<p><strong>Job Description: Property Administrator</strong></p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Tenant Relations</strong>: Communicate with tenants regarding inquiries, lease agreements, and property updates.</li><li><strong>Maintenance Support</strong>: Coordinate property repairs and maintenance requests, working with vendors and contractors.</li><li><strong>Administrative Tasks</strong>: Maintain accurate property records, process invoices, and assist with financial reporting.</li><li><strong>Compliance Management</strong>: Ensure all property operations comply with applicable regulations and policies.</li></ul>
<p>Are you looking to make a direct impact in patient care and healthcare operations? We are currently seeking a <strong>Radiology Scheduler</strong> to support our Perioperative and Interventional regions. As a <strong>Radiology Scheduler</strong>, you will be the first point of contact for patients and play a key role in managing a smooth and efficient scheduling process. The ideal <strong>Radiology Scheduler</strong> thrives in a fast-paced environment, excels in communication, and is passionate about patient service.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Schedule pre-operative appointments in APEC and IR grids.</li><li>Scan and upload radiology records to PACS and Life Image.</li><li>Coordinate new and return patient scheduling, including imaging studies and clinic visits.</li><li>Manage a high volume of incoming and outgoing patient calls.</li><li>Maintain follow-up communication with patients after procedures.</li><li>Work directly with Nurse Practitioners to ensure smooth scheduling processes.</li><li>Support managers with patient openings and schedule blocks (Super User duties).</li><li>Perform case intake and scheduling.</li><li>Retrieve and view medical records via RightFax.</li><li>Scan and distribute external medical documentation.</li><li>Run location-specific reports for various medical facilities.</li><li>Attend weekly staff meetings and contribute to team discussions.</li><li>Cross-train in all scheduling functions to allow departmental rotations.</li></ul>
<p>• Develop accurate cost standards </p><p>• Perform cost audits and variance analyses </p><p>• Identify margin improvement opportunities </p><p>• Provide timely updates on key performance indicators </p><p>• Assists operations team with ad-hoc analyses </p><p>• Complete month-end close responsibilities as necessary </p><p>• Ensure accurate inventory quantities and valuation </p><p>• Maintain effective cost structure - proper classifications, timely recognition, & controlled spending </p><p>• Partner with IT in developing reporting capabilities </p><p>• Foster a spirit of continuous improvement </p><p><br></p>
<p><strong>About the Role</strong></p><p>We are seeking a highly detail-oriented and organized <strong>Fund Accountant</strong> to join our finance team. This role plays a key part in supporting the daily operations and accounting for investment funds, ensuring compliance, accuracy, and timely reporting. The ideal candidate will have strong technical accounting skills, a passion for the investment industry, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Fund Accounting:</strong></li><li>Process and record transactions for multiple investment funds, including trades, capital calls, distributions, and other fund activity.</li><li>Maintain accurate and timely fund general ledgers and prepare journal entries in accordance with GAAP requirements.</li><li><strong>Portfolio Oversight:</strong></li><li>Monitor investment portfolio activity for compliance and ensure proper valuation of investments.</li><li>Assist in reconciling portfolio holdings and verifying monthly performance calculations.</li><li><strong>Financial Reporting:</strong></li><li>Prepare financial reports, including fund balance sheets, income statements, and cash flow summaries for management and investors.</li><li>Assist with quarterly and annual financial statement preparation in compliance with industry standards.</li><li><strong>Investor Transactions:</strong></li><li>Process subscriptions, redemptions, and investor allocations to ensure accuracy and adherence to fund documentation.</li><li>Collaborate with the investor relations team to provide reporting and support for client inquiries.</li><li><strong>Compliance & Audit Support:</strong></li><li>Ensure compliance with regulatory requirements specific to fund accounting and reporting.</li><li>Prepare documentation and assist auditors with reviews, ensuring seamless communication and adherence to audit schedules.</li><li><strong>Process Improvement:</strong></li><li>Identify and propose enhancements to accounting and reporting processes to increase efficiency and accuracy.</li><li>Collaborate with technology teams to optimize accounting systems used to manage fund data.</li></ul><p><br></p>
