<p>Robert Half is partnering with a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for an organized and detail-oriented Tech Asset Management Coordinator to join our client's team in San Ramon, California. In this long-term contract role, you will play a pivotal part in managing IT assets, ensuring accurate inventory tracking, and supporting the efficient operation of technical resources. This is an excellent opportunity for someone with a strong background in asset management and inventory systems.</p><p><br></p><p>Responsibilities:</p><p>• Track and maintain accurate records of IT assets, including hardware and software inventory.</p><p>• Coordinate asset management processes to ensure compliance with organizational standards.</p><p>• Assist in the deployment, retrieval, and lifecycle management of technical equipment.</p><p>• Conduct regular audits to verify the accuracy of asset inventory and resolve discrepancies.</p><p>• Collaborate with cross-functional teams to support asset allocation and utilization.</p><p>• Provide technical support and troubleshooting for asset-related issues.</p><p>• Ensure proper documentation and reporting for asset transfers and decommissioning.</p><p>• Develop and implement strategies to optimize asset management processes.</p><p>• Monitor and report on asset performance and availability to stakeholders.</p><p>• Maintain clear communication with vendors and service providers to facilitate asset procurement.</p>
<p>We are looking for an experienced Senior Payroll Admin to oversee and manage payroll operations for a manufacturing company in Hayward, California. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee end-to-end payroll processing for all employees, ensuring accuracy and compliance with laws, regulations, and company policies</li><li>Administer and maintain payroll systems, ensuring data integrity and supporting system upgrades and enhancements</li><li>Prepare payroll-related journal entries, reconcile reports, and ensure balance accuracy</li><li>Partner with HR, Finance, and other departments to validate payroll data for hires, terminations, promotions, and salary adjustments</li><li>Investigate and resolve payroll discrepancies, ensuring timely and accurate resolution</li><li>Generate and review payroll reports, including tax filings, benefit deductions, and compliance reporting</li><li>Coordinate with third-party vendors to ensure accurate and timely transmission of payroll and benefits information</li><li>Respond to employee payroll inquiries, delivering clear communication and excellent support</li><li>Safeguard sensitive payroll data, maintaining confidentiality and compliance with security standards</li><li>Stay current on payroll regulations and implement necessary process updates</li><li>Support audits and prepare reports for internal and external stakeholders</li><li>Perform additional payroll-related duties as assigned</li></ul>
<p>We are seeking a <strong>Space Planner / Moves Manager</strong> to support a fast-paced facilities team. This role is fully onsite in Santa Clara, CA. This position plays a critical role in overseeing relocations, workplace changes, and space utilization efforts to ensure seamless operations for employees. The role requires strong project management skills, vendor coordination, and the ability to lead moves and change initiatives under tight timelines.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Move & Relocation Project Management</strong></p><ul><li>Manage relocation projects, including scheduling, budgets, and vendor resources.</li><li>Lead RFQs, estimates, and planning for small to large-scale moves.</li><li>Oversee cleaning and preparation before and after moves.</li><li>Audit relocation and reconfiguration work after-hours to ensure readiness for client use.</li><li>Serve as the primary point of contact for all move-related communications.</li></ul><p><strong>Communication & Coordination</strong></p><ul><li>Act as liaison between internal teams, external vendors, and stakeholders.</li><li>Attend planning meetings and ensure alignment across all parties.</li><li>Coordinate move logistics while maintaining health and safety compliance.</li></ul><p><strong>Procurement & Vendor Management</strong></p><ul><li>Submit purchase requests and manage purchase orders.</li><li>Track invoices and vendor performance for move-related services.</li></ul><p><strong>Inventory & Furniture Management</strong></p><ul><li>Partner with warehouse staff to maintain accurate furniture inventory.