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10 results for Auditassurance Services Associate in San Mateo, CA

Office Services Associate

San Francisco, CA
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a dependable Office Services Associate to support daily workplace operations. This is a Contract position suited for someone who enjoys creating a welcoming office experience, assisting with meeting support, and handling administrative service tasks with care. The ideal candidate brings strong customer service instincts and confidence working with confidential materials in a busy corporate setting. Responsibilities: • Oversee the appearance and readiness of shared office areas, including conference rooms, offices, and common spaces throughout the day. • Monitor inventory levels and restock workplace supplies to help teams and visitors have what they need. • Prepare meeting spaces in advance, provide hospitality-related support during events when needed, and restore rooms afterward. • Assist with mailroom and service center duties during slower periods, including document handling and related operational tasks. • Manage sensitive documents and information with a high level of discretion and attention to security. • Coordinate with onsite leadership and client contacts to communicate updates, priorities, and any timing concerns related to assigned work. • Support front-office and administrative service needs as requested, contributing to a smooth and efficient workplace environment. • Take on additional office services assignments as business needs change. • Perform document scanning and other clerical support activities accurately and efficiently. • Provide courteous day-to-day assistance to employees and guests, ensuring a strong customer service experience.
2026-09-02T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-09-19T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000 - 156000 USD / Yearly
Anisa Henry is partnered with a wealth management firm is seeking an Associate Wealth Advisor to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. The Associate Wealth Advisor will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential. Ideal Qualifications<ul><li>2-5+ years of wealth management or financial planning experience</li><li>Series 65, CFP, CFA, CPA, or similar professional designation preferred</li><li>Strong communication and relationship management skills</li><li>Client-focused approach to financial planning and advice</li><li>Collaborative mindset with a desire to learn and grow</li></ul>Key Responsibilities<ul><li>Support advisors in delivering financial planning and investment guidance</li><li>Assist with financial plan preparation, analysis, and ongoing client service</li><li>Participate in client meetings and help build long-term client relationships</li><li>Collaborate with team members to provide a high-quality client experience</li><li>Develop the knowledge and skills necessary to assume greater client-facing responsibilities over time</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-09-18T00:00:00Z

Associate Wealth Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Join a fast-growing fintech platform transforming how investors and wealth management professionals access and manage private market investments. This role offers the opportunity to play a key part in the operational infrastructure supporting a large and diverse portfolio of private investment funds. As a Fund Operations Associate, you will oversee critical fund operations processes across the full investment lifecycle, including capital calls, distributions, cash management, investor data administration, and coordination with external service providers. The ideal candidate is highly detail-oriented, thrives in a fast-paced environment, and is passionate about delivering operational excellence while supporting the growth and scalability of a leading private markets platform. Why Join This Opportunity?<ul><li>Join a rapidly growing private markets platform with significant growth and expansion opportunities.</li><li>Gain exposure to a large and growing fund portfolio while helping scale key operational functions.</li><li>Work closely with executive leadership and contribute to strategic business initiatives.</li><li>Enjoy comprehensive healthcare benefits, including full coverage for employees and eligible dependents.</li><li>Benefit from an unlimited PTO policy and a flexible, employee-focused culture.</li><li>Be part of a technology-driven organization modernizing and automating fund operations and investor workflows.</li><li>Help build scalable processes that improve efficiency, accuracy, and the overall investor experience.</li><li>Thrive in an entrepreneurial environment that values ownership, innovation, and continuous improvement.</li></ul>
2026-09-14T00:00:00Z

Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is partnered with an innovative financial technology platform focused on improving operational efficiency and access within the private markets ecosystem. The platform supports investment professionals and institutions throughout the private investment lifecycle, including investment due diligence, fund operations, portfolio management, and reporting. As the Fund Operations Associate, you will play a critical role in supporting fund operations and treasury activities across a diverse portfolio of investment vehicles. This position is responsible for managing the day-to-day operational processes that support fund administration, including capital activity, cash movements, credit facility administration, investor records management, and coordination with external service providers and internal stakeholders. Success in this role requires strong attention to detail, operational excellence, and a commitment to ensuring accuracy, timeliness, and scalability across fund operations. Why Consider This Opportunity?<ul><li>Join a rapidly growing investment platform with significant business momentum</li><li>Opportunity to work alongside senior leadership and gain broad exposure across the organization</li><li>Competitive benefits package, including comprehensive healthcare coverage</li><li>Flexible paid time off policy</li><li>Innovative, technology-forward environment focused on modernizing and streamlining operational workflows</li><li>Exposure to a dynamic platform managing a large and expanding portfolio of investment vehicles</li><li>Opportunity to contribute to process improvement, automation initiatives, and scalable operational infrastructure</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Fund Operations Associate

Los Altos, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations Associate | Venture Capital Firm | Palo Alto; Hybrid | Base + Bonus + Equity Join a fast-growing VC firm. With strong growth and increasing AUM, this is an opportunity to join the business at an exciting stage of scale. This is a high-visibility, high-ownership role with broad exposure across fund operations, treasury, client service, and cross-functional initiatives. You'll have the opportunity to build scalable processes, leverage automation and AI, and make a direct impact as the platform continues to grow. Responsibilities<ul><li>Support end-to-end fund operations across a large and growing fund platform</li><li>Process capital calls, distributions, wires, and cash activity </li><li>Manage bank reconciliations and monitor fund cash flows</li><li>Support lines of credit, including advances, repayments, and reconciliations</li><li>Track and reconcile fund fees, expenses, and carried interest accruals</li><li>Partner with fund administrators, custodians, banks, and internal teams to resolve breaks</li><li>Support advisors and investors with operational inquiries</li><li>Build more scalable, automated workflows as the platform grows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-09-04T00:00:00Z

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-09-09T00:00:00Z

Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accountant | Investment Firm | San Francisco; Hybrid | Base + Bonus + Phantom Carry Join a highly respected private investment firm with a diversified alternatives platform and a lean, close-knit finance team. This is an excellent opportunity for an early-career accountant to transition into private investments and gain hands-on exposure across the full fund accounting lifecycle, with direct access to senior leadership and meaningful ownership from day one. The firm is known for its collaborative, low-ego culture and offers an exceptional benefits package, including 100% covered medical, dental, and vision for employees and families, bonus potential, retirement contributions, long-term incentive eligibility, daily team lunches, team retreats, and a year-end office closure. Responsibilities<ul><li>Track and record capital calls and distributions </li><li>Prepare quarterly closes, GL reconciliations, and management fee calculations</li><li>Prepare LP/GP capital account statements and investor performance reporting</li><li>Support annual audits and GAAP financial statement preparation </li><li>Maintain accurate fund accounting records and internal controls</li><li>Help improve and document fund accounting processes</li><li>Partner with the broader finance team on special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z