<p><strong>About the Role:</strong></p><p>We are seeking a detail-oriented and deadline-driven <strong>Accounts Receivable (AR) Specialist</strong>. As an AR Specialist, you will play a key role in the financial operations of our organization by ensuring accurate and timely processing of receivables, maintaining customer accounts, and monitoring collections activities. The ideal candidate is a team player with excellent communication skills and a strong background in accounting or finance.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee the full accounts receivable process, including processing, verifying, and reconciling customer invoices.</li><li>Monitor customer payment activity, follow up on outstanding balances, and resolve discrepancies in a timely manner.</li><li>Prepare and deliver regular AR aging reports and collections updates to management.</li><li>Maintain accurate customer account records, ensuring all payments and adjustments are applied correctly.</li><li>Collaborate with internal teams to research and resolve billing issues or disputes.</li><li>Provide top-notch customer service to clients by addressing inquiries and resolving account questions.</li><li>Ensure compliance with company policies and applicable regulations related to AR processes.</li><li>Assist with month-end and year-end close activities as they pertain to accounts receivable.</li></ul>
<p>Are you ready to step into a role that keeps you active, on your feet, and contributing to a dynamic workplace environment? We’re looking for a <strong>Facilities Coordinator</strong> who thrives on keeping spaces functional, organized, and welcoming. This hands-on role is perfect for someone who enjoys teamwork, problem-solving, and staying on the move.</p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Event Setup & Teardown:</strong> Arrange furniture, set up audiovisual equipment, and ensure event spaces are clean, organized, and fully functional.</li><li><strong>Conference Room Maintenance:</strong> Conduct routine checks, restock supplies, and keep rooms neat for seamless team meetings.</li><li><strong>Employee Relocation Support:</strong> Assist in assembling workstations and moving office equipment or furniture.</li><li><strong>Facility Maintenance:</strong> Perform routine inspections, address maintenance requests, and help maintain cleanliness through tasks like power washing.</li><li><strong>Building Inspections & Safety:</strong> Carry out regular building inspections, reporting and coordinating repairs to ensure safety and compliance.</li><li><strong>Work Order Management:</strong> Track and prioritize work order tickets, keeping employees informed of progress for smooth operations.</li></ul><p><br></p>
We are looking for a Senior Accountant to join our team in Fremont, California. This is a long-term contract opportunity for an experienced and detail-oriented individual to apply their expertise in general ledger management, reconciliations, and financial reporting. The ideal candidate will have strong analytical skills, a solid background in accounting processes, and the ability to handle complex data-driven tasks with precision.<br><br>Responsibilities:<br>• Manage month-end close activities, ensuring the accuracy and timeliness of financial statements.<br>• Maintain and reconcile general ledger accounts, ensuring compliance with accounting standards.<br>• Prepare journal entries and account reconciliations, including payroll reporting and profit-sharing calculations.<br>• Utilize advanced Excel functions, such as pivot tables, to analyze and manipulate financial data.<br>• Generate audit schedules and maintain organized documentation for reviews.<br>• Calculate revenue using system data and ensure the maintenance of accurate financial files.<br>• Perform bank reconciliations and resolve discrepancies effectively.<br>• Collaborate on Workday testing initiatives to support system functionality improvements.<br>• Leverage Paycom data to create entries and reconciliations as needed.<br>• Contribute to financial operations within the healthcare industry, if applicable.
We are looking for an experienced Senior Accountant to join our team in Fremont, California. This is a long-term contract position where you will play a key role in managing financial reporting, data analysis, and reconciliation tasks. The ideal candidate will bring a proactive attitude and advanced Excel skills to ensure accuracy and efficiency in handling complex data.<br><br>Responsibilities:<br>• Conduct detailed account reconciliations and ensure accurate reporting during month-end close.<br>• Review and analyze large datasets, utilizing advanced Excel functions such as pivot tables to manipulate and interpret data.<br>• Prepare journal entries and maintain the general ledger for financial accuracy.<br>• Pull and audit reports from internal systems to support profit-sharing, payroll reporting, and other financial processes.<br>• Collaborate with a team of nine, contributing to seamless workflows and supporting various accounting tasks.<br>• Perform manual data manipulation to verify and streamline thousands of data entries.<br>• Assist in auditing processes to ensure compliance and identify discrepancies.<br>• Occasionally work weekends to meet critical deadlines or project requirements.<br>• Communicate effectively with the controller and team members during interviews and ongoing operations.
