35 results for Project Assistantcoordinator in San Francisco, CA

Manager, Business Systems Analysts

San Ramon, CA
remote
Permanent
113000.00 - 172000.00 USD / Yearly
Our client is seeking a strategic Manager, Business Systems Analysts to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions. Key ResponsibilitiesTeam Leadership & Development<ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul>Strategic Planning & Execution<ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul>Stakeholder Collaboration<ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul>Operational Excellence & Governance<ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul>Team Enablement & Accountability<ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul>
2025-12-09T21:53:52Z

Tax Manager - Prestigious Investment Firm

Berkley, CA
onsite
Permanent
120000.00 - 150000.00 USD / Yearly
Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect! About the RoleWe are seeking a motivated and detail‑oriented professional to join our team. In this role, you will contribute to key operational, strategic, or technical functions and collaborate with cross‑functional partners to support organizational goals. This position is ideal for someone who thrives in a dynamic environment and enjoys taking ownership of their work. Key Responsibilities<ul><li>Manage and execute core responsibilities related to the role, ensuring accuracy, timeliness, and adherence to internal policies.</li><li>Collaborate with internal and external stakeholders to support ongoing projects and operational workflows.</li><li>Provide clear, professional communication to team members, partners, or clients.</li><li>Analyze information, identify opportunities for improvement, and support decision‑making processes.</li><li>Participate in ad‑hoc tasks or initiatives as needed to support departmental goals</li></ul>What We Offer<ul><li>Competitive compensation aligned with role responsibilities and market standards.</li><li>Access to professional development opportunities and learning resources.</li><li>Supportive, team‑oriented environment with opportunities for impact and growth.</li></ul>
2025-12-19T21:08:58Z

Investor Services Associate – Leading Private Equity Firm

San Francisco, CA
onsite
Permanent
120000.00 - 150000.00 USD / Yearly
Interested? Let’s Connect!If this opportunity sounds like a great fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you! Investor Services Specialist – Premier Private Equity Firm About the RoleWe’re seeking an Investor Services Specialist to join a highly respected private equity firm. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and can manage multiple priorities with ease. You’ll play a key role in investor operations, communications, and data management while driving technology initiatives and process improvements. What You’ll DoInvestor Reporting<ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials</li></ul>Operations & Communication<ul><li>Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors</li></ul>Data & Systems<ul><li>Maintain accurate investor data across CRM and fund accounting platforms</li><li>Support system enhancements and implementations (Investorflow, Allvue, Sensr)</li></ul>Cross-Functional Collaboration<ul><li>Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic projects</li></ul>Compliance<ul><li>Coordinate AML/KYC documentation and tax forms with third-party service providers</li></ul>Continuous Improvement<ul><li>Identify opportunities to enhance reporting templates, workflows, and investor portal experiences</li></ul>Why Join Us<ul><li>Competitive base salary + annual bonus</li><li>100% employer-paid medical, dental, and vision coverage</li><li>Generous retirement contributions and additional firm perks</li><li>Collaborative, hands-on manager who values clarity, structure, and organization</li><li>Free meals and a supportive, team-oriented culture</li></ul>
2026-01-06T15:43:41Z

HR Generalist

Burlingame, CA
onsite
Permanent
100000.00 - 120000.00 USD / Yearly
Well established and stable company is seeking an HR Generalist/HR Manager to oversee a combination of payroll operations and broader HR functions. This role requires a deep understanding of CA labor laws along with the ability to manage employee relations and administrative tasks efficiently. Responsibilities:• Review and process new hires, terminations, pay changes, and special payroll adjustments. • Ensure compliance with California payroll regulations, including final pay requirements. • Maintain payroll records, audits, and reporting as required. • Coordinate with finance/accounting on payroll reconciliations. Human Resources (50%) • Support onboarding and offboarding processes; prepare new hire packets and conduct orientations• Maintain employee files and HRIS data integrity. • Assist with benefits administration, including enrollments, changes, COBRA notices, and open enrollment support. • Assist with employee relations matters by documenting conversations, scheduling meetings, and supporting investigations. • Support recruitment activities such as posting jobs, screening applicants, and coordinating interviews. • Maintain compliance with federal, state, and local employment regulations (California-specific compliance required). • Assist with safety programs, leave of absence tracking (FMLA/CFRA/PDL), and workers’ compensation claims. • Support HR projects, including handbook updates, training initiatives, and HR audits. • Duties include but are not limited to the above. Education and/or Experience
2025-12-31T23:18:49Z

