Do you thrive behind the scenes, anticipating needs, managing high‑stakes details, and enabling executives to focus on the big picture? We’re seeking a detail‑oriented Executive Assistant to support senior leadership in 2026, someone who brings poise, initiative, and detail oriented grace to a fast‑moving environment. Why This Role Matters: You’ll be a strategic partner to senior leadership, managing complex schedules, communication flows, and mission‑critical projects. By taking initiative and working proactively, you’ll ensure our leadership is empowered, organized, and ready to act. You’ll collaborate across departments, handle sensitive information, and keep our executive operations pressing ahead smoothly. The opportunity to grow your career in a high‑impact role, with exposure to executive decision‑making and strategic business operations. Key Responsibilities: Manage complex calendars, schedule meetings (internal and external), and coordinate seamless communication. Serve as the primary point of contact for executive correspondences, calls, emails, visitors, with professionalism and discretion. Prepare high‑level documents, reports, presentations, and briefings that support executive leadership. Maintain organized digital and physical filing systems, track action items, and ensure follow‑through on tasks. Arrange travel (domestic & international), handle expense tracking, and support onboarding of new team members when needed. Anticipate the needs of leadership, jump in on special projects and initiatives, and take ownership of assigned tasks. Liaise with various departments and stakeholders, representing the executive office with credibility and reliability.
Do you thrive behind the scenes, anticipating needs, managing high‑stakes details, and enabling executives to focus on the big picture? We’re seeking a detail‑oriented Executive Assistant to support senior leadership in 2026, someone who brings poise, initiative, and detail oriented grace to a fast‑moving environment. Why This Role Matters: You’ll be a strategic partner to senior leadership, managing complex schedules, communication flows, and mission‑critical projects. By taking initiative and working proactively, you’ll ensure our leadership is empowered, organized, and ready to act. You’ll collaborate across departments, handle sensitive information, and keep our executive operations pressing ahead smoothly. The opportunity to grow your career in a high‑impact role, with exposure to executive decision‑making and strategic business operations. Key Responsibilities: Manage complex calendars, schedule meetings (internal and external), and coordinate seamless communication. Serve as the primary point of contact for executive correspondences—calls, emails, visitors—with professionalism and discretion. Prepare high‑level documents, reports, presentations, and briefings that support executive leadership. Maintain organized digital and physical filing systems, track action items, and ensure follow‑through on tasks. Arrange travel (domestic & international), handle expense tracking, and support onboarding of new team members when needed. Anticipate the needs of leadership, jump in on special projects and initiatives, and take ownership of assigned tasks. Liaise with various departments and stakeholders, representing the executive office with credibility and reliability.
<p>The Administrative Assistant will provide high-level administrative support to executives, managers, and other staff members to ensure efficient operation of the office. Responsibilities include managing schedules, handling correspondence, coordinating meetings, and aiding in various clerical tasks. This role requires excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.</p>
<p>We are looking for an Office Manager/Executive Assistant to support a small investment firm in Walnut Creek, CA. This person will play a critical role in ensuring the seamless day-to-day operations of the office while providing executive-level support to our leadership team.</p><p> </p><p>Office Manager/Executive Support Duties:</p><p> </p><p>Administrative Operations: Oversee day-to-day office activities, ensuring that all systems and processes run effectively.</p><p>Supply Management: Order office supplies, business cards, and other essential materials as needed.</p><p>Catering Coordination: Manage daily catered meals for the office, ensuring quality and timely delivery.</p><p>Event Coordination: Lead the planning and execution of major company events, such as the annual holiday party and investor conference.</p><p>Executive Support</p><p>Scheduling: Manage and coordinate complex calendars for executives, including arranging meetings and appointments.</p><p>Expense Reporting: Prepare and process expense reports for executives promptly and accurately.</p><p>Anticipatory Assistance: Proactively anticipate the needs of executives and the broader team, providing solutions before issues arise.</p><p>Required Skills and Qualifications:</p><p>Experience: Minimum of 5 years of experience in an administrative, office management, or executive support role.