We are looking for a Real Estate Attorney to join a dynamic legal practice serving clients in Lafayette, California. This opportunity is suited for an attorney with at least three years of experience who can advise on real estate matters and contribute to a broader practice focused on environmental, land use, and natural resources issues. Candidates at the associate or counsel level will be considered based on depth of experience and ability to manage sophisticated legal work.<br><br>Responsibilities:<br>• Advise clients on a broad range of real estate matters, including transactions, disputes, and regulatory issues affecting property use and development.<br>• Prepare, review, and negotiate legal documents such as purchase agreements, leases, easements, and other real estate-related instruments.<br>• Develop litigation strategy and draft motions, pleadings, and other court filings in connection with real estate and civil litigation matters.<br>• Conduct legal research and provide practical guidance on land use, environmental, and natural resources issues that intersect with property matters.<br>• Represent clients in negotiations, hearings, mediations, and other proceedings involving real estate rights and obligations.<br>• Partner with colleagues across related practice areas to deliver coordinated legal solutions for complex client matters.<br>• Manage active caseloads efficiently while maintaining high standards of legal analysis, responsiveness, and client service.
<p>Well established San Jose firm is looking for an attorney to join their litigation department. If you're a candidate who is eager to learn from an experienced partner with an interest in furthering their career, this could be a role in which you will thrive. Previous real estate, business, or trust litigation experience required.</p><p><br></p><p>Responsibilities</p><p>- Supporting attorneys and staff within the practice groups department</p><p>- Correspond with clients and the counsel for the opposing side</p><p>- Legal research and drafting of a wide range of legal documents</p><p>- Analyze and summarize legal documents</p>
<p>Essential Duties and Responsibilities: This person will support the Lease Administrator, and property management functions by coordinating lease documentation, tracking key dates, and ensuring compliance with lease terms. This role acts as a liaison between property managers, brokers, tenants, legal teams, and accounting to ensure accurate and timely lease execution and administration.</p><p><br></p><p>Key Responsibilities</p><p>• Integrate AI into the Key Responsibilities and duties of lease management and reporting</p><p>• Interface with tenants, brokers, legal counsel, and internal teams to resolve lease-related issues </p><p>• Negotiate with tenants on renewals as designated by Management</p><p>• Work with the Lease Administrator to prepare, review, and process lease documents, including new leases, amendments, renewals, and terminations </p><p>• Track critical lease dates (e.g., expirations, rent escalations, options) and ensure timely action </p><p>• Maintain accurate lease data in lease management systems and digital files </p><p>• Assist with rent commencement, billing setup, and communication with accounting teams </p><p>• Monitor compliance with lease terms and flag discrepancies or issues </p><p>• Generate reports related to lease status, expirations, and financial obligations </p><p>• Assist with special projects, including portfolio transitions or system implementations· </p><p><br></p><p>Qualifications: </p><p>• Detail-oriented with strong data accuracy focus </p><p>• Ability to manage multiple deadlines and priorities </p><p>• Problem-solving and analytical thinking </p><p>• Strong coordination and follow-up skills </p><p>• Team-oriented with ability to work cross-functionally</p><p>• Ability to integrate AI into Documents review and abstracts, redlines</p><p>• Familiarity with lease terminology and commercial real estate practices </p><p>• Experience with lease management software (e.g., Yardi) is a plus </p><p>• Strong organizational skills and attention to detail </p><p>• Proficiency in Microsoft Excel and document management systems </p><p>• Excellent written and verbal communication skills </p><p><br></p><p>Standards: High standards of quality and accuracy; strong work ethic. </p><p><br></p><p><br></p>
<p>We are looking for an Accounting Accounts Payable Specialist to join our team in Berkeley, California in a contract-to-permanent capacity. This onsite role is ideal for someone who brings solid accounts payable experience, strong attention to detail, and the ability to work effectively across departments. The position focuses on invoice handling, reimbursement processing, and accurate financial coding while supporting day-to-day accounting operations in a fast-paced environment.</p><p><br></p><p>100% onsite in Berkeley, CA</p><p>Schedule is Monday-Friday 8AM-5PM</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices, check payments, and employee expense reimbursements with a high degree of accuracy and timeliness.</p><p>• Review incoming billing documents for completeness, assign appropriate general ledger codes, and enter or upload records into the accounting system.</p><p>• Maintain organized electronic documentation to support payment activity, audit readiness, and internal recordkeeping.</p><p>• Coordinate with internal teams and external contacts to resolve invoice discrepancies, payment questions, and supporting documentation needs.</p><p>• Assist with accounts payable workflows using accounting payment platforms to ensure transactions are completed correctly.</p><p>• Support 1099 reporting activities and help maintain compliance with applicable financial and tax documentation requirements.</p><p>• Prepare journal entries and contribute to general ledger accuracy through careful review of financial data.</p><p>• Participate in accounting-related administrative tasks and provide support for ongoing process improvements within the AP function.</p>
