<p><strong>Senior Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An independent RIA firm in the Bay Area is seeking a Senior Wealth Manager to lead high-value client relationships, mentor junior advisors, and contribute to firm-wide strategic initiatives. This is a unique opportunity for a seasoned professional to join a collaborative, client-first team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, emphasizing personal fulfillment, empowerment, and community engagement. Advisors are encouraged to think beyond financial returns and help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Wealth Manager will manage a personal book of business, source and close new client relationships, and play a leadership role in firm growth. The ideal candidate thrives in a values-driven environment and is ready to take on strategic and mentoring responsibilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and adjust plans covering retirement, tax, estate, investment, and risk management</li><li>Mentor associate advisors and foster a culture of excellence</li><li>Ensure compliance with regulatory standards and firm policies</li><li>Source and close new client relationships aligned with firm strategy</li><li>Engage with centers of influence to generate referrals</li><li>Participate in marketing, networking, and community events</li><li>Lead initiatives to improve processes and client experience</li><li>Collaborate with leadership on strategic goals</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Percentage of revenue managed plus goals-based bonus</li><li>Potential for equity ownership</li><li>401(k) with company match</li><li>Paid time off and holidays</li><li>Leadership opportunities within the firm</li><li>Access to advanced training, conferences, and industry networking</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>Robert Half's client in Walnut Creek, CA is seeking a contract-to-hire Administrative Assistant. The Assistant will provide support for all programs by enforcing policies and assisting with implementation of the programs. This role will work collaboratively with Senior Programs Associate; Programs Associates and State Chairs. The focus will be on providing support to all stakeholders throughout the year. </p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Knowledgeable on all company Programs Policies and Procedures </p><p>• Provide phone support to teachers, parents and students</p><p>• Provide customer support in Zendesk</p><p>• Provide back up to Administrative Assistant with materials sales</p><p>• Create technical documents and support tools</p><p>• Assist with certificate organization and distribution</p><p>• Assist with the facilitation of in person and online Certificate of Merit testing</p><p>• Review all program materials for Convention in hardcopy and digital forms</p><p>• Assist with membership renewals customer service (seasonally) </p><p>• Assist with Membership Department’s archiving project</p><p><br></p><p>Requirements:</p><p>• Travel to Certificate of Merit and other Program testing locations</p><p>• Travel to the annual Convention every year on or around Fourth of July</p><p>• Overtime required during the Convention Week</p><p>• Overtime required on weekends during the months of January, February and March</p><p>QUALIFICATIONS AND EDUCATION REQUIREMENTS</p><p>• BA in English, Business or related field a plus</p><p>• Excellent written and verbal communication skills</p><p>• Proficiency in Microsoft Office, Zendesk, and Google Docs</p><p>• Experience with databases</p><p>PREFERRED SKILLS</p><p>• Time management skills</p><p>• Experience with Project Management software</p><p>• Able to work collaboratively and independently</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today!</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a collaborative and client-focused wealth management team who is seeking a <strong>Client Service Specialist</strong> to join their team! This role is a key part of the client services function, supporting advisors in all aspects of client management and operations. Reporting directly to the VP of Client Services, the position requires attention to detail, organizational skills, and a proactive approach to ensure high-quality service for all clients.</p><p><br></p><p><strong>Interested in this opportunity?</strong> Apply directly and connect with <strong>Jennifer Fukumae on LinkedIn</strong> for confidential consideration.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Develop and maintain strong relationships with clients, advisors, and internal team members.</li><li>Respond to ongoing client requests in a timely and accurate manner, aiming to exceed expectations.</li><li>Compose professional correspondence, including letters and emails, on behalf of advisors.</li><li>Assist advisors with administrative and client-related tasks, proactively identifying ways to support the team.</li><li>Work effectively with employees across multiple office locations using a variety of communication tools.</li><li>Maintain a paperless office, completing account paperwork electronically whenever possible.</li><li>Input, update, and verify client information in internal systems.</li><li>Maintain and improve client service procedures and processes.</li><li>Take ownership of daily client service functions as appropriate.</li><li>Support front desk operations, including greeting clients and managing meeting spaces.</li><li>Perform general administrative duties, including phone coverage and scheduling support.</li></ul><p><strong>Systems & Tools</strong></p><ul><li>Proficiency with client relationship management (CRM) and document management systems (e.g., Salesforce, DocuSign, SharePoint, Zoom, Teams).</li><li>Strong computer skills, including Microsoft Office Suite.</li></ul>
