<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>
We are looking for an organized and proactive Front Desk Coordinator to join our team on a contract basis in Sunn, California. In this role, you will be the first point of contact for patients, ensuring a seamless and detail-oriented experience. Ideal candidates are skilled in multitasking, possess excellent communication abilities, and thrive in a fast-paced environment.<br><br>Responsibilities:<br>• Serve as the primary point of contact for patients, addressing inquiries and providing exceptional service.<br>• Manage and maintain the front office, ensuring it is clean, organized, and welcoming.<br>• Coordinate patient appointments, including scheduling, reminders, and follow-ups.<br>• Handle billing, insurance verification, and related administrative tasks with precision.<br>• Operate a multi-line phone system to answer inbound calls efficiently and effectively.<br>• Collaborate with the dental team to optimize office workflows and administrative procedures.<br>• Assist in the transition to a paperless patient management system, ensuring accurate documentation and record-keeping.<br>• Provide concierge-level services to enhance patient satisfaction and experience.<br>• Maintain confidentiality and accuracy in handling sensitive patient information.<br>• Support additional administrative duties as needed to ensure smooth office operations.
<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><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>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>
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>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>
<p>Duties may include, but are not limited to, the following:</p><ul><li>Perform complex, technical, and specialized office support tasks requiring independent judgment, technical proficiency, and detailed knowledge of departmental procedures.</li><li>Research, compile, and organize information from various sources to complete forms, prepare reports, and perform arithmetic or statistical calculations.</li><li>Provide information and assistance to the public, applying sound judgment and interpreting departmental policies, rules, and procedures.</li><li>Organize, maintain, and purge departmental files and records in accordance with retention policies.</li><li>Prepare correspondence, reports, forms, and other specialized documents from drafts, notes, or brief instructions using computer software applications.</li><li>Proofread and review documents for accuracy, completeness, and compliance with departmental standards and regulations.</li><li>Enter, retrieve, and verify data; generate reports using online systems or personal computers; review and correct data as necessary.</li><li>Operate standard office equipment and ensure proper maintenance.</li><li>Coordinate and perform a variety of administrative support activities, including preparing purchase requisitions, scheduling repairs, transmitting information, and maintaining up-to-date reference materials.</li><li>Arrange meetings and events, including scheduling participants, reserving rooms, and coordinating travel, lodging, or meal accommodations.</li><li>Serve as a receptionist—greeting visitors, answering and screening telephone calls, and directing inquiries to the appropriate staff or personally resolving them.</li><li>Train and guide other staff in work procedures or provide project-based or relief supervision as assigned.</li></ul><p><br></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>Robert Half is working with a reputable Healthcare Company who needs support in their San Bruno Location. Our client is on of the largest Healthcare Providers in the US. They<strong> </strong>partner with employers, unions, and health plans to serve their people. They are committed to empowering members to live happier, healthier lives.</p><p><br></p><p>We are looking for a skilled Administrative Assistant to join our team in San Bruno, California. In this long-term contract position, you will play a key role in providing exceptional front-line support at the Health Center. Your responsibilities will include ensuring smooth clinic operations, delivering outstanding customer service, and assisting with various administrative tasks.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet patients professionally and facilitate efficient check-in and check-out processes.</li><li>Manage and coordinate scheduling across multiple service lines.</li><li>Handle incoming calls with courtesy and provide accurate information or assistance.</li><li>Maintain organized and up-to-date documentation, including scanning, filing, and correspondence.</li><li>Support daily clinic operations by performing administrative tasks and maintaining a clean workspace.</li><li>Uphold confidentiality and compliance standards in accordance with clinical environment requirements.</li><li>Assist with the preparation of reports and other necessary documentation.</li><li>Ensure seamless communication between patients, staff, and other stakeholders.</li><li>Utilize Epic software for scheduling and documentation purposes.</li><li>Contribute to a positive and welcoming environment for all visitors and staff.</li></ul>
<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>
<p>Robert Half is working on an exciting opportunity with a local government entity in need of a Housing Specialist. The Housing Specialist will provide specialized and technical office support, ensuring the smooth operation of departmental processes. Ideal candidates will have a background in Housing, Affordable Housing, Tax Credits, HUD, etc.... Please see the details below and if interested, apply now. Do not wait! We are looking to submit someone ASAP!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Perform complex and technical office support tasks requiring independent judgment and specialized knowledge.</li><li>Gather and compile information from various sources to complete forms and prepare detailed reports.</li><li>Provide accurate information to the public, interpreting policies and procedures as needed.</li><li>Organize, maintain, and streamline departmental files for efficient access and use.</li><li>Draft and edit correspondence, reports, and specialized documents using various software programs.</li><li>Review materials for accuracy, completeness, and compliance with organizational policies.</li><li>Enter and retrieve data in computer systems, ensuring the accuracy of reports and making necessary corrections.</li><li>Manage administrative details such as purchase requisitions, equipment maintenance, and scheduling meetings.</li><li>Train team members on work procedures or oversee tasks on a project basis.</li><li>Respond to and handle inbound and outbound calls, ensuring effective communication and resolution.</li></ul><p><br></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>Job title: Office Coordinator</p><p>Duration: 2 weeks</p><p>Start date: Thursday 11/20 or Friday 11/21 (2 hours for training), then Monday 11/24 - Friday 12/5 (OFF 11/27 & 11/28)</p><p>Location: On-site</p><p>Hours: 10a-3p (Part-time)</p><p><br></p><p>Position Description</p><p><br></p><p>The Office Coordinator serves as a critical role within the organization, acting as the first point of contact and the "face of the company" for Customers, Suppliers, Vendors, and Candidates. This position also interfaces with the team company-wide, contributing to the development of a strong and cohesive company culture. Additionally, the Office Coordinator manages administrative responsibilities, including supporting the executive team. This role demands a proactive, highly organized team player with a passion for learning and the ability to multitask effectively and efficiently.</p><p><br></p><p>Job Duties</p><p>• Welcome visitors, direct them to appropriate departments, and manage the reception area to ensure professional communications.</p><p>• Coordinate mail delivery, courier shipments, and logistics while creating and managing Federal Express labels.</p><p>• Stock and replenish office and kitchen supplies; maintain cleanliness and organization in common areas, including the pantry and coffee machines.</p><p>• Perform desk research to identify healthy snack options, team-building ideas, and other innovative improvements.</p><p>• Provide administrative support to the team and assist with special projects or urgent tasks as needed, including liaising with property management for emergencies.</p><p><br></p><p><br></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.