</li><li>Audit onsite assets and ensure utilization accuracy.</li><li>Act as the point of contact for furniture inventory management.</li></ul><p><strong>Team Support & Back-Up Responsibilities</strong></p><ul><li>Provide back-up support for Client MAC Coordinator on daily scheduling and move activities.</li><li>Assist with name tag installations and workstation updates.</li><li>Mentor and coach junior staff while cross-training team members.</li></ul><p><strong>Documentation, Compliance & Auditing</strong></p><ul><li>Ensure compliance with regulatory and company standards.</li><li>Audit workstations and shared spaces for accuracy, repair, and functionality.</li><li>Troubleshoot and resolve operational issues as needed.</li></ul>
<p>We are looking for an experienced Network/Systems Manager to join our team in Livermore, California. This is Network/Systems Manager a Contract-to-Permanent position offering an opportunity to lead and oversee critical network operations while collaborating with management and technical teams. The ideal Network/Systems Manager will take ownership of network systems, provide strategic recommendations for improvements, and ensure seamless technology operations across multiple sites. This is an onsite position sitting in Livermore, Ca. </p><p><br></p><p>The ideal Network/Systems Manager will have Palo Alto firewall experience, strong Cisco networking skills, and a background in Active Directory, VMware, and Google Workspace. The Network/Systems Manager will also help manage security in collaboration with our managed security provider, including patch management, configurations, and oversight of new firewall deployment. Experience with Cisco VoIP systems—particularly in design and configuration—is preferred. </p><p><br></p><p>When the current manager is out, this Network/Systems Manager role will act as the primary liaison to upper management, requiring excellent communication skills and the ability to present clearly to executives. You will also be the go-to person for staff when issues arise, ensuring problems are addressed quickly and effectively.</p><p><br></p><p>Responsibilities:</p><p>•<strong>Key Responsibilities</strong></p><ul><li>Oversee the network and virtual server environments, ensuring reliable and secure operations across all sites.</li><li>Administer LAN/WAN infrastructure including Cisco network equipment, virtualization platforms (VMware), Active Directory, user accounts, and network services.</li><li>Manage and configure firewalls (Palo Alto) and coordinate with security providers for patching, monitoring, and threat mitigation.</li><li>Oversee deployment of new network and security hardware, including upcoming firewall projects.</li><li>Configure and support Cisco VoIP systems, including design and implementation.</li><li>Troubleshoot and resolve hardware, software, and network issues to minimize downtime.</li><li>Evaluate requests for technical assistance, determine appropriate actions, and assign resources accordingly.</li><li>Collaborate with leadership to plan short- and long-term technology upgrades, replacements, and system improvements.</li><li>Design and optimize network architectures (e.g., VLAN, VPN, routing, content filtering, QoS, IDS/IPS, etc.) for high performance and security.</li><li>Install and update network software, service packs, and security patches across multiple platforms.</li><li>Monitor servers, appliances, and network devices to ensure proper performance and availability.</li><li>Lead technology projects, including migrations, new implementations, and product evaluations, ensuring they meet deadlines and quality standards.</li><li>Coordinate with internal teams, vendors, and contractors to complete projects and resolve issues efficiently.</li><li>Prepare documentation including network maps, technical reports, procedures, and recommendations for improvements.</li><li>Stay informed on industry trends, tools, and best practices to inform purchasing and operational strategies.</li><li>Act as a primary contact for management, providing updates, reports, and recommendations.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
