<p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul><p>Compensation & Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>
<p>We are looking for an experienced finance leader to oversee financial systems support and strengthen core planning, reporting, and close activities in San Francisco, California. This role will guide budgeting operations, improve the accuracy and timeliness of financial information, and provide leadership around cash flow visibility for the organization. The ideal candidate brings a strong command of finance operations along with the ability to align systems support with business goals and decision-making needs.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the finance systems lead, translating accounting requirements into automated system solutions.</li><li>Manage financial close systems, integrations, reconciliations, and audit support.</li><li>Own and optimize NetSuite, including multi-entity, multi-currency, and reporting functionality.</li><li>Oversee finance applications and integrations, driving automation and process improvements.</li><li>Configure systems, troubleshoot issues, and support complex accounting transactions.</li><li>Partner with Finance, Accounting, and IT leaders to align systems with business needs.</li><li>Lead offshore support teams and ensure efficient service delivery.</li><li>Develop user training, documentation, and best practices to improve adoption.</li><li>Maintain system governance, data integrity, internal controls, and audit readiness.</li><li>Identify emerging technologies and scalable solutions to enhance financial operations.</li></ul>
<p>A well-established national law firm specializing in business immigration has an immediate need for an entry-level Legal Assistant to join their team on a long-term contract basis. This role provides the opportunity to perform substantive legal work supporting business immigration matters, including preparing immigration applications, drafting and revising case-related correspondence and supporting documentation, and communicating with corporate representatives and foreign nationals.</p><p>The firm provides comprehensive training and ongoing professional development, including immigration case strategy and preparation workshops, legal practice meetings, and a client service team structure that provides mentorship from senior professionals, making this an excellent opportunity for someone looking to build a long-term career in the legal field.</p><p>The ideal candidate will be a recent college graduate with demonstrated professional office experience, hold a Paralegal certification, or be an early-career professional with 1–2+ years of experience in the legal field, and must be available to work onsite in the firm's San Francisco office five days per week.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Analyze case documents and assist with preparing immigration applications and petitions for filing with the appropriate government agencies</li><li>Draft and revise specialized support letters and legal documents detailing eligibility for visa classifications and other immigration benefits</li><li>Review written materials for grammar, accuracy, clarity, and consistency and synthesize complex information into clear, concise narratives</li><li>Draft professional correspondence with clients, including emails and letters</li><li>Interface with corporate representatives and foreign nationals regarding case-related information and documentation</li><li>Compile and summarize case data, status information, and reports</li><li>Collect, organize, and maintain confidential client information and supporting case documentation</li><li>Manage a high volume of matters and competing deadlines while maintaining accuracy, organization, and attention to detail</li><li>Participate in ongoing training workshops, legal practice meetings, and updates addressing immigration case strategy, current developments, advanced topics, and client service</li><li>Assist with additional legal projects as assigned</li></ul><p><br></p>
<p>Our client, a busy civil defense litigation firm is looking for a paralegal to assist their team in Oakland, CA. This is a contract-to-hire opportunity where you can contribute to case development, motion preparation, and trial readiness across a variety of civil matters. The ideal candidate brings strong analytical judgment, effective communication skills, and the ability to manage records, deadlines, and legal documentation with accuracy. This role offers hybrid flexibility after the training period. Once the training period is completed, the candidate can transition to a 4 day a week on-site, one day at home schedule. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Examine discovery materials to determine which documents and records should be obtained through subpoenas.</li><li>Review medical documentation and diagnostic imaging, then prepare clear summaries for attorney use.</li><li>Organize, assess, and compile evidence to support dispositive motions, hearings, and trial preparation.</li><li>Maintain accurate time entries and record completed work within the firm's billing platform.