30 results for Corporate Associate in San Francisco, CA

Litigation Associate

Redwood City, CA
onsite
Permanent
140000 - 180000 USD / Yearly
We are seeking a Litigation Associate to join a growing law firm based in San Mateo, California, particularly in the field of complex intellectual property litigation. Responsibilities:• Handle complex litigation cases, with a focus on patent and intellectual property disputes• Conduct comprehensive legal research and prepare detailed legal documents• Engage in discovery and motion practice, managing a substantive portion of litigation matters• Develop and maintain strong professional relationships with clients and understand their business needs• Collaborate with team members to strategize and execute litigation processes effectively• Take the lead in preparing for oral arguments and depositions• Ensure all litigation activities comply with the applicable laws and regulations• Utilize your technical aptitude to understand and manage cases related to intellectual property• Work efficiently and creatively to resolve disputes in favor of our clients
2026-03-05T00:00:00Z

Real Estate Associate

San Francisco, CA
onsite
Temporary
29 - 29 USD / Hourly
We are looking for a dedicated Real Estate Associate to join our team in San Francisco, CA. This contract position offers the opportunity to contribute to the management of property operations, tenant coordination, and building-related tasks. The ideal candidate will bring expertise in customer service and administrative support while ensuring seamless day-to-day operations. Responsibilities:• Coordinate tenant move-ins and move-outs, ensuring all processes are completed smoothly and efficiently.• Collaborate with the security, janitorial, and engineering teams to address building-related tasks and maintain property standards.• Monitor and manage work orders, including re-dispatching them as needed to ensure timely completion.• Provide administrative support by utilizing Microsoft Office tools such as Excel, Word, and Outlook.• Communicate effectively with tenants and vendors to resolve inquiries and maintain positive relationships.• Assist with basic accounting tasks, including data entry and maintaining financial records.• Leverage commercial property management experience to oversee operational activities.• Ensure compliance with organizational processes and protocols while delivering excellent customer service.• Utilize work order systems to organize and track maintenance and repair activities.• Support marketing and operational initiatives to enhance property management efficiency.
2026-02-25T00:00:00Z

Corporate Paralegal

Palo Alto, CA
onsite
Permanent
125000 - 145000 USD / Yearly
Unlock Your Legal Career: Join Us as a Real Estate Paralegal in Palo Alto!Are you a driven and detail-oriented legal professional ready to make a real impact? We invite you to become an essential part of our in-house legal team as our next Corporate Paralegal! Work alongside accomplished attorneys in a collaborative, high-performance legal environment where your contributions are valued and your expertise can thrive. Compensation Range: $125k-$145k with a bonus potential up to 10% of the annual base pay. Why You’ll Love This Role:<ul><li>Impactful Work: Support strategic corporate initiatives by managing key governance, compliance, and real estate transactions that shape our company’s success.</li><li>Diverse Challenges: Tackle sophisticated projects involving multi-jurisdictional entity management, high-stakes financings, and complex acquisitions. Every day brings new opportunities to grow your skill set.</li><li>Professional Growth: Gain hands-on experience working directly with senior attorneys and leaders. You’ll play a critical role in transaction execution, entity management, and process optimization.</li><li>Cutting-Edge Environment: Join a forward-thinking legal department that leverages modern technology and best practices to drive efficiency and results.</li><li>Work-Life Balance: Enjoy predictable hours in a supportive culture, with the flexibility of partial remote work in beautiful Palo Alto.</li></ul>What You’ll Do:<ul><li>Draft and review corporate governance documents, board resolutions, and compliance filings.</li><li>Manage entity formations, dissolutions, and registrations across multiple states or countries while maintaining accurate records.</li><li>Assist with due diligence for acquisitions, financings, and joint ventures—prepare transaction summaries and coordinate closings.</li><li>Prepare and review documents for real estate deals and property management, upholding accuracy and compliance.</li><li>Maintain legal databases and facilitate the execution and filing of essential documents.</li><li>Collaborate with outside counsel, title companies, and colleagues across departments.</li><li>Tackle new challenges and support process improvements across our legal operations.</li></ul>
2026-03-06T00:00:00Z