<p><strong>Associate Financial Planner</strong></p><p><strong>Location:</strong> San Francisco (Hybrid – 2 days/week) or Fully Remote</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A boutique wealth management firm is seeking an intellectually curious and analytically driven <strong>Associate Financial Planner</strong> to join its team. This is a rare opportunity to work directly with a senior advisor recognized nationally for excellence in wealth management, and to build a long-term career in strategic financial planning.</p><p><br></p><p><strong>About the Role</strong></p><p>This position is ideal for someone who thrives in a fast-paced, detail-oriented environment and is passionate about solving complex financial problems. You’ll begin at an apprentice level, learning the intricacies of financial planning for high-net-worth and ultra-high-net-worth families, including senior executives and board members of public companies.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p><strong>Client Planning & Analysis</strong></p><ul><li>Prepare retirement, estate, education, and equity compensation analyses</li><li>Use eMoney to build and refine comprehensive financial plans</li><li>Analyze tax implications, insurance policies, and stock concentration strategies</li><li>Stay current on economic trends and tax law changes to inform client strategies</li><li>Coordinate pre-meeting prep including agendas, research, and implementation plans</li></ul><p><strong>Technology Platforms</strong></p><ul><li>eMoney (Financial Planning)</li><li>Charles Schwab (Custodian)</li><li>Redtail (CRM)</li><li>Orion (Reporting)</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + bonus + profit sharing</li><li>Annual 401(k) match and medical/dental benefits</li><li>15 vacation days + 5 sick days + NYSE holidays</li><li>Significant growth potential and year-over-year raises</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>We are looking for a dedicated Receptionist to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact, ensuring smooth daily operations while providing exceptional customer service. This position is ideal for someone passionate about supporting healthcare services and contributing to the well-being of the community.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and assist them with check-in procedures, ensuring adherence to safety and screening protocols.</p><p>• Collaborate with clinic staff to facilitate the arrival and departure of clients.</p><p>• Handle incoming calls professionally, redirecting inquiries and providing accurate information as needed.</p><p>• Coordinate deliveries and communicate with clinic staff to ensure timely collection of items.</p><p>• Maintain the front desk area, ensuring it remains organized and presentable.</p><p>• Lock and unlock facility doors as part of daily operations.</p><p>• Sign in participants and provide guidance on building procedures.</p><p>• Assist with administrative tasks, including scheduling and record-keeping.</p><p>• Respond promptly to questions or concerns from staff or visitors.</p><p>• Work closely with facilities technicians to learn and implement building processes.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013307375**</p><p><br></p>
<p>We are looking for a Front Desk Coordinator to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors, providing a welcoming and detail-oriented presence. This position requires a customer-focused individual with excellent organizational skills and a courteous attitude.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist all visitors promptly and courteously as they enter or exit the premises.</p><p>• Monitor building entrances to ensure a secure and safe environment.</p><p>• Perform document scanning and maintain accurate records.</p><p>• Handle concierge-related tasks as assigned to support smooth daily operations.</p><p>• Maintain a neat and detail-oriented appearance and adhere to the business dress code.</p><p>• Manage time effectively to handle multiple responsibilities efficiently.</p><p>• Collaborate with team members to maintain a welcoming and organized front desk area.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013289434 **</p>
<p>We are looking for a skilled Receptionist to join our team in Santa Clara, CA. This is a long-term contract position that requires an individual with excellent attention to detail, strong communication skills, and the ability to provide outstanding customer service. In this role, you will be the first point of contact for visitors and callers, ensuring smooth day-to-day operations at the front desk.</p><p><br></p><p>Responsibilities:</p><p>• Maintain a welcoming and attentive presence at the reception area, ensuring all visitors feel comfortable and attended to.</p><p>• Answer incoming calls, route them appropriately, and provide information as needed.</p><p>• Greet and assist guests, clients, and visitors upon arrival, including providing directions or escorting them to meeting locations.</p><p>• Ensure all visitors are properly signed in and follow security protocols during check-in and check-out processes.</p><p>• Assist with badge creation and access setup for visitors and contract staff.</p><p>• Coordinate meeting room bookings, ensuring rooms are prepared and equipped for scheduled meetings.</p><p>• Respond to inquiries with a courteous and helpful attitude, reflecting high standards of customer service.</p><p>• Support administrative tasks such as file management, printing, and internet browsing as required.</p><p>• Collaborate with team members to ensure seamless operations and communication.</p><p>• Maintain an appearance that reflects years of experience and aligns with the company’s standards.</p>
We are looking for an experienced Construction Litigation Attorney to join our team in Oakland, California. This role offers an exciting opportunity for a detail-oriented individual to handle complex cases, provide strategic counsel, and contribute to the growth of a well-established mid-sized law firm. Depending on your experience and book of business, this position is open at the Partner level or Senior Associate level with a clear pathway to partnership.<br><br>Responsibilities:<br>• Manage all stages of construction litigation cases, including dispute resolution, discovery, motion practice, mediation, arbitration, and trial.<br>• Offer strategic legal advice on a variety of construction-related issues, such as contract disputes, defect claims, delay claims, payment disputes, and liability matters.<br>• Conduct thorough legal research, prepare compelling legal briefs, and deliver persuasive oral arguments.<br>• Build and maintain strong relationships with clients to ensure effective communication and exceptional service.<br>• Mentor and oversee less experienced attorneys and support staff to foster growth and maintain high standards.<br>• Lead business development efforts to expand the firm's client base and reinforce its market reputation.