We are looking for a detail-oriented Accounts Receivable Specialist to join our healthcare-focused team in San Francisco, California. In this long-term contract role, you will play a vital part in managing billing operations and ensuring the accuracy of accounts receivable processes. This position offers an excellent opportunity to contribute to a fast-paced environment dedicated to delivering quality services.<br><br>Responsibilities:<br>• Generate and distribute customer invoices in accordance with established contractual agreements.<br>• Collaborate with the Revenue Accounting team to maintain accurate billing records and accruals.<br>• Monitor aged accounts receivable balances and conduct timely follow-ups with customers.<br>• Address inquiries from both customers and internal teams to resolve billing-related issues.<br>• Analyze collections data and develop metrics to track performance effectively.<br>• Handle physical checks, including receiving, reconciling, and depositing them.<br>• Coordinate with Customer Success Managers to manage invoicing adjustments and true-ups.<br>• Reconcile general ledger accounts, investigating discrepancies to ensure accuracy.<br>• Prepare journal entries and contribute to month-end closing activities.<br>• Support audit processes by preparing documentation and assisting with pre-audit tasks.
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>Our Concord client is seeking a detail-oriented and proactive individual to provide backup support to their Procurement and Accounts Payable teams. This hybrid role ensures smooth purchasing operations and timely vendor payments, helping maintain strong supplier relationships and accurate financial records. If you thrive in a fast-paced environment and enjoy juggling multiple responsibilities ensuring timely and accurate posting, apply today and start working second week in September. This is a long-term contract engagement. </p>
<p><strong>Job Summary:</strong></p><p>We are seeking a highly skilled <strong>Senior Accountant</strong> to join our growing team. This position will play a critical role in managing financial reporting functions, with a focus on providing accurate, timely, and insightful reporting and analysis to support decision-making in a dynamic, private equity-owned environment. The ideal candidate should have a strong foundation in financial reporting, technical accounting, and an analytical mindset to contribute to the company's strategic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting & Analysis:</strong></li></ol><ul><li>Prepare, review, and analyze monthly, quarterly, and annual financial statements in compliance with GAAP.</li><li>Develop and maintain reporting packages for management, private equity stakeholders, and lenders, ensuring accuracy and timeliness.</li></ul><ol><li><strong>Technical Accounting:</strong></li></ol><ul><li>Research and apply relevant accounting principles to address complex accounting issues, including revenue recognition, consolidation, lease accounting, and purchase accounting.</li><li>Stay up to date on emerging accounting standards and implement required changes appropriately.</li></ul><ol><li><strong>Process Improvement:</strong></li></ol><ul><li>Drive process improvement initiatives for financial close and reporting to ensure efficiency and effectiveness.</li><li>Leverage technology, such as ERP systems and Excel, to enhance reporting accuracy and minimize manual effort.</li></ul><ol><li><strong>Collaboration & Stakeholder Communication:</strong></li></ol><ul><li>Partner with cross-functional teams, including operations, FP& A, and tax, to ensure consistency and alignment of financial data.</li><li>Act as a key liaison with external auditors, ensuring audit coordination and successful outcomes.</li></ul><ol><li><strong>Data Analysis & Insights:</strong></li></ol><ul><li>Perform variance analysis to explain differences between actual results, forecasts, and budgets, providing recommendations for optimization.</li><li>Assist executive leadership and private equity stakeholders with ad hoc financial analysis and modeling.</li></ul><ol><li><strong>Compliance Oversight:</strong></li></ol><ul><li>Ensure compliance with internal controls, SOX standards, and other regulatory or contractual financial requirements.</li><li>Support the development and documentation of accounting policies and procedures.</li></ul><p><br></p><p><strong>What We Offer:</strong></p><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development, including training and upskilling programs.</li><li>A collaborative and fast-paced work environment.</li><li><strong>Location:</strong> Hybrid.</li></ul>
