and cash management</li><li>Manage fund operations including capital calls, distributions, waterfalls, NAV reporting, and investor reporting</li><li>Coordinate with auditors, administrators, tax advisors, legal counsel, and external partners</li><li>Improve financial processes, systems, controls, and operational workflows</li><li>Support fund launches, structuring, valuations, and investor-related requests</li><li>Lead and mentor a small finance team</li><li>Assist with compliance and regulatory matters as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-14T00:00:00Z

Attorney/Lawyer

Redwood City, CA
remote
Permanent / Full Time
120000 - 200000 USD / Yearly
We are looking for a dedicated Attorney to join our team in Redwood City, California. This role offers the opportunity to handle complex commercial litigation cases, including insurance coverage disputes and bad faith claims. The ideal candidate will thrive in a fast-paced environment while delivering high-quality legal research, writing, and advocacy. Open to a hybrid or fully remote schedule and offering an annual salary of up to $200k DOE with excellent benefits. Responsibilities:• Conduct thorough legal research and draft motions, pleadings, and other legal documents.• Manage cases involving complex commercial litigation, including insurance coverage and bad faith matters.• Represent clients at court hearings, depositions, and trials based on experience level.• Prepare for and defend depositions, ensuring thorough documentation and case preparation.• Collaborate with team members to develop case strategies and deliver effective legal solutions.• Engage in client communications to provide updates and legal advice regarding case progress.• Maintain organized documentation and case files to ensure efficient management.• Stay updated on relevant legal precedents and industry trends to strengthen case arguments.• Participate in a hybrid or remote work arrangement supported by advanced technical tools.
2026-05-14T00:00:00Z

Fund Accounting Manager

Menlo Park, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Venture Capital Firm | Menlo Park A global venture firm investing in cutting-edge enterprise tech, known for a strong presence in the ecosystem and a forward-looking strategy. You’ll join a lean, high-impact team where finance is at the center of both fund and management company operations. This is a great role for someone who wants real ownership and fast growth. You’ll work closely with leadership, gain full exposure to the fund lifecycle, and play a key role in investor activity and day-to-day operations.Competitive comp, bonus, 401(k) match, strong benefits, PTO, and the chance to join at an exciting growth stage. Responsibilities<ul><li>Prepare financial statements across funds and management entities</li><li>Handle journal entries, allocations, and expenses</li><li>Manage capital calls, distributions, and management fees</li><li>Reconcile cash, investments, and capital accounts</li><li>Maintain investor records and supporting documentation</li><li>Support audits and coordinate with external partners</li><li>Partner with investment teams on transaction activity</li><li>Assist with budgeting and cash flow forecasting</li><li>Track portfolio valuations and capital activity</li><li>Ensure data accuracy across systems and reporting</li><li>Support investor communications</li><li>Help improve processes and controls</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-14T00:00:00Z

Fund Accountant | Family Office

San Francisco, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Senior Accountant — Real Estate & Family Office ($100–130K + Bonus)San Francisco | Hybrid/Flexible Schedule Jennifer Fukumae with Robert Half is partnering with a growing real estate investment and development firm. They’re hiring a Senior Accountant who wants more than just a close-the-books role, this is a chance to build real technical depth across real estate funds and family office structures, with a clear path toward an Accounting Manager seat. Send a message on LinkedIn to Jennifer Fukumae for quickest consideration. What You’ll Be Doing<ul><li>Support accounting across real estate investments, including acquisitions, sales, and ongoing operations</li><li>Assist with fund-level activities such as capital movements and investor reporting</li><li>Oversee accounting for family office entities, including cash tracking and investment activity</li><li>Contribute to financial reporting, budgeting, and liquidity oversight</li><li>Analyze property performance and expense trends</li><li>Strengthen internal controls and help refine accounting processes and documentation</li><li>Jump into special projects—systems, reporting enhancements, and transaction support</li><li>Collaborate with internal teams and external partners (audit, tax, legal)</li></ul> Why This Role Stands Out<ul><li>Diverse exposure across real estate, private equity-style funds, and family office accounting</li><li>Direct mentorship from senior finance leadership</li><li>High-impact environment where your work is visible and valued</li><li>Career progression with a defined path to Accounting Manager</li><li>Dynamic workload with a mix of core accounting and project-based work</li></ul>
2026-05-08T00:00:00Z

