<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Client Associate – Multi-Family Office</strong></p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a highly respected multi-family office dedicated to serving ultra-high-net-worth clients with a full spectrum of wealth management services. From investment management and retirement planning to bespoke family office solutions, this firm combines deep expertise with a collaborative, innovative culture. If you thrive in a client-focused environment and enjoy solving complex challenges, this is an exceptional opportunity to make an impact.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As a <strong>Senior Client Associate</strong>, you’ll be a trusted point of contact for sophisticated client relationships, ensuring seamless execution of requests and delivering exceptional service. You’ll partner with senior leadership on bespoke strategies, mentor associate team members, and contribute to firm-wide initiatives—all while fostering strong, long-term client relationships.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary contact for designated client relationships</li><li>Execute client requests with precision and efficiency</li><li>Collaborate with senior management on strategic initiatives and tailored client solutions</li><li>Guide and mentor junior team members on shared client relationships</li><li>Assist clients and their advisors with complex wealth transfer, tax, and philanthropic strategies</li><li>Maintain and enhance relationships with clients’ professional teams (executive assistants, CFOs, chiefs of staff)</li><li>Partner with internal investment teams on portfolio creation and cash deployments</li><li>Support special projects across the firm as needed</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive compensation and bonus structure</li><li>Comprehensive benefits including medical, dental, vision, and 401(k) match</li><li>Flexible vacation policy and sabbatical program</li><li>Hybrid work environment supporting work-life balance</li><li>Collaborative, innovative culture focused on professional excellence and continuous learning</li></ul>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this long-term contract role, you will serve as a vital liaison, ensuring patients and their families receive exceptional service throughout their healthcare journey. This position emphasizes patient-centered interactions, compliance with safety and quality standards, and effective communication to enhance the overall patient experience.</p><p><br></p><p><strong>This is a part-time position, Saturday and Sunday, 11:30 am to 8:00 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison, assisting patients before, during, and after their interactions with healthcare facilities.</p><p>• Facilitate scheduling of physician appointments and coordinate care for both inpatient and outpatient stays.</p><p>• Provide guidance on transportation options, including campus shuttles, to support guests visiting the hospital and clinics.</p><p>• Address patient and guest concerns by communicating with appropriate departments and maintaining necessary records.</p><p>• Execute service practices aligned with organizational standards to uphold an exceptional patient experience.</p><p>• Support compliance with safety, ethical, and quality requirements, including adherence to National Patient Safety Goals.</p><p>• Participate in ongoing education and training programs to maintain proficiency in healthcare navigation.</p><p>• Collaborate with teams to ensure respectful and effective interactions with patients and coworkers.</p><p>• Utilize organizational templates and tools to streamline patient communication and service delivery.</p><p>• Assist patients in navigating healthcare systems and resources to meet their specific needs.</p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital point of contact for patients, assisting them with navigating healthcare services and ensuring a seamless experience. This long-term contract position requires a strong commitment to delivering exceptional service and maintaining high standards of attention to detail.</p><p><br></p><p><strong>This is a part-time position, Saturday and Sunday from 11:30 am to 8 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison to support patients before, during, and after their interactions with medical facilities.</p><p>• Assist patients and guests with transportation information, including details about campus shuttles.</p><p>• Coordinate and schedule physician appointments and care for both inpatient and outpatient services.</p><p>• Facilitate communication between patients, guests, and departments to address concerns and ensure proper follow-up.</p><p>• Provide guidance to patients navigating the healthcare system, ensuring clarity and ease during their experience.</p><p>• Uphold safety and quality standards while maintaining sensitivity to cultural diversity and patient rights.</p><p>• Support compliance with National Patient Safety Goals and participate in ongoing education and training.</p><p>• Execute patient care practices aligned with organizational standards and frameworks.</p><p>• Maintain accurate records and summaries of patient interactions to ensure seamless communication.</p><p>• Promote teamwork and respect within all interactions to enhance the patient and guest experience.</p>
<p><strong>Senior Client Associate – Wealth Management</strong></p><p><br></p><p><strong>Build Relationships. Deliver Excellence. Grow with Purpose.</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. This firm serves ultra-high-net-worth individuals and families with a full suite of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with precision, responsiveness, and care</li><li>Collaborate with senior leadership on strategic initiatives and client experience enhancements</li><li>Guide and mentor associates and analysts on shared client accounts</li><li>Support clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional teams (CPAs, attorneys, etc.)</li></ul><p><strong>Excited about this opportunity?</strong></p><p>Let’s connect. Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore how this role could be the perfect next step in your career.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