<p>We are looking for an experienced Family Law Legal Assistant to join our team in San Jose, California. This role focuses primarily on supporting attorneys in family law cases and requires a high level of organization, communication skills, and attention to detail. The ideal candidate will thrive in a fast-paced environment and demonstrate proficiency in legal administrative tasks while delivering excellent client service.</p><p><br></p><p>Responsibilities:</p><p>• Draft and revise legal documents, correspondence, pleadings, and court forms specific to family law matters.</p><p>• File legal documents through e-filing systems, ensuring adherence to court deadlines and procedures.</p><p>• Manage attorneys’ calendars, including scheduling court appearances, client meetings, depositions, and case deadlines.</p><p>• Collect and organize case-related documents from clients, ensuring timely submission and compliance with case requirements.</p><p>• Maintain and organize both physical and electronic case files for quick and efficient access.</p><p>• Perform conflict checks and ensure compliance with firm policies and procedures.</p><p>• Collaborate with attorneys to develop case strategies and conduct legal research as needed.</p><p>• Work with colleagues across practice areas when cases intersect with other fields, such as litigation or estate planning.</p><p>• Assist with special projects related to family law or broader firm operations.</p>
<p>We are offering an exciting opportunity for a Staff Accountant in a vibrant city in California. The selected individual will be part of a dynamic team, tasked with various accounting responsibilities, including maintaining accurate credit records, processing customer credit applications, and resolving inquiries. This role also involves monitoring customer accounts and taking appropriate actions when necessary. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensures compliance with all cash handling policies</li><li>Reconciles and analyzes various balance sheet accounts</li><li>Reviews and interprets financial results for internal and external stakeholders</li><li>Maintains and monitors monthly profit/loss statements and balance sheet activity</li><li>Supports budget and forecast preparation; assesses financial risks and opportunities</li><li>Examines general ledger entries and balance sheets for accuracy</li><li>Troubleshoots accounting and reconciliation discrepancies</li><li>Prepares and distributes monthly, quarterly, and annual financial reports, including audits and fiscal close</li><li>Manages inventory and oversees cost control practices</li><li>Monitors accounts receivable and pursues overdue collections</li><li>Submits subsidy invoices with required documentation for payment</li><li>Addresses client inquiries and concerns</li><li>Ensures adherence to contractual agreements</li><li>Serves as an accounting advisor to management and bookkeepers</li><li>Assists in financial oversight across the district</li><li>Provides administrative support for payroll and HR functions when needed</li><li>Handles additional responsibilities and special projects as assigned</li></ul>
We are looking for a Senior Accountant to join our team on a long-term contract basis in San Jose, California. This role is ideal for professionals with extensive experience in accounting for banking or credit union institutions. You will have the opportunity to collaborate closely with the controller and contribute to critical financial operations.<br><br>Responsibilities:<br>• Handle month-end close processes, ensuring accuracy and timeliness of financial reporting.<br>• Maintain and reconcile the general ledger, identifying and resolving discrepancies.<br>• Prepare and post journal entries to support ongoing accounting functions.<br>• Conduct account reconciliations, verifying balances and ensuring compliance with financial standards.<br>• Perform bank reconciliations to support accurate cash flow management.<br>• Collaborate with banking and brokerage teams to ensure seamless financial operations.<br>• Support retail banking financial processes, providing clear and accurate reports.<br>• Prepare board reports, detailing key financial data and insights.<br>• Assist in developing Excel-based reports to support data analysis and decision-making.<br>• Work closely with the controller to address complex accounting issues and improve processes.
We are looking for a dedicated and meticulous Sales Assistant to join our team in Salinas, California. In this Contract to Permanent position, you will play a vital role in supporting sales operations and ensuring smooth communication between departments. This opportunity is ideal for someone with strong organizational skills and a passion for sales within the agriculture industry.<br><br>Responsibilities:<br>• Support sales teams with administrative tasks, including maintaining accurate records and generating reports.<br>• Assist with inbound and outbound sales activities, ensuring timely responses to customer inquiries.<br>• Conduct data entry and manage accounts payable and receivable processes.<br>• Collaborate with the accounting team to handle collections and financial analytics.<br>• Utilize software tools like Famous and Excel to create pivot tables and perform vlookup functions.<br>• Coordinate with marketing and HR teams to align sales strategies with broader organizational objectives.<br>• Build and maintain strong relationships with clients to support ongoing sales initiatives.<br>• Monitor and analyze sales metrics to identify trends and opportunities for improvement.<br>• Ensure compliance with office protocols and maintain a well-organized work environment.<br>• Manage multiple projects simultaneously, prioritizing tasks to meet deadlines.