Fund Accountant at Top Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant | Hedge Fund | San Francisco | Hybrid | Strong Comp + Top Perks Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team. You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access. Responsibilities<ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-14T00:00:00Z

Lead Buyer

Hayward, CA
onsite
Temporary to Hire
30 - 45 USD / Hourly
We are looking for an experienced Lead Buyer to oversee strategic sourcing and procurement activities that support our client in Hayward, California. This contract opportunity is ideal for a detail-oriented candidate who can strengthen vendor partnerships, improve purchasing consistency, and drive cost-effective outcomes across multiple categories. The role will play a key part in establishing standards, supporting cross-functional alignment, and maintaining a reliable supply base that meets operational needs. Responsibilities: • Direct competitive sourcing efforts and negotiate supplier agreements to secure favorable pricing, strong service levels, and compliance with company expectations.• Design and standardize bid packages, scopes of work, and purchasing documents across categories such as cabinetry, electrical, roofing, countertops, and plumbing.• Roll out purchasing initiatives across regions and monitor adoption to ensure programs are followed consistently.• Create and update procurement policies, procedures, and qualification standards to support efficient and controlled buying practices.• Build, organize, and maintain vendor and subcontractor records, including oversight of preferred supplier listings and regional coverage.• Establish onboarding criteria for new vendors by evaluating pricing, references, capabilities, and service territories.• Expand sourcing channels by identifying and qualifying new suppliers each year to strengthen competition, reduce risk, and improve supply options.• Partner with operations, development, and sustainability stakeholders to align purchasing decisions with specifications, standards, and business requirements.• Manage supplier contracts, track rebate-related activity, and prepare cost comparison reports to support purchasing decisions.• Stay informed on market conditions and industry developments by participating in networking events and maintaining awareness of trends affecting affordable housing procurement.
2026-05-11T00:00:00Z

Senior Client Service Associate | East Bay Firm

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-05-15T00:00:00Z

Sales Analyst

Lafayette, CA
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives. Responsibilities:• Conduct research to identify potential leads and compile prospecting lists for the business development team.• Assist in the creation of sales proposals, presentations, and responses to client inquiries.• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.• Develop and implement strategies to optimize sales workflows and enhance team productivity.• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.• Maintain accurate documentation of sales activities, business development progress, and operational processes.• Identify areas for improvement within sales operations and propose solutions to streamline efforts.• Provide support in post-sales activities, including quoting and follow-up.• Prepare executive-level presentations to communicate sales performance and strategic objectives.
2026-05-15T00:00:00Z

Head of Finance and Accounting for Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration. A growing private equity real estate investment firm is seeking a strategic and hands-on Head of Finance & Accounting to lead the firm’s financial operations, reporting infrastructure, and fund accounting function.This leadership role will oversee accounting, financial reporting, treasury, compliance, investor reporting, and operational finance across multiple real estate funds and affiliated entities. The position offers high visibility with ownership and broad exposure across fund operations, corporate finance, and investment activity. Responsibilities<ul><li>Lead accounting and financial operations for multiple private equity real estate funds and the management company</li><li>Oversee fund accounting, capital calls, distributions, waterfalls, and investor allocations</li><li>Manage quarterly and annual investor reporting</li><li>Coordinate audits, tax processes, and external service providers</li><li>Oversee treasury management, cash flow forecasting, banking relationships, and compliance</li><li>Build and improve scalable processes, workflows, and internal controls</li><li>Partner with investment and asset management teams on acquisitions, refinancing, and strategic initiatives</li><li>Manage and mentor a small accounting team while remaining highly hands-on</li></ul>
2026-05-15T00:00:00Z

