We are looking for a highly organized and proactive Executive Assistant to support senior leadership in San Francisco, California. This Contract position requires exceptional attention to detail and the ability to manage multiple tasks efficiently in a fast-paced environment. The ideal candidate will excel in calendar management, travel coordination, and executive meeting preparation.<br><br>Responsibilities:<br>• Maintain and manage executives’ calendars, ensuring scheduling conflicts are avoided and priorities are met.<br>• Arrange and coordinate domestic and international travel plans, including booking flights, accommodations, and transportation.<br>• Prepare detailed travel itineraries and ensure all arrangements align with the executives’ preferences.<br>• Organize and schedule executive meetings, including handling logistics such as venue bookings and technology setup.<br>• Act as the primary point of contact for executives, handling communication and correspondence with professionalism.<br>• Assist in preparing meeting agendas and compiling relevant documents for presentations.<br>• Monitor and respond to emails on behalf of executives, ensuring urgent matters are addressed promptly.<br>• Handle confidential information with discretion and maintain a high level of professionalism at all times.<br>• Collaborate with other departments to facilitate seamless communication and support for executives.<br>• Ensure all administrative tasks are completed in a timely and accurate manner.
Do you thrive behind the scenes, anticipating needs, managing high‑stakes details, and enabling executives to focus on the big picture? We’re seeking a detail‑oriented Executive Assistant to support senior leadership in 2026, someone who brings poise, initiative, and detail oriented grace to a fast‑moving environment. Why This Role Matters: You’ll be a strategic partner to senior leadership, managing complex schedules, communication flows, and mission‑critical projects. By taking initiative and working proactively, you’ll ensure our leadership is empowered, organized, and ready to act. You’ll collaborate across departments, handle sensitive information, and keep our executive operations pressing ahead smoothly. The opportunity to grow your career in a high‑impact role, with exposure to executive decision‑making and strategic business operations. Key Responsibilities: Manage complex calendars, schedule meetings (internal and external), and coordinate seamless communication. Serve as the primary point of contact for executive correspondences, calls, emails, visitors, with professionalism and discretion. Prepare high‑level documents, reports, presentations, and briefings that support executive leadership. Maintain organized digital and physical filing systems, track action items, and ensure follow‑through on tasks. Arrange travel (domestic & international), handle expense tracking, and support onboarding of new team members when needed. Anticipate the needs of leadership, jump in on special projects and initiatives, and take ownership of assigned tasks. Liaise with various departments and stakeholders, representing the executive office with credibility and reliability.
Do you thrive behind the scenes, anticipating needs, managing high‑stakes details, and enabling executives to focus on the big picture? We’re seeking a detail‑oriented Executive Assistant to support senior leadership in 2026, someone who brings poise, initiative, and detail oriented grace to a fast‑moving environment. Why This Role Matters: You’ll be a strategic partner to senior leadership, managing complex schedules, communication flows, and mission‑critical projects. By taking initiative and working proactively, you’ll ensure our leadership is empowered, organized, and ready to act. You’ll collaborate across departments, handle sensitive information, and keep our executive operations pressing ahead smoothly. The opportunity to grow your career in a high‑impact role, with exposure to executive decision‑making and strategic business operations. Key Responsibilities: Manage complex calendars, schedule meetings (internal and external), and coordinate seamless communication. Serve as the primary point of contact for executive correspondences—calls, emails, visitors—with professionalism and discretion. Prepare high‑level documents, reports, presentations, and briefings that support executive leadership. Maintain organized digital and physical filing systems, track action items, and ensure follow‑through on tasks. Arrange travel (domestic & international), handle expense tracking, and support onboarding of new team members when needed. Anticipate the needs of leadership, jump in on special projects and initiatives, and take ownership of assigned tasks. Liaise with various departments and stakeholders, representing the executive office with credibility and reliability.