</p><p>Independent and Proactive: Ability to work independently, take initiative, and identify opportunities to streamline processes or improve workflows.</p><p>Attention to Detail: Highly organized, detail-oriented, and dedicated to completing tasks efficiently and accurately.</p><p>Time Management: Proven ability to handle multiple priorities and work well under pressure to meet deadlines.</p><p>Communication Skills: Exceptional verbal and written communication skills.</p><p>Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Canva, Mailchimp) and familiarity with scheduling and expense management tools</p><p>Event Coordination Experience: Experience planning and executing corporate events, such as conferences or parties, is strongly preferred.</p><p> </p><p>Must be able to travel a few times a year for conferences.</p><p> </p><p>If you are interested in this Office Manager/Executive Assistant role, please submit your resume for immediate consideration.</p>
<p>Robert Half is seeking a detail-oriented and personable Office Assistant to join a public agency in Martinez, California. In this contract position, you will serve as the front desk receptionist at the Central Administration Office, providing essential support to ensure smooth daily operations. This role requires excellent interpersonal skills and the ability to handle multiple administrative tasks efficiently.</p><p><br></p><p>Office Assistant Responsibilities:</p><p>• Greet and assist visitors with a welcoming attitude.</p><p>• Handle incoming phone calls, including directing calls, taking messages, and managing voicemail systems.</p><p>• Perform scanning and document management tasks to maintain organized records.</p><p>• Complete clerical duties such as data entry, filing, and maintaining office supplies.</p><p>• Operate a multi-line phone system to manage inbound calls effectively.</p><p>• Ensure accurate distribution of phone messages and timely responses.</p><p>• Provide assistance with general office tasks to support daily operations.</p><p>• Maintain a neat and organized reception area.</p><p>• Collaborate with other team members to ensure administrative needs are met.</p><p>• Uphold detail-oriented phone etiquette and communication standards.</p><p><br></p><p>If you are interested in this Office Assistant position, please submit your resume today!</p>
<p><strong>Senior Administrative Assistant (Part-Time, 2-Month Assignment)</strong></p><p> <strong>Location:</strong> Oakland, CA (Onsite, Tuesday–Thursday, 8:30am–5:00pm)</p><p> <strong>Duration:</strong> November – December</p><p><br></p><p><strong>About the Role:</strong></p><p> The Robert Toigo Foundation is seeking a highly organized and proactive <strong>Senior Administrative Assistant</strong> to provide direct support to leadership during a busy two-month period. This role will focus on managing communications, preparing documents and presentations, and assisting with event production.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage calendars, coordinate meetings, and schedule appointments.</li><li>Handle communication management including phone calls, email correspondence, and information distribution.</li><li>Prepare and edit documents, reports, and presentations (PowerPoint).</li><li>Make travel arrangements and handle related logistics.</li><li>Support planning and execution of upcoming events and special projects.</li><li>Maintain accurate records and ensure smooth administrative operations.</li></ul><p><br></p><p><br></p>
We are looking for a highly organized and proactive Office Assistant to join our client's innovative start-up in San Bruno, California. This part-time contract role involves working 20 hours per week, Monday through Thursday, supporting the company's administrative and operational functions. As part of a team committed to environmental sustainability, you will play a crucial role in ensuring the office runs smoothly and efficiently while contributing to the company's mission of revolutionizing waste management and recycling practices.<br><br>Responsibilities:<br>• Maintain and organize the office space to create a welcoming and efficient work environment.<br>• Assist in onboarding new employees by managing schedules, ordering equipment, and ensuring a seamless first-week experience.<br>• Plan and execute inclusive events and activities, including coordinating logistics for monthly in-office gatherings and team-building events.<br>• Oversee office supply inventory by monitoring stock levels, placing orders, and ensuring timely delivery.<br>• Handle administrative tasks such as answering inbound calls, managing billing functions, and maintaining clerical records.<br>• Support HR processes, including offboarding employees, collecting company property, and deactivating system access as needed.<br>• Coordinate safety protocols and manage the Safety Captain program to ensure compliance and readiness.<br>• Organize and facilitate candidate office tours and assist in planning all-hands meetings.<br>• Track employee training completions and compliance requirements to ensure alignment with company policies.<br>• Provide additional support to the HR team and assist with other ad hoc tasks as required.