</li><li>Coordinate with attorneys, clients, expert witnesses, and outside professionals to gather case information and support litigation needs.</li><li>Assist with case file management to ensure documents, records, and deadlines are tracked efficiently.</li><li>Contribute to litigation support activities across a range of civil defense matters handled by the firm.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Lead Wealth Advisor | Wealth Management Firm | SF; Hybrid - 2 Days Onsite </strong></p><p> </p><p>Our client is a highly regarded wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. This is an exceptional opportunity to advise sophisticated clients, lead complex relationships, and work alongside a collaborative team dedicated to delivering personalized wealth planning and investment solutions.</p><p><strong> </strong></p><p>Join a growing, relationship-driven firm where you'll have significant client exposure, direct access to leadership, and a clear path for long-term growth. The firm offers a collaborative, low-ego culture, flexible hybrid schedule, strong work-life balance, continuing education support, competitive compensation, bonus, profit sharing, and partnership potential.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead and manage complex client relationships as a trusted advisor</li><li>Deliver comprehensive wealth management, investment, and financial planning advice</li><li>Develop customized investment strategies and long-term planning recommendations</li><li>Partner with internal specialists to provide holistic client solutions</li><li>Lead client meetings, portfolio reviews, and ongoing relationship management</li><li>Oversee onboarding, account activity, and client service execution</li><li>Support business development through referrals and relationship building</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half is working on a temp to hire Front Desk Concierge opening with a leading global professional services firm specializing in commercial real estate and investment management. Our client is seeking an experienced, polished, and service-oriented <strong>Concierge 3</strong> to support front desk and workplace operations at their Redwood Shores location. This contract opportunity is ideal for a professional who enjoys being the face of an organization, creating an exceptional visitor experience, and helping ensure daily office operations run seamlessly.</p><p><br></p><p>As the first point of contact for employees, guests, vendors, and callers, the Concierge will play a highly visible role in maintaining a welcoming, organized, and professional workplace. This position combines front desk reception, visitor management, badge administration, call handling, mail and package coordination, work order support, and general administrative assistance.</p><p><br></p><p>What You’ll Be Doing:</p><ul><li>Provide a warm, professional, and welcoming experience for employees, visitors, clients, and vendors while serving as a key first point of contact for the site.</li><li>Greet and direct guests upon arrival, ensuring a smooth and positive visitor experience.</li><li>Manage incoming phone traffic, promptly route calls to the appropriate individuals or departments, and assist with overflow calls from the call center as needed.</li><li>Issue visitor and employee badges in accordance with established site security procedures and maintain accurate access records.</li><li>Coordinate incoming and outgoing mail, courier services, and package deliveries while helping resolve routine distribution issues.</li><li>Enter, log, track, and assign work orders to support timely follow-up on workplace and facility-related requests.</li><li>Provide administrative and clerical support to site leadership and assist with a variety of general office and workplace coordination activities.</li><li>Respond to routine questions from employees, clients, and visitors while appropriately escalating more complex issues or concerns.</li><li>Maintain a clean, organized, safe, and professional reception area and shared workspace that reflects high workplace standards.</li><li>Follow company and client policies, procedures, and workplace protocols while actively supporting a positive and service-focused office environment.</li><li>Participate in site programs, training initiatives, and ongoing professional development opportunities.</li></ul><p><br></p>
<p>We are looking for a Healthcare Supply Chain Data Integrity Specialist to support data accuracy, reporting, and operational system guidance for a supply chain organization in Fremont, California. This Long-term Contract position is ideal for someone who can combine analytical skill with hands-on support for internal stakeholders. The role will focus on strengthening data reliability, improving user adoption through training, and helping standardize processes that support purchasing and supply chain operations.</p><p><br></p><p>Responsibilities:</p><p>• Maintain the accuracy, consistency, and completeness of supply chain records within organizational systems to support dependable operational decision-making.</p><p>• Provide day-to-day assistance to internal teams by resolving system-related questions, guiding users on best practices, and supporting issue resolution.