<p>Do you thrive behind the scenes, anticipating needs, managing high‑stakes details, and enabling executives to focus on the big picture? We’re seeking a detail‑oriented Executive Assistant to support senior leadership in 2026, someone who brings poise, initiative, and detail-oriented grace to a fast‑moving environment. </p><p><br></p><p>Why This Role Matters: You’ll be a strategic partner to senior leadership, managing complex schedules, communication flows, and mission‑critical projects. By taking initiative and working proactively, you’ll ensure our leadership is empowered, organized, and ready to act. You’ll collaborate across departments, handle sensitive information, and keep our executive operations pressing ahead smoothly. The opportunity to grow your career in a high‑impact role, with exposure to executive decision‑making and strategic business operations. </p><p><br></p><p>Key Responsibilities: Manage complex calendars, schedule meetings (internal and external), and coordinate seamless communication. Serve as the primary point of contact for executive correspondences—calls, emails, visitors—with professionalism and discretion. Prepare high‑level documents, reports, presentations, and briefings that support executive leadership. Maintain organized digital and physical filing systems, track action items, and ensure follow‑through on tasks. Arrange travel (domestic & international), handle expense tracking, and support onboarding of new team members when needed. Anticipate the needs of leadership, jump in on special projects and initiatives, and take ownership of assigned tasks. Liaise with various departments and stakeholders, representing the executive office with credibility and reliability.</p>
<p>We are looking for an Office Manager/Executive Assistant to support a small investment firm in Walnut Creek, CA. This person will play a critical role in ensuring the seamless day-to-day operations of the office while providing executive-level support to our leadership team.</p><p> </p><p>Office Manager/Executive Support Duties:</p><p> </p><p>Administrative Operations: Oversee day-to-day office activities, ensuring that all systems and processes run effectively.</p><p>Supply Management: Order office supplies, business cards, and other essential materials as needed.</p><p>Catering Coordination: Manage daily catered meals for the office, ensuring quality and timely delivery.</p><p>Event Coordination: Lead the planning and execution of major company events, such as the annual holiday party and investor conference.</p><p>Executive Support</p><p>Scheduling: Manage and coordinate complex calendars for executives, including arranging meetings and appointments.</p><p>Expense Reporting: Prepare and process expense reports for executives promptly and accurately.</p><p>Anticipatory Assistance: Proactively anticipate the needs of executives and the broader team, providing solutions before issues arise.</p><p>Required Skills and Qualifications:</p><p>Experience: Minimum of 5 years of experience in an administrative, office management, or executive support role.</p><p>Independent and Proactive: Ability to work independently, take initiative, and identify opportunities to streamline processes or improve workflows.</p><p>Attention to Detail: Highly organized, detail-oriented, and dedicated to completing tasks efficiently and accurately.</p><p>Time Management: Proven ability to handle multiple priorities and work well under pressure to meet deadlines.</p><p>Communication Skills: Exceptional verbal and written communication skills.</p><p>Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Canva, Mailchimp) and familiarity with scheduling and expense management tools</p><p>Event Coordination Experience: Experience planning and executing corporate events, such as conferences or parties, is strongly preferred.</p><p> </p><p>Must be able to travel a few times a year for conferences.</p><p> </p><p>If you are interested in this Office Manager/Executive Assistant role, please submit your resume for immediate consideration.</p>
<p>We are looking for a dynamic and highly organized Executive Assistant to join our team in San Francisco, California. This position offers a unique opportunity to contribute to the foundational operations of a venture capital firm focused on AI startups. If you excel in providing strategic support and thrive in a fast-paced, innovative environment, we invite you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Strategically manage the executive’s calendar to optimize time allocation and focus on high-impact activities.</p><p>• Oversee email systems, ensuring critical messages are prioritized and deadlines are consistently met.</p><p>• Coordinate and arrange travel plans, ensuring seamless logistics.</p><p>• Prepare, organize, and track essential investment documents to support decision-making processes.</p><p>• Foster strong relationships with investors and portfolio companies through effective communication and engagement.</p><p>• Organize events and updates for stakeholders, including blog posts, quarterly reports, and networking opportunities.</p><p>• Develop and implement operational systems to enhance efficiency and scalability within the firm.</p><p>• Maintain and optimize internal software platforms to meet evolving business needs.</p><p>• Manage administrative tasks such as insurance policies and operational logistics to support day-to-day activities.</p>
We are looking for a dedicated Administrative Assistant to join our team in Palo Alto, California. In this role, you will handle essential administrative tasks to ensure smooth operations, including patient registration and documentation management. This is a long-term contract position ideal for someone who thrives in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Accurately register patients and process admissions in line with organizational policies and procedures.<br>• Collect and document patient co-payments, deductibles, and deposits during registration.<br>• Secure patient signatures on legal and registration-related documents.<br>• Scan and upload all required documentation into the designated system before the end of each shift.<br>• Verify patient insurance and demographic information using online systems and payer websites.<br>• Prioritize tasks effectively during high-volume periods to enhance operational efficiency and customer service.<br>• Collaborate with clinical staff to provide necessary documents, wristbands, and updates in a timely manner.<br>• Distribute privacy notices and maintain compliance with organizational and regulatory standards.<br>• Attend department meetings, workshops, and training sessions to stay updated on procedures.<br>• Ensure all office equipment is functional and implement downtime protocols when needed.