We are looking for a skilled Office Assistant to join our team on a short-term contract in Sunnyvale, California. This role is ideal for an organized and detail-oriented individual who thrives in a dynamic environment and enjoys contributing to the smooth operation of office functions. As a part-time, on-site position, you will play a pivotal role in supporting day-to-day activities and maintaining a welcoming and efficient workspace.<br><br>Responsibilities:<br>• Greet visitors, assist them with inquiries, and ensure a well-organized atmosphere in the reception area.<br>• Organize mail distribution, oversee courier shipments, and handle the creation of Federal Express labels.<br>• Manage inventory for office and kitchen supplies, ensuring common areas remain clean and well-stocked.<br>• Conduct research on healthy snack options, team-building activities, and other ways to enhance the office environment.<br>• Provide administrative and logistical support for urgent tasks and special projects as assigned.<br>• Collaborate with property management to address emergencies or maintenance issues.<br>• Maintain organization and functionality in shared spaces, including pantry areas and coffee machines.<br>• Assist team members with clerical duties and coordinate internal communications effectively.
We are looking for an Administrative Assistant with strong organizational skills to join our team in Portola Valley, California. This position supports the Sales team with essential administrative tasks, ensuring smooth operations and excellent service to residents and prospects. As a Contract-to-long-term opportunity, this role offers valuable experience in senior living and life plan communities, with the potential for growth.<br><br>Responsibilities:<br>• Coordinate and schedule tours for prospective residents, ensuring all preparations are completed, such as arranging refreshments, preparing spaces, and managing security communications.<br>• Respond to inquiries from the website and phone calls, providing timely and accurate information.<br>• Manage data entry tasks, including inputting prospect information into the organizational system.<br>• Assist with writing agreements and other clerical tasks related to resident move-ins.<br>• Organize and support events, ensuring all logistical details are handled effectively.<br>• Work independently to maintain seamless administrative operations with minimal supervision.<br>• Communicate with prospects and assist them in completing applications.<br>• Provide reliable administrative assistance to a small sales department of two, enabling the team to focus on resident interactions.<br>• Collaborate with staff to ensure the smooth execution of daily operations while maintaining a welcoming environment.<br>• Uphold business casual attire and contribute to a positive and organized workplace culture.
<p>We are looking for an experienced Senior Administrative Assistant to join the team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative and client support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.</p><p><br></p><p>Sr Administrative Assistant Responsibilities:</p><p>1. Account Management:</p><p>• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.</p><p>• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.</p><p>2. Administrative Support:</p><p>• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.</p><p>• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.</p><p>3. Communication:</p><p>• Serve as the client’s primary point of contact for account questions.</p><p>• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.</p><p>4. Compliance:</p><p>• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).</p><p>• Monitor client account activity to detect and resolve compliance issues.</p><p>5. Team Collaboration:</p><p>• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.</p><p>• Participate in team meetings to discuss best practices and solutions for improving client service delivery.</p><p>• Assist with special projects assigned by direct management and the CCO.</p><p><br></p><p>If you are interested in applying to our Senior Administrative Assistant Position, submit your resume today!</p>
We are looking for a skilled Paralegal to join our team in San Jose, California. This role offers the flexibility of a hybrid schedule and is open to remote candidates with exceptional qualifications. The ideal candidate will bring expertise in civil litigation, trial preparation, and case management while contributing to a dynamic legal environment.<br><br>Responsibilities:<br>• Assist with discovery processes, including gathering and organizing relevant documents.<br>• Provide comprehensive support in civil litigation cases, ensuring deadlines and filings are met.<br>• Prepare trial materials and documentation, collaborating with attorneys for effective case presentation.<br>• Manage case files using specialized software, maintaining accuracy and organization.<br>• Conduct legal research and draft correspondence to support attorneys in various matters.<br>• Monitor billable hours to meet monthly and annual targets efficiently.<br>• Handle family law cases with attention to detail and client confidentiality.<br>• Coordinate with clients and legal teams to ensure effective communication and case progress.<br>• Support hybrid legal assistant and paralegal responsibilities as required.<br>• Maintain compliance with legal standards and procedures throughout all casework.
