Add your latest resume to match with open positions.

47 results for Learning And Development Manager in San Jose, CA

Client Service Associate | Established RIA Firm!

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
If you are early in your wealth management journey and want to join an established Wealth Management firm, please message Jennifer Fukumae on LinkedIn for quickest consideration! Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-10T23:23:40Z

Client Service Associate | Reputable Firm in SF

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
🚨 Client Service Associate | Wealth Management | San Francisco, CAIf interested, please connect and send a message to Jennifer Fukumae on LinkedIn. Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-01T20:08:46Z

Human Resource Business Partner

Lodi, CA
onsite
Permanent / Full Time
90000.00 - 110000.00 USD / Yearly
The Human Resources Business Partner (HRBP) provides hands-on HR support across multiple locations in a grocery retail environment, ensuring compliance with California labor laws. The role blends daily HR operations with strategic partnership to align people practices with business goals. Key responsibilities include managing employee relations (performance issues, investigations, terminations), supporting recruitment and onboarding, assisting with benefits and leave management, and ensuring compliance with labor regulations. The HRBP also supports performance management, training and development, and change initiatives. Additionally, the role involves analyzing HR data, maintaining records, and driving employee engagement by working closely with leaders to improve workplace satisfaction and foster a high-performance culture. Most important keys: · This HRBP will cover primarily Stockton and Lodi as far south as Manteca and as far west as Fairfield- comfortable to travel · Very strong time manager and prioritizing task coming their way- have to be able to manage and budget their day- have a level of autonomy · CA employment law knowledge (federal, state, and labor laws) · Experienced HRBP in CA (Employee investigations, Interactive processes for ADA accommodations, exempt vs nonexempt, meal penalty, Etc.) · There will be collaboration and support but need foundational knowledge · Software- Workday, Day force- just a preference, comfortable working in an HR system- required · Bachelors, strongly preferred or strong working experience HR Certifications – all are a preference
2026-05-08T13:28:42Z

Contracts Administrator

Foster City, CA
remote
Temporary / Contract
35.00 - 43.00 USD / Hourly
Robert Half is working with a well-established real estate development and management organization identify an experienced Project Coordinator & Contracts Administrator to join their growing team. This company has decades of expertise across residential, commercial, and mixed-use developments and is recognized for delivering complex, high-quality projects across the region. This position offers an opportunity to work alongside experienced project teams and legal leadership while supporting critical contract administration, procurement coordination, billing, and project operations functions. Position OverviewThe Project Coordinator & Contracts Administrator will play a key role in supporting multiple active development and construction projects through comprehensive contract administration and project coordination. This individual will manage the full lifecycle of contracts while serving as a liaison between internal stakeholders, consultants, subcontractors, vendors, and clients.The ideal candidate is highly organized, detail-oriented, and capable of managing multiple deadlines in a fast-paced environment while maintaining accuracy and professionalism. Key Responsibilities<ul><li>Manage the full lifecycle of contracts from intake and drafting through execution, billing, and closeout</li><li>Review and process contracts, purchase orders, change orders, and related documentation with a high level of accuracy</li><li>Coordinate with project managers, accounting teams, subcontractors, consultants, and legal counsel throughout the contracting process</li><li>Assist in developing contracts that minimize financial risk and ensure compliance with applicable laws, policies, and regulations</li><li>Support procurement activities including preparation of RFQs, RFPs, and bid packages</li><li>Analyze proposals and contract requirements and provide recommendations to project stakeholders</li><li>Maintain contract tracking systems and ensure all changes and updates are properly documented and communicated</li><li>Prepare monthly client billings and track project-related expenses against budgets and cost codes</li><li>Process subcontractor invoices and verify required compliance documentation including lien waivers and insurance certificates</li><li>Maintain organized and audit-ready project documentation including contracts, RFIs, submittals, drawings, and billing records</li><li>Assist with project closeout activities and final document collection</li><li>Work collaboratively across departments to ensure projects, contracts, and billing activities remain on schedule</li><li>Operate with urgency and accountability while supporting multiple active projects simultaneously</li></ul>
2026-05-29T16:08:45Z

