We are looking for a dedicated Legal Assistant to provide comprehensive support to attorneys and ensure the efficient operation of legal cases and firm processes. This role requires a proactive individual who excels in managing legal documentation, scheduling, correspondence, and trial preparation. The ideal candidate will possess strong organizational skills and a deep understanding of litigation procedures.<br><br>Responsibilities:<br>• Open and close legal cases by obtaining necessary contracts, authorizations, and case details, and ensure proper documentation is circulated.<br>• Draft, prepare, and send legal correspondence, including communications with clients and other relevant parties.<br>• Coordinate travel arrangements for attorneys and manage incoming mail and service documents appropriately.<br>• Order and organize investigation reports and medical records for case files.<br>• Transcribe dictation promptly and maintain attorney calendars for appointments, depositions, and court schedules.<br>• Create, maintain, and organize both physical and electronic case files, ensuring all documents are saved and routed correctly.<br>• Prepare and file complaints, motions, and other pleadings in state and federal courts, adhering to deadlines and filing requirements.<br>• Schedule court appearances, depositions, and client meetings, arranging for interpreters or videographers when necessary.<br>• Assist in trial preparation by organizing trial binders, exhibits, and other materials, and coordinating expert witnesses and jury instructions.<br>• Manage discovery processes, ensuring timely receipt and distribution to attorneys, paralegals, and clients.
We are looking for an experienced Sr. Art Director to lead the creative transformation of a historic chapel into an engaging Welcome Center in San Francisco, California. In this contract role, you will play a pivotal part in designing a space that embodies the institution’s values and history while delivering a cohesive and immersive experience for visitors. This position requires a strong ability to blend visual storytelling with spatial design.<br><br>Responsibilities:<br>• Develop and execute a creative vision for the Welcome Center, focusing on layout, color schemes, and thematic storytelling.<br>• Collaborate closely with designers, producers, and creative directors to ensure the design aligns with the brand identity.<br>• Oversee the creation and placement of visual elements, including historical exhibits, sports highlights, and large-scale photography.<br>• Manage the integration of design elements to create a welcoming and immersive environment for families and visitors.<br>• Ensure the project meets aesthetic and functional standards through consistent communication and leadership.<br>• Provide art direction for physical installations, ensuring they align with the overall creative concept.<br>• Lead the production team in achieving a seamless design experience for the space.<br>• Offer innovative solutions to challenges related to spatial design and visitor engagement.<br>• Review and approve designs to maintain high-quality standards.<br>• Coordinate with stakeholders to ensure the creative vision supports broader organizational goals.
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Property Accountant</strong></p><p><br></p><p><strong>Overview</strong></p><p>We’re partnering with a well‑capitalized, institutional real estate investment firm seeking a <strong>Senior Property Accountant</strong> to support a diverse commercial real estate portfolio. This role offers high visibility, hands‑on responsibility across the full close cycle, and close collaboration with asset management, tax, and leadership teams.</p><p>The ideal candidate enjoys ownership, thrives in a fast‑paced environment, and brings strong technical accounting skills within real estate or investment platforms.</p><p><br></p><p><strong>Why This Opportunity</strong></p><ul><li>Hybrid schedule with strong team collaboration</li><li>Exposure to acquisitions, dispositions, and joint ventures</li><li>Supportive leadership and stable investment platform</li><li>Competitive base salary with annual bonus opportunity</li><li>Comprehensive benefits, 401(k), and flexible vacation policy</li><li>Culture that values professionalism, accountability, and growth</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Perform project‑level cash analysis and review property‑level activity</li><li>Review AP and general ledger transactions to ensure GAAP compliance</li><li>Prepare monthly journal entries, balance sheet reconciliations, and supporting schedules</li><li>Support month‑end, quarter‑end, and year‑end close processes</li></ul>
<p><strong>Position Overview:</strong></p><p>The AP 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.</p><p><strong>Key Responsibilities:</strong></p><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>