Investor Services Associate – Premier PE Firm

San Francisco, CA
onsite
Permanent
120000.00 - 150000.00 USD / Yearly
Interested?Apply today and send your resume directly via LinkedIn to JC del Rosario — I’d love to connect! About the RoleWe’re looking for an Investor Services Specialist to join a highly regarded private equity firm. This position is perfect for someone who thrives in a fast‑paced environment, can balance multiple priorities, and enjoys solving problems on the fly. You’ll provide essential support across investor operations, communications, and data management while helping drive technology initiatives and process improvements. What You’ll DoInvestor Reporting<ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials.</li></ul>Operations & Communication<ul><li>Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors.</li></ul>Data & Systems<ul><li>Maintain accurate investor data across CRM and fund accounting platforms.</li><li>Support system enhancements and implementations (Investorflow, Allvue, Sensr).</li></ul>Cross‑Functional Collaboration<ul><li>Partner closely with Investor Relations, Finance, and external consultants on ad hoc and strategic projects.</li></ul>Compliance<ul><li>Coordinate AML/KYC documentation and tax forms with third‑party service providers.</li></ul>Continuous Improvement<ul><li>Identify opportunities to enhance reporting templates, workflows, and investor portal experiences.</li></ul>Why Join Us<ul><li>Competitive base salary + annual bonus</li><li>100% employer‑paid medical, dental, and vision</li><li>Generous retirement contributions and additional firm perks</li><li>Collaborative, hands‑on manager who values clarity, structure, and organization</li><li>Free meals and a supportive, team‑oriented culture</li></ul>
2025-12-22T17:33:39Z

Litigation Legal Secretary

Mill Valley, CA
onsite
Permanent
75000.00 - 110000.00 USD / Yearly
Robert Half is recruiting a Litigation Secretary for a highly regarded plaintiff-side personal injury and civil rights litigation law firm in the North Bay. The Legal Secretary will play a pivotal role in keeping the office functioning efficiently, assisting the partners with court filings, coordinating meetings, maintaining electronic case files, and working with clients to gather information and documents for discovery. A good candidate is organized, diligent, can work both independently and as part of a team, and is passionate about helping individual and family clients achieve justice and full recovery. Principle responsibilities:• Format, proofread, and finalize detailed correspondence, pleadings, and other legal documents;• File pleadings with both state and Federal trial courts;• Work with paralegal to prepare and serve discovery;• Process and handle incoming subpoenas and obtain medical records;• Communicate with clients in person, over the phone, and via email;• Create and maintain digital case files for each client;• Perform administrative duties, such as maintaining lawyers’ calendars, scheduling depositions and entering deadlines to the master calendar; and• Screen, process, direct, and prioritize incoming calls, emails, and mail. Desired qualifications:• 5+ year litigation legal assistant experience;• Knowledge of state and Federal (ECF) e-filing platforms, rules, and eDockets is preferred;• Bilingual fluency in Spanish and English is a plus factor;• Good written (including editing and proofreading) and verbal communication skills;• Excellent attention to detail and organizational skills, incl. ability to handle multiple projects;• Strong time management skills to handle multiple tasks with competing deadlines efficiently; and• Solid office software, word processing, database maintenance, and internet research skills. This is a terrific direct-hire opportunity with some telecommute flexibility to work remotely part of the week. Our client is offering an annual base salary range of $75,000 – 100,000+/year, depending on experience, for a regular 35-hour workweek (7-hour workday). Some overtime available, but it’s not common. There is bonus compensation and some employment benefits including HMO medical insurance plan, commuter checks, disability insurance, 401k Plan after at least one years of service, and paid vacation and paid sick leave. The attorneys and the office are very friendly and is a nice place to work. For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Mgr. for Permanent Placement Services, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-01-06T21:58:56Z

Investor Services Specialist at Private Equity Firm

San Francisco, CA
remote
Permanent
120000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Investor Services | Private Equity | San Francisco| Hybrid Our client is a well-established private equity firm, partnering with leading companies across industries. The firm values collaboration, innovation, and high performers who make a tangible impact. Join a dynamic investor services team supporting a hands-on manager. Competitive pay, excellent benefits, and opportunities to improve processes and work across teams make this a high-impact role in a growing environment. Responsibilities<ul><li>Prepare and distribute investor reporting packages</li><li>Manage capital calls, distributions, and investor communications</li><li>Maintain investor data and support onboarding for new funds and investors</li><li>Collaborate with Finance, Investor Relations, and external consultants</li><li>Assist with compliance, tax, and investor documentation</li><li>Identify and implement process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2025-12-20T21:38:47Z

