<p>Position Overview: We are looking for a detail-oriented and organized Data Entry Clerk to join our team. The Data Entry Clerk will be responsible for entering and updating data in our systems accurately and efficiently. The ideal candidate will have strong typing skills, attention to detail, and the ability to work independently with minimal supervision.</p><p>Responsibilities:</p><ul><li>Enter data accurately and efficiently into databases and spreadsheets</li><li>Update and maintain records and files as needed</li><li>Verify data for accuracy and completeness</li><li>Review and correct errors in data entry as necessary</li><li>Prepare and sort documents for data entry</li><li>Assist with other administrative tasks as needed</li><li>Maintain confidentiality and security of all data</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p>PRIMARY RESPONSIBILITIES :</p><p>• Takes strategic management role over data across the organization, champions data to key stakeholders </p><p>• Assist CTO with implementation of Data Strategy </p><p>• Responsible for creation, management, training, and administration of the data warehouse </p><p>• Establishes requirements and assesses the quality of the data in our current databases </p><p>• Assisting in the maintenance and creation of a data catalog and data map. </p><p>• Creates and implements data standards, policies, procedures, and business rules </p><p>• Establishes data access security requirements </p><p>• Interprets data, analyze results using statistical techniques and provide ongoing reports from a variety of sources to create dashboards and other presentation materials and tools for key constituents </p><p>• Develops and implements databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality </p><p>• Acquire data from primary and/or secondary data sources and maintain databases/data systems </p><p>• Filters and cleans data by reviewing computer reports, printouts, and performance indicators to locate and correct issues </p><p>• Serve as the organization’s Salesforce Administrator to include management of the Salesforce database and configuration. Will also work directly with any identified Salesforce consultants. </p><p>• Provides training and technical assistance with the design and management of collecting and reporting data (surveys). Also creates standards and procedures on how we create and conduct surveys. </p><p>• Independently analyze and summarize findings and present data in formats such as excel pivots, power point, reports, dashboards, grids, and tables along with any suggestions or recommendations </p><p>• Other data related duties as assigned.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at Allison.jacques - at - roberthalf - .com with your word resume and reference job ID#*00410-0013288552*</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office.</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p>We are looking for an Accounts Receivable Coordinator to join our team in San Francisco, California. In this role, you will manage essential financial operations, ensuring accuracy and efficiency in accounts receivable and payable processes. This position requires strong organizational skills and a detail-oriented approach to support our accounting functions effectively. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p> </p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Daily Cash Receipts</strong>: Processes and applies daily payments (checks, wires, ACH) to invoices or GL accounts; scans checks with backup; balances entries with deposits; manages held checks.</p><p><strong>Bank Deposits</strong>: Sorts checks by account, scans via remote deposit, prepares deposit slips for exceptions, and delivers deposits to the bank when needed.</p><p><strong>Client Refunds</strong>: Coordinates with attorneys to process overpayment refunds, ensuring appropriate documentation and authorizations; drafts cover letters as needed.</p><p><strong>File Maintenance</strong>: Maintains organized electronic records of all cash receipt activities, including trust transactions and overpayments; regularly audits files and archives annually.</p><p><strong>Reporting</strong>: Sends monthly trust reports to responsible partners; alerts attorneys of received retainers; maintains records and provides audit or financial information as needed; generates custom reports on request.</p><p><strong>Expense Entry</strong>: Inputs third-party expense credits into the accounting system with proper backup documentation.</p><p><strong>Client Account Management</strong>: Handles A/R write-offs, corrects misapplied payments, updates spreadsheets for complex accounts, and monitors unapplied cash; coordinates with Billing for accurate applications.</p><p><strong>Collections Support</strong>: Assists in collections during staff absence, including statement processing and database updates.</p><p><strong>Accounts Payable</strong>: Covers full AP functions when needed—invoice entry, reimbursements, vendor inquiries, and check runs.</p><p><strong>Team Collaboration</strong>: Upholds service standards, meets deadlines, assists with projects, and communicates professionally with clients.</p><p><strong>Trust Accounts</strong>: Manages daily trust transactions, ensures proper authorizations and documentation, and processes disbursements and new account setups.</p>
<p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate with office experience or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><br></p><ul><li>Perform high volume data entry accurately and efficiently.</li><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
<p>Robert Half is partnering with a national immigration law firm to source an administrative professional for their San Francisco team on a long-term contract basis. This role provides administrative and project support to a high-volume legal team handling business immigration matters. It offers the opportunity to work in a fast-paced, detail-oriented environment alongside professionals dedicated to navigating complex immigration processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Perform high-volume data entry and maintain database accuracy for case records and client information.</li><li>Create and maintain electronic and physical client files, ensuring all documentation is properly organized and up to date.</li><li>Draft, edit, print, and distribute correspondence, petitions, applications, and related case materials.</li><li>Monitor and track the status of cases, key deadlines, and expiration dates; run and update reports as needed.</li><li>Open and close records/cases, ensuring records are accurate and complete.</li><li>Schedule internal and client meetings, coordinate calendars, and arrange conference calls.</li><li>Organize, sort, and distribute incoming mail; route to appropriate team members per established procedures.</li><li>Undertake independent projects and assist with special assignments as directed.</li><li>Prepare and process invoices; track client payments and maintain billing records.</li><li>Make travel arrangements and process business expenses as needed.</li><li>Provide general clerical support, including copying, scanning, printing, and faxing.</li><li>Communicate with clients to request outstanding documentation and provide routine status updates.</li><li>Maintain knowledge of procedural and processing requirements for various non-immigrant and immigrant visa petitions/applications.</li></ul><p><br></p>
We are looking for an Administrative Assistant to provide comprehensive support to governing bodies, committees, and other organizational functions. This long-term contract position is based in Oakland, California, and requires a combination of on-site and remote work. The ideal candidate will have experience with public meetings, including familiarity with The Brown Act, as well as proficiency in entry-level administrative tasks such as scheduling and coordination.<br><br>Responsibilities:<br>• Provide administrative support to governing bodies, boards, committees, and ad-hoc meetings, ensuring smooth operations.<br>• Coordinate public hearing processes, including preparing agenda packets, publishing notices, recording proceedings, and drafting minutes.<br>• Ensure compliance with legislative and regulatory requirements during board and committee meetings.<br>• Conduct thorough research and analysis to support organizational projects, programs, and activities.<br>• Manage calendars by scheduling meetings, organizing events, and resolving conflicts in schedules.<br>• Prepare high-quality documents such as presentations, reports, agendas, and special projects using Word, Excel, and PowerPoint.<br>• Maintain records systems and databases, ensuring data integrity and adherence to retention policies.<br>• Respond to operational and administrative inquiries, identifying and resolving issues as needed.<br>• Oversee food orders and meeting room arrangements to support organizational events and functions.<br>• Support inbound and outbound communication, including answering calls and managing email correspondence.