We are looking for a motivated Office Assistant to support operations during a financial services event in Palo Alto, California. This contract position requires someone with strong sales experience, excellent communication abilities, and a general understanding of financial services. You will play a key role in ensuring a smooth event experience, engaging with attendees, and promoting business opportunities.<br><br>Responsibilities:<br>• Represent the organization at the event, building meaningful connections with attendees and promoting services effectively.<br>• Assist with event logistics such as managing registration and providing attendees with detailed information about the organization.<br>• Leverage sales skills to identify potential leads and initiate discussions about financial services solutions.<br>• Offer knowledgeable support on financial services topics, addressing attendee inquiries with professionalism.<br>• Collaborate with the event team to ensure seamless operations and an exceptional experience for all participants.<br>• Handle receptionist duties during the event, including greeting attendees and directing them to the appropriate resources.<br>• Perform clerical tasks such as scanning documents and maintaining accurate records.<br>• Respond to inbound calls and inquiries, providing excellent customer service.<br>• Support networking activities and foster business development opportunities.<br>• Ensure all event-related tasks are completed efficiently and professionally.
<p>We are looking for a dynamic and highly organized Executive Assistant to join our team in San Francisco, California. This position offers a unique opportunity to contribute to the foundational operations of a venture capital firm focused on AI startups. If you excel in providing strategic support and thrive in a fast-paced, innovative environment, we invite you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Strategically manage the executive’s calendar to optimize time allocation and focus on high-impact activities.</p><p>• Oversee email systems, ensuring critical messages are prioritized and deadlines are consistently met.</p><p>• Coordinate and arrange travel plans, ensuring seamless logistics.</p><p>• Prepare, organize, and track essential investment documents to support decision-making processes.</p><p>• Foster strong relationships with investors and portfolio companies through effective communication and engagement.</p><p>• Organize events and updates for stakeholders, including blog posts, quarterly reports, and networking opportunities.</p><p>• Develop and implement operational systems to enhance efficiency and scalability within the firm.</p><p>• Maintain and optimize internal software platforms to meet evolving business needs.</p><p>• Manage administrative tasks such as insurance policies and operational logistics to support day-to-day activities.</p>
We are looking for a skilled Trust and Estate Paralegal to join our team in Orinda, California. In this role, you will play a vital part in assisting attorneys with estate planning, trust administration, and litigation matters. This position requires a high level of attention to detail, excellent organizational skills, and a commitment to providing exceptional service.<br><br>Responsibilities:<br>• Assist attorneys with drafting and reviewing estate planning documents, including wills and trusts.<br>• Support litigation efforts related to trust disputes and estate matters by managing discovery processes and preparing case files.<br>• Coordinate and manage trust administration tasks, ensuring compliance with legal requirements.<br>• Serve as a licensed Notary Public to notarize essential legal documents as needed.<br>• Conduct legal research to provide accurate information and recommendations to attorneys.<br>• Maintain and organize case files, ensuring all documentation is up-to-date and accessible.<br>• Communicate with clients to gather necessary information and provide updates on case progress.<br>• Collaborate with the legal team to prepare for hearings, trials, and other court proceedings.<br>• Monitor deadlines and ensure timely submission of required filings and documentation.<br>• Contribute to the development and implementation of efficient workflows for estate planning and litigation processes.
