<p><strong>Front Desk Coordinator</strong></p><p><strong>Description:</strong></p><p>Be the first point of contact for visitors, providing a welcoming environment and supporting administrative functions at the front office.</p><p><strong>Responsibilities:</strong></p><ul><li>Greet and assist visitors and clients</li><li>Answer and direct incoming calls</li><li>Maintain an organized front office and reception area</li><li>Schedule appointments and update calendars</li><li>Handle mail and deliveries</li></ul>
<p>Our client is seeking to hire two (2) Receptionists for their Redwood City, CA operations. These roles have possibilities to become contract to hire and requires onsite work daily. You will have perks such as access to a gym and fitness classes. Apply today to join this winning team!</p><p><br></p><p><strong>Position Overview:</strong></p><p><br></p><p>As a Receptionist, you will play a key role in ensuring the smooth operation of daily office activities, offering both administrative and front desk support.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><ul><li>Serve as the welcoming point of contact for clients, visitors, and employees, consistently creating a positive experience.</li><li>Answer and route incoming telephone calls promptly and in accordance with company procedures, directing inquiries to the proper departments.</li><li>Distribute mail and process both incoming and outgoing packages, coordinating courier pickups and deliveries, and promptly resolving any related issues.</li><li>Issue and track security badges to visitors and staff as required.</li><li>Maintain clear and accurate flow of communications and correspondence within the office.</li><li>Monitor office supply levels and process requisition orders as needed.</li><li>Support the Facility Manager and Facility Coordinator with clerical and administrative duties related to building operations.</li><li>Respond to routine client and general questions, escalating complex matters to the appropriate contacts.</li><li>Participate in training and facility programs to continually develop your professional skills.</li><li>Maintain a tidy, organized, and secure work environment.</li><li>Uphold all company and client policies, practices, and procedures.</li></ul><p><br></p>
<p><strong>Receptionist (Contract) – Robert Half</strong></p><p><br></p><p><strong>Robert Half is recruiting a Receptionist for a contract assignment.</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for visitors, employees, and callers, ensuring a positive and professional experience.</li><li>Answer and transfer incoming calls promptly using company protocols.</li><li>Manage mail distribution and coordinate courier deliveries and pickups.</li><li>Issue security badges to visitors and employees.</li><li>Provide general information and assistance, escalating complex questions as needed.</li><li>Maintain a clean and organized reception area.</li><li>Assist Facility Manager and Facility Coordinator with administrative tasks.</li><li>Adhere to all client and company policies and procedures.</li></ul><p><br></p>
<p>The first-impression expert who ensures every guest receives a warm welcome while keeping front desk operations running seamlessly. This role supports visitors, manages check-ins, and provides exceptional customer service with professionalism and efficiency.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Service Excellence</strong> — Creates a welcoming environment and handles inquiries with professionalism.</li><li><strong>Front Desk & Check‑In Management</strong> — Greets guests, manages sign‑ins, and directs visitors with ease.</li><li><strong>Communication & Organization</strong> — Clear communicator who keeps the front desk organized and running smoothly.</li></ul><p><br></p>
<p>The first-impression expert who ensures every guest receives a warm welcome while keeping front desk operations running seamlessly. This role supports visitors, manages check-ins, and provides exceptional customer service with professionalism and efficiency.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Service Excellence</strong> — Creates a welcoming environment and handles inquiries with professionalism.</li><li><strong>Front Desk & Check‑In Management</strong> — Greets guests, manages sign‑ins, and directs visitors with ease.</li><li><strong>Communication & Organization</strong> — Clear communicator who keeps the front desk organized and running smoothly.</li></ul><p><br></p>