Assistant Manager

San Francisco, California, Uni, CA
onsite
Permanent / Full Time
85000.00 - 100000.00 USD / Yearly
Natalie Lue with Robert Half is seeking a hands-on Accounting Supervisor with QuickBooks expertise to support a diverse client base. Must have prior supervisory experience and strong full-cycle accounting skills. Key responsibilities:• Full-charge bookkeeping• AP/AR + reconciliations• Payroll (Paychex, ADP, etc. a plus)• Financial reporting + analysis• Team supervision Ideal for a detail-oriented, client-facing professional who thrives in a fast-paced environment and enjoys working onsite.
2026-05-15T20:53:47Z

Experienced Senior Accountant - Admired Investment Firm

Menlo Park, CA
onsite
Permanent / Full Time
140000.00 - 170000.00 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams. A highly respected and admired institutional investment firm is seeking a Senior Accountant to join its team. This is a unique opportunity for an accounting professional who wants to move beyond traditional fund accounting and into a broader role encompassing fund oversight, operational risk management, process improvement, vendor management, and investor reporting across a diverse portfolio of alternative investment strategies. This role truly serves as a business partner to the organization, overseeing third-party fund administrators and ensuring the accuracy, integrity, and efficiency of financial reporting and operational processes. The ideal candidate is technically strong, intellectually curious, and excited about gaining exposure to a wide range of investment vehicles, including private equity, venture capital, hedge funds, real assets, public markets, and multi-asset fund structures. In this role, you will have the opportunity to gain:<ul><li>Exposure to multiple alternative asset classes and investment strategies</li><li>Opportunity to oversee complex fund structures rather than perform day-to-day accounting entries</li><li>Significant interaction with fund administrators, auditors, legal teams, client service professionals, and investment teams</li><li>Broad operational and financial oversight responsibilities</li><li>Highly collaborative and intellectually rigorous environment</li><li>Strong emphasis on continuous learning and professional development</li><li>Hybrid work environment with excellent work-life balance</li><li>Outstanding employee and family benefits package</li></ul>As a Senior Accountant within the team, you will play a critical role in overseeing accounting, reporting, compliance, and operational processes across multiple investment products. Key responsibilities include:<ul><li>Oversee outsourced fund accounting, investor reporting, audits, and compliance activities across a diverse portfolio of alternative investment funds.</li><li>Review fund administrator deliverables, including NAV reporting, capital activity, allocations, distributions, and financial statements, ensuring accuracy and consistency.</li><li>Manage relationships with administrators, auditors, and external service providers while serving as a key liaison across investment, legal, client service, and operations teams.</li><li>Drive process improvements, strengthen internal controls, and identify operational risks to support a scalable and best-in-class fund operations platform.</li><li>Research complex accounting matters, maintain accounting policies and procedures, and support strategic initiatives across the firm's investment operations function.</li></ul>
2026-06-01T19:08:45Z

Client Associate - $2B AUM and Career Growth

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession. If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement. <ul><li>Direct exposure to high-net-worth and ultra-high-net-worth clients</li><li>Opportunity to work closely with experienced Wealth Advisors and Portfolio Managers</li><li>Clear professional development path with increasing responsibility</li><li>Collaborative, team-oriented culture with strong mentorship</li><li>Significant investment in employee growth and education</li><li>Outstanding retirement program and comprehensive benefits package</li><li>Beautiful San Francisco office and flexible hybrid work environment</li></ul>As a Client Associate, you'll serve as a trusted partner to both clients and advisors, helping deliver an exceptional client experience while developing a deep understanding of wealth management operations, investment administration, and relationship management.You'll become a key contributor to the advisory team, supporting client relationships, coordinating account activity, solving client needs, and ensuring operational excellence across a diverse range of financial planning and investment matters.This role is ideal for someone who enjoys working directly with clients, thrives in a fast-paced environment, and aspires to grow into broader advisory responsibilities over time.
2026-06-01T18:48:50Z