<p>We are seeking a detail-oriented Administrative Assistant to support the counseling department in East County. This long-term contract position plays a vital role in providing front desk assistance and facilitating daily departmental operations. The ideal candidate will excel at delivering outstanding customer service, adapting to dynamic situations, and working collaboratively with a diverse group of individuals.</p><p><br></p><p>Administrative Assistant responsibilities:</p><p>• Manage and update student appointments using scheduling systems and Microsoft Outlook.</p><p>• Provide administrative support to ensure the smooth daily operations of the counseling department.</p><p>• Prepare, process, and maintain departmental forms, reports, and schedules.</p><p>• Train, guide, and assist student ambassadors and other student workers as needed.</p><p>• Intake and direct students in crisis to appropriate counseling resources.</p><p>• Collaborate with team members and department administrators to maintain seamless workflows.</p><p>• Answer incoming calls and emails with professionalism and accuracy.</p><p>• Maintain a welcoming and organized front desk environment while assisting students and staff.</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today!</p>
We are looking for a skilled and dedicated Attorney with expertise in family law to join our team in Menlo Park, California. This is a hybrid role, offering the opportunity to work on a variety of legal matters while maintaining a balance of in-office and remote work. Our firm provides a supportive environment, competitive benefits, and opportunities for growth and performance-based bonuses.<br><br>Responsibilities:<br>• Manage multiple assignments from partners, prioritize tasks effectively, and meet tight deadlines.<br>• Represent clients in family law hearings and other court proceedings independently.<br>• Collaborate with team members to provide clear and precise communication with clients, opposing counsel, and legal experts.<br>• Draft, review, and analyze a wide range of legal documents, including motions, pleadings, and correspondence.<br>• Conduct thorough legal research using various tools and resources, such as LexisAdvance and Attorney's Briefcase.<br>• Summarize and provide clear analyses of legal documents and case findings.<br>• Maintain effective communication with clients to keep them informed and updated on their cases.<br>• Work closely with legal secretaries, paralegals, and attorneys to ensure smooth case management.
<p><strong>Assistant Controller – Venture Capital</strong></p><p>📍 Palo Alto, CA | Hybrid / <strong>Remote Option</strong></p><p>💰 $150–180k base + Bonus + Carry Potential</p><p> </p><p>📩 <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with an established and growing venture capital firm based in Palo Alto that is seeking an <strong>Assistant Controller</strong> to support and help scale its internal finance function. With over $500M in assets under management across four active funds—and a fifth fund launching soon—this is a critical hire as the firm prepares for its next phase of growth.</p><p> </p><p><strong>About the Role:</strong></p><p>This is a hands-on position for a finance professional with strong fund accounting experience who is ready to take on a high-impact role. Reporting directly to the Founding Partner, the Assistant Controller will work as the key internal finance resource—supporting fund operations and managing relationships with external vendors including the fund administrator, tax advisors, auditors, and a fractional CFO.</p><p>This is an excellent opportunity for someone who thrives in a lean, entrepreneurial environment and is eager to grow with the firm by refining systems, supporting infrastructure development, and playing an integral part in future fundraising cycles.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Support all fund and management company accounting</li><li>Assist with audits and tax processes alongside external providers</li><li>Help maintain reporting to LPs, including capital calls and distributions</li><li>Monitor cash flow and support capital planning across entities</li><li>Contribute to the buildout of internal financial controls and processes</li><li>Prepare internal financial reports and LP-facing dashboards</li><li>Assist in fund modeling, valuations, and fundraising preparation</li><li>Partner closely with the Founder and leadership team on strategic initiatives</li></ul>
