12 Results for Assistant Treasurer Jobs in San Rafael, CA

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Assistant Property Administrator

Hayward, CA
onsite
Temporary / Contract
26 - 27 USD / Hourly
We are looking for an Assistant Property Administrator to support the daily management of a residential community in Hayward, California. This role is responsible for maintaining organized operations, supporting residents and staff, and helping ensure the property remains safe, compliant, and financially well managed. The ideal candidate brings strong administrative judgment, property oversight experience, and the ability to coordinate across teams while balancing service, compliance, and budget expectations. Assistant Property Manager Responsibilities:• Oversee daily property operations to help maintain a secure, well-kept, and resident-focused community environment.• Lead and support on-site staff through hiring coordination, onboarding, training, performance oversight, and day-to-day guidance.• Maintain compliance with housing regulations, fair housing standards, organizational policies, and applicable agency requirements.• Administer resident waitlist activity, move-ins, recertifications, and file maintenance with close attention to accuracy and required timelines.• Coordinate maintenance requests, preventive service schedules, inspections, and vendor activity to keep the property operating efficiently.• Prepare documentation and site records for audits, regulatory reviews, and inspections, ensuring required materials are complete and accessible.• Monitor rent collection, deposits, receivables, and occupancy performance while partnering with leadership on follow-up for delinquent accounts.• Support leasing and outreach efforts in alignment with approved marketing plans and applicable federal, state, and local requirements. If you are interested in this Assistant Property Manager role, please apply today to be considered.
2026-10-12T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
27 - 28 USD / Hourly
Assistant Property ManagerBrief Job DescriptionWe are seeking an Assistant Property Manager to support property operations, tenant relations, leasing activities, and administrative functions for residential or commercial properties.Responsibilities<ul><li>Assist with tenant communication and service requests</li><li>Support leasing, renewals, and move-in/move-out processes</li><li>Maintain property records, rent rolls, and lease files</li><li>Coordinate with vendors and maintenance staff</li><li>Help monitor occupancy, collections, and property compliance</li><li>Provide administrative support to the Property Manager</li></ul>
2026-10-09T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
27 - 29 USD / Hourly
Assistant Property ManagerBrief Job Description:The Assistant Property Manager supports property operations by assisting with tenant relations, leasing administration, rent collection, maintenance coordination, and property records.Responsibilities:<ul><li>Assist with daily management of residential or commercial properties</li><li>Respond to tenant questions and service requests</li><li>Support leasing, renewals, and move-in/move-out processes</li><li>Coordinate maintenance requests with vendors and internal teams</li><li>Help track rent payments, delinquencies, and lease files</li><li>Prepare reports and maintain accurate property records</li></ul>
2026-09-25T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
26.6 - 30.8 USD / Hourly
We are looking for an Assistant Property Manager to support daily administrative and front office operations for a property management team. This is a Contract position suited for someone who can balance receptionist duties, office coordination, and tenant-facing support in a detail-oriented environment. The ideal candidate will help maintain organized workflows, provide responsive service to visitors and vendors, and assist with a range of operational tasks that keep the office running smoothly. Responsibilities: • Oversee front desk activities and help maintain efficient day-to-day operations within the main office. • Direct incoming digital and physical correspondence to the appropriate recipients, including support with outbound courier shipments. • Accept and organize deliveries such as office materials and equipment, ensuring items are received and distributed properly. • Serve as a point of contact for vendors, guests, and callers by answering questions, offering guidance, and connecting individuals with appropriate housing-related resources. • Monitor building access by using the intercom system to screen visitors and admit authorized employees or guests. • Coordinate occasional office meal arrangements and replenish shared snack and beverage supplies as needed. • Provide clerical and logistical assistance for projects, meetings, and special events. • Carry out other administrative and operational tasks assigned to support the team.
2026-10-08T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting 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 (On-Site)🏢 Thriving Wealth Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits + Long-Term Incentives A growing and highly respected wealth management firm overseeing billions in client assets is seeking an Associate Advisor to join a successful advisory team serving high-net-worth individuals, families, and retirement plan clients. This is an exceptional opportunity to gain hands-on experience in comprehensive financial planning while working alongside experienced advisors in a collaborative, growth-oriented environment. What You'll Do<ul><li>Partner with Senior Advisors to deliver comprehensive wealth management and financial planning services</li><li>Prepare and update financial plans covering retirement, investment, tax, insurance, and estate planning strategies</li><li>Participate in client meetings and assist with relationship management initiatives</li><li>Conduct financial analysis, planning research, and investment-related due diligence</li><li>Prepare meeting materials, recommendations, and client review presentations</li><li>Coordinate implementation of planning recommendations and follow up on client action items</li><li>Collaborate with client service, operations, and compliance teams to deliver an exceptional client experience</li><li>Support retirement plan participants and business-owner clients through ongoing service and planning discussions</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-28T00:00:00Z