<p>Join our team as a Staff Accountant in Robert Half’s Full-Time Engagement Professionals (FTEP) program and perform projects in a variety of industries all while enjoying a full-time position. As part of our team, you’ll partner with clients across industries, take on key accounting projects, provide critical interim support, and drive meaningful results for the organizations you serve.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong> Key Responsibilities: </strong></p><ul><li>Perform general ledger accounting, journal entries, and account reconciliations.</li><li>Support month-end and year-end close processes, including financial statement preparation.</li><li>Analyze and resolve discrepancies in accounts, ensuring accuracy and compliance.</li><li>Assist with payroll processing, accounts payable/receivable, and fixed asset accounting.</li><li>Prepare reports for management and provide recommendations for process improvements.</li></ul>
We are looking for an experienced Accounting Manager/Supervisor to lead our financial operations in Concord, California. This role requires a strategic thinker who can oversee accounting functions while ensuring compliance with financial regulations and organizational standards. The ideal candidate will excel in managing teams, analyzing financial data, and presenting accurate financial reports to stakeholders.<br><br>Responsibilities:<br>• Manage daily activities within the accounting department, ensuring smooth operations and adherence to organizational policies.<br>• Supervise accounts payable and receivable processes, general ledger maintenance, account reconciliations, and financial reporting systems.<br>• Implement and maintain internal controls to safeguard revenue, costs, and budget expenditures.<br>• Prepare accurate and timely financial statements and reports for review by stakeholders.<br>• Monitor and evaluate accounting data to identify trends and areas of improvement.<br>• Coordinate and oversee audit processes to ensure compliance with regulatory requirements.<br>• Align grant and program budgets with expenditures throughout the funding period, maintaining consistent financial oversight.<br>• Recruit, train, and mentor team members to encourage growth and enhance departmental capabilities.<br>• Develop and promote a positive work environment by strengthening communication and collaboration within the team.<br>• Present financial reports and insights to the board of directors when necessary.
<p>We are looking for an organized and proactive Administrative Assistant to join our team in San Francisco, California. This contract position involves managing administrative tasks efficiently while providing excellent customer service. The role requires someone who is comfortable navigating the Tenderloin area for tasks such as mail runs and ensuring smooth operations in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage a caseload of 60-90 units, supporting formerly homeless individuals with diverse challenges including mental health, substance abuse, and medical issues.</p><p>• Conduct outreach visits, perform needs assessments, and provide ongoing case management services to improve housing retention and tenant quality of life.</p><p>• Assist tenants in maintaining housing by fostering relationships, offering interventions, and ensuring timely rent payments.</p><p>• Address habitability concerns by collaborating with hotel managers during inspections and pest control visits.</p><p>• Organize community-building activities such as tenant groups, social events, and collaborative programs to create a supportive environment.</p><p>• Connect tenants to appropriate resources, facilitating referrals and ensuring follow-through to meet individual needs.</p><p>• Respond to tenant crises with de-escalation techniques and provide support during high-stress situations.</p><p>• Maintain detailed tenant case files, ensuring confidentiality and accurate record-keeping.</p><p>• Collaborate with internal departments and external service providers to advocate for tenant needs and ensure comprehensive support.</p><p>• Participate in agency-wide initiatives and assist tenants in completing annual certifications or program requirements.</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# 00410-0013373641 **</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<p>Operations Associate (Administrative Assistant)</p><p><br></p><p>• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed</p><p>• Assemble copies of Tax returns, assists with IRS notices.</p><p>• Provides input on evaluating and enhancing tax procedures.</p><p>• Prepare extensions for filing.</p><p>• Tax return preparation assistance</p><p>• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).</p><p>• Manage client document process.</p><p>• Scan tax returns and uploads to CCH Document and SurePrep.</p><p>• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).</p><p>• Manage client/entities organizational charts.</p><p>• Maintains PTIN and CAF numbers.</p><p>• Orders annual tax guides.</p><p>• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).</p><p>• Client Interaction (sign documents and notarize, which may require travel to client home/office).</p><p>• Maintain compliance logs (Officer/Manager designation for respective clients).</p><p>• Travel arrangement as requested.</p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• Strong organizational, time management and customer service skills.</p><p>• Detail-oriented.</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>• Ability to demonstrate a high level of professionalism.</p><p>• Ability to multi-task and work in a fast paced environment with tight deadlines.</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p>• Notary not required, but preferred.</p><p><br></p><p>Full-time on-site.</p>