Corporate Paralegal

Santa Clara, CA
onsite
Temporary
50 - 60 USD / Hourly
Established technology company is seeking an experienced Corporate Paralegal to join their growing legal team! This role is on-site in Santa Clara and offers the opportunity to support a dynamic legal department within a leading technology company. As a Corporate Paralegal with this organization, you'll be responsible for assisting attorneys with corporate governance, subsidiary maintanece, and corporate transactions. This is a part-time role, 30 hours a week, and requires on-site work in Santa Clara, CA. The ideal candidate will have at least three years of relevant experience, including handling subsidiary maintenance; Notary Public certification is preferred but not required. Key Responsibilities:<ul><li>Maintain corporate records and manage entity governance for domestic and international subsidiaries</li><li>Prepare and file annual reports and other compliance filings</li><li>Support the formation, dissolution, and restructuring of legal entities</li><li>Coordinate signatures and notarize documents as needed (Notary preferred)</li><li>Organize and maintain minute books, resolutions, and other legal documents</li><li>Assist with corporate transactions and due diligence</li><li>Collaborate with internal stakeholders and external counsel as required</li><li>Provide general support to the legal team on corporate matters</li></ul>
2026-02-20T00:00:00Z

Corporate Paralegal

San Ramon, CA
onsite
Temporary
38 - 60 USD / Hourly
Our client in San Ramon is seeking a Corporate Paralegal for an ongoing contract role supporting a busy corporate practice. This hybrid position offers a mix of structured collaboration and remote flexibility, making it a great fit for someone who enjoys corporate governance and entity management. Responsibilities:<ul><li>Assist with entity formation, including drafting and filing formation documents, obtaining EINs, and coordinating with state agencies</li><li>Manage entity maintenance and compliance requirements, including ongoing filings, amendments, registrations, and dissolutions</li><li>Prepare a variety of corporate governance documents, such as board and shareholder minutes, resolutions, written consents, officer certificates, and organizational charts</li><li>Track and manage annual reports, foreign qualifications, state registrations, and compliance calendars to ensure timely filings across multiple jurisdictions</li><li>Maintain comprehensive corporate records, including minute books, stock ledgers, cap tables, and organizational documents</li><li>Support preparation, revision, and tracking of corporate contracts, including NDAs, vendor agreements, and routine business agreements</li><li>Coordinate with attorneys, internal stakeholders, clients, registered agents, and outside vendors to support corporate transactions and governance needs</li><li>Assist with due diligence and document organization for corporate transactions or ongoing compliance projects</li><li>Ensure accuracy and consistency across all document versions and corporate databases</li></ul>
2026-03-07T00:00:00Z

Corporate Paralegal

San Francisco, CA
onsite
Permanent
90000 - 100000 USD / Yearly
We are looking for an experienced Corporate Paralegal to join our team in San Francisco, California. In this role, you will ensure the effective administration of health and welfare plans, focusing on third-party liability and subrogation claims. This position requires a highly organized, detail-oriented individual with strong decision-making and negotiation skills, capable of managing multiple priorities while delivering exceptional service. Responsibilities: • Conduct thorough due diligence to manage all aspects of third-party liability and subrogation claims. • Initiate and maintain communication with members, dependents, attorneys, employers, and insurance carriers. • Pursue and recover subrogation claims efficiently, negotiating settlements with carriers, attorneys, and other parties. • Oversee the collection and repayment of liens, subrogation, and other overpaid benefits. • Ensure compliance with administrative, operational, and regulatory procedures for welfare plan administration. • Supervise and provide training to support staff and direct reports to maintain productivity and service standards. • Address additional health and welfare benefits administration tasks to achieve quality and member satisfaction. • Collaborate with senior management on assigned projects to meet organizational goals.
2026-03-11T00:00:00Z