</p><p>• Create reports, dashboards, and analytical summaries that help stakeholders monitor purchasing activity, inventory trends, and operational performance.</p><p>• Lead supply chain coordination efforts tied to enterprise system implementation activities, including documenting procedures and establishing repeatable workflows.</p><p>• Develop training materials and deliver instruction that helps team members use supply chain tools and processes effectively.</p><p>• Review data for discrepancies, investigate root causes, and apply corrective actions to preserve system integrity.</p><p>• Partner with purchasing and vendor-facing teams to support procurement processes, category management, and supply data alignment.</p><p>• Facilitate meetings with stakeholders to clarify requirements, communicate updates, and support informed decision-making across operations.</p><p><br></p><p>If you are interested in this role please apply today and call us at (510)470-7450</p>
We are looking for an experienced payroll leader to oversee accurate, compliant payroll operations for a complex, multi-entity organization in San Ramon, California. This role is ideal for someone who combines deep technical payroll expertise with strong leadership skills and can guide high-volume processing across multiple states. The successful candidate will partner closely with cross-functional teams to strengthen controls, resolve issues efficiently, and ensure timely payroll delivery from start to finish.<br><br>Responsibilities:<br>• Lead end-to-end payroll operations for a large employee population, ensuring each payroll cycle is completed accurately and on schedule.<br>• Manage payroll processing across multiple states and legal entities while maintaining compliance with applicable wage, tax, and reporting requirements.<br>• Oversee payroll calculations involving regular earnings, commissions, and other variable compensation elements.<br>• Review payroll reconciliations, audit findings, and internal control activities to identify discrepancies and drive corrective action.<br>• Direct year-end payroll activities, including W-2 and W-2C preparation, validation, and distribution.<br>• Supervise and develop payroll team members by providing training, coaching, and performance guidance.<br>• Partner with Human Resources, Finance, Compliance, Internal Audit, and business leadership to address payroll questions and support operational needs.<br>• Monitor timekeeping inputs and related processes to improve payroll accuracy and reduce processing issues.<br>• Use payroll systems and reporting tools, including Excel-based analysis, to investigate exceptions and support decision-making.
<p><strong>ACCOUNTING MANAGER</strong></p><p><strong>180K-230K + FULL BENEFITS</strong></p><p><br></p><p>We are looking for an experienced Accounting Manager for a well-established organization. This role combines staff oversight with active involvement in accounting activities, financial reporting, analysis, and process improvement. The position will partner with finance leadership to strengthen internal controls, guide reporting efforts, and provide reliable information that supports sound organizational decisions.</p><p><br></p><p>Responsibilities:</p><p>• Lead daily accounting operations while guiding team members to ensure accurate, timely, and responsive department support.</p><p>• Perform hands-on accounting work, including reviewing journal entries, reconciliations, and month-end close activities, while also managing staff and priorities.</p><p>• Produce financial analysis and interpret reporting results to help leadership evaluate performance, funding patterns, and operational needs.</p><p>• Develop forecasts and trend reporting related to revenue, cash flow, and other key financial indicators to assist with planning.</p><p>• Act as the primary resource for the financial management system by supporting users, maintaining documentation, and reinforcing internal control practices.</p><p>• Oversee the creation of financial and specialized reports, ensuring information is complete, well-organized, and aligned with reporting requirements.</p><p>• Coordinate financial reporting for affiliated entities, trusts, and related programs, maintaining accuracy and consistency across records.</p><p>• Review and approve disbursements and accounting transactions affecting organizational income and expenses in accordance with policy.</p><p>• Monitor accounting standards and regulatory guidance to identify changes that may affect financial practices or reporting obligations.</p><p>• Design and deliver training for staff and financial representatives while contributing to business planning and long-term resource management.</p>
