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11 results for Assistant Treasurer in San Rafael, CA

Assistant Property Manager

Antioch, CA
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for an Assistant Property Manager to support daily property operations for two residential properties in Antioch, CA. This is a contract position that works closely with site leadership to help maintain organized administrative processes, strong resident service, and compliance with affordable housing program requirements. The ideal candidate brings office coordination skills, sound judgment, and a thoughtful approach to working with residents, applicants, and community partners. Assistant Property Manager Responsibilities:• Support the Community Manager with daily administrative and operational activities to help keep the property running efficiently.• Coordinate maintenance service requests, track completion of repairs, file related documentation, and follow up when additional action is needed.• Assist with resident move-ins and move-outs by preparing paperwork, explaining next steps, and helping conduct unit inspections.• Manage applicant and waiting list records, review applications for completeness, and process documentation in accordance with program rules and company standards.• Receive rent payments, reconcile funds collected, and complete bank deposits and related cash-handling tasks as assigned.• Prepare resident recertification packets by meeting with residents, gathering required documents, and submitting completed files for management review.• Maintain accurate resident files, incident documentation, and emergency records in an orderly and audit-ready format.• Help enforce community and housing program policies consistently while providing courteous guidance to residents and applicants.• Produce routine property status reports, organize incoming office mail, and maintain a clean, well-organized office environment.• Foster respectful relationships with residents, service providers, and local stakeholders while supporting an inclusive and equitable housing community.
2026-09-18T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary to Hire
26 - 28 USD / Hourly
Our nonprofit housing client is seeking an Assistant Property Manager to support two affordable housing communities in Oakland: . This role will assist with daily property operations, resident relations, leasing, rent collection, compliance, and maintenance coordination while supporting the Property Manager across both sites.Key Responsibilities<ul><li>Provide administrative and operational support for two affordable housing communities</li><li>Assist with leasing activities, applications, move-ins, move-outs, and lease renewals</li><li>Collect and track rent payments and maintain accurate resident records</li><li>Coordinate maintenance requests, work orders, vendor services, and unit inspections</li><li>Support affordable housing compliance, recertifications, and resident documentation</li><li>Respond to resident inquiries and help resolve tenant concerns</li><li>Maintain property files, reports, and general office administration</li><li>Assist with marketing vacancies and scheduling property tours</li></ul>
2026-09-10T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Assistant Property ManagerJob DescriptionEstablished property management company seeking an Assistant Property Manager to support leasing, resident relations, and daily property operations.Responsibilities<ul><li>Assist with lease administration and renewals</li><li>Respond to resident inquiries and concerns</li><li>Coordinate maintenance requests</li><li>Support rent collections and reporting</li><li>Maintain resident files and compliance documentation</li></ul>
2026-09-04T00:00:00Z

Associate Advisor

Concord, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)Compensation: $115,000–$140,000 DOEA respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office. Key Responsibilities:<ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
2026-09-09T00:00:00Z

Associate Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Anisa Henry is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role. Ideal for a CFP professional who is passionate about financial planning and eager to grow, this opportunity allows you to build advisory expertise within a collaborative, growth-oriented environment dedicated to delivering exceptional client outcomes. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-09-18T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 San Ramon, CA (Hybrid, 4-5 days in office)🏢 Independent Wealth Management Firm💰 Competitive Base + Discretionary Bonus Anisa Henry is partnered with a growing independent wealth management firm in the search for an Associate Advisor. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets. The Role:You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. We are looking for someone who is both analytical and operational:<ul><li>Analytical: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.</li><li>Operational: Able to manage client communications, sit in meetings, take notes…</li></ul>Key Responsibilities<ul><li>Partner with senior advisors to support client relationships, projects, and business operations.</li><li>Assist with financial planning, investment analysis, and meeting preparation.</li><li>Participate in client meetings and manage follow-up action items.</li><li>Support client communications, onboarding, and ongoing service needs.</li><li>Serve as a trusted client contact while developing advisory expertise.</li></ul>Planning & Operations Support<ul><li>Review client financial information and maintain accurate records.</li><li>Track meeting notes, action items, and planning deliverables.</li><li>Help improve planning workflows and operational processes.</li><li>Assist with insurance and risk management planning.</li></ul>Client Service<ul><li>Maintain CRM records and manage client documentation.</li><li>Coordinate with financial institutions and third-party partners.</li><li>Process account openings, transfers, and maintenance requests.</li><li>Prepare client meeting materials and provide proactive communication.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-15T00:00:00Z