<p>A leading global immigration law firm is seeking a Business Immigration Attorney to support its Writing Team on a remote, contract basis. This role is focused on high-volume writing projects for a large technology client and requires deep, hands-on experience with extraordinary ability and national interest waiver petitions (O-1, EB-1, and EB-2 NIW petitions, including RFEs and NOIDs). The ideal candidate can contribute immediately with minimal oversight in a fast-paced, writing-intensive environment. This is a remote contract opportunity with an ASAP start, structured as a 3-month rolling engagement (no set end date at this time). Candidates must be available to work West Coast business hours. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft and file O-1, EB-1, and EB-2 NIW petitions in a high-volume setting</li><li>Prepare and respond to RFEs and NOIDs with thorough legal analysis and supporting evidence</li><li>Review and refine petition narratives, exhibits, and supporting documentation</li><li>Conduct legal research and advise on complex case strategy</li><li>Collaborate with writing teams, case managers, and attorneys to ensure accuracy and efficiency</li></ul><p><br></p>
<p>Join our mission-driven team as a Property Manager overseeing affordable housing communities. You will ensure regulatory compliance, lead daily property operations, and provide excellent tenant service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee leasing, move-ins, and renewals in accordance with affordable housing laws</li><li>Respond to tenant needs and resolve issues in a timely manner</li><li>Ensure compliance with government regulations and program guidelines</li><li>Coordinate vendor services and schedule maintenance</li><li>Prepare operating budgets and monitor expenses</li><li>Maintain accurate records of tenancy, occupancy, and maintenance</li></ul>
<p>Robert Half’s FTEP team is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive mindset. This full-time role involves managing accounts, reconciling balances, and delivering solutions across diverse client projects. Apply today.</p><p><br></p><p>To learn more about this unique opportunity, please contact via my email address on LinkedIn -Tawnia Kirshen</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>· Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</p><p>· Manage the general ledger, reconcile accounts, and maintain accurate financial records.</p><p>· Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</p><p>· Assist with budgeting, forecasting, and other financial planning activities.</p><p>· Manage month-end and year-end close processes efficiently and on time.</p><p>· Ensure compliance with accounting policies, tax regulations, and internal controls.</p><p>· Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</p><p>· Implement best practices to streamline and enhance financial processes.</p><p>· Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</p>
<p>Robert Half’s FTEP team is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive mindset. This full-time role involves managing accounts, reconciling balances, and delivering solutions across diverse client projects. Apply today.</p><p><br></p><p>To learn more about this unique opportunity, please contact via my email address on LinkedIn -Tawnia Kirshen</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>· Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</p><p>· Manage the general ledger, reconcile accounts, and maintain accurate financial records.</p><p>· Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</p><p>· Assist with budgeting, forecasting, and other financial planning activities.</p><p>· Manage month-end and year-end close processes efficiently and on time.</p><p>· Ensure compliance with accounting policies, tax regulations, and internal controls.</p><p>· Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</p><p>· Implement best practices to streamline and enhance financial processes.</p><p>· Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</p>
<p>Join our team as a Staff Accountant in Robert Half’s Full-Time Engagement Professionals (FTEP) program and perform projects in a variety of industries all while enjoying a full-time position. As part of our team, you’ll partner with clients across industries, take on key accounting projects, provide critical interim support, and drive meaningful results for the organizations you serve.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong> Key Responsibilities: </strong></p><ul><li>Perform general ledger accounting, journal entries, and account reconciliations.</li><li>Support month-end and year-end close processes, including financial statement preparation.</li><li>Analyze and resolve discrepancies in accounts, ensuring accuracy and compliance.</li><li>Assist with payroll processing, accounts payable/receivable, and fixed asset accounting.</li><li>Prepare reports for management and provide recommendations for process improvements.</li></ul>