<p>We are looking for a reliable and organized <strong>Part Time</strong> Administrative Assistant to join our team on a contract basis. Based in Richmond, California, this position requires someone who can manage office operations efficiently while maintaining an attentive and welcoming environment. The role is part-time, offering flexibility and an opportunity to contribute to a variety of organizational tasks.</p><p><br></p><p>Responsibilities:</p><p>• Organize and maintain office spaces, storage areas, and shared workstations to ensure functionality and order.</p><p>• Develop and implement effective systems to streamline organizational processes.</p><p>• Welcome visitors and provide front desk support, ensuring a positive administrative presence.</p><p>• Sort, label, and archive both physical and digital documents for easy access and retrieval.</p><p>• Assist with special office projects, managing tasks from initiation to completion.</p><p>• Ensure the office environment remains tidy, orderly, and conducive to productivity.</p><p>• Communicate updates and progress reports on assigned tasks and projects clearly and promptly.</p>
<p>Robert Half is working with a reputable kitchenware distributing company in Burlingame. They distribute Wolf, Sub-Zero, and Cove appliances through Northern California. They are looking for a customer service oriented and personable Receptionist to assist with a temp to hire opening!. The ideal candidate will deliver exceptional customer service while efficiently managing front desk operations and administrative tasks. This position requires excellent communication skills, reliability, and a proactive approach to maintaining a welcoming and organized workspace.</p><p><br></p><p>Please find the details below and if interested, apply now! Do not wait! We are looking to potentially start someone tomorrow.</p><p><br></p><p><strong><em>Providing the highest level of concierge style customer service to all clients and guests</em></strong></p><ul><li>Answering daily phone calls and routing to specific individuals within the company</li><li>Being an effective communicator who speaks clearly and is personable and welcoming when answering incoming calls</li><li>Providing excellent customer service to all</li><li>Maintaining a friendly and outgoing demeanor</li><li>Setting the example for others by being reliable and maintaining a clean and professional workspace</li><li>Being able to put people at ease when they are on the phone or speaking one-on-one with other staff members or customers</li><li>Receiving and sorting incoming mail and delivering to each department. Outgoing mail: Coordinate pick-up and delivery of express packages (FedEx, UPS, and others) </li><li>Maintaining and managing inventory of office supplies as needed.</li><li>Updating and maintaining reception procedures, inventory list, reception area, kitchen, and conference rooms</li><li>Following office workflow procedures to ensure maximum efficiency</li></ul>
<p>We are looking for a detail-oriented Front Desk/Admin to support daily office operations in Sunnyvale, California. This is a long-term contract position ideal for someone who thrives in a fast-paced environment and excels in multitasking. The role involves managing administrative tasks, ensuring smooth communication, and maintaining organizational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support by managing schedules, organizing meetings, and coordinating communications.</p><p>• Answer inbound calls professionally and direct inquiries to the appropriate departments.</p><p>• Perform accurate data entry tasks to maintain and update company records.</p><p>• Handle receptionist duties, including welcoming visitors and ensuring they are directed appropriately.</p><p>• Assist in maintaining office supplies and inventory to ensure operational needs are met.</p><p>• Prepare and distribute correspondence, reports, and documentation as needed.</p><p>• Support other team members with administrative tasks to enhance productivity.</p><p>• Ensure compliance with company policies and procedures in all administrative activities.</p><p>• Collaborate with different departments to facilitate smooth workflow and communication.</p>
<p><strong>Administrative Coordinator</strong></p><p>The organizational backbone of the team — ensuring daily operations, scheduling, and documentation run smoothly. This role supports internal teams, streamlines workflows, and keeps projects moving with accuracy, efficiency, and a proactive mindset.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Administrative & Operational Support</strong> — Manages calendars, coordinates meetings, organizes documents, and keeps workflows on track.</li><li><strong>Communication & Cross‑Team Coordination</strong> — Clear, professional communicator who supports multiple stakeholders and keeps everyone aligned.</li><li><strong>Organization & Attention to Detail</strong> — Ensures accuracy, manages competing priorities, and keeps information structured and accessible.</li></ul><p><br></p>