<p><strong>Senior Associate, Accounting </strong></p><p><strong>Location:</strong> San Francisco (Financial District, Hybrid: Tu–Th in office)</p><p><strong>Compensation:</strong> $85–115k base + bonus + excellent benefits</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing and a supportive, collaborative workplace culture. Headquartered in San Francisco, our team is committed to building long-term value for clients while fostering a people-first environment that emphasizes respect, quality, and continuous learning.</p><p> </p><p><strong>The Role</strong></p><p>The <strong>Senior Associate </strong>will report to the Corporate Accounting Manager and support core accounting functions, with a primary focus on accounts payable and related month-end responsibilities. This role will also contribute to ad hoc projects, audits, and process improvements to help scale our growing business.</p><p> </p><p>This position offers exposure to multiple areas of accounting and finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance.</p><p>The ideal candidate is detail-oriented, curious, and proactive—someone who not only executes tasks with precision but also looks for ways to improve processes and strengthen controls.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Perform month-end tasks related to accounts payable and receivable, expense management, fixed assets, and cash accounts.</li><li>Prepare monthly reconciliations for bank and general ledger accounts.</li><li>Maintain and monitor SOX controls related to the general ledger; ensure compliance with internal control requirements.</li><li>Ensure adherence to the company’s expense reporting and capitalization policies.</li><li>Identify and implement process improvements to increase efficiency and accuracy.</li><li>Support ad hoc projects and audits as needed.</li></ul><p> </p>
<p>We are looking for an experienced Plant Controller to join our team in Livermore, California. In this role, you will serve as a key business partner, working closely with cross-functional teams to drive financial performance, ensure sound financial planning, and provide critical insights to support decision-making. This position requires a hands-on approach to managing budgets, analyzing financial data, and identifying opportunities for growth and operational improvements.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead financial planning and forecasting processes, including quarterly, annual, and long-range plans aligned with strategic goals; collaborate with local teams to ensure accurate, detailed, and actionable budgets.</li><li>Partner with Sales to develop proactive growth strategies and long-term planning; perform client profitability analysis (revenue, pricing, cost, margin) and advise on new customer contracts.</li><li>Ensure timely and accurate monthly financial reporting; analyze P& L, identify inefficiencies, and recommend cost-saving, quality, and operational improvements.</li><li>Perform detailed analyses on product manufacturing costs, project expenses, and ROI; interpret trends and results to identify opportunities for improved profitability, working capital, and asset depreciation.</li><li>Manage inventory controls and ensure accurate financial reporting; partner with cross-functional teams on process improvements and cost-saving initiatives.</li><li>Prepare and deliver presentations, reports, and key performance metrics for both local management and executive leadership.</li></ul>
<p><strong>Corporate Accountant </strong></p><p><strong>Location:</strong> San Francisco (Financial District, Hybrid: Tu–Th in office)</p><p><strong>Compensation:</strong> $85–115k base + bonus + excellent benefits</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing and a supportive, collaborative workplace culture. Headquartered in San Francisco, our team is committed to building long-term value for clients while fostering a people-first environment that emphasizes respect, quality, and continuous learning.</p><p> </p><p><strong>The Role</strong></p><p>The <strong>Corporate Accountant </strong>will report to the Corporate Accounting Manager and support core accounting functions, with a primary focus on accounts payable and related month-end responsibilities. This role will also contribute to ad hoc projects, audits, and process improvements to help scale our growing business.</p><p> </p><p>This position offers exposure to multiple areas of accounting and finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance.</p><p>The ideal candidate is detail-oriented, curious, and proactive—someone who not only executes tasks with precision but also looks for ways to improve processes and strengthen controls.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Perform month-end tasks related to accounts payable and receivable, expense management, fixed assets, and cash accounts.</li><li>Prepare monthly reconciliations for bank and general ledger accounts.</li><li>Maintain and monitor SOX controls related to the general ledger; ensure compliance with internal control requirements.</li><li>Ensure adherence to the company’s expense reporting and capitalization policies.</li><li>Identify and implement process improvements to increase efficiency and accuracy.</li><li>Support ad hoc projects and audits as needed.</li></ul>
We are looking for a skilled Systems Administrator to join our team in Ceres, California, within the manufacturing industry. This position is a Contract-to-Permanent opportunity, offering the chance to work on both on-premises and virtual server environments while contributing to infrastructure projects alongside senior team members. The ideal candidate will excel in system management, troubleshooting, and collaboration.<br><br>Responsibilities:<br>• Manage and oversee Windows Server and VMware environments to ensure optimal performance and reliability.<br>• Handle user account provisioning, including additions, moves, and changes, while maintaining system security.<br>• Apply patches, updates, and system upgrades to maintain system functionality and security.<br>• Provide troubleshooting support for server-related issues and ensure timely resolution.<br>• Administer SharePoint and OneDrive environments to support organizational collaboration and data management.<br>• Collaborate with senior team members on infrastructure projects and system enhancements.<br>• Monitor system performance and implement proactive measures to prevent downtime.<br>• Document processes, configurations, and procedures to ensure accurate system records.