<p>The Administrative Assistant will provide high-level administrative support to executives, managers, and other staff members to ensure efficient operation of the office. Responsibilities include managing schedules, handling correspondence, coordinating meetings, and aiding in various clerical tasks. This role requires excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.</p>
<p><strong>Senior Administrative Assistant (Part-Time, 2-Month Assignment)</strong></p><p> <strong>Location:</strong> Oakland, CA (Onsite, Tuesday–Thursday, 8:30am–5:00pm)</p><p> <strong>Duration:</strong> November – December</p><p><br></p><p><strong>About the Role:</strong></p><p> The Robert Toigo Foundation is seeking a highly organized and proactive <strong>Senior Administrative Assistant</strong> to provide direct support to leadership during a busy two-month period. This role will focus on managing communications, preparing documents and presentations, and assisting with event production.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage calendars, coordinate meetings, and schedule appointments.</li><li>Handle communication management including phone calls, email correspondence, and information distribution.</li><li>Prepare and edit documents, reports, and presentations (PowerPoint).</li><li>Make travel arrangements and handle related logistics.</li><li>Support planning and execution of upcoming events and special projects.</li><li>Maintain accurate records and ensure smooth administrative operations.</li></ul><p><br></p><p><br></p>
<p>Robert Half's client in Walnut Creek is looking for a dedicated and detail-oriented Administrative Assistant to support their Executive Services department. This contract-to-hire opportunity is 100% onsite M-F.</p><p><br></p><p>Administrative Assistant Duties and Responsibilities:</p><p>• Finalizes and distributes Board and committee agenda packets.</p><p>• Takes, prepares, finalizes, and distributes committee meeting minutes.</p><p>• Prepares and distributes memos, letters, and reports.</p><p>• Maintains shared meeting calendars, schedules and distributes meeting notices.</p><p>• Maintains committee rosters, and departmental files.</p><p>• Coordinates annual training for the Board and its committee members.</p><p>• Fields telephone calls and email inquiries.</p><p>• Catalogs Board actions.</p><p>• Provides backup support to the mail clerk.</p><p>• Attends monthly meetings and manages the Zoom portion of the Member Forum.</p><p>• Performs other duties as assigned that fall within the purview of Executive Services.</p><p>Qualifications:</p><p>• High School Diploma or equivalent is the minimum educational requirements for this position.</p><p>1-3 years of experience in administrative support roles with increasing responsibility.</p><p>• Must be detail-oriented with demonstrated excellence in verbal and written communication skills, including the ability to proofread and edit documents with a high degree of accuracy.</p><p>• Excellent customer service, time management, and prioritization skills.</p><p>• Strong interpersonal skills and the ability to multitask in a fast-paced environment.</p><p>• Must possess strong to advanced proficiency in Microsoft Word, Excel, and Outlook.</p><p>• Ability to work with Simbli or similar web-based meeting management applications.</p><p>• Demonstrated ability to maintain strict confidentiality regarding documents, plans, and conversations.</p><p>• Familiarity with Zoom webinar and meeting functions (preferred but not required).</p><p>• Familiarity with Robert’s Rules of Order (preferred but not required).</p><p>• Familiarity with NetSuite (preferred but not required).</p><p>• Familiarity with Adobe Acrobat PDF tools (preferred but not required).</p><p>• Familiarity with DocuSign or similar electronic signature platforms (preferred but not required).</p><p>• Ability to learn and adapt to new technology systems quickly.</p><p>• Requires strong accountability for ensuring the timely delivery of services.</p><p>• Ability to consistently meet attendance requirements.</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today!</p>
<p>We are looking for a highly organized and proactive Administrative Assistant to join a collegial law firm in San Francisco, California. This law firm values social and environmental responsibility and prides themselves on fostering a collaborative and detail-oriented work environment. This role is essential in ensuring the smooth operation of daily office activities while supporting the broader team with administrative and clerical tasks.</p><p><br></p><p>Responsibilities:</p><p>• Maintain office inventory by tracking and ordering supplies, including janitorial items and refreshments.</p><p>• Process incoming and outgoing mail, including postage and sorting duties.</p><p>• Coordinate and prepare conflict checks, ensuring timely distribution and reporting.</p><p>• Provide support for library updates, book distribution, and related library projects.</p><p>• Schedule and organize firm-wide meetings, including preparing minutes for monthly meetings.</p><p>• Assist with travel arrangements and hotel bookings for staff.</p><p>• Manage law clerk evaluations by creating forms, distributing them, and archiving completed evaluations.</p><p>• Ensure the kitchen remains organized and clean, including coffee preparation and dishwasher management.</p><p>• Set up and clean up for firm events, such as lunches and celebrations.</p><p>• Serve as a backup for the administrative assistant and operations coordinator when necessary.</p>