Senior Accounting Manager

Oakland, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
We are looking for an experienced Senior Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in Oakland, California. This role oversees critical close activities, maintains integrity across the general ledger, and partners with internal and external stakeholders during audit processes. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a hands-on approach to improving reporting accuracy and control. Responsibilities:<ul><li>Lead accounting team and oversee AP, AR, payroll, and GL operations</li><li>Manage close processes, reconciliations, and financial reporting</li><li>Ensure team coverage across functions for continuity</li><li>Improve workflows, strengthen controls, and drive process automation</li><li>Maintain procedures, documentation, and cross-training programs</li><li>Support financial reporting, compliance, and audit/tax activities</li><li>Partner with stakeholders and leadership on financial needs</li><li>Contribute to system improvements, special projects, and scaling the function</li></ul>
2026-06-10T23:43:42Z

Tax Sr. - Corporate

Mountain View, CA
onsite
Permanent / Full Time
95000.00 - 110000.00 USD / Yearly
We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results. Responsibilities:• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.• Mentor and assist in training tax associates, contributing to the development of less experienced team members.• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.
2026-05-15T23:48:46Z

Director of Engineering & Maintenance

Palo Alto, CA
onsite
Temporary / Contract
64.00 - 74.00 USD / Hourly
We are looking for an experienced Director of Engineering & Maintenance to lead a major portfolio of healthcare capital projects in California. This long-term contract position will guide project delivery, support strategic planning, and help resolve complex construction matters while aligning building initiatives with institutional priorities. The role works closely with executives, clinical leaders, consultants, and external partners to keep projects moving forward with sound judgment, risk awareness, and fiscal discipline. (Contract to Hire Opportunity!) Responsibilities:Manage the collaboration with Construction, Facility Planning and other functions on activities related to the construction and activation of Hospitals/Ambulatory Clinics and Facilities to include but not be limited to standards development, design/submittal review, construction inspection, activation and E& M support as applicable.Act as primary Command Center representative in managing an event with the E& M Chief(s); with Stanford Medicine entities; the University; and with other departments as applicable. Ensures department is trained in response; assures all the applicable policies/procedures, documentation, maps in place for appropriate response.Develop and implements policies and procedures that guide and support the provision of services; ensure that policies and procedures are compatible with the function and goals of the hospital and which meet the external regulatory and statutory requirements.Direct the planning and transition to a sophisticated level of maintenance from preventive to predictive, which will also entail planning and participating in the requirements development of for the right technology; planning will also include development of how the staff members respond, troubleshoot, organize their work and their response.Develop, direct and maintain standards for quality and continuous improvement programs and initiatives, including those related to customer interface, operations, emergency response, finance and compliance with standards set by The Joint Commission and other regulatory guidelines.For strategic direction, management and improvement, create the metrics to monitor trends and patterns in the areas of (but not limited to) customer satisfaction; staff productivity; work volume; and regulatory compliance. Participates in compilation of benchmark data for Decision Support. Uses benchmark data for staffing, operations and finance direction and decisions. Use of metrics to optimize workload division between staff and vendors.Direct financial activities of the department to include developing the annual operating budget to include 3–5-year planning; preparing monthly and quarterly variance reports; proactively preparing other statistics and reporting as required to continuously improve operations; managing expenses; and participating in planning and developing the annual capital budget to include long term planning.
2026-05-29T07:04:29Z