<p>Anisa Henry is partnered with a growing, client-focused wealth management firm seeking an <strong>Associate Wealth Architect</strong> to support the delivery of comprehensive financial planning and wealth management services. This opportunity is ideal for someone who enjoys building meaningful client relationships, simplifying complex financial concepts, and contributing to clients' long-term financial success.</p><p><br></p><p>The firm fosters a collaborative, team-oriented culture centered on integrity, service excellence, continuous learning, and professional growth. Team members are encouraged to develop their expertise while making a meaningful impact on both clients and colleagues.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with senior advisors in a team-based advisory environment, gaining exposure to a variety of planning and client engagement approaches.</li><li>Participate in client meetings, gather financial and personal information, develop financial plans, and assist in presenting recommendations.</li><li>Work cross-functionally with advisory, investment, and client service teams to support all aspects of the wealth management process.</li><li>Collect and organize client financial information, goals, and objectives.</li><li>Analyze and review financial documents to support planning recommendations.</li><li>Assist in preparing financial plans, investment policy statements, and portfolio review materials.</li><li>Support the implementation and ongoing monitoring of client financial strategies, including coordination with external professional advisors when appropriate.</li><li>Prepare client communications, presentations, and meeting materials.</li><li>Maintain and update client, prospect, and advisor records within firm systems.</li><li>Assist with technology initiatives, operational enhancements, and workflow improvements.</li><li>Support document management and process optimization efforts.</li></ul><p><br></p>
We are looking for an experienced AML Manager to lead a team supporting financial crime compliance efforts in San Ramon, California. This Long-term Contract position is suited for a detail-oriented individual who can guide analysts, strengthen investigative quality, and help maintain a strong Bank Secrecy Act and anti-money laundering control environment. The ideal candidate brings proven leadership experience, sound judgment in suspicious activity review, and the ability to drive consistent performance across a high-volume monitoring function.<br><br>Responsibilities:<br>• Lead, coach, and oversee a team of 8 to 10 AML analysts, setting clear expectations and promoting strong execution across daily casework.<br>• Review team output to ensure investigations, alerts, and escalations are handled accurately, thoroughly, and within required timeframes.<br>• Provide direction on suspicious activity analysis and support the preparation and quality review of Suspicious Activity Reports.<br>• Partner with compliance and operations stakeholders to maintain effective AML and BSA monitoring practices and resolve workflow issues.<br>• Use Actimize Suspicious Activity Monitoring to supervise alert management activities and improve case handling consistency.<br>• Track individual and team performance, deliver feedback, and develop analysts to build a high-performing and accountable unit.<br>• Support procedural updates, training efforts, and process improvements that strengthen regulatory compliance and investigative quality.<br>• Escalate significant financial crime concerns, emerging risk patterns, and control gaps to appropriate leadership teams.<br>• Help manage operational priorities, coverage needs, and reporting metrics to ensure smooth execution of program objectives.
We are looking for an experienced Human Resources (HR) Manager to guide people operations and support business objectives in Santa Clara, California. This position partners closely with leadership to foster a positive employee experience, maintain regulatory compliance, and strengthen core HR programs across the organization. The role also provides oversight for HR administration, benefits, employee relations, and talent processes while helping improve systems and workflows.<br><br>Responsibilities:<br>• Direct daily HR activities and provide guidance, coaching, and oversight to members of the human resources team.<br>• Partner with managers to address employee concerns, interpret workplace policies, and support fair, consistent employment practices.<br>• Conduct and manage employee relations matters, including investigations, documentation, and resolution of workplace issues.<br>• Oversee benefits administration, leave programs, workers’ compensation matters, and workplace accommodation processes.<br>• Lead hiring efforts by coordinating recruiting activities, onboarding plans, and new employee orientation to support a smooth start for new hires.<br>• Manage performance review cycles, employee development efforts, and broader talent management initiatives that support retention and growth.<br>• Monitor adherence to federal, state, and local employment regulations and ensure required HR records and reporting are completed accurately.<br>• Use HRIS and related tools to maintain employee data, review workforce trends, and provide actionable insights to organizational leaders.<br>• Drive improvements to HR processes, systems, and cross-functional initiatives that increase efficiency and strengthen employee support.<br>• Coordinate training, compliance, safety, and engagement programs that contribute to a well-informed and connected workforce.