Corporate Paralegal

San Jose, CA
onsite
Permanent
115000 - 175000 USD / Yearly
Inhouse legal team is seeking a Corporate Paralegal/Senior Legal Assistant to join their team in San Jose, CA. This role offers an exciting opportunity to contribute to a company that is reshaping the future of energy. As a key member of the Legal Department, you will provide advanced administrative and legal support, ensuring the smooth operation of corporate governance and legal processes. This role offers excellent benefits package including medical, dental, vision, paid time off, and 401k. Responsibilities:• Provide direct administrative and legal support to the Chief Legal Officer and Corporate Secretary.• Manage legal invoices, set up purchase orders, and track expenses to maintain alignment with budgetary goals.• Prepare and distribute Board of Directors meeting materials, draft agendas and consents, and oversee compliance with governance requirements.• Maintain corporate records, assist with entity formation, and handle annual filings to support subsidiary governance.• Organize, draft, review, and archive contracts, agreements, and other critical legal documents.• Coordinate document execution processes, including electronic signatures and contract lifecycle management systems.• Update and maintain legal knowledge databases and systems to ensure accessibility and accuracy.• Conduct research on legal matters and create summaries or reports to support decision-making.• Facilitate onboarding and training for new Legal team members to ensure seamless integration.• Collaborate with internal teams and external vendors to address legal inquiries and improve department processes.
2026-02-24T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Associate Attorney

San Francisco, CA
remote
Permanent
140000 - 225000 USD / Yearly
Robert Half Legal is recruiting an Associate Attorney for a civil litigation defense law firm in San Francisco (option to work remotely or hybrid in-office). This is a leading local firm in public entity and municipality representation and their practice defends a variety of matters, including catastrophic PI, premises liability, civil rights, and employment claims. Plenty of opportunity to get direct advocacy experience by arguing motions in court, taking/defending depositions, and trial preparation. Qualifications for the Associate Attorney position:• 2-10+ years of civil litigation practice;• Insurance defense and/or public entity law experience is preferred; and• Active and in good standing with the State Bar of California. This is a partnership-track position and the Firm offers lots of mentorship to develop its litigation team and assist them with business development. Our client is offering a starting base salary range of $140,000 to 220,000+/yr., DOE, generous automatic bonuses for exceeding annual billable hour target as well as a discretionary year-end bonus [has been paid every year for over a decade], and comprehensive employment benefits package (incl. 100% firm-paid medical, dental, vision insurance, 401k Plan with 3% firm contribution, commuter costs reimbursement [free office parking, rideshare reimbursement, REMOTE OK], etc.). For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-03-09T00:00:00Z

Associate Attorney

Redwood City, CA
onsite
Temporary
70 - 90 USD / Hourly
Reputable litigation defense law firm in Redwood City is seeking a skilled Litigation Attorney with insurance defense experience to join the team. This role is open to candidates statewide in California, with the option for remote work. If local to Redwood City, on-site presence is considered a plus. As a valued member of the litigation team, you will be entrusted with conducting thorough case analysis, formulating litigation strategies, managing discovery, drafting legal documents, and representing clients in court proceedings. The ideal candidate will have 2-8+ years of experience as a practicing attorney in California-based civil litigation. Key Responsibilities:<ul><li>Manage all phases of defense litigation, including case analysis, strategy, legal research, discovery, motion practice, and trial preparation.</li><li>Prepare for mediations, arbitrations, and court hearings.</li><li>Draft legal documents such as pleadings, motions, and discovery requests/responses.</li><li>Conduct and defend depositions.</li><li>Collaborate with clients, expert witnesses, and firm staff to achieve best case outcomes.</li><li>Maintain client communication and provide strategic guidance.</li></ul>
2026-02-27T00:00:00Z