<p><strong>Job Summary:</strong></p><p>We’re seeking a motivated and detail-oriented recent graduate eager to gain hands-on experience in a professional office environment. In this role, you’ll provide essential support to the team with a variety of administrative tasks while gaining valuable skills and exposure to key organizational processes. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support, including filing, data entry, and document preparation.</li><li>Assist with scheduling meetings, maintaining calendars, and coordinating travel arrangements.</li><li>Answer and direct incoming calls and emails in a professional manner.</li><li>Monitor and order office supplies to ensure smooth daily operations.</li><li>Organize and maintain physical and digital office files for easy accessibility.</li><li>Help prepare reports, presentations, and spreadsheets.</li><li>Support with ad hoc tasks and special projects as needed.</li></ul><p><br></p>
<p><strong>Key Responsibilities:</strong></p><ul><li><strong>Office Management</strong>: Ensure the workplace is well-maintained, organized, and equipped with necessary resources.</li><li><strong>Vendor Oversight</strong>: Manage contracts and communication with facility service providers, ensuring timely and quality service delivery.</li><li><strong>Employee Support</strong>: Coordinate workplace services and address employee needs related to office operations.</li><li><strong>Event Coordination</strong>: Assist in planning and executing onsite events, meetings, or workshops.</li></ul>
We are looking for a friendly and efficient Medical Receptionist to join our team in Santa Cruz, California. In this Contract-to-Permanent position, you will play a vital role in ensuring smooth front-office operations and delivering excellent patient care. This role is ideal for someone with strong organizational skills, an attentive demeanor, and a commitment to providing outstanding service in a healthcare setting.<br><br>Responsibilities:<br>• Greet patients and visitors with a welcoming attitude, ensuring a positive first impression.<br>• Schedule and manage patient appointments using Google Calendar and other tools.<br>• Handle patient check-ins and ensure all required documentation is completed accurately.<br>• Respond to phone calls and inquiries, providing information and routing messages as needed.<br>• Maintain the reception area, ensuring it is clean, organized, and orderly.<br>• Assist with basic clerical tasks, including data entry and record-keeping.<br>• Coordinate with medical staff to facilitate seamless office operations.<br>• Utilize basic medical terminology to communicate effectively with patients and healthcare providers.<br>• Ensure confidentiality and compliance with healthcare regulations when handling patient information.<br>• Support additional administrative tasks as needed to ensure the efficiency of the office.
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p><strong>Compensation:</strong> $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Service Associate</strong> to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development.</p><p> </p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul><p><br></p>
We are looking for an attentive and detail-oriented Customer Service Representative to join our team in Salinas, California. In this long-term contract role, you will play a vital part in ensuring customer satisfaction by managing order processes, responding to inquiries, and maintaining accurate documentation. This position is ideal for a motivated individual seeking to contribute to a dynamic team within the manufacturing industry.<br><br>Responsibilities:<br>• Process and record customer orders accurately using word processing and spreadsheet tools.<br>• Monitor delivery schedules to ensure commitments are met and allocations are within forecast.<br>• Respond promptly to customer inquiries and requests, providing clear and precise communication.<br>• Prepare detailed reports and correspondence for both internal and external stakeholders.<br>• Collaborate with team members to guarantee efficient account management and coverage.<br>• Maintain and update customer order fulfillment systems to reflect current status and requirements.<br>• Participate in team activities and discussions to enhance overall workflow and performance.<br>• Follow guidance from supervisors and experienced colleagues to manage accounts effectively.