<p>A nationally recognized and thriving wealth management and advisory firm is seeking a <strong>Vice President of Client Services</strong> to help shape and elevate the client experience across a growing organization.</p><p><br></p><p>This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm.</p><p><br></p><p>The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement.</p><p><br></p><p>Lead and Develop High-Performing Teams</p><ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul><p>Elevate the Client Experience</p><ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul><p>Partner Across the Business</p><ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul><p>Drive Operational Excellence</p><ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul><p><br></p>
<p><strong>Position Overview</strong></p><p>Our client is seeking an experienced HR Business Partner to support a <strong>12-month Organization Structure Optimization initiative</strong>. This role will serve as a consultant and process lead, partnering with executive stakeholders, project managers, HRBPs, and cross-functional teams to identify organizational inefficiencies, eliminate role duplication, and implement data-driven organizational improvements.</p><p>This position requires candidates who meet <strong>all</strong> of the listed qualifications and are comfortable interviewing and presenting to executive-level stakeholders.</p><p><strong>Work Arrangement:</strong> Hybrid. Onsite requirements will vary based on project needs. <strong>Candidates must reside in the Bay Area.</strong></p><p><strong>Key Responsibilities</strong></p><p><strong>Process Design & Facilitation</strong></p><ul><li>Build project roadmaps and design systematic organizational assessment processes.</li><li>Facilitate executive interviews and cross-functional working sessions.</li><li>Partner with subject matter experts (SMEs) and project co-leads to develop restructuring recommendations.</li></ul><p><strong>Data Analysis</strong></p><ul><li>Design and lead data collection processes across multiple organizations.</li><li>Conduct organizational diagnostics on selected business functions.</li><li>Validate and analyze employee data and operating models to identify optimization opportunities.</li><li>Review and compare job descriptions to identify opportunities for role differentiation across levels and organizations.</li></ul><p><strong>Stakeholder Management</strong></p><ul><li>Collaborate with HR Business Partners and executive leaders to ensure alignment throughout the project.</li><li>Prepare executive-level presentations, deliverables, and communication materials.</li></ul><p><strong>Additional Responsibilities</strong></p><ul><li>Provide communications and change management support.</li><li>Deliver administrative support for governance processes.</li></ul>
<p>We are seeking a Change & Communications Manager to lead organizational change management, stakeholder engagement, and communication strategies for enterprise-wide transformation initiatives. This role will help drive employee readiness, adoption, and engagement by translating complex business and technology changes into clear, actionable communications.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and execute change management and communication strategies that support business transformation, process improvement, and technology initiatives.</li><li>Assess organizational impacts, stakeholder readiness, and potential adoption risks associated with change initiatives.</li><li>Create a variety of communication materials, including executive communications, presentations, FAQs, toolkits, training resources, and employee updates.</li><li>Partner with cross-functional leaders and teams to support organizational readiness and successful change adoption.</li><li>Facilitate stakeholder engagement activities, workshops, feedback sessions, and change-related forums.</li><li>Support leadership teams with communication planning, coaching, and change advocate programs.</li><li>Measure adoption and communication effectiveness, using feedback and insights to refine strategies and improve engagement.</li></ul>
<p>A local city government agency is seeking an experienced <strong>Accounts Payable Specialist</strong> to support a busy finance department during a period of process improvement and operational enhancement. This role offers the opportunity to play a key part in strengthening AP workflows, improving vendor onboarding processes, enhancing documentation standards, and supporting automation initiatives. The position may be two months contract with possibilities of extending.</p><p><br></p><p>If you enjoy improving processes, partnering with multiple departments, and working in a mission-driven environment that serves the community, this could be an excellent opportunity.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform full-cycle accounts payable processing, including invoice review, coding, and payment processing.</li><li>Review invoices for accuracy, proper approvals, and compliance with established municipal policies and procedures.</li><li>Process purchase order (PO) and non-PO invoices while ensuring appropriate supporting documentation is maintained.</li><li>Manage the AP inbox and respond to vendor and internal department inquiries in a timely manner.</li><li>Prepare and process weekly vendor payments via check, ACH, and electronic payment methods.</li><li>Maintain vendor records and oversee vendor onboarding, including W-9 collection, validation, and setup.</li><li>Identify opportunities to improve vendor onboarding, W-9 compliance, and AP workflows.</li><li>Assist with workflow automation initiatives, electronic approval routing, and process optimization projects.</li><li>Develop and maintain AP procedures, process documentation, and desk manuals to support operational consistency.</li><li>Monitor outstanding liabilities and ensure timely payment of obligations.</li><li>Support annual 1099 reporting and filing activities.</li><li>Reconcile AP-related accounts and assist with month-end and year-end close activities.</li><li>Collaborate with procurement, public works, utilities, administration, and department managers to resolve invoice and payment issues.</li><li>Support audit requests by preparing schedules and gathering requested documentation.</li><li>Participate in special projects related to finance modernization and continuous process improvement.</li></ul><p><br></p>