Associate Attorney

Fremont, CA
onsite
Temporary
60 - 80 USD / Hourly
Reputable litigation law firm in San Jose is seeking a skilled Contract Attorney with insurance defense experience to join the team. This role is open to candidates statewide in California, with the option for remote work. If local to San Jose, on-site presence is considered a plus. The firm is able to offer up to 40 hours per week but is flexible to assign less, dependent on your availability. As a valued member of the litigation team, you will be entrusted with conducting thorough case analysis, formulating litigation strategies, managing discovery, drafting legal documents, and representing clients in court proceedings. The ideal candidate will have 2-8+ years of experience as a practicing attorney in California-based civil litigation. Key Responsibilities:<ul><li>Manage all phases of civil litigation, including case analysis, strategy, legal research, discovery, motion practice, and trial preparation.</li><li>Prepare for mediations, arbitrations, and court hearings.</li><li>Draft legal documents such as pleadings, motions, and discovery requests/responses.</li><li>Conduct and defend depositions.</li><li>Collaborate with clients, expert witnesses, and firm staff to achieve best case outcomes.</li><li>Maintain client communication and provide strategic guidance.</li></ul>
2026-02-27T00:00:00Z

Associate Attorney

Santa Rosa, CA
onsite
Permanent
150000 - 180000 USD / Yearly
We are looking for a skilled Associate Attorney to join our established legal team in Santa Rosa, California. This position offers an exciting opportunity to work on complex business litigation, real estate, and civil matters while collaborating closely with clients and colleagues. If you have a passion for delivering exceptional legal representation and thrive in a dynamic environment, we encourage you to apply. Responsibilities: • Handle all aspects of civil litigation, including drafting motions, conducting discovery, and preparing briefs. • Represent clients in complex business litigation cases, ensuring effective and ethical advocacy. • Manage real property and construction defect cases, providing strategic legal advice and solutions. • Conduct legal research and analysis to support case strategies and client needs. • Collaborate with clients, opposing counsel, and courts to achieve favorable outcomes. • Participate in trial preparation and courtroom proceedings, showcasing strong litigation skills. • Develop and maintain positive client relationships through clear communication and attentive service. • Contribute to the firm's community engagement by serving on local boards and participating in volunteer activities. • Maintain a high standard of legal writing and analytical skills to deliver accurate and persuasive work. • Work within a team-oriented environment, sharing knowledge and expertise to support colleagues.
2026-02-19T00:00:00Z

Associate Attorney

San Jose, CA
remote
Temporary
80 - 100 USD / Hourly
Our established Bay Area defense firm is seeking an experienced Litigation Attorney to join our practice and play a key role in representing clients across a diverse range of civil litigation matters. In this position, you will have the opportunity to work alongside seasoned attorneys in a collaborative environment dedicated to delivering exceptional results for our clients. The ideal candidate will bring at least 5 years of proven civil litigation experience, a strong background in case management, and the ability to handle complex matters independently from inception through resolution. Prior experience with insurance coverage is a plus and will be highly valued, as our practice includes a robust portfolio of insurance-related cases. This position offers both remote and hybrid flexibility, providing you with the support and resources needed to succeed while enjoying work-life balance tailored to your need. Responsibilities:<ul><li>Manage all phases of civil litigation, including case strategy, discovery, motion practice, depositions, trial preparation, and court appearances</li><li>Draft and respond to pleadings, written discovery, and dispositive motions</li><li>Conduct legal research and provide client counsel on risk evaluation, liability, and potential exposure</li><li>Collaborate with firm partners and staff to ensure efficient, thorough legal representation</li><li>Maintain clear and timely communication with clients, opposing counsel, and the courts</li><li>Handle cases from inception through resolution, including mediations and settlement negotiations</li><li>Advise and defend firm clients on insurance coverage issues, if relevant experience exists</li></ul>
2026-03-11T00:00:00Z

