We are looking for a Front Desk Coordinator to join our team on a contract basis in Palo Alto, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring attentive and efficient interactions. This part-time position requires excellent communication skills and the ability to handle multiple tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Greet and assist visitors and clients in a friendly and attentive manner.<br>• Manage a multi-line phone system, including answering inbound calls and directing them appropriately.<br>• Provide concierge services to meet the needs of guests and staff.<br>• Handle switchboard operations efficiently, managing phone lines ranging from 1 to 10.<br>• Maintain an organized and welcoming reception area.<br>• Coordinate scheduling and appointments as needed.<br>• Respond promptly to inquiries and provide accurate information.<br>• Support administrative tasks and collaborate with