<p>Our client, a San Francisco-based fintech company, is seeking a Commercial Counsel to provide immediate part-time support to its vendor and procurement contracting function on a fully remote contract basis. This is a hands-on, queue-driven role focused on reviewing and negotiating inbound vendor agreements, identifying legal and commercial risk, and helping move contracts efficiently through execution.</p><p>The ideal candidate will bring meaningful commercial contracting experience involving technology and SaaS vendors, including experience negotiating DPAs and related privacy and security terms. The attorney should be comfortable independently managing a contract queue, applying established contracting positions and playbooks, and partnering with legal and business stakeholders in a fully remote environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review, draft, and negotiate vendor and procurement agreements, including MSAs, SaaS agreements, SOWs, order forms, and renewals against established contracting positions and playbooks. </li><li>Review and negotiate Data Processing Agreements (DPAs) and related privacy and security provisions, particularly in agreements with technology and SaaS vendors. </li><li>Negotiate AI-related contractual provisions involving use restrictions, data rights, model training, and evolving regulatory considerations. </li><li>Evaluate legal and commercial risks in proposed contractual terms and recommend practical, business-oriented mitigations. </li><li>Independently manage an active contract queue and prioritize competing requests to move agreements toward signature efficiently. </li><li>Partner cross-functionally with Procurement, Security, Privacy, and business stakeholders to resolve contractual issues and facilitate execution. </li></ul><p><br></p>
<p>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. </p><p><br></p><p>Responsibilities:</p><p>• Provide direct administrative and legal support to the Chief Legal Officer and Corporate Secretary.</p><p>• Manage legal invoices, set up purchase orders, and track expenses to maintain alignment with budgetary goals.</p><p>• Prepare and distribute Board of Directors meeting materials, draft agendas and consents, and oversee compliance with governance requirements.</p><p>• Maintain corporate records, assist with entity formation, and handle annual filings to support subsidiary governance.</p><p>• Organize, draft, review, and archive contracts, agreements, and other critical legal documents.</p><p>• Coordinate document execution processes, including electronic signatures and contract lifecycle management systems.</p><p>• Update and maintain legal knowledge databases and systems to ensure accessibility and accuracy.</p><p>• Conduct research on legal matters and create summaries or reports to support decision-making.</p><p>• Facilitate onboarding and training for new Legal team members to ensure seamless integration.</p><p>• Collaborate with internal teams and external vendors to address legal inquiries and improve department processes.</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 or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><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><p><br></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 or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><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><p><br></p>
<p>We are looking for an experienced Senior Project Accountant to support the financial management of construction-focused projects in Oakland, California. This role will oversee project-level accounting activities, help maintain accurate financial reporting, and partner with operational teams to keep budgets, billing, and cost tracking aligned. The ideal candidate brings strong knowledge of project accounting systems and can work confidently across multiple projects in a deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary finance/accounting contact for clients.</li><li>Review, reconcile, and maintain accurate financial records and GL accounts.</li><li>Prepare financial statements, budgets, forecasts, journal entries, and management reports.</li><li>Analyze revenue, expenses, and financial trends to support planning and decision-making.</li><li>Assist with month-end close, audits, and special projects.</li><li>Identify accounting issues, recommend process improvements, and ensure data accuracy.</li><li>Train Project Accountants and help develop procedures and client training materials.</li><li>Perform additional duties as needed.</li></ul>
<p>Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.</p><p>• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.</p><p>• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.</p><p>• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.</p><p>• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.</p><p>• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.</p><p>• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.</p><p>• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn</p>