Associate Attorney

Santa Rosa, CA
onsite
Permanent
160000 - 190000 USD / Yearly
We are looking for a skilled Associate Attorney to join our team in Santa Rosa, California. This role requires a detail-oriented individual with a strong background in civil litigation and at least four years of relevant experience, particularly in commercial litigation. Familiarity with employment law is highly desirable, as well as a demonstrated ability to manage case reviews, draft pleadings, and handle law and motion matters effectively. Responsibilities: • Conduct thorough case reviews and analyze applicable laws to provide strategic legal counsel. • Draft and prepare pleadings, motions, and other legal documents with precision and attention to detail. • Represent clients in court proceedings, including arguing law and motion matters. • Develop and execute discovery strategies, including preparing and responding to written discovery requests. • Collaborate closely with team members to ensure seamless case management and effective representation. • Maintain compliance with billable hour requirements, achieving a minimum of 1,650 hours annually. • Provide guidance on employment law matters as applicable to client cases. • Utilize case management and document management software to organize and track case progress. • Research and summarize legal matters to support case strategy and client advisement.
2026-02-21T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent
135000 - 185000 USD / Yearly
We are looking for a dedicated Associate Attorney to join our team in San Francisco, California. This role offers an exciting opportunity to work in civil litigation defense within a collaborative and supportive environment. If you are a licensed attorney passionate about building your career and gaining hands-on experience, this position is ideal for you. Responsibilities: • Manage a diverse caseload, taking primary responsibility for cases based on your level of experience. • Represent clients during court appearances, depositions, mediations, and other legal proceedings. • Conduct legal research and prepare motions, briefs, and other necessary documentation. • Handle discovery processes, including drafting and responding to interrogatories and requests for production. • Collaborate with clients to provide regular updates and address legal concerns. • Prepare for trials, including pre-trial motions and strategy development. • Participate in settlement negotiations and mediations to advocate for client interests. • Work closely with partners and other team members to ensure high-quality case management. • Maintain effective use of case management and document management software. • Stay current with legal trends and developments to enhance expertise.
2026-02-19T00:00:00Z

Associate Attorney

Dublin, CA
onsite
Permanent
120000 - 145000 USD / Yearly
Robert Half is recruiting an Associate for the East Bay office (near BART / some telecommute) of its large regional law firm client. The ideal candidate will have 1-5+ years of experience in Education Law, Labor & Employment, or even Public Entity representation. This Associate would work alongside experienced labor & employment (L&E) practitioners defending claims and doing investigations at private and public sector workplaces and university campuses (incl. some Title IX work). Qualifications include strong research, excellent writing and oral advocacy skills, and preferably experience appearing in administrative hearings and doing on-site investigations. This is a unique direct-hire, partnership-track opportunity to build an education law practice at a leading firm representing public school and community college district clientele. The target base salary is $120,000 - 145,000+/yr., DOE, plus monthly productivity bonuses and an annual discretionary bonus totaling $15,000 to $40,000/yr. Good benefits, including the firm’s profit-sharing contributions to the retirement plan, are part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-02-26T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Temporary
60 - 90 USD / Hourly
A San Francisco-based litigation boutique has an immediate opening for a Contract Associate Attorney to support two senior partners on complex civil, commercial, or regulatory litigation matters. This engagement is expected to run three to six months, with the possibility of extension based on workload and performance. The ideal candidate will bring 3+ years of post-bar California litigation experience with strong motion practice skills and the ability to contribute substantively to active matters from day one in a supporting role. Responsibilities: <ul><li>Draft substantive motions, including dispositive motions and oppositions to summary judgment, for partner review and filing</li><li>Manage written discovery and assist with deposition preparation</li><li>Conduct legal research and support briefing strategy in state and federal court matters</li><li>Assist with expedited proceedings and injunctive relief matters where applicable</li><li>Support preparation for hearings, mediations, and settlement conferences</li><li>Communicate with clients and opposing counsel at the direction of supervising attorneys</li><li>Collaborate closely with senior partners on litigation planning and case development</li></ul>
2026-03-13T00:00:00Z