<p><strong>Administrative Coordinator </strong></p><p>The organizational backbone of the team — ensuring daily operations, scheduling, and documentation run smoothly. This role supports internal teams, streamlines workflows, and keeps projects moving with accuracy, efficiency, and a proactive mindset.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Administrative & Operational Support</strong> — Manages calendars, coordinates meetings, organizes documents, and keeps workflows on track.</li><li><strong>Communication & Cross‑Team Coordination</strong> — Clear, professional communicator who supports multiple stakeholders and keeps everyone aligned.</li><li><strong>Organization & Attention to Detail</strong> — Ensures accuracy, manages competing priorities, and keeps information structured and accessible.</li></ul><p><br></p>
We are looking for a dedicated Receptionist to join our team on a contract basis in San Francisco, California. In this role, you will be the first point of contact for visitors and callers, ensuring smooth communication and exceptional service. The ideal candidate will thrive in a collaborative environment and possess strong organizational and communication skills.<br><br>Responsibilities:<br>• Greet and assist visitors with attention to detail and courtesy.<br>• Manage multi-line phone systems, including answering and transferring calls promptly.<br>• Maintain accurate records and handle sensitive or confidential documents securely.<br>• Collaborate with team members to complete assigned projects efficiently.<br>• Communicate effectively with managers and clients, addressing any job-related concerns or deadlines.<br>• Provide concierge-style services to ensure a seamless experience for guests.<br>• Organize and maintain the reception area to uphold a meticulous image.<br>• Operate switchboard systems efficiently to support office communications.<br>• Support additional administrative tasks as needed to meet organizational goals.
<p>We are looking for a<strong> Part-Time </strong>Administrative Assistant to join our team in South San Francisco, California. This contract position offers an opportunity to provide essential support to our operations, ensuring smooth administrative workflows and effective communication. The ideal candidate will have experience handling a variety of administrative tasks and possess strong organizational skills. <strong>Tax Credit or experience with low-income housing is required. </strong></p><p><br></p><p>Schedule: Monday - Wednesday 8;30am - 5:00pm (onsite)</p><p><br></p><p>Responsibilities:</p><p>• Manage day-to-day administrative tasks, including scheduling and coordinating meetings.</p><p>• Answer incoming calls professionally and direct them to the appropriate departments.</p><p>• Perform accurate data entry to maintain and update records and databases.</p><p>• Support office operations by organizing files, handling correspondence, and managing supplies.</p><p>• Assist with tax credit-related documentation and processes, ensuring compliance and accuracy.</p><p>• Provide receptionist duties by welcoming visitors and addressing inquiries.</p><p>• Collaborate with team members to support projects related to low-income tax credit housing.</p><p>• Prepare reports and maintain records related to administrative office functions.</p><p>• Identify and resolve administrative issues efficiently to improve overall workflow.</p>
We are looking for an experienced Sr. Receptionist to join our team in Los Gatos, California. This is a long-term contract position offering the opportunity to contribute to an engaging and dynamic environment. The role requires exceptional organizational skills and the ability to manage multiple tasks effectively, ensuring smooth day-to-day operations.<br><br>Responsibilities:<br>• Welcome and assist visitors, vendors, and internal employees in a detail-oriented and friendly manner.<br>• Coordinate and oversee vendor activities, including managing their entry and exit at various locations.<br>• Utilize Slack channels to communicate effectively across multiple departments and locations.<br>• Handle catering arrangements and scheduling requests to meet organizational needs.<br>• Travel between nearby campus buildings to support administrative tasks, all within a two-block radius.<br>• Operate and manage a multi-line phone system, ensuring calls are answered promptly and efficiently.<br>• Provide administrative support by maintaining schedules and managing office procedures.<br>• Facilitate communication using tools like Gmail and G Chat, ensuring timely responses and streamlined workflows.<br>• Assist with day-to-day office operations, ensuring the workplace runs smoothly and efficiently.