<p>We are looking for a detail-oriented Sales Support specialist to assist our sales team with administrative tasks in a hotel environment. This contract position is based in San Francisco, California, and requires someone who can efficiently manage documentation, coordinate reservations, and maintain organized records. The role also involves collaborating with various departments to ensure seamless communication and service delivery.</p><p><br></p><p>Responsibilities:</p><p>• Utilize computer software tools, including word processing programs, to create and edit contracts, correspondence, forms, and other essential documents.</p><p>• Distribute time-sensitive documents to appropriate recipients and locations within the hotel to ensure prompt processing.</p><p>• Manage individual client reservations, coordinating upgrades and special arrangements with relevant departments through written and verbal communication.</p><p>• Organize, file, and retrieve records systematically to support departmental operations and maintain essential documentation.</p><p>• Transport documents weighing up to 10 pounds to designated locations within the hotel and place or retrieve them from storage areas up to 6 feet high.</p><p>• Ensure consistent availability and adherence to attendance requirements for regular work schedules.</p><p>• Maintain effective communication with internal teams and external clients, demonstrating patience, tact, and professionalism.</p><p>• Perform additional job-related duties as assigned to support the sales team and hotel operations.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Kaylen Dalmacio at Kaylen.dalmacio - at - roberthalf - .com with your word resume and reference job ID#00410-0013306749*</p>
<p>We are looking for a detail-oriented and friendly Receptionist to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring smooth and efficient communication within our organization. This position offers an opportunity to showcase your organizational skills and customer service expertise.</p><p><br></p><p>This is a 1 week opportunity</p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome visitors, ensuring a positive and detail-oriented first impression.</p><p>• Manage a multi-line phone system, answering and directing calls efficiently.</p><p>• Handle inbound calls and provide accurate information or redirect inquiries as needed.</p><p>• Maintain a clean and organized reception area to uphold a welcoming environment.</p><p>• Coordinate and manage schedules for meeting rooms and appointments.</p><p>• Assist with administrative tasks such as data entry, filing, and handling correspondence.</p><p>• Ensure timely communication between departments and external contacts.</p><p>• Monitor and manage incoming mail and deliveries.</p><p>• Provide support to team members and management as required.</p><p><br></p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at Georgia.Cienkus - at - roberthalf - .com with your word resume and reference job ID#*00410-0013304581*</p>
<p>We are looking for an experienced Receptionist to join our team on a contract basis in San Francisco, California. In this role, you will be the first point of contact for visitors and clients, ensuring a welcoming and organized environment. This position requires strong organizational and communication skills, as well as the ability to multitask effectively.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist visitors and clients upon their arrival, ensuring a positive first impression.</p><p>• Maintain a clean, organized, and efficient front desk area.</p><p>• Respond to general inquiries and direct clients to the appropriate departments or team members.</p><p>• Provide administrative support to staff, including scheduling, filing, and other clerical tasks.</p><p>• Answer and manage multi-line phone systems, including handling inbound calls efficiently.</p><p>• Ensure smooth operation of the switchboard, managing phone lines ranging from 1 to 10.</p><p>• Uphold high standards in client interactions, both in-person and over the phone.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Kaylen Dalmacio at Kaylen.Dalmacio - at - roberthalf - .com with your word resume and reference job ID#*00410-0013306072*</p>
<p>We are looking for a detail-oriented and welcoming Receptionist to join our team in Dublin, California. This is a long-term contract position where you will play a vital role in creating a positive first impression for visitors and ensuring smooth office operations. The ideal candidate will excel in customer service, have strong organizational skills, and thrive in a fast-paced environment.</p><p><br></p><p>Receptionist Responsibilities:</p><p>• Provide exceptional customer service to all visitors, clients, and colleagues, ensuring a positive and detail-oriented experience.</p><p>• Greet and assist guests, connecting them with their designated host.</p><p>• Handle incoming calls efficiently and courteously, directing them to the appropriate contacts.</p><p>• Manage the ordering and stocking of office supplies to maintain adequate inventory levels.</p><p>• Support mail and scanning operations as needed to ensure timely and accurate processing.</p><p>• Oversee the visitor management process, including guest check-in and issuing security access badges.</p><p>• Assist with administrative tasks such as preparing documents, printing, photocopying, and scanning.</p><p>• Coordinate on-site meetings and events by reserving conference rooms and arranging catering services.</p><p>• Collaborate with team members to achieve the goals of the Workplace Services department.</p><p><br></p><p>If you are interested in this Receptionist position, please apply today!</p>