<p>Real Estate Paralegal</p><p><br></p><p>A mid-sized and well-respected leader in real estate law is seeking a proficient Real Estate Paralegal to join their dynamic team.</p><p><br></p><p>About the Role:</p><p>The successful candidate will play an instrumental role in this legal team, supporting attorneys in a variety of real estate legal matters, with a focus on title and survey matters.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and revise real estate documents, with a focus on title and survey reviews. </li><li>Conduct legal research and perform administrative duties. </li><li>Liaise with clients, attorneys, and other professionals to gather and organize information relevant to transactions. </li><li>Coordinate closings and ensure all documents are appropriately prepared. </li><li>Contribute to the overall success of the firm by maintaining the highest standards of customer service and professional ethics.</li></ul><p>This Firm Offers:</p><ul><li>A collaborative and professional work environment. </li><li>Competitive compensation package. </li><li>A comprehensive benefit package. </li><li>Opportunity to work with highly experienced attorneys and a congenial team. </li></ul>
We are looking for an experienced Family Law Paralegal to join our team in Menlo Park, California. This role offers the chance to work on a variety of complex legal matters while contributing to a dynamic and collaborative environment. The position follows a hybrid schedule, requiring in-office presence two days per week.<br><br>Responsibilities:<br>• Provide attorneys with support in family law cases, including divorce proceedings, child custody disputes, property division, and marital agreements.<br>• Maintain and organize client records in electronic formats, ensuring accuracy and accessibility.<br>• Conduct legal research, manage attorney calendars, monitor court deadlines, and act as a point of contact between clients and attorneys.<br>• Draft legal documents such as pleadings, forms, and discovery materials, as well as coordinate court filings and process serving.<br>• Assist attorneys in trial preparation by creating pleadings, trial notes, and exhibit binders.<br>• Compile and serve discovery requests and responses in a timely manner.<br>• Arrange and oversee the preparation of materials for hearings, mediation sessions, and settlement conferences.<br>• Ensure compliance with local court rules and deadlines while managing administrative tasks efficiently.
We are seeking a skilled Paralegal to join our team in our San Jose, California branch. The role involves working closely with attorneys in handling various aspects of litigation within the industry that requires a high level of attention to detail. This position offers an exciting opportunity to apply your skills in Civil Litigation, Motions, Briefs, and Trial Preparation.<br><br>Responsibilities:<br>• Assisting attorneys with the management and preparation of legal documents, including motions, complaints, and briefs.<br>• Handling client and witness interviews for hearing, deposition, and trial.<br>• Conducting thorough and accurate legal support work as permitted by the rules of the California State Bar.<br>• Utilizing exceptional communication and analytical skills to resolve complex legal issues.<br>• Working independently and collaboratively with the team to ensure legal tasks are completed efficiently.<br>• Managing evidence in an organized manner to assist attorneys in the litigation process.<br>• Utilizing creative thinking and problem-solving skills to tackle legal challenges.<br>• Maintaining a high level of performance and delivering measurable results.