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 a skilled Administrative Assistant to join our team in Walnut Creek, California. In this role, you will provide essential support to the Service Order Department of our Homeowners Association, ensuring smooth coordination of service requests and administrative tasks. This position offers a contract-to-permanent opportunity for candidates who thrive in a fast-paced, service-oriented environment.</p><p><br></p><p>We are particularly looking for candidates that have experience editing and formatting PDFs and working within MS Outlook.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Coordinate schedules, appointments, and service requests using Microsoft Outlook to ensure timely and efficient operations.</p><p>• Prepare and manage service order forms, resident communications, and vendor agreements with precision and attention to detail.</p><p>• Maintain organized filing systems for both digital and physical records to ensure easy access and secure storage.</p><p>• Generate and present regular status updates and reports for management using Excel and other documentation tools.</p><p>• Facilitate clear and effective communication with residents, vendors, and internal teams regarding service orders and scheduling.</p><p>• Assist with invoice processing, vendor file maintenance, and procurement activities related to service orders.</p><p>• Uphold confidentiality standards for resident and association information in all administrative tasks.</p><p>• Provide general office support, including document preparation, mail handling, meeting coordination, and organization.</p><p>• Confirm, reschedule, and remind parties about appointments to ensure seamless service operations.</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today.</p>
<p><strong>Robert Half is partnering with an executive to hire a proactive and adaptable Personal Assistant to provide comprehensive support to an executive in a dynamic venture capital environment. This role requires excellent organizational skills, the ability to manage competing priorities, and a confident approach to problem-solving. The ideal candidate will thrive in a hybrid work setting and demonstrate a high degree of professionalism and discretion. </strong></p><p><br></p><p><strong>This is a permanent placement opportunity and verifiable references and a high level of discretion will be required.</strong></p><p><br></p><p>Responsibilities:</p><p>• Coordinate travel arrangements, including flights, accommodations, and itineraries, ensuring seamless and efficient plans.</p><p>• Oversee special projects and construction initiatives, managing timelines and deliverables effectively.</p><p>• Provide administrative support, including scheduling meetings, managing correspondence, and organizing files.</p><p>• Execute project tasks from initiation to completion, ensuring quality and adherence to deadlines.</p><p>• Monitor and manage budgets for various projects, delivering accurate reports and updates.</p><p>• Maintain strong interpersonal relationships with internal and external stakeholders, fostering collaboration and trust.</p><p>• Utilize Microsoft Excel to create and manage spreadsheets for tracking and reporting purposes.</p><p>• Prioritize tasks based on urgency and importance, ensuring smooth daily operations.</p><p>• Address unexpected challenges with confidence, proposing effective solutions.</p><p>• Assist with personal errands and tasks to support the executive’s daily needs.</p><p><br></p><p><strong>No phone calls, for consideration, attention to details is key. Please apply to this posting with a cover letter of your relevant PA experience. Thank you!</strong></p>
<p><strong>Key Responsibilities:</strong></p><ul><li>Perform general administrative duties, including data entry, filing, and handling correspondence.</li><li>Manage schedules, meetings, and appointments for team members.</li><li>Prepare, edit, and proofread documents, reports, and presentations as needed.</li><li>Handle inbound and outbound communications, including phone calls and emails.</li><li>Maintain office organization by ordering supplies and managing inventory.</li><li>Assist in the planning and coordination of events, meetings, and travel arrangements.</li><li>Collaborate with internal teams to ensure efficient project management and task completion.</li><li>Provide excellent customer service when interacting with clients, visitors, or vendors.</li></ul><p><br></p>
<p><strong>Administrative Assistant</strong></p><p>We are seeking a detail-oriented and organized Administrative Assistant to provide vital support to our team and ensure efficient day-to-day operations. The ideal candidate will be responsible for managing administrative tasks, maintaining schedules, and facilitating communication within the organization. As the backbone of the office, you will play a critical role in ensuring productivity and smooth workflows.</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>