Human Resources (HR) Manager

San Rafael, CA
onsite
Permanent / Full Time
120000.00 - 185000.00 USD / Yearly
We are looking for an experienced Human Resources Manager to lead employee and labor relations initiatives for a healthcare organization in California. This role is responsible for guiding managers through complex workplace matters, strengthening HR practices, and supporting a productive, compliant work environment. The ideal candidate brings deep expertise in union environments, employee relations strategy, and policy interpretation, along with the ability to balance operational needs with organizational goals. Responsibilities:• Lead employee and labor relations activities, providing direction on workplace concerns, investigations, and conflict resolution across the organization.• Serve as a key representative in grievance discussions, arbitration proceedings, and other employment-related hearings involving union or employee matters.• Participate in collective bargaining efforts, helping prepare negotiation strategies and supporting outcomes that align with financial, operational, and strategic objectives.• Advise and coach supervisors and leaders on performance management, corrective action, policy application, and legally sound employment practices.• Oversee assigned HR staff by setting expectations, delivering feedback, conducting evaluations, and supporting career development.• Design and deliver training for managers and teams on labor relations, employee relations, workplace compliance, and related human resources topics.• Develop, refine, and interpret HR policies, procedures, and guidelines to ensure consistency with organizational standards and regulatory requirements.• Monitor departmental operating, staffing, and capital budgets, using data and reporting to support planning and decision-making.• Partner with hospital leaders, physicians, and cross-functional teams to drive collaborative solutions that improve employee experience and organizational effectiveness.
2026-06-10T17:13:46Z

Payroll Manager

Sunnyvale, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
We are looking for an experienced Payroll Manager to oversee and streamline payroll operations for a multi-state organization based in Sunnyvale, California. This role requires a strategic leader who can ensure accurate payroll processing, compliance with regulations, and effective management of benefits and leave of absence programs. If you have a proven track record in payroll management and are passionate about driving operational excellence, we encourage you to apply. Responsibilities: • Manage and process full-cycle payroll for over 500 employees across multiple states and Canada. • Utilize ADP Workforce Now to ensure timely and accurate bi-monthly payroll processing. • Oversee compliance with federal, state, and local payroll regulations, including multi-state payroll laws. • Administer leave of absence payments and ensure proper tracking and reconciliation. • Handle benefits payroll operations, including 401(k) contributions and benefits reconciliations. • Collaborate with HR and finance teams to address payroll-related inquiries and resolve discrepancies. • Lead efforts to improve payroll systems and processes, ensuring efficiency and accuracy. • Monitor and implement changes in payroll regulations to maintain compliance. • Prepare detailed payroll reports and analyses for management review. • Provide guidance and training to payroll staff to enhance team performance.
2026-05-15T23:43:48Z

Payroll Manager

San Francisco, CA
remote
Temporary / Contract
80.00 - 90.00 USD / Hourly
We are looking for an experienced senior manager of payroll to support our client in San Francisco, California. This long-term contract position will oversee complex payroll initiatives, strengthen operational consistency, and partner across functions to ensure accurate, compliant payroll delivery in a fast-paced multinational environment. The role is ideal for a leader who can guide large-scale payroll programs, improve processes, and communicate effectively with senior stakeholders while maintaining strict standards for data privacy and accuracy. Responsibilities:• Drive major payroll initiatives that support the modernization of global payroll operations and help align multiple providers within a more unified delivery model.• Oversee payroll system implementation activities from early planning and requirement definition through testing, validation, deployment, and post-launch stabilization.• Work closely with technical teams to support the design and rollout of numerous integrations between third-party applications and the global payroll platform.• Evaluate proposed payroll workflows to confirm regional and country-specific obligations are addressed before new processes are adopted.• Partner with HR, Finance, Benefits, IT, and external service providers to verify payroll data integrity and resolve discrepancies efficiently.• Coordinate the migration of payroll information from legacy environments into new platforms or related data repositories, including reconciliation and quality checks.• Create and maintain clear payroll procedures, internal controls, and policy documentation to support compliance and standardized operations.• Promote successful adoption of new tools and ways of working through training, stakeholder communication, and change management efforts.• Prepare status updates, operational summaries, and project reporting for leadership while safeguarding confidential employee and payroll information.
2026-06-01T23:18:49Z