Associate Attorney

San Mateo, CA
remote
Contract / Temporary to Hire
70 - 80 USD / Hourly
A boutique law firm based in the San Francisco Bay Area has an immediate opening for an Associate Attorney to support construction and commercial litigation matters on a fully remote, contract basis while they continue their direct hire search for a local candidate who can commit to their onsite requirements. As an Associate with this firm, you will be involved in matters across the full litigation lifecycle, including law and motion, discovery management, depositions, mediation, and trial preparation. The ideal candidate will hold an active California Bar license and bring 3–7+ years of post-bar civil litigation experience, with the ability to step into active matters and contribute meaningfully from day one in a billable law firm environment. Responsibilities:<ul><li>Handle matters through the full litigation lifecycle, including all relevant legal procedures and documentation</li><li>Independently draft substantive pleadings, motions, and briefs, including dispositive motions</li><li>Prepare depositions, including drafting outlines and witness preparation</li><li>Manage written discovery, including drafting and responding to interrogatories, RFAs, and document demands</li><li>Review and manage documents to support case development and litigation strategy</li><li>Participate in mediations and settlement preparation</li><li>Conduct legal research to support case development and motion practice</li><li>Assist with trial preparation, including evidence organization and coordination with legal teams</li><li>Maintain confidentiality and exercise sound professional judgment throughout all matters</li></ul>
2026-02-13T00:00:00Z

Corporate Finance

San Francisco, CA
onsite
Permanent
140000 - 160000 USD / Yearly
We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
2026-03-06T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-03-13T00:00:00Z

Operations Associate at Wealth Management Firm

Mill Valley, CA
onsite
Permanent
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus Our client is a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Operations Associate | Wealth Management Firm

Mill Valley, CA
onsite
Permanent
110000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families. The firm has an average client relationship exceeding $15M. They are seeking an Operations Associate to support their team! Responsibilities <ul><li>Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li>Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li>Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li>Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li>Client Reporting: Prepare and distribute quarterly performance reports.</li><li>Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul>
2026-03-16T00:00:00Z

Tax Associate - Wealth Management Firm

San Francisco, CA
onsite
Permanent
75000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Tax Associate | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a fast-growing wealth management firm launching a new Tax and Estate Planning team. This is a high-visibility, entry-level role supporting high-net-worth clients and working directly with senior professionals. Clear path for growth, strong mentorship, competitive pay, full benefits, 401(k) match, generous PTO, and a December holiday shutdown. Responsibilities<ul><li>Support tax and estate planning projects, including data gathering and projections</li><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and coordinate team workflows</li><li>Manage key administrative tasks and keep deliverables on track</li><li>Conduct research and provide analytical support across the department</li><li>Serve as an initial point of contact for select requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Finance Associate - Top-Tier Venture Fund

Menlo Park, CA
onsite
Permanent
135000 - 155000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Finance Associate | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth. Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture. Responsibilities<ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Operations Associate, Accountant | Hedge Fund

El Cerrito, CA
onsite
Permanent
75000 - 95000 USD / Yearly
We have an excellent opportunity for a Big 4 public accountant with experience auditing private equity, venture capital, or hedge fund clients who is interested in transitioning into an industry role. Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing investment management firm in San Francisco that is looking to add a Staff Accountant to their team. The firm offers a collaborative environment, early market hours for those who prefer to start their day earlier, and a flexible hybrid schedule. Responsibilities<ul><li>Prepare performance summaries and risk metric reports for distribution to clients and investors</li><li>Review client NAVs on a monthly or quarterly basis, including investor allocations, waterfall calculations, and capital statements</li><li>Research corporate actions and reconcile against prime broker records</li><li>Assist with client valuation and expense policies</li><li>Coordinate and prepare payments to vendors across client funds and management companies</li><li>Support internal projects and administrative initiatives across the team</li><li>Assist with year-end audit and tax deliverables </li></ul>
2026-03-15T00:00:00Z