<p>We are looking for a detail-oriented Corporate Paralegal with real estate experience to support complex financing and transactional matters in San Francisco, California. This role will focus on preparing and reviewing legal documentation, coordinating closing activities, and organizing due diligence materials across multiple deals. The ideal candidate brings strong judgment, exceptional follow-through, and the ability to manage deadlines in a fast-paced legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare financing and supporting legal documents for commercial real estate matters, including materials related to transfers, assumptions, lien releases, approvals, and closing deliverables.</p><p>• Examine transaction records for accuracy and completeness, such as deeds, lease memoranda, easements, notes, security instruments, assignments, intercreditor arrangements, and related certificates.</p><p>• Organize closings from start to finish by assembling signature packages, maintaining data rooms, tracking executed paperwork, and compiling final closing sets.</p><p>• Draft closing instructions and assist with loan closings involving real property and other pledged collateral.</p><p>• Review settlement statements and help facilitate the filing, recording, and post-closing distribution of required documents.</p><p>• Analyze title commitments, surveys, easements, restrictive covenants, endorsements, and title policies, and prepare summaries identifying key issues and required follow-up.</p><p>• Request, collect, and evaluate diligence items, including organizational records, registration materials, and other entity-related documentation.</p><p>• Maintain transaction calendars and critical date trackers to ensure timely completion of milestones, deliverables, and filing requirements.</p><p>• Prepare and review corporate governance and entity documents, including formation papers, partnership or operating agreements, bylaws, resolutions, stock-related records, and dissolution materials.</p><p>• Provide quality control across active matters and offer coverage support for the broader legal team when priorities shift or additional assistance is needed.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><strong>Compensation: $115,000–$140,000 DOE</strong></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.</p><p>The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Financial Advisor | Wealth Management | San Francisco; Hybrid</strong></p><p> </p><p>A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.</p><p> </p><p>This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a <strong>high-visibility role working closely with senior advisors and leadership</strong>, with broad exposure across financial planning, investments, operations, and client service.</p><p> </p><p>Ideal for someone looking to <strong>deepen their financial planning experience </strong>and grow toward a client-facing role. Supportive leadership,<strong> strong work/life balance</strong>, and company support for licensing and professional development.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our client is looking for a Litigation Associate to join their growing insurance defense practice in Walnut Creek, California. This role offers the opportunity to work on a varied caseload involving liability-related disputes, including bodily injury, premises, automobile, and construction matters. The attorney in this position will contribute across the life of each case, from initial evaluation through discovery, motion practice, and trial readiness.</p><p><br></p><p>Responsibilities:</p><p>• Manage defense matters involving personal injury, premises liability, auto, and construction-related claims from assignment through resolution.</p><p>• Prepare litigation documents such as pleadings, motions, briefs, affidavits, discovery materials, and settlement communications with accuracy and attention to deadlines.</p><p>• Support case strategy by performing legal research, analyzing facts, and developing arguments for motions, hearings, and other proceedings.</p><p>• Attend court appearances, depositions, mediations, and hearings, and represent clients professionally in each setting.</p><p>• Work closely with clients, expert witnesses, attorneys, and legal support staff to keep matters moving efficiently and strategically.</p><p>• Maintain organized case files and monitor litigation calendars to ensure timely filings, responses, and case preparation.</p><p>• Assist with trial preparation by organizing exhibits, reviewing evidence, coordinating witnesses, and preparing case materials.