3 results for Work From Home in San Jose, CA

Contract Administrator

Mountain View, CA
onsite
Permanent
70000.00 - 80000.00 USD / Yearly
Operations Associate (Administrative Assistant) • Excellent Administrative Assistant ready to support Tax team! Will teach everything needed• Assemble copies of Tax returns, assists with IRS notices.• Provides input on evaluating and enhancing tax procedures.• Prepare extensions for filing.• Tax return preparation assistance• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).• Manage client document process.• Scan tax returns and uploads to CCH Document and SurePrep.• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).• Manage client/entities organizational charts.• Maintains PTIN and CAF numbers.• Orders annual tax guides.• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).• Client Interaction (sign documents and notarize, which may require travel to client home/office).• Maintain compliance logs (Officer/Manager designation for respective clients).• Travel arrangement as requested. Qualifications• Bachelor’s degree.• Proficiency in word, excel, power point and outlook.• Strong organizational, time management and customer service skills.• Detail-oriented.• Demonstrate analytical and problem-solving abilities.• Ability to demonstrate a high level of professionalism.• Ability to multi-task and work in a fast paced environment with tight deadlines.• Excellent verbal and written communication skills.• Ability to meet deadlines and manage time effectively.• Notary not required, but preferred. Full-time on-site.
2026-02-25T18:43:43Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent
80000.00 - 110000.00 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-03-03T21:23:48Z

Property Administrator

Carmel, CA
onsite
Contract / Temporary to Hire
27.00 - 30.00 USD / Hourly
We are looking for a dedicated Property Administrator to join our team in Carmel, California. This contract-to-permanent position involves working with high-end luxury properties, providing exceptional service to clients, and managing various administrative and operational tasks. The role offers opportunities for career growth and the chance to work in a collaborative and dynamic environment. Responsibilities: • Coordinate and oversee daily property management tasks, including scheduling events, floral arrangements, and dry cleaning services. • Manage construction projects and liaise with contractors to ensure smooth operations. • Provide exceptional customer service to high-profile clients, maintaining attention to detail and discretion. • Utilize tools like Asana, Microsoft Outlook, and Nines for efficient project tracking and communication. • Conduct fieldwork in Carmel and Pebble Beach, with mileage reimbursement provided. • Collaborate with team members to develop and enhance concierge services. • Maintain appropriate business attire while working in high-end environments. • Support potential future roles in home services coordination. • Assist with budgeting processes and billing functions related to property management. • Build strong relationships with clients and stakeholders through proactive communication.
2026-02-26T19:38:44Z