<p>We are looking for a Paralegal to join a commercial litigation firm in Oakland, California. This role is crucial to our operations as you will be responsible for assisting attorneys with legal and factual research, case management, and preparing legal documents. You will also have the opportunity to engage in various aspects of litigation from investigations to trial preparation.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist in the preparation and submission of filings with State and Federal Courts and arbitration tribunals.</p><p>• Schedule hearings, appointments, and deadlines, ensuring smooth case management.</p><p>• Maintain accurate case files, client information, and records in an organized manner.</p><p>• Conduct legal and factual research, including creating case timelines and synthesizing facts.</p><p>• Aid in the preparation of discovery requests and responses, subpoenas, pleadings, motions, and correspondence.</p><p>• Proofread, format, and check citations in documents, adhering to the Bluebook citation guide.</p><p>• Provide comprehensive assistance in all aspects of litigation, including investigations, discovery, and trial preparation.</p><p>• Maintain and manage document databases and logs; produce documents when necessary.</p><p>• Record time in accordance with ABA litigation guidelines.</p><p>• Perform other case-related administrative duties as assigned.</p>
<p>Semiconductor company has an immediate opening for a skilled and detail-oriented <strong>Patent Prosecution Paralegal</strong> to join our legal team. This position is ideal for a candidate with at least two years of experience in patent prosecution, including hands-on knowledge of U.S. patent regulations and procedures. The paralegal will be responsible for assisting attorneys in preparing, managing, and filing patent-related documents, ensuring compliance with USPTO (U.S. Patent and Trademark Office) requirements, and maintaining accurate records throughout the patent lifecycle. This is a fantastic opportunity to contribute to a growing organization's intellectual property (IP) portfolio while utilizing your highly specialized skills.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>U.S. Patent Prosecution Support</strong></p><ul><li>Filing with USPTO: Prepare and file patent applications, office action responses, information disclosure statements, and other related USPTO filings.</li><li>Docketing Management: Review and docket incoming USPTO correspondence and deadlines, ensuring all actions are tracked and completed in a timely manner.</li><li>Recording Assignments and Power of Attorneys (POAs): Prepare, file, and manage recording of patent assignments and Power of Attorney documents with the USPTO.</li></ul><p><strong>Administrative Duties</strong></p><ul><li>Maintain and update case files, ensuring all documentation is current and easily accessible.</li><li>Collaborate with attorneys and inventors to gather required documentation and information for filings.</li><li>Monitor and process routine patent file updates, including status reports and reminders for due dates.</li></ul><p><strong>Patent Portfolio Management</strong></p><ul><li>Assist in maintaining accurate records in patent portfolio management databases.</li><li>Track the status of patent applications throughout their lifecycle, including prosecution, maintenance, and renewals (as applicable).</li></ul><p><br></p>
<p>We are looking for an experienced Paralegal to join our litigation team. This role focuses on supporting complex litigation cases, requiring someone who thrives in a fast-paced environment and is skilled at managing multiple priorities. The ideal candidate will be detail-oriented, proactive, and adept at collaborating with attorneys and senior paralegals to ensure the efficient progression of legal matters.</p><p><br></p><p>Responsibilities:</p><p>• Assist litigation teams in managing cases through all stages, from initial filings to trial.</p><p>• Review, cite-check, and prepare legal documents for court submissions.</p><p>• Handle electronic filing and service of legal documents while ensuring compliance with court procedures.</p><p>• Organize and maintain case files, including deposition indexes and production databases.</p><p>• Support document production efforts and update databases with relevant case information.</p><p>• Coordinate trial preparations and provide on-site support during proceedings.</p><p>• Collaborate closely with senior paralegals and attorneys to ensure seamless case management.</p><p>• Work overtime as needed to meet deadlines and support litigation demands.</p>
<p>A well-established law firm situated in San Jose, California is looking for an experienced Paralegal to join their team. The ideal candidate will be adept at focusing on the processing of legal documents, maintaining accurate client records, and resolving legal inquiries. The Paralegal will also be responsible for monitoring case deadlines, court hearings, and discovery requests.</p><p><br></p><p>Responsibilities:</p><p>• Analyze law sources such as statutes, judicial decisions, legal articles, treaties, constitutions, and legal codes, and prepare summaries or reports.</p><p>• Organize, draft, and file legal documents and correspondence within the document management system.</p><p>• Prepare draft discovery responses and ensure compliance with case deadlines.</p><p>• Collect, categorize, and interpret data, including electronically stored information through eDiscovery software.</p><p>• Review and analyze reports, responses, and records produced by opposing counsel.</p><p>• Coordinate requests between multiple parties involved in litigation, maintaining regular communication with clients.</p><p>• Assist attorneys in preparing for and attending depositions, including summarizing deposition transcripts.</p><p>• Manage all details before, during, and after trial, which may occasionally include attendance and assistance at trial.</p><p>• Record daily billable and non-billable hours accurately in the firm’s timekeeping system.</p><p>• Adhere to all legal and ethical standards, maintaining client confidentiality and complying with firm policies.</p><p>• Foster an atmosphere of teamwork and cooperation, working productively and cooperatively with other employees.A well established la</p>