<p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Anisa Henry is partnered with a respected investment management firm seeking an <strong>Investment Operations Analyst</strong> to support the day-to-day operations of its investment funds. This role is responsible for overseeing global trade settlement activities, performing reconciliations, and supporting reporting and regulatory requirements. This position reports to the Head of Trading & Operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with global trade settlement activities for fund transactions, including cash and securities settlement, by coordinating with custodians, brokers, and fund administrators.</li><li>Monitor and report fund cash balances and cash flows, including transfer agency and settlement-related activity.</li><li>Support the execution and monitoring of foreign exchange transactions to meet settlement and liquidity needs.</li><li>Maintain communication with custodians and fund service providers to ensure accurate trade processing and timely settlement.</li><li>Perform daily reconciliations of cash, positions, and transactions, and investigate and resolve discrepancies.</li><li>Monitor, process, and reconcile corporate action events.</li><li>Prepare and review transaction cost analysis (TCA) reports for securities and foreign exchange transactions.</li><li>Assist with the preparation of client, compliance, and regulatory reporting.</li><li>Support adherence to regulatory requirements and reporting obligations.</li><li>Participate in additional operational projects and responsibilities as needed.</li></ul><p><strong>Culture</strong></p><p>This is an excellent opportunity for someone who enjoys working in a collaborative, intellectually engaging environment. The team is known for being thoughtful, supportive, and highly appreciative of one another’s contributions, and the role offers exposure to a wide variety of meaningful and complex work.</p><p><br></p><p><br></p><p><br></p>
<p>Robert Half is getting ready for our busiest time of year - Q4. We are proactively recruiting for <strong>HR Coordinators</strong> to join the Robert Half network. We have been operating on the Peninsula for nearly 30 years. We have partnered with <strong>THOUSANDS</strong> of companies. If an opportunity arises, we want to have you as available and active in our system.</p><p><br></p><p>The ideal candidate will bring strong attention to detail, excellent communication skills, and hands-on experience supporting core HR processes.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support day-to-day HR operations and administrative activities</li><li>Assist with <strong>new-hire onboarding</strong>, including paperwork, I-9 documentation, background checks, and employee setup</li><li>Maintain accurate and confidential employee records and personnel files</li><li>Update employee information in the <strong>HRIS</strong> and other internal systems</li><li>Assist with employee changes, transfers, promotions, leaves, and offboarding</li><li>Coordinate employee documentation and HR forms</li><li>Respond to employee questions regarding HR policies, procedures, benefits, and company programs</li><li>Partner with Payroll and Benefits teams to help resolve employee questions and discrepancies</li><li>Assist with benefits administration and enrollment activities</li><li>Support recruiting efforts by coordinating interviews, candidate communications, and pre-employment processes</li><li>Prepare HR reports, spreadsheets, and other administrative documentation</li><li>Assist with compliance-related activities and required employment documentation</li><li>Help coordinate employee events, training, and internal HR initiatives</li><li>Maintain a high level of confidentiality when handling sensitive employee information</li><li>Provide general administrative support to the HR team as needed</li></ul><p><br></p>
<p>Robert Half is getting ready for our busiest time of year - Q4. We are proactively recruiting for <strong>HR Coordinators</strong> to join the Robert Half network. We have been operating on the Peninsula for nearly 30 years. We have partnered with <strong>THOUSANDS</strong> of companies. If an opportunity arises, we want to have you as available and active in our system.</p><p><br></p><p>The ideal candidate will bring strong attention to detail, excellent communication skills, and hands-on experience supporting core HR processes.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support day-to-day HR operations and administrative activities</li><li>Assist with <strong>new-hire onboarding</strong>, including paperwork, I-9 documentation, background checks, and employee setup</li><li>Maintain accurate and confidential employee records and personnel files</li><li>Update employee information in the <strong>HRIS</strong> and other internal systems</li><li>Assist with employee changes, transfers, promotions, leaves, and offboarding</li><li>Coordinate employee documentation and HR forms</li><li>Respond to employee questions regarding HR policies, procedures, benefits, and company programs</li><li>Partner with Payroll and Benefits teams to help resolve employee questions and discrepancies</li><li>Assist with benefits administration and enrollment activities</li><li>Support recruiting efforts by coordinating interviews, candidate communications, and pre-employment processes</li><li>Prepare HR reports, spreadsheets, and other administrative documentation</li><li>Assist with compliance-related activities and required employment documentation</li><li>Help coordinate employee events, training, and internal HR initiatives</li><li>Maintain a high level of confidentiality when handling sensitive employee information</li><li>Provide general administrative support to the HR team as needed</li></ul><p><br></p>