<p>We are looking for an experienced Bookkeeper to join our team in Danville, California. The ideal candidate will play a crucial role in managing financial tasks for high-net-worth clients, ensuring accuracy, confidentiality, and exceptional customer service. This position offers a friendly office environment with the potential for remote work after an initial in-office period.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage client bill payments and oversee all related financial processes.</p><p> • Record and categorize transactions accurately in Quicken, including customized client reporting.</p><p> • Prepare and complete monthly bank reconciliations and financial reports.</p><p> • Communicate directly with client vendors (e.g., utilities, home services) to ensure timely payments and issue resolution.</p><p> • Monitor client account cash flow and coordinate funding as needed.</p><p> • Deliver personalized client support, including move coordination, utility setup, detailed reporting, charge dispute research, and collaboration with insurance brokers.</p>
<p>Are you organized, proactive, and ready to make an impact? We’re looking for a motivated Administrative Assistant who takes initiative and provides essential support across multiple departments in 2026. This role is crucial for maintaining smooth daily operations and ensuring that staff and management have the resources they need to succeed. The ideal candidate is detail-oriented, proactive, and possesses excellent communication skills. </p><p>What We’re Looking For: Manage calendars, schedule meetings, and coordinate both internal and external communications with efficiency and professionalism. Handle phone calls, emails, and correspondence accurately and courteously. Prepare documents, reports, and presentations as needed to support teams and management. Maintain organized digital and physical filing systems to ensure easy access to important information. Assist with onboarding, travel arrangements, office supplies, and expense tracking. Support cross-departmental projects and initiatives, taking initiative to help drive success. Perform other administrative duties and special projects as assigned, demonstrating flexibility and problem-solving skills.</p>
Are you organized, proactive, and ready to make an impact? We’re looking for a motivated Administrative Assistant who takes initiative and provides essential support across multiple departments in 2026. This role is crucial for maintaining smooth daily operations and ensuring that staff and management have the resources they need to succeed. The ideal candidate is detail-oriented, proactive, and possesses excellent communication skills. What We’re Looking For: Manage calendars, schedule meetings, and coordinate both internal and external communications with efficiency and professionalism. Handle phone calls, emails, and correspondence accurately and courteously. Prepare documents, reports, and presentations as needed to support teams and management. Maintain organized digital and physical filing systems to ensure easy access to important information. Assist with onboarding, travel arrangements, office supplies, and expense tracking. Support cross-departmental projects and initiatives, taking initiative to help drive success. Perform other administrative duties and special projects as assigned, demonstrating flexibility and problem-solving skills.
Are you organized, proactive, and ready to make an impact? We’re looking for a motivated Administrative Assistant who takes initiative and provides essential support across multiple departments in 2026. This role is crucial for maintaining smooth daily operations and ensuring that staff and management have the resources they need to succeed. The ideal candidate is detail-oriented, proactive, and possesses excellent communication skills. What We’re Looking For: Manage calendars, schedule meetings, and coordinate both internal and external communications with efficiency and professionalism. Handle phone calls, emails, and correspondence accurately and courteously. Prepare documents, reports, and presentations as needed to support teams and management. Maintain organized digital and physical filing systems to ensure easy access to important information. Assist with onboarding, travel arrangements, office supplies, and expense tracking. Support cross-departmental projects and initiatives, taking initiative to help drive success. Perform other administrative duties and special projects as assigned, demonstrating flexibility and problem-solving skills.