Associate Financial Advisor - Team Environment

San Ramon, CA
onsite
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Apply here and ping me on LinkedIn for immediate consideration - Jeffrey Abrams An established and rapidly growing independent wealth management firm is seeking an ambitious Associate Advisor to join its collaborative advisory team. The firm has experienced significant growth over the past several years and is committed to investing in the next generation of financial advisors.This is an exceptional opportunity for an aspiring advisor or financial planner who wants to accelerate their career in a highly supportive, education-focused environment. You'll work directly alongside experienced advisors, gain exposure to sophisticated financial planning strategies, and develop the skills necessary to eventually manage client relationships independently. The culture is built around mentorship, continuous learning, and helping team members grow professionally. If you're intellectually curious, client-focused, and excited about building a long-term career in wealth management, this role offers a clear path for advancement. As an Associate Advisor, you'll serve as a key partner to Senior Advisors while helping deliver a best-in-class client experience. You'll participate in every stage of the financial planning process and gain hands-on experience working with affluent clients. Key Responsibilities<ul><li>Assist in preparing comprehensive financial plans and recommendations</li><li>Analyze client data and develop planning strategies across retirement, tax, investment, insurance, and estate planning topics</li><li>Participate in client meetings and help communicate planning recommendations</li><li>Collaborate with advisors to explain the rationale behind planning strategies and recommendations</li><li>Prepare meeting materials, follow-up items, and implementation tasks</li><li>Coordinate with operations, service, and compliance teams to ensure a seamless client experience</li><li>Monitor client action items and ensure timely execution</li><li>Maintain accurate client records and planning documentation</li><li>Support ongoing client relationships through proactive service and communication</li></ul>What Makes This Opportunity Unique<ul><li>Direct mentorship from experienced financial advisors</li><li>Significant exposure to comprehensive financial planning</li><li>Clear career progression toward Lead Advisor responsibilities</li><li>Education-first culture that encourages professional development</li><li>Opportunity to pursue CFP® certification with firm support</li><li>Collaborative, team-oriented environment with strong leadership accessibility</li><li>Long-term growth potential, including future leadership and partnership opportunities</li></ul>
2026-06-05T23:55:25Z

Yardi Administrator

Oakland, CA
onsite
Temporary / Contract
65.00 - 75.00 USD / Hourly
We are seeking a hands-on Yardi Administrator to take ownership of day-to-day Yardi support, ticket resolution, and small enhancement projects. This Yardi Administrator role is critical in centralizing Yardi expertise and alleviating an existing team member who is currently managing a high volume of system-related work.This Yardi Administrator role is a highly interactive role requiring strong troubleshooting skills, functional Yardi knowledge, and the ability to work closely with end users to resolve issues in real time. This Yardi Administrator role is for an onsite long term contract to fulltime position. Key Responsibilities<ul><li>Serve as the primary owner of Yardi application support, managing a high volume of tickets related to:</li><li>User errors and training gaps</li><li>Data inconsistencies and corrections</li><li>Workflow and process-related questions</li><li>Troubleshoot and resolve issues by:</li><li>Walking users through problems step-by-step</li><li>Explaining system behavior and proper usage</li><li>Applying backend fixes and data updates as needed</li><li>Support a Yardi v7 (legacy) environment while assisting with the transition to Yardi Elevate</li><li>Execute small enhancement projects including configuration updates, cleanup efforts, and process improvements</li><li>Provide functional support across key Yardi modules:</li><li>Procure-to-Pay</li><li>Financials (basic accounting processes)</li><li>Residential / Public Housing</li><li>Inspections</li><li>Maintenance applications and integrations</li><li>Act as a liaison between business users and technical teams when needed</li></ul>
2026-05-27T15:04:07Z