Assistant Controller

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for an experienced Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting in Oakland, California. This role will oversee close activities, maintain the integrity of the general ledger, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a hands-on approach to improving financial accuracy and process discipline. Responsibilities:<ul><li>Manage month/year-end close, financial reporting, cash flow, and business performance analysis.</li><li>Oversee accounting operations, including GL, AP/AR, reconciliations, fixed assets, accruals, and journal entries.</li><li>Lead and develop accounting staff while ensuring accurate, compliant accounting processes.</li><li>Ensure tax compliance and oversee federal, state, and local filings.</li><li>Administer payroll, employee onboarding/offboarding, and payroll-related compliance.</li><li>Manage 401(k), profit-sharing plans, and retirement plan reporting requirements.</li><li>Coordinate insurance renewals and support risk management activities.</li><li>Provide financial insights, improve controls, and support budgeting, forecasting, and strategic initiatives.</li></ul>
2026-09-10T00:00:00Z

Treasury & Banking Manager

San Francisco, CA
onsite
Permanent / Full Time
100000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Treasury & Banking Manager | Financial Institution | San Francisco; Hybrid Join an independent, relationship-driven financial institution known for personalized service, community connection, and a collaborative culture. With a close-knit team and entrepreneurial environment, this is an opportunity to have visible impact and help shape the business without layers of bureaucracy. Lead key areas across treasury management, digital banking, and client solutions while partnering directly with relationship managers, clients, and internal teams. The role offers competitive compensation + bonus, strong benefits, retirement matching, generous PTO, and the opportunity to make a meaningful impact in a growing organization. Responsibilities<ul><li>Partner with clients and relationship managers to identify treasury and digital banking needs</li><li>Drive treasury management and digital banking sales and service initiatives</li><li>Help shape product and business strategy</li><li>Evaluate offerings and identify opportunities for improvement and expansion</li><li>Collaborate with product and customer support teams</li><li>Oversee day-to-day treasury and digital banking activities</li><li>Lead, mentor, and develop a small team</li><li>Troubleshoot issues and develop practical client solutions</li><li>Drive process improvements and operational enhancements</li><li>Serve as a key cross-functional partner across the organization</li><li>Adapt to changing business needs and wear multiple hats</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T00:00:00Z

Treasury Banking Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a Treasury Banking Manager to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services. This is an ideal opportunity for someone who enjoys working in a smaller, collaborative environment where people wear multiple hats. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs. What You’ll Do Client & Business Development<ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul>Strategy & Solutions<ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul>Team Management<ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul>
2026-09-09T00:00:00Z

Treasury Banking Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 155000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a Treasury Banking Manager to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services. This is an ideal opportunity for someone who enjoys working in a smaller, collaborative environment where people wear multiple hats. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs. What You’ll Do Client & Business Development<ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul>Strategy & Solutions<ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul>Team Management<ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul>Location: San Francisco, CA | Hybrid – 3 days onsiteCompensation: $115,000–$150,000 base + bonus
2026-09-08T00:00:00Z

Treasury Analyst

Menlo Park, CA
remote
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for an experienced Treasury Analyst to support core cash management and banking operations for a fast-paced organization in Menlo Park, California. This is a Long-term Contract position focused on maintaining liquidity visibility, coordinating banking activity, and delivering accurate reporting that supports sound financial decisions. The ideal candidate brings strong treasury operations knowledge, comfort working across banking platforms, and a detail-oriented approach to controls, documentation, and analysis. Responsibilities: • Monitor daily corporate cash positions and help maintain clear visibility into available liquidity across accounts. • Coordinate bank account administration, including account setup, closure, and related compliance documentation. • Produce recurring and ad hoc cash reports, including forecast updates that support short- and medium-term planning. • Execute treasury transactions such as wire activity, internal fund movements, debt-related payments, and investment actions with accuracy and timeliness. • Support administration of treasury tools and online banking systems to ensure smooth day-to-day operations. • Uphold treasury policies and internal controls while assisting with audit support for periodic reviews and year-end requirements. • Review banking charges on a regular basis, identify trends, and help document opportunities for cost control. • Prepare and maintain process records and close-related documentation to support operational consistency and compliance. • Contribute to additional treasury initiatives and operational priorities as business needs evolve.
2026-09-18T00:00:00Z