<p>We are looking for an experienced Senior Administrative Assistant to join the team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative and client support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.</p><p><br></p><p>Sr Administrative Assistant Responsibilities:</p><p>1. Account Management:</p><p>• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.</p><p>• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.</p><p>2. Administrative Support:</p><p>• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.</p><p>• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.</p><p>3. Communication:</p><p>• Serve as the client’s primary point of contact for account questions.</p><p>• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.</p><p>4. Compliance:</p><p>• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).</p><p>• Monitor client account activity to detect and resolve compliance issues.</p><p>5. Team Collaboration:</p><p>• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.</p><p>• Participate in team meetings to discuss best practices and solutions for improving client service delivery.</p><p>• Assist with special projects assigned by direct management and the CCO.</p><p><br></p><p>If you are interested in applying to our Senior Administrative Assistant Position, submit your resume today!</p>
We are looking for an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
<p>Reputable firm is seeking a legal admin assistant for their office in San Rafael, California. As a legal admin assistant, you will assist attorneys with a variety of secretarial tasks, manage client files, answer phones, and maintain the Confidentiality Agreement program. </p><p><br></p><p>Responsibilities:</p><p>• Assist in document revisions, formatting, and finalizing</p><p>• Prepare and manage engagement letters</p><p>• Manage and organize client files efficiently</p><p>• Answer phone calls professionally and promptly</p><p>• Circulate letters and other legal documents via email and physical mail</p><p>• Circulate documents for execution via DocuSign</p><p>• Handle the administrative management of the Confidentiality Agreement program</p><p>• Utilize management systems and Microsoft Office Suites effectively</p><p>• Perform billing functions and calendar management</p><p>• Format documents using ProLaw and PDF</p><p>• Proofread and draft legal documents as required.</p>
<p>We are looking for a motivated and adaptable Office Assistant to join our team in Alameda, California. This is a long-term contract position that requires a proactive individual with strong organizational skills and the ability to manage multiple tasks in an efficient office environment. You will play a key role in ensuring smooth daily operations by providing administrative support and assisting with office management responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and handle incoming calls, including routing messages to internal staff.</p><p>• Manage deliveries by coordinating with couriers such as FedEx, UPS, and mail services.</p><p>• Assist with general administrative tasks, including document preparation using Microsoft Office Suite (Word, Excel, Outlook).</p><p>• Maintain an organized and efficient office environment, ensuring supplies and resources are well-stocked.</p><p>• Provide support for email communications, including drafting and managing email campaigns.</p><p>• Ensure timely and accurate delivery and distribution of mail within the office.</p><p>• Plan and coordinate corporate onsite events</p><p>• Process invoices for office purchases</p><p>• Vendor management</p><p>• Operate and set-up all surveillance office equipment </p><p>• Collaborate with a small team to address day-to-day operational needs in a flexible and efficient manner.</p><p>• Adhere to business casual dress code, adjusting attire based on specific office requirements.</p><p>• Demonstrate a willingness to learn new processes quickly and adapt to evolving office needs.</p><p><br></p><p>If you are interested in this role, please apply now and call us at (510) 470-7450</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>
<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>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p>Responsibilities:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul><p><br></p>
<p>Robert Half is seeking a detail-oriented and personable Office Assistant to join a public agency in Martinez, California. In this contract position, you will serve as the front desk receptionist at the Central Administration Office, providing essential support to ensure smooth daily operations. This role requires excellent interpersonal skills and the ability to handle multiple administrative tasks efficiently.</p><p><br></p><p>Office Assistant Responsibilities:</p><p>• Greet and assist visitors with a welcoming attitude.</p><p>• Handle incoming phone calls, including directing calls, taking messages, and managing voicemail systems.</p><p>• Perform scanning and document management tasks to maintain organized records.</p><p>• Complete clerical duties such as data entry, filing, and maintaining office supplies.</p><p>• Operate a multi-line phone system to manage inbound calls effectively.</p><p>• Ensure accurate distribution of phone messages and timely responses.</p><p>• Provide assistance with general office tasks to support daily operations.</p><p>• Maintain a neat and organized reception area.</p><p>• Collaborate with other team members to ensure administrative needs are met.</p><p>• Uphold detail-oriented phone etiquette and communication standards.</p><p><br></p><p>If you are interested in this Office Assistant position, please submit your resume today!</p>
<p>Are you an experienced Legal Assistant looking to take your litigation support skills to the next level? Robert Half Legal has partnered with a respected plaintiff personal injury firm in Walnut Creek that is seeking a proactive and detail-oriented Legal Assistant to join their team. This is a contract-to-hire opportunity offering a dynamic, team-oriented environment and meaningful work advocating for clients who need it most.</p><p><br></p><p><strong>About the Firm</strong></p><p>This well-established, mid-sized firm has built a strong reputation for excellence in personal injury. Known for its collaborative culture and commitment to client advocacy, the firm provides a supportive atmosphere where you can grow your skills and make an impact from day one.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide comprehensive administrative and litigation support to multiple attorneys handling high-volume plaintiff matters</li><li>Prepare, format, and proofread pleadings, discovery, correspondence, and other legal documents</li><li>Handle state and federal e-filing with accuracy and efficiency</li><li>Manage attorney calendars, schedule hearings, depositions, and deadlines</li><li>Assist with case organization, file maintenance, and client communication</li><li>Coordinate with courts, vendors, and opposing counsel as needed</li></ul><p><br></p>