<p><strong>About the Company</strong></p><p>This is a leading provider of fund administration services for private equity and venture capital firms across North America. Built by finance professionals for finance professionals, the firm is known for its deep industry expertise, people-first culture, and commitment to excellence. With a global team of over 400 accounting professionals—many with Big 4 or public accounting backgrounds—the company supports over $650 billion in assets under administration.</p><p>Whether helping launch new funds or scaling operations for established firms, the company delivers tailored solutions and cutting-edge technology to meet the evolving needs of its clients.</p><p><br></p><p><strong>The Role</strong></p><p>As <strong>Controller</strong>, you’ll oversee the accounting for management companies tied to various venture capital and private equity funds. You’ll be the go-to expert for your clients, managing 8–12 relationships and ensuring high-quality service delivery.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead accounting operations for multiple management company clients</li><li>Oversee onboarding and implement systems and processes</li><li>Supervise and mentor accounting staff</li><li>Manage accounts payable and expense reporting workflows</li><li>Review journal entries, reconciliations, and documentation</li><li>Administer payroll and ensure accurate recording</li><li>Deliver monthly/quarterly financial reports</li><li>Prepare and file 1099s; support tax compliance</li><li>Assist with budgeting and forecasting</li><li>Collaborate with clients on ad hoc requests</li><li>Reconcile intercompany transactions with fund teams</li><li>Serve as primary point of contact for client communications</li></ul><p><strong>Why This Role Stands Out</strong></p><ul><li>Work with top-tier venture capital and private equity clients</li><li>Gain exposure to how leading investment firms operate</li><li>Join a professional, entrepreneurial, and team-oriented culture</li><li>Full benefits: Medical, Dental, Vision, 401(K) match, generous PTO</li><li>Flexible hybrid schedule after initial onboarding period</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Accounts Receivable Specialist</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $25 - $30 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced <strong>Accounts Receivable Specialist</strong> to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Credit Specialist to join our client in Concord, California. In this Contract-to-Permanent position, you will oversee essential credit and collections activities, ensuring compliance with company policies and maintaining strong relationships with both internal teams and external partners. This role will provide the opportunity to work closely with branch managers, manage receivables, and maintain customer portfolios.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Monitor and track all accounts receivable to ensure timely payments.</p><p>• Evaluate and approve new customer accounts in collaboration with branch managers.</p><p>• Address and resolve issues with delinquent accounts across multiple branch locations.</p><p>• Maintain accurate and up-to-date customer portfolio information.</p><p>• Process customer refunds in compliance with company policies.</p><p>• Write off bad debts and service charges with approval from management.</p><p>• Send regular account statements to customers as part of the collection process.</p><p>• Prepare and file preliens when necessary to secure payments.</p><p>• Review and analyze aging reports to identify and address outstanding balances.</p><p><br></p><p><br></p>
<p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $25 - $30 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced <strong>Accounts Receivable Specialist</strong> to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul><p><br></p>
<p>Receptionist / Front Office Clerk – Job Description</p><p>Overview: We are seeking a personable and organized Receptionist / Front Office Clerk to join our team. The ideal candidate will be the first point of contact for visitors and callers, responsible for greeting guests, answering incoming calls, and handling deliveries. This role requires excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment.</p><p>Key Responsibilities:</p><ul><li>Greet and assist visitors in a professional and friendly manner</li><li>Answer and direct incoming phone calls to the appropriate departments or personnel</li><li>Manage incoming and outgoing mail, packages, and deliveries, ensuring accurate documentation and prompt distribution</li><li>Maintain a tidy and organized reception area</li><li>Perform general administrative duties such as filing, scanning, and data entry</li><li>Assist with scheduling meetings and booking conference rooms as needed</li><li>Handle confidential information with discretion</li><li>Support other office staff with clerical tasks as assigned</li></ul><p><br></p>
<p>Receptionist / Front Office Clerk – Job Description</p><p>Overview: We are seeking a personable and organized Receptionist / Front Office Clerk to join our team. The ideal candidate will be the first point of contact for visitors and callers, responsible for greeting guests, answering incoming calls, and handling deliveries. This role requires excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment.</p><p>Key Responsibilities:</p><ul><li>Greet and assist visitors in a professional and friendly manner</li><li>Answer and direct incoming phone calls to the appropriate departments or personnel</li><li>Manage incoming and outgoing mail, packages, and deliveries, ensuring accurate documentation and prompt distribution</li><li>Maintain a tidy and organized reception area</li><li>Perform general administrative duties such as filing, scanning, and data entry</li><li>Assist with scheduling meetings and booking conference rooms as needed</li><li>Handle confidential information with discretion</li><li>Support other office staff with clerical tasks as assigned</li></ul><p><br></p>