<p>Robert Half’s FTEP team is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive mindset. This full-time role involves managing accounts, reconciling balances, and delivering solutions across diverse client projects. Apply today.</p><p><br></p><p>To learn more about this unique opportunity, please contact via my email address on LinkedIn -Tawnia Kirshen</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</li><li>Manage the general ledger, reconcile accounts, and maintain accurate financial records.</li><li>Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</li><li>Assist with budgeting, forecasting, and other financial planning activities.</li><li>Manage month-end and year-end close processes efficiently and on time.</li><li>Ensure compliance with accounting policies, tax regulations, and internal controls.</li><li>Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</li><li>Implement best practices to streamline and enhance financial processes.</li><li>Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</li></ul>
<p>Robert Half is recruiting a Paralegal or Legal Assistant for a premier plaintiff-side personal injury litigation law firm in San Francisco’s Financial District (near BART/MUNI/ferries). The Paralegal/Legal Assistant plays a pivotal role in assisting the attorneys with case management and court filings, calendaring for the litigation docket, 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.</p><p><br></p><p>Principle responsibilities:</p><p>• Communicate with clients in person, over the phone, and via email;</p><p>• Assist with drafting, formatting, proofreading, and finalizing correspondence, pleadings, demand letters, mediation briefs, and other legal documents;</p><p>• Prepare and serve discovery;</p><p>• File pleadings with both state and Federal trial courts;</p><p>• Perform administrative duties, such as maintaining lawyers’ calendars, scheduling depositions and entering deadlines to the master calendar;</p><p>• Process and handle incoming subpoenas and obtain medical records, including medical billing;</p><p>• Create and maintain digital case files for each client;</p><p>• Screen, process, direct, and prioritize incoming calls, emails, and mail; and</p><p>• Take initiative to manage law firm marketing efforts.</p><p><br></p><p>Desired qualifications:</p><p>• 2+ years litigation legal assistance experience, with some plaintiffs’ PI law experience;</p><p>• College degree, and preferably a Paralegal Certificate;</p><p>• Knowledge of state and Federal (ECF / PACER) e-filing platforms and service processers (OneLegal), local court rules, and calendaring deadlines;</p><p>• Bilingual fluency in Spanish and English is a plus factor;</p><p>• Good writing (including editing and proofreading) and verbal communication skills;</p><p>• Excellent attention to detail and organizational skills, incl. ability to handle multiple projects; and</p><p>• Solid word processing experience (MS Office Suite and Adobe) and database software proficiency (Dropbox and Filevine are a plus).</p><p><br></p><p>This is a terrific direct-hire opportunity with a collaborative and easygoing boutique law firm. Our client is offering a base salary range of $55,000 – 85,000+/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 employment benefits including medical insurance plan coverage, 401k Plan, 3 weeks of paid time off (PTO), and paid firm holidays. The attorneys are flexible about occasionally changing schedule to attend to personal appointments.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Mgr. - Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
We are looking for an experienced Controller to join an established architecture firm in Palo Alto, California. This role is ideal for someone with expertise in financial management and systems like Deltek Vision or Vantage, who is eager to oversee accounting operations and contribute to the company’s long-term success. The position offers the opportunity to lead a team and manage key accounting functions, including payroll, financial statement preparation, and cash management.<br><br>Responsibilities:<br>• Oversee daily accounting operations, including preparing financial statements for a company with $60M-$70M in revenue.<br>• Manage and mentor a team of two staff members, ensuring smooth workflows and accurate reporting.<br>• Process payroll for approximately 220 employees monthly, including state tax filings, and learn payroll procedures if needed.<br>• Consolidate financial statements across four entities, with training provided as necessary.<br>• Handle cash management and forecasting, with training available to enhance skills.<br>• Prepare and maintain balance sheets, income statements, and cash flow statements.<br>• Collaborate with external auditors for financial statement reviews.<br>• Administer calculations for the company’s 401(k) matching contributions.<br>• Supervise accounts payable and receivable clerks, as well as bank reconciliations.<br>• Assist with project-based accounting, including time and expense tracking, lump sum contracts, and fixed fee contracts.