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.
2026-10-02T00:00:00Z

Associate Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 Walnut Creek, CA (Hybrid)🏢 Fee-Based Wealth Management Firm💰 Competitive Base + Comprehensive Benefits + Long-Term Incentives Anisa is partnered with a growing, client-focused wealth management firm that specializes in delivering comprehensive financial planning and investment advice to high-net-worth individuals and families. This is an outstanding opportunity to work alongside experienced advisors, gain meaningful client exposure, and build the technical and relationship management skills needed to progress into a Lead Advisor role. As an Associate Advisor, you'll play a key role in supporting comprehensive financial planning engagements while developing expertise across retirement, investment, tax, estate, and wealth transfer planning. This role is perfect for an aspiring financial planner who wants more than back-office plan preparation. You'll gain direct exposure to clients, learn from experienced advisors, and build the skills necessary to become a trusted advisor to high-net-worth families. If you're passionate about financial planning and looking for a firm that offers mentorship, growth, and a clear career path, this opportunity is worth exploring. Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
2026-09-28T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
105000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, highly regarded wealth management firm known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a long-term career in financial advising with strong mentorship, training, and exposure to experienced advisors. Partner closely with a highly productive Senior Advisor across financial planning, client meetings, planning analysis, and ongoing relationship management. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions. Responsibilities<ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-09T00:00:00Z

Assistant Community Manager

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
<ul><li>Assist with the day-to-day operations of the property, including leasing, resident communications, rent collections, and file management.</li><li>Support the Community Manager in maintaining occupancy goals, property standards, and operational efficiency.</li><li>Help process applications, move-ins, move-outs, renewals, and resident recertifications.</li><li>Maintain accurate resident files and documentation in accordance with company policies and affordable housing compliance requirements.</li><li>Respond to resident questions and concerns professionally and escalate issues as needed.</li><li>Assist with rent posting, collections, delinquency follow-up, and reporting.</li><li>Coordinate with maintenance staff to ensure service requests are handled promptly and resident satisfaction is maintained.</li><li>Support inspections, audits, and compliance reviews.</li><li>Prepare reports, correspondence, and other administrative documents as needed.</li><li>Provide excellent customer service to current and prospective residents.</li></ul>
2026-09-25T00:00:00Z

Assistant Controller

Menlo Park, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Assistant Controller📍 Menlo Park, CA (Hybrid)🏢 Family Office + Alternative Investments💰 Competitive Base + Bonus + Great Benefits The OpportunityJoin a sophisticated investment organization as an Assistant Controller, supporting both investment and real estate accounting. This highly visible role offers broad exposure across private investments, property operations, financial reporting, and process improvement, with a strong focus on automation and accounting excellence. Key areas of responsibility include:<ul><li>Investment and partnership accounting</li><li>Real estate and property accounting</li><li>Financial reporting and consolidations</li><li>Month-end close and cash planning</li><li>Process improvement, automation, and AI initiatives</li></ul>Key Responsibilities<ul><li>Oversee accounting and reporting for private investments, including capital activity, valuations, reconciliations, and K-1 reporting.</li><li>Manage property and real estate accounting, including budgets, operating expenditures, capital projects, and entity consolidations.</li><li>Support monthly and annual close activities, financial reporting, cash forecasting, and tax-related filings.</li><li>Partner with investment, finance, and operational teams to drive reporting accuracy and business insights.</li><li>Strengthen internal controls, improve accounting processes, and leverage technology and AI tools to enhance efficiency and scalability.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-09T00:00:00Z

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>
2026-10-15T00:00:00Z

Assistant Controller, Family Office

Menlo Park, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a well-established private investment organization in Menlo Park seeking an Assistant Controller to join its growing accounting team.The firm manages a diverse portfolio spanning venture capital, private investments, real estate, and alternative assets. This is an opportunity to take on a broad, hands-on accounting role with significant exposure to investment and property accounting, while working closely with senior finance leadership in a collaborative, long-term environment. The firm also embraces AI and automation to improve accounting processes and reporting. Responsibilities<ul><li>Oversee investment accounting activities, including capital transactions, investment reconciliations, valuations, and portfolio reporting.</li><li>Maintain investment records and accounting entries in NetSuite, following applicable GAAP and ASC 820 guidelines.</li><li>Manage accounting for multiple real estate and property management entities, including rental income, operating expenses, and vendor payments.</li><li>Support construction and development projects by monitoring project costs, capital expenditures, and progress billings.</li><li>Lead monthly close activities, including journal entries, balance sheet reconciliations, accruals, and financial reporting.</li><li>Prepare and review consolidated financial statements across multiple entities.</li><li>Assist with cash flow forecasting, budgeting, tax preparation, and annual filings.</li><li>Strengthen accounting procedures and internal controls while identifying opportunities to leverage AI and automation.</li><li>Partner with the Director of Investment Accounting and CAO on reporting improvements and special projects.</li></ul>
2026-10-12T00:00:00Z

12 results for Assistant Treasurer in San Rafael, CA