Customer Service Manager

Modesto, CA
onsite
Permanent / Full Time
62000.00 - 70000.00 USD / Yearly
We are looking for a Customer Service Manager to lead branch service operations in Modesto, California while creating a positive experience for both customers and team members. This role combines day-to-day operational oversight with staff coaching, compliance support, and relationship building within the local community. The ideal candidate brings strong judgment, a service-first mindset, and the ability to keep branch activities running accurately, securely, and efficiently. Responsibilities: • Direct daily branch activities to ensure teller services, cash handling, and customer support functions operate smoothly and accurately. • Step in to assist frontline employees with service requests and transactions during busy periods to maintain an efficient customer experience. • Review branch activity for adherence to internal policies, operating standards, and regulatory expectations, taking action when gaps are identified. • Authorize customer and operational transactions within assigned approval limits while maintaining sound risk awareness. • Perform routine control checks and pre-audit reviews to reduce exposure, improve operational discipline, and support examination readiness. • Guide, coach, and develop branch employees through training, one-on-one feedback, and ongoing reinforcement of service and accuracy standards. • Manage hiring support, onboarding efforts, scheduling, and retention activities to sustain a strong and dependable team. • Address escalated customer issues with professionalism, follow through on resolutions, and strengthen long-term client relationships. • Recommend deposit and consumer or business banking solutions based on customer needs and contribute to branch growth through community and business development efforts. • Help maintain and improve branch procedures, participate in assigned initiatives, and uphold a secure environment that protects confidential information.
2026-05-30T00:53:47Z

Paraplanner | San Ramon | 2 days onsite

San Ramon, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
If interested in the role, please message Jennifer Fukumae on LinkedIn to learn more about this opportunity. Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. ResponsibilitiesThis Paraplanner role is designed for individuals who are interested in the operational, analytical, and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently. Key responsibilities include:• Prepare, update, and maintain comprehensive financial plans using planning software• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions• Foster strong, trusted relationships with clients through consistent communication and responsiveness• Track client progress against financial plans and ensure timely updates and plan reviews• Coordinate account administration including onboarding, account maintenance, and investment-related service requests• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance• Research and resolve account discrepancies and operational issues• Collaborate with internal specialists to ensure seamless client service delivery across teams• Identify opportunities to improve processes, efficiency, and overall client experience• Participate in ongoing training, education, and firm initiatives to support professional development
2026-06-09T00:18:44Z

Paraplanner | San Ramon

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
If interested in the role, please message Jennifer Fukumae on LinkedIn to learn more about this opportunity. Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the operational, analytical, and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently. Key responsibilities include:• Prepare, update, and maintain comprehensive financial plans using planning software• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions• Foster strong, trusted relationships with clients through consistent communication and responsiveness• Track client progress against financial plans and ensure timely updates and plan reviews• Coordinate account administration including onboarding, account maintenance, and investment-related service requests• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance• Research and resolve account discrepancies and operational issues• Collaborate with internal specialists to ensure seamless client service delivery across teams• Identify opportunities to improve processes, efficiency, and overall client experience• Participate in ongoing training, education, and firm initiatives to support professional development
2026-06-01T20:24:04Z

Asset Manager

Stockton, CA
onsite
Temporary / Contract
27.55 - 31.90 USD / Hourly
We are looking for an experienced Asset Manager to support the performance and compliance of a non-profit housing portfolio in Tracy, California. This Long-term Contract opportunity is ideal for a property management specialist who can balance occupancy goals, regulatory adherence, resident service, and site presentation. The role requires strong oversight of leasing activity, inspections, records management, and policy execution to help ensure each property operates effectively and in alignment with housing standards. Responsibilities:• Direct daily property management activities across assigned sites to promote efficient operations, strong resident support, and consistent performance.• Apply housing regulations and program requirements to admissions, occupancy, and ongoing property administration while helping maintain organizational compliance.• Administer occupancy policies and operating procedures, identify areas for improvement, recommend updates, and support staff training on approved changes.• Strengthen leasing results by contributing to outreach and marketing efforts designed to expand the applicant pool and attract prospective residents.• Uphold fair housing standards, review resident or applicant requests for informal review, and ensure each matter is handled according to established procedures.• Monitor property appearance by touring communities regularly, confirming curb appeal standards are met, and addressing lease compliance concerns when observed.• Maintain organized property records and tenant files so documentation remains accurate, accessible, and audit-ready.• Track incidents and insurance-related matters in accordance with risk management expectations and required reporting practices.• Drive key portfolio targets, including high occupancy levels, timely unit turnover, strong rent collection performance, and completion of annual physical and housekeeping inspections.• Evaluate maintenance-related vendor needs and provide informed recommendations for service contract arrangements.
2026-05-19T16:04:05Z