<p>Robert Half is seeking a <strong>Legal Billing Specialist</strong> for our client, a local law firm. This contract-to-hire role offers a strong opportunity for professional growth as part of a reputable firm committed to excellence in legal services.</p><p> </p><p><strong>Job Responsibilities:</strong></p><ul><li>Manage and execute end-to-end legal billing functions, ensuring accuracy and compliance with firm protocols.</li><li>Prepare, review, and process detailed client invoices in adherence to client-specific billing guidelines.</li><li>Monitor and track billing timelines, resolving delayed or rejected bills proactively.</li><li>Address inquiries regarding billing discrepancies and collaborate with attorneys and staff for resolution.</li><li>Ensure compliance with electronic billing (e-Billing) systems and resolve e-Billing rejections or adjustments.</li><li>Maintain proper documentation of all billing activities for reporting purposes.</li><li>Offer continuous support to attorneys, paralegals, and other staff regarding billing and time entry best practices.</li></ul><p><br></p>
<p><strong>Front Office Coordinator</strong></p><p>We are looking for a motivated and personable Front Office Coordinator to manage daily front desk operations and deliver outstanding service to both internal and external clients. This role involves serving as the first point of contact for visitors and clients, managing phone systems, scheduling appointments, and supporting administrative needs. The successful candidate will maintain a welcoming and organized reception area while ensuring a positive experience for everyone who interacts with our organization.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and friendly manner.</li><li>Answer and direct phone calls promptly, addressing inquiries or routing calls to the appropriate team members.</li><li>Schedule appointments and manage meeting room calendars.</li><li>Handle incoming and outgoing mail, deliveries, and shipments.</li><li>Maintain the cleanliness and organization of the reception and common areas.</li><li>Provide administrative support, such as data entry, maintaining records, and managing office supplies.</li><li>Collaborate with internal teams to ensure smooth day-to-day operations.</li></ul><p><br></p>
<p><strong>Front Office Coordinator</strong></p><p>We are looking for a motivated and personable Front Office Coordinator to manage daily front desk operations and deliver outstanding service to both internal and external clients. This role involves serving as the first point of contact for visitors and clients, managing phone systems, scheduling appointments, and supporting administrative needs. The successful candidate will maintain a welcoming and organized reception area while ensuring a positive experience for everyone who interacts with our organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and friendly manner.</li><li>Answer and direct phone calls promptly, addressing inquiries or routing calls to the appropriate team members.</li><li>Schedule appointments and manage meeting room calendars.</li><li>Handle incoming and outgoing mail, deliveries, and shipments.</li><li>Maintain the cleanliness and organization of the reception and common areas.</li><li>Provide administrative support, such as data entry, maintaining records, and managing office supplies.</li><li>Collaborate with internal teams to ensure smooth day-to-day operations.</li></ul><p><br></p>
<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
<p>Position summary </p><p> The Office Services Associate is responsible for adding value in providing daily back-office and hospitality services for our client and teams. Services include but are not limited to mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Responsibilities:</p><p> * Denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p><br></p><p><br></p>
We are looking for a detail-oriented Receptionist to join our team in San Francisco, California. In this contract position, you will serve as the first point of contact in a dynamic, open-concept office environment. Your role will involve managing office spaces, coordinating conference room bookings, and delivering exceptional customer service to both internal and external guests.<br><br>Responsibilities:<br>• Oversee office space reservations using scheduling systems such as Manhattan One, ensuring seamless coordination for approximately 25 office spaces, including executive-level bookings.<br>• Greet clients, partners, and visitors upon arrival, maintaining a welcoming and detail-oriented demeanor.<br>• Set up conference rooms for meetings and events, including organizing catering arrangements and ensuring proper configurations.<br>• Place food orders using company resources, manage receipts, and maintain accurate records.<br>• Monitor and update office calendars and schedules to ensure efficient operations.<br>• Collaborate closely with the Hospitality Associate to maintain smooth workflows and build strong relationships.<br>• Provide consistent coverage at the reception desk during business hours, arranging backup during breaks and lunch.<br>• Anticipate guest needs, resolve issues proactively, and deliver outstanding service to a diverse range of personalities.<br>• Handle sensitive and confidential documents with discretion.<br>• Assist with additional administrative projects as assigned, demonstrating flexibility and adaptability.