We are looking for a detail-oriented Plaintiff Litigation Paralegal to join our team in San Francisco, California. In this role, you will play a critical part in supporting attorneys with case preparation, discovery management, and client coordination. This position offers an opportunity to work on complex litigation matters involving multiple plaintiffs, requiring strong organizational skills and legal expertise.<br><br>Responsibilities:<br>• Manage intricate multi-plaintiff cases, ensuring client information is accurately gathered, analyzed, and organized.<br>• Maintain and update comprehensive client databases to support case management.<br>• Conduct thorough client intake interviews to gather essential case details.<br>• Monitor discovery and filing deadlines, keeping attorneys informed of upcoming tasks and ensuring timely submissions.<br>• Coordinate the collection of documents from clients to support discovery responses and establish liability and damages claims.<br>• Request and organize records such as medical bills, medical records, police reports, and other relevant documentation.<br>• Summarize and systematically organize medical records and associated expenses for case preparation.<br>• Assist attorneys with drafting and responding to written discovery requests, including interrogatories and Fact Sheets.<br>• File complaints, motions, and other legal pleadings with precision and timeliness.<br>• Notify lienholders and manage lien information effectively, ensuring compliance with settlement procedures.
<p><strong>Associate or Vice President, Data Governance</strong></p><p><strong>Compensation:</strong> Associate: $130–160K + Bonus + Excellent Benefits; VP: $160–190K + Bonus + Excellent Benefits</p><p><br></p><p><strong>About the Company</strong></p><p>Our client is a <strong>San Francisco–based family office</strong> serving multiple generations of an entrepreneurial family with a long-standing legacy of excellence and integrity. With over 150 professionals across diverse disciplines, the firm delivers <strong>comprehensive financial and investment services</strong>—including wealth management, financial planning, tax compliance, and philanthropic support.</p><p><br></p><p>Guided by the values of <strong>partnership, courage, humility, and doing what is right</strong>, the firm manages a sophisticated portfolio spanning multiple asset classes and investment strategies. Its mission is to <strong>steward capital responsibly, foster enduring relationships, and help clients and partners thrive across generations</strong>.</p><p><br></p><p><strong>About the Role</strong></p><p>This is a <strong>new and pivotal position</strong> on the firm’s <strong>Business Technology Integration (BTI)</strong> team, offering an exceptional opportunity to shape and implement an enterprise-wide <strong>Data Governance framework</strong> from the ground up.</p><p>Data governance is viewed here not just as compliance—it’s the <strong>foundation of trust, collaboration, and operational excellence</strong>. The successful candidate will help safeguard critical data, strengthen organizational resilience, and enable secure, data-informed decision-making across the enterprise.</p><p><br></p><p>Working closely with BTI, IT, and Legal, you’ll help <strong>design, refine, and operationalize</strong> governance programs and tools that ensure data integrity, security, and usability across the firm’s technology ecosystem (including Microsoft 365, Salesforce, Sage Intacct, and other core platforms).</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage and review work of outsourced fund administrators.</li><li>Maintain general ledgers and perform monthly closings, including reconciliations of bank, intercompany, investment, and partners’ capital accounts.</li><li>Prepare financial statements and quarterly investor reporting packages per LP agreements.</li><li>Assist with valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Support SEC compliance and reporting.</li><li>Oversee capital calls and distributions.</li><li>Collaborate with FP& A on portfolio dashboards and special projects.</li></ul><p><strong>Team Structure</strong></p><ul><li>Reports to: CFO & Principal, Finance</li><li>Fund Accounting: 2 Assistant Controllers</li><li>Corporate Finance: Controller, Staff Accountant, Benefits/Payroll Manager</li><li>Fund Admin: Gen II Fund Services</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>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. 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>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul>
<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. 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>Responsibilities:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul><p><br></p>