Family Law Attorney

San Jose, CA
onsite
Temporary / Contract
65 - 95 USD / Hourly
OverviewA growing law firm is seeking a Family Law Attorney with 4+ years of experience to manage a caseload of complex family law matters. This role requires strong litigation skills, client management experience, and the ability to handle cases from intake through resolution. The ideal candidate is detail-oriented, compassionate, and confident in a fast-paced environment. Responsibilities<ul><li>Manage a full caseload of family law matters including divorce, custody, support, and property division</li><li>Draft and review pleadings, motions, discovery, and settlement agreements</li><li>Represent clients in court hearings, mediations, and settlement conferences</li><li>Advise clients on case strategy, timelines, and legal options</li><li>Conduct legal research and prepare case strategy</li><li>Collaborate with paralegals and support staff to ensure efficient case management</li><li>Maintain accurate case files and meet all deadlines</li></ul>
2026-05-21T00:00:00Z

IP Paralegal

San Jose, CA
onsite
Temporary / Contract
45 - 65 USD / Hourly
Regional law firm based in San Jose, CA is seeking a detail-oriented Trademark Paralegal to support attorneys in the management of domestic and international trademark matters. This hybrid role requires regular on-site work and offers the opportunity to work closely with a collaborative legal team on all aspects of trademark portfolio management, prosecution, maintenance, enforcement, and related litigation support. The ideal candidate will bring strong organizational skills, a proactive approach, and experience handling high-volume trademark matters in a fast-paced law firm environment. Job Duties and Responsibilities <ul><li>Assists attorneys with planning and managing clients’ trademark portfolios</li><li>Assists with the preparation, filing, prosecution and maintenance of trademark applications at U.S. PTO, including preparation of scanned images for use as specimens</li><li>Assists with the preparation, filing, prosecution and maintenance of trademark applications at WIPO (World Intellectual Property Organization)</li><li>Initiates foreign filings and corresponds with foreign agents concerning foreign applications</li><li>Utilizes ProLaw proficiently to docket action due dates; monitors prosecution deadlines and communicates appropriate responses</li><li>Prepares status charts/reports for and routine letters to clients</li><li>Conducts online trademark searches (U.S. PTO, common law, initiating watch services, etc.)</li><li>Organizes, maintains and updates client and firm files</li><li>Assists attorneys in drafting Office Action responses for US filings and drafting correspondence to clients and to local counsel regarding Office Actions in cases outside of the US.</li><li>Assists attorneys in trademark opposition/cancellation litigation, including performing factual research, drafting discovery and discovery responses, summarizing deposition transcripts, analyzing evidence and trial preparation</li></ul>
2026-05-20T00:00:00Z

Client Service Associate - Beautiful Office on the Peninsula

Palo Alto, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
If interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration! Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment. Responsibilities<ul><li>Support and maintain relationships with high-net-worth clients </li><li>Coordinate and execute new client onboarding </li><li>Partner with attorneys, accountants, and other client advisors </li><li>Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans </li><li>Provide portfolio reporting, analytical, and relationship management support </li><li>Collaborate across teams to deliver a high-touch client experience </li></ul>
2026-05-16T00:00:00Z

Legal Secretary

San Jose, CA
onsite
Temporary / Contract
35 - 45 USD / Hourly
Established law firm in San Jose, CA is seeking an experienced Legal Secretary to support a team of Family Law Attorneys. This role requires a highly organized professional with strong knowledge of litigation processes, excellent attention to detail, and significant experience with court calendaring. The ideal candidate thrives in a fast-paced legal environment, can manage multiple priorities, and is comfortable working on-site as a key member of the legal support team. Key Responsibilities<ul><li>Provide litigation and administrative support to Family Law attorneys</li><li>Manage court calendaring with a high degree of accuracy, including deadlines, hearings, filings, and appearances</li><li>Prepare, format, revise, and proofread legal documents and correspondence</li><li>Coordinate filings with courts and ensure compliance with applicable rules and deadlines</li><li>Maintain case files, client records, and related legal documentation</li><li>Communicate professionally with clients, court personnel, and opposing counsel</li><li>Handle scheduling, email management, and other general legal secretarial duties</li></ul>
2026-05-15T00:00:00Z