Investor Services - Private Equity Firm

San Francisco, CA
remote
Permanent
110000.00 - 155000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Investor Services | Private Equity | San Francisco| Hybrid Our client is a well-established private equity firm, partnering with leading companies across industries. The firm values collaboration, innovation, and high performers who make a tangible impact. Join a dynamic investor services team supporting a hands-on manager. Competitive pay, excellent benefits, and opportunities to improve processes and work across teams make this a high-impact role in a growing environment. Responsibilities<ul><li>Prepare and distribute investor reporting packages</li><li>Manage capital calls, distributions, and investor communications</li><li>Maintain investor data and support onboarding for new funds and investors</li><li>Collaborate with Finance, Investor Relations, and external consultants</li><li>Assist with compliance, tax, and investor documentation</li><li>Identify and implement process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-01-05T23:24:14Z

Accounts Payable Specialist

Mountain View, CA
onsite
Temporary
32.00 - 40.00 USD / Hourly
Position Overview:The Accounts Payable Specialist will play a key role in the organization’s accounting operations by managing the end-to-end accounts payable process using NetSuite. This position is responsible for accurate invoice processing, timely payments to vendors, and maintaining proper AP records while ensuring compliance with company policies and procedures. The ideal candidate will have hands-on experience with NetSuite and a solid understanding of AP processes.Key Responsibilities:<ul><li>Process high-volume vendor invoices and employee expense reports within NetSuite.</li><li>Review, verify, and reconcile invoice and payment discrepancies and resolve any billing issues.</li><li>Manage weekly check runs, ACH, and wire payments to vendors.</li><li>Collaborate with internal teams and vendors to resolve invoice or payment inquiries.</li><li>Maintain accurate and organized accounts payable records within NetSuite.</li><li>Assist with month-end AP close and account reconciliations.</li><li>Reconcile vendor statements and research/investigate any outstanding balances.</li><li>Ensure compliance with company policies, internal controls, and SOX regulations as applicable.</li><li>Support the AP Manager and broader accounting team with ad hoc projects and process improvements.</li></ul>
2025-12-29T18:53:36Z

Family Office Accounting & Tax Strategist

San Francisco, CA
onsite
Permanent
140000.00 - 180000.00 USD / Yearly
Want to learn more?Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore whether this opportunity aligns with your next career move. About the RoleWe are seeking an Accounting & Tax Manager to support a sophisticated, multi‑entity family office. This role leads end‑to‑end accounting, reporting, investment administration, compliance, and tax functions across a diverse portfolio of entities. The ideal candidate brings deep technical expertise, strong leadership skills, and a service mindset suited for complex, high‑touch client environments. You will be a key contributor to financial stewardship and operational excellence, partnering closely with internal stakeholders and external advisors. Primary ResponsibilitiesClient & Advisory Support<ul><li>Collaborate across tax, estate, trust, insurance, and investment disciplines to deliver integrated client solutions.</li><li>Prepare clear, accurate, and customized reporting packages.</li></ul>Leadership & Oversight<ul><li>Supervise, train, and mentor accounting and administrative team members.</li><li>Manage outsourced providers while maintaining a strong client‑service orientation.</li></ul>Accounting & Reporting<ul><li>Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.</li><li>Manage monthly, quarterly, and annual close processes.</li><li>Prepare and review financial statements, including cash‑flow analyses and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, documentation, and audit support.</li><li>Enhance financial systems, internal controls, and reporting workflows.</li></ul>Planning & Analysis<ul><li>Lead budgeting, forecasting, and financial planning across multiple entities.</li><li>Evaluate financial and cash‑flow results and deliver actionable insights.</li><li>Develop liquidity strategies aligned with broader wealth‑management objectives.</li></ul>Compliance & Risk Management<ul><li>Ensure compliance with SEC, RIA, and relevant federal, state, and local regulations.</li><li>Oversee tax filings, estimated payments, 1099 reporting, and coordination with external tax preparers.</li><li>Maintain tax‑basis documentation and support audit readiness.</li><li>Identify and mitigate financial, operational, and investment‑related risks.</li><li>Support KYC/AML processes and maintain required documentation.</li></ul>Investment Administration<ul><li>Oversee administrative responsibilities for pooled investment vehicles.</li><li>Partner with external administrators and support investment‑related reporting.</li></ul>Additional Duties<ul><li>Contribute to special projects that enhance departmental and organizational operations.</li><li>Maintain strict confidentiality and professional discretion when handling sensitive financial information.</li></ul>
2025-12-26T23:44:13Z