<p>We are seeking a seasoned Accounts Receivable Specialist to join a growing team. The ideal candidate will have hands-on experience managing receivables, reconciling accounts, and ensuring timely collections. Proficiency in QuickBooks Online, NetSuite, and Microsoft Excel is essential. This is contract to hire.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and monitor accounts receivable ledger to ensure accurate and timely posting of transactions.</li><li>Generate and send invoices to clients; follow up on outstanding payments.</li><li>Reconcile customer accounts and resolve discrepancies promptly.</li><li>Prepare aging reports and assist with cash flow forecasting.</li><li>Collaborate with internal teams to address billing issues and improve processes.</li><li>Maintain accurate records in QuickBooks Online and NetSuite.</li><li>Utilize Excel for reporting, data analysis, and financial modeling.</li><li>Support month-end and year-end closing activities.</li></ul><p><br></p>
<p>Position summary</p><p>The Office Services Associate is responsible for adding value in providing daily back-office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed.</p><p><br></p><p>Job duties</p><p>* Denotes an essential function</p><p>- *Utilize appropriate logs for all office services work.</p><p>- *Ensure that job tickets are properly filled out before beginning work.</p><p>- *Perform work in office services primarily reprographics mail and intake functions according to established procedures.</p><p>- *Follow procedures to run jobs in proper order.</p><p>- *Communicate with supervisor or client on job or deadline issues.</p><p>- *Meet contracted deadlines for accepting completing and delivering all work.</p><p>- *Troubleshoot basic equipment problems.</p><p>- Be able to lift up to 50 lbs. on a regular basis.</p><p>- Prioritize workflow.</p><p>- Performs Quality Assurance on own and work of others.</p><p>- Load machines with various paper toner supplies.</p><p>- Answer telephone emails and place service calls when needed.</p><p>- Interact with clients in person over the phone or electronically.</p><p>- Adhere to Williams Lea policies in addition to client site policies.</p><p>- Use equipment and supplies in a cost-efficient manner.</p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Tax Planner </strong>at a <strong>Nationally recognized Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base.</p><p> </p><p>The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Lead Billing Specialist to oversee and manage billing operations in a dynamic and fast-paced environment. This role requires a detail-oriented individual who can ensure accurate processing of invoices and collections while maintaining compliance with company policies. The ideal candidate will bring strong organizational skills and a commitment to delivering exceptional service. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage all billing operations to ensure accurate and timely processing of invoices.</p><p>• Monitor billing collections and follow up on outstanding accounts to maintain cash flow.</p><p>• Prepare and review billing statements to ensure accuracy and compliance with company standards.</p><p>• Implement and maintain effective billing systems to streamline operations and enhance efficiency.</p><p>• Collaborate with internal teams to resolve billing discrepancies and improve processes.</p><p>• Perform audits of billing records to identify and correct errors.</p><p>• Train and mentor team members on best practices and procedures in billing.</p><p>• Generate and analyze reports related to billing activities for management review.</p><p>• Ensure adherence to company policies and regulatory requirements in all billing functions.</p><p>• Address customer inquiries related to billing promptly and professionally.</p>
<p>Become an Entry-Level Accountant with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· </p><p><br></p>
<p>We are seeking a detail-oriented and proactive Data Analyst/Fraud Specialist. You will partner with the Fraud team and help protect both our business and our customers. You will blend deep analytical skills with strategic thinking to monitor, investigate, and mitigate fraud risks and keep false positives to a minimum. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Monitor and analyze fraud KPIs. Define, track, and report on fraud metrics—including block vs. false positive rates, incoming fraud pressure, recall, fraud‑to‑sales ratio, and good user approval rate. Use these indicators to identify trends and gaps, fine‑tune rules, and measure false‑positive impacts.</li><li>Validate false positives. Perform manual reviews for flagged trials and purchases, verifying legitimate customers are not incorrectly declined. Work with internal stakeholders to reinstate valid users and gather feedback on user experience.</li><li>Design and refine controls. Test and adjust fraud detection rules, scoring models and machine‑learning algorithms to mitigate risk without overblocking. Ensure models maintain high precision and recall while keeping false positives low.</li><li>Lead incident response<strong>.</strong> Coordinate investigations of fraud alerts and chargebacks, ensuring timely resolution and communication with affected stakeholders. Document root causes and adjust processes to prevent future incidents.</li><li>Cross‑functional collaboration<strong>.</strong> Partner closely with Product, Marketing, Engineering, Data Science, Legal, Finance and Customer Support teams to integrate fraud controls into product flows, billing systems and compliance processes.</li><li>Act as the primary point of contact and subject matter expert for all fraud-related matters within the organization.</li></ul><p><br></p>
<p>Become an Entry-Level Accountant with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· Follow internal controls and company policies for AP procedures</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