<p><strong>Bilingual Spanish Receptionist</strong></p><p><strong>Description:</strong></p><p>Serve as the welcoming face of the company, handling calls and directing visitors while assisting with general administrative support.</p><p><strong>Responsibilities:</strong></p><ul><li>Greet guests and answer incoming calls</li><li>Manage scheduling and conference room bookings</li><li>Receive and distribute mail/packages</li><li>Maintain tidy reception and waiting areas</li><li>Provide general admin support to staff</li></ul><p><br></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> - Assist other departments such as Hospitality and Reception when needed. </p><p><br></p>
We are looking for a dedicated Office Assistant to join our team in Alameda, California. In this long-term contract position, you will play a vital role in supporting the daily operations of our organization, ensuring smooth administrative processes and effective communication. This role offers an excellent opportunity to contribute to a dynamic environment while developing your attention to detail.<br><br>Responsibilities:<br>• Manage receptionist duties, including greeting visitors and answering inbound calls in a courteous manner.<br>• Organize and maintain office records by scanning and filing documents accurately.<br>• Provide clerical support such as data entry, scheduling appointments, and handling correspondence.<br>• Assist with inventory management and ordering office supplies as needed.<br>• Coordinate with team members to ensure seamless communication and workflow.<br>• Prepare and distribute reports and documents to support organizational needs.<br>• Maintain a clean and organized workspace to promote efficiency.<br>• Support special projects and administrative tasks as assigned.<br>• Uphold confidentiality and adhere to company policies and procedures.
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<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. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</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> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Administrative Assistant</strong></p><p><strong>Description:</strong></p><p>Provide essential office support by managing schedules, correspondence, and organizational tasks to ensure smooth day-to-day operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage scheduling and calendars for team members</li><li>Coordinate meetings, travel, and events</li><li>Prepare reports, presentations, and correspondence</li><li>Maintain organized filing systems and office supplies</li><li>Support daily administrative operations</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p>A highly respected multi‑family office is seeking a <strong>Senior Client Associate</strong> to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building.</p><p><br></p><p><strong>About the Firm</strong></p><p>This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the main contact for client service needs across assigned relationships</li><li>Execute requests with accuracy, urgency, and a high level of professionalism</li><li>Partner with senior leadership on strategic client initiatives and firm-wide projects</li><li>Build strong relationships by understanding client preferences and anticipating needs</li><li>Lead and mentor team members, providing guidance and oversight</li><li>Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects</li><li>Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.)</li><li>Work with investment teams on cash deployment, portfolio construction, and transaction support</li><li>Contribute to special internal projects and operational improvements</li></ul>
<p><strong>Administrative Assistant </strong></p><p>The go‑to administrative partner who keeps the team organized, informed, and running efficiently. This role supports daily operations, coordinates schedules, and ensures a smooth flow of communication across the office.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Administrative & Scheduling Support</strong> — Manages calendars, meeting prep, and day‑to‑day coordination.</li><li><strong>Communication & Customer Service</strong> — Professional communicator who supports internal teams and external visitors.</li><li><strong>Organization & Time Management</strong> — Balances multiple priorities while maintaining accuracy and structure.</li><li><strong>Problem‑Solving & Initiative</strong> — Anticipates needs, identifies solutions quickly, and keeps operations moving.</li></ul><p><br></p>
<p><strong>Administrative Assistant </strong></p><p>The go‑to administrative partner who keeps the team organized, informed, and running efficiently. This role supports daily operations, coordinates schedules, and ensures a smooth flow of communication across the office.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Administrative & Scheduling Support</strong> — Manages calendars, meeting prep, and day‑to‑day coordination.</li><li><strong>Communication & Customer Service</strong> — Professional communicator who supports internal teams and external visitors.</li><li><strong>Organization & Time Management</strong> — Balances multiple priorities while maintaining accuracy and structure.</li><li><strong>Problem‑Solving & Initiative</strong> — Anticipates needs, identifies solutions quickly, and keeps operations moving.</li></ul><p><br></p>