<p>Midsized law firm is seeking a skilled Litigation Paralegal to join their team. In this role, you will provide comprehensive litigation support to attorneys, ensuring cases are handled efficiently from start to finish. This position offers the opportunity to work on complex legal matters while utilizing cutting-edge e-discovery technology and collaborating with a dynamic team.</p><p><br></p><p>Responsibilities:</p><p>• Manage case workflows from initiation through resolution, including trial or settlement and post-trial activities.</p><p>• Draft, review, and edit legal documents, ensuring citation accuracy and compliance.</p><p>• Oversee document reviews and leverage e-discovery tools to organize, search, and produce relevant data.</p><p>• Coordinate and manage document productions, ensuring accuracy and timeliness.</p><p>• Assist with preparation for depositions and hearings by compiling exhibits and creating witness outlines.</p><p>• Perform litigation support tasks such as Bates stamping, hyperlinking PDFs, and managing litigation deadlines.</p><p>• Draft subpoenas and facilitate their proper service, while obtaining necessary documents from third parties.</p><p>• Collaborate with vendors to secure litigation support services and resources.</p><p>• Conduct legal research and monitor pending decisions relevant to ongoing cases.</p><p>• Maintain accurate and detailed billable time entries, ensuring compliance with annual billing requirements.</p>
About the Role<br>The IT Systems Analyst plays a key role in shaping how employees interact with technology across the organization. This hybrid position combines systems analysis, technical support, user enablement, and service improvement to ensure IT solutions are reliable, user-friendly, and aligned with business needs.<br><br>In this role, you’ll collaborate with end users, IT colleagues, and business teams to optimize system performance, improve service delivery, and enhance the overall user experience. The ideal candidate brings a blend of technical expertise, problem-solving ability, project coordination, and strong communication skills.<br><br>Key Responsibilities<br><br>Business & Systems Liaison: Partner with stakeholders to identify challenges and translate them into technical or process improvements.<br><br>IT Training & Enablement: Design and deliver training programs that drive adoption of IT systems and improve efficiency.<br><br>Knowledge Management: Create user-facing documentation such as knowledge base articles, process guides, and training materials.<br><br>System & Service Analysis: Monitor ITSM data, system performance, and usage trends to identify recurring issues and opportunities for optimization.<br><br>Problem Management: Conduct root cause analysis and recommend long-term solutions for complex technical issues.<br><br>Continuous Improvement: Support service review processes and lead initiatives that improve usability, automation, and overall user satisfaction.<br><br>Requirements Gathering: Capture business requirements for new features, enhancements, and service offerings.<br><br>Change Enablement: Contribute to rollouts by preparing communication, training, and support resources.<br><br>System Testing & Validation: Assist in user acceptance testing (UAT) to ensure system changes align with business needs.<br><br>Technical Support: Provide tier 1 and 2 support for escalated issues, documenting and triaging as appropriate.<br><br>Vendor Coordination: Collaborate with third-party providers for system delivery, support, and infrastructure services.<br><br>IT Governance: Promote adherence to IT policies, standards, and best practices.<br><br>Project Participation: Engage in cross-functional IT initiatives, representing the end-user perspective.<br><br>Qualifications<br><br>Bachelor’s degree in a technology-related field, or equivalent experience.<br><br>5+ years in IT systems analysis, technical support, service delivery, or vendor management.<br><br>Strong ability to translate technical issues into business-focused solutions.<br><br>Proven track record designing and delivering IT training.<br><br>Experience driving process improvements or service optimization.<br><br>Familiarity with ITSM tools (e.g., ServiceNow, Jira, Zendesk, Freshservice).<br><br>Hands-on experience with:<br><br>Microsoft 365 (Exchange Online, Teams, SharePoint, OneDrive)<br><br>Identity & access management (Active Directory, Microsoft Entra ID)<br><br>Device lifecycle/endpoint management (Intune, Autopilot)<br><br>Network monitoring and troubleshooting (e.g., Cisco, SolarWinds)<br><br>Contact center platforms (e.g., Genesys, Five9, 8x8, NICE inContact)<br><br>Strong interpersonal and communication skills; comfortable working with both technical and non-technical stakeholders.<br><br>Excellent documentation and reporting skills.<br><br>ITIL certification (v3 or v4) preferred.<br><br>Microsoft 365 or similar technical certifications a plus.