<p>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.</p><p><br></p><p>Principle responsibilities:</p><p>• Format, proofread, and finalize detailed correspondence, pleadings, and other legal documents;</p><p>• File pleadings with both state and Federal trial courts;</p><p>• Work with paralegal to prepare and serve discovery;</p><p>• Process and handle incoming subpoenas and obtain medical records;</p><p>• Communicate with clients in person, over the phone, and via email;</p><p>• Create and maintain digital case files for each client;</p><p>• Perform administrative duties, such as maintaining lawyers’ calendars, scheduling depositions and entering deadlines to the master calendar; and</p><p>• Screen, process, direct, and prioritize incoming calls, emails, and mail.</p><p><br></p><p>Desired qualifications:</p><p>• 5+ year litigation legal assistant experience;</p><p>• Knowledge of state and Federal (ECF) e-filing platforms, rules, and eDockets is preferred;</p><p>• Bilingual fluency in Spanish and English is a plus factor;</p><p>• Good written (including editing and proofreading) and verbal communication skills;</p><p>• Excellent attention to detail and organizational skills, incl. ability to handle multiple projects;</p><p>• Strong time management skills to handle multiple tasks with competing deadlines efficiently; and</p><p>• Solid office software, word processing, database maintenance, and internet research skills.</p><p><br></p><p>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.</p><p><br></p><p>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!</p>
<p>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. </p><p><br></p><p>Responsibilities:</p><p>• Review and process new hires, terminations, pay changes, and special payroll adjustments. </p><p>• Ensure compliance with California payroll regulations, including final pay requirements.</p><p> • Maintain payroll records, audits, and reporting as required. </p><p> • Coordinate with finance/accounting on payroll reconciliations. Human Resources (50%) </p><p>• Support onboarding and offboarding processes; prepare new hire packets and conduct orientations</p><p>• Maintain employee files and HRIS data integrity. </p><p>• Assist with benefits administration, including enrollments, changes, COBRA notices, and open enrollment support.</p><p> • Assist with employee relations matters by documenting conversations, scheduling meetings, and supporting investigations.</p><p> • Support recruitment activities such as posting jobs, screening applicants, and coordinating interviews. </p><p>• Maintain compliance with federal, state, and local employment regulations (California-specific compliance required). </p><p>• Assist with safety programs, leave of absence tracking (FMLA/CFRA/PDL), and workers’ compensation claims.</p><p> • Support HR projects, including handbook updates, training initiatives, and HR audits. </p><p>• Duties include but are not limited to the above. Education and/or Experience</p><p><br></p><p><br></p>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p>Are you a strategic thinker, master communicator, and calendar management guru? We’re seeking an exceptional Executive Assistant to join our team in the Concord, CA area and support senior leadership in a fast-paced, highly impactful environment.</p><p><br></p><p><strong>Why You’ll Love This Role:</strong> You’ll go beyond classic administrative duties and play a key part in driving operational efficiency. You’ll manage complex schedules, solve problems proactively, and serve as the go-to resource for executive support—helping our leaders stay focused on what matters most.</p><p><strong>What the Executive Assistant Will Do:</strong></p><ul><li>Coordinate and optimize busy executive calendars, ensuring meetings, appointments, and priorities are seamlessly managed</li><li>Anticipate needs and proactively remove roadblocks, using strategic thinking to support leaders’ goals</li><li>Prepare materials and organize travel, meetings, presentations, and communications with professionalism and attention to detail</li><li>Serve as a trusted liaison between executives and internal/external partners, drafting essential correspondence and organizing briefings</li><li>Maintain confidential documents, process expenses, and contribute to process improvements across teams</li><li>Support workflow automation initiatives and leverage digital tools to maximize productivity</li><li>Tackle challenges before they arise—your problem-solving skills will set you apart!</li></ul><p>If you're interested in this Executive Assistant position, submit your resume today.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Management Company Lead | Leading Venture Capital Firm | Palo Alto | Hybrid | $180-250k Base + Bonus + Top Perks</strong></p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p><strong>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Fund Accountant| Investment Management Firm| Burlingame| Hybrid </strong></p><p> </p><p>Join a <strong>high-impact investment management</strong> firm. With over $5B in AUM, this mission-driven team partners with sophisticated investors to create lasting community impact.</p><p> </p><p>This role offers the chance to work on a small, collaborative team where your work is visible and valued. You’ll gain direct exposure to senior leadership, hands-on fund accounting experience, and meaningful projects. The firm offers a flexible hybrid schedule (2–3 days in office) and strong long-term growth potential.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare fund financial reporting, including capital calls, distributions, fees, and waterfall calculations</li><li>Support quarterly closes, NAV calculations, and annual financial statements</li><li>Review and coordinate with fund administrators and third-party providers</li><li>Assist with audits, tax filings, and LP reporting requests</li><li>Produce fund and investment performance reporting</li><li>Manage cash activity, AP/AR, reconciliations, and funding coordination</li><li>Identify and implement process and system improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half </strong>is partnering with a privately held multi-family office in San Francisco to hire a Client Service Analyst. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference. If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p> </p>