Health & Safety Engineer

Fremont, CA
onsite
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
We are looking for an experienced Health and Safety Engineer to join our client's team in Milpitas, California. In this role, you will oversee the implementation and maintenance of programs designed to ensure workplace safety and environmental compliance. The ideal candidate will play a vital role in fostering a culture of continuous improvement by identifying risks, conducting audits, and implementing corrective actions while supporting training and reporting processes. Responsibilities:• Develop and enforce safety policies and procedures to maintain compliance with environmental and workplace regulations.• Conduct regular safety audits and inspections to identify risks and ensure adherence to safety standards.• Implement corrective actions to address safety concerns and prevent future incidents.• Provide comprehensive safety training and education programs for employees to promote awareness and preparedness.• Monitor and evaluate workplace conditions to ensure a safe and productive environment.• Collaborate with various teams to drive continuous improvement in health and safety practices.• Maintain accurate records and reports related to safety compliance and training activities.• Stay updated on industry standards and regulatory changes to ensure ongoing compliance.• Oversee the proper use and maintenance of safety equipment.• Act as a liaison with regulatory agencies during inspections and audits
2026-05-27T16:24:15Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent / Full Time
120000.00 - 170000.00 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-05-29T13:58:49Z

Legal Assistant

San Jose, CA
onsite
Temporary / Contract
25.00 - 25.00 USD / Hourly
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 or have 1-2+ years of experience working in the legal field. Responsibilities: <ul><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>
2026-06-03T16:13:42Z

Associate Advisor (Advisor Track!) | San Ramon

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers.Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional developmentIn this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-06-09T00:18:44Z

Corporate Paralegal

San Jose, CA
onsite
Permanent / Full Time
115000.00 - 175000.00 USD / Yearly
Inhouse legal team is seeking a Corporate Paralegal/Senior Legal Assistant to join their team in San Jose, CA. This role offers an exciting opportunity to contribute to a company that is reshaping the future of energy. As a key member of the Legal Department, you will provide advanced administrative and legal support, ensuring the smooth operation of corporate governance and legal processes. This role offers excellent benefits package including medical, dental, vision, paid time off, and 401k. Responsibilities:• Provide direct administrative and legal support to the Chief Legal Officer and Corporate Secretary.• Manage legal invoices, set up purchase orders, and track expenses to maintain alignment with budgetary goals.• Prepare and distribute Board of Directors meeting materials, draft agendas and consents, and oversee compliance with governance requirements.• Maintain corporate records, assist with entity formation, and handle annual filings to support subsidiary governance.• Organize, draft, review, and archive contracts, agreements, and other critical legal documents.• Coordinate document execution processes, including electronic signatures and contract lifecycle management systems.• Update and maintain legal knowledge databases and systems to ensure accessibility and accuracy.• Conduct research on legal matters and create summaries or reports to support decision-making.• Facilitate onboarding and training for new Legal team members to ensure seamless integration.• Collaborate with internal teams and external vendors to address legal inquiries and improve department processes.
2026-05-13T15:53:45Z

Associate Advisor | Financial Planning & Advisor Track

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers. Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional development In this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-06-01T20:04:34Z