<p>Our client is seeking a Platform Software Engineer III – ATI to support the underlying infrastructure, platforms, and services that power applications and ELT/ETL processes. The ideal candidate will have a strong foundation in infrastructure automation, cloud technologies (AWS/Azure), monitoring, CI/CD frameworks, and platform reliability. Hands-on experience with programming and scripting languages such as Python, Spark, Jupyter Notebooks, Java, SQL, and Shell scripting is essential. </p><p> This role focuses on building and maintaining scalable, reliable, and secure platform components that enable development teams to deliver features efficiently. Responsibilities include designing and implementing system improvements, managing infrastructure as code, optimizing CI/CD workflows, supporting production environments, collaborating across teams, and participating in all phases of the development life cycle. </p><p> What You’ll Do: Design and develop complex platform components for core infrastructure, CI/CD pipelines, and cloud-native services. </p><p> Implement and maintain components across the platform stack, including IaC, middleware, orchestration, and monitoring. </p><p> Conduct peer code reviews, provide guidance, and mentor entry level engineers. </p><p> Refactor and improve existing platform code for scalability, maintainability, and performance. </p><p> Deliver robust, testable modules using TDD methodologies. </p><p> Lead the design of infrastructure modules, CI/CD integrations, and system automation with high availability and fault tolerance. </p><p> Produce and maintain technical design documentation. </p><p> Define and review integration and unit testing strategies. </p><p> Debug and resolve infrastructure-level issues, deployment failures, and automation bugs. </p><p> Provide Level III support for critical production issues. </p><p> Collaborate across teams to improve platform services and reliability.</p>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p>POSITION SUMMARY</p><p>The role of HR Payroll Coordinator provides administrative support within the firm’s human resources department. This role fosters positive relationships between HR and employees, vendors, other business partners.</p><p><br></p><p>POSITION RESPONSIBILITIES</p><p>Provide essential support to HR operations including but not limited to, responding to employee and external inquiries; provide support in the areas of recruitment, payroll and benefits; HR file maintenance; audit support; onboarding and offboarding; HRIS support.</p><p><br></p><p>This contract position has a flexible schedule and will be based 100% on site, approximately 3-4 days/ 24-32 hours per week.</p><p><br></p><p>In this role, you will be supporting the HR director with payroll, assisting employees with open enrollment/benefit plan selection and providing general human resources assistance.</p><p><br></p><p>Experience with data entry, MS Office Suite and ADP and/or Paylocity, is preferred.</p>
<p>A City government client in Vacaville seeking a skilled <strong>Paralegal</strong> to provide essential legal support to the City Attorney’s Office. This is an excellent opportunity to leverage your litigation and research experience in a public sector setting, while contributing to meaningful work that impacts the local community.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><p>In this role, you’ll serve as a key resource to attorneys and city staff by:</p><ul><li>Conducting legal research and analyzing statutes, case law, ordinances, and administrative rulings.</li><li>Drafting, editing, and reviewing legal documents including pleadings, contracts, discovery responses, ordinances, resolutions, and correspondence.</li><li>Supporting public records requests, including reviewing and redacting documents in coordination with the City Clerk.</li><li>Assisting with liability claims, subpoenas, and case management.</li><li>Organizing and summarizing depositions, transcripts, and case files to support litigation strategy.</li><li>Managing calendars, deadlines, and filings for court hearings, depositions, and other legal proceedings.</li><li>Serving as a liaison between attorneys, city staff, claims adjusters, and external stakeholders.</li><li>Maintaining organized, confidential records and case files.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. They are seeking a <strong>professional, detail-oriented Office Manager - Finance</strong> to join their established and growing team in San Ramon. This role is ideal for someone who can confidently oversee office operations while also handling firm-level accounting responsibilities such as accounts payable. As the first point of contact for many day-to-day operations, the Office Manager plays an essential role in supporting both the internal team and the firm’s high-net-worth clientele.</p><p><br></p><p>If interested in hearing more and for faster consideration, message Jennifer Fukumae on LinkedIn. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Office Management</strong>: Oversee the day-to-day operations of the office, including supplies, scheduling, vendor coordination, and office upkeep.</li><li><strong>Accounting & Finance Support</strong>: Manage accounts payable, support reconciliations, and assist with financial reporting through QuickBooks.</li><li><strong>Payroll & HR Support</strong>: Partner with leadership to support payroll, onboarding, and benefits administration.</li><li><strong>Technology Coordination</strong>: Provide basic IT troubleshooting and work with external vendors as needed.</li><li><strong>Executive & Team Support</strong>: Serve as a resource to firm leadership and staff, ensuring smooth operations across departments.</li><li><strong>Special Projects</strong>: Lead or support firm-wide projects as needed in partnership with Operations leadership.</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><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