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days</strong></p><p> </p><p>A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.</p><p> </p><p>This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | Venture Capital Firm | Menlo Park; Hybrid | Base + Bonus + Carry</strong></p><p> </p><p>Join a <strong>highly regarded early-stage venture capital firm</strong> investing in the next generation of AI, developer tools, infrastructure, digital biology, and enterprise software. With a strong reputation, experienced leadership, and a collaborative culture, this is a great opportunity to gain meaningful exposure to <strong>venture capital finance and operations</strong>.</p><p> </p><p>Reporting directly to the <strong>Controller</strong> and working closely with the CFO and external fund administrator, you'll gain hands-on experience across <strong>fund accounting, investor reporting, audits, tax, and management company accounting</strong>. This is an ideal role for someone who wants broad responsibility, strong mentorship, and the opportunity to grow within a <strong>lean, entrepreneurial team</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support <strong>fund accounting and reporting</strong> across multiple venture funds and related entities</li><li>Assist with <strong>capital calls, distributions, management fees, and fund expenses</strong></li><li>Maintain reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Support <strong>investor reporting</strong> and ad hoc requests</li><li>Partner with the external fund administrator</li><li>Support annual <strong>audit and tax</strong> processes, including K-1 reporting</li><li>Assist with management company and GP accounting</li><li>Support cash reconciliations and month-end close</li><li>Contribute to <strong>process improvements, fund launches, and special projects</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A well-established Wealth Management firm is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for a financial services professional with <strong>4+ years of experience and exposure to financial planning</strong> who is looking to take on greater client responsibility and grow within a high-touch advisory environment.</p><p>The Associate Advisor will work closely with clients and senior advisors across <strong>wealth planning, investment management, and day-to-day client service</strong>. This person will have meaningful exposure to client relationships and the opportunity to participate in client meetings while working within a small, team-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Build strong client relationships and serve as a trusted point of contact for ongoing needs</li><li>Prepare for and participate in client meetings, including follow-up and action items</li><li>Coordinate client requests, account activity, transfers, trades, and other financial transactions</li><li>Assist with investment portfolio monitoring and implementation of client investment strategies</li><li>Support comprehensive financial planning across retirement, tax, estate, education, cash flow, and other planning areas</li><li>Maintain accurate client records and ensure work is completed thoroughly and on schedule</li><li>Partner closely with advisors and internal teams to deliver a seamless client experience</li><li>Contribute to firm initiatives, team projects, and knowledge-sharing opportunities</li></ul><p> </p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match</strong></p><p> </p><p>Robert Half Financial Services is partnering with an established <strong>Registered Investment Advisory (RIA) firm in San Ramon</strong> on an exciting opportunity for an <strong>Associate Advisor</strong> to join a growing wealth management team.</p><p>This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.</p><p>As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul><p> </p>
<p>Jennifer Fukumae with Robert Half is partnering with a fast-growing private markets platform seeking a <strong>Fund Operations Associate</strong> to join its team.</p><p> </p><p>This is an opportunity to sit at the center of the firm's fund operations and treasury infrastructure, supporting the lifecycle of a rapidly growing portfolio of funds. The ideal candidate will bring a strong foundation in fund accounting or fund operations but is also someone who is proactive, takes ownership, and enjoys solving problems in a fast-paced environment.</p><p> </p><p><strong>What You'll Do</strong></p><ul><li>Support the day-to-day operations of a large and growing portfolio of private market funds.</li><li>Coordinate and execute capital calls, distributions, wires, and other fund-related transactions.</li><li>Support treasury operations, including banking activity and lines of credit.</li><li>Maintain accurate investor and fund data across internal systems and platforms.</li><li>Partner closely with internal teams, fund administrators, banks, and other external counterparties.</li><li>Help ensure the accuracy, timeliness, and overall operational health of the funds.</li><li>Identify issues and take ownership of finding solutions rather than simply escalating problems.</li><li>Collaborate across a growing organization with teams located in multiple offices.</li><li>Contribute to process improvement, automation, and technology initiatives as the platform continues to scale</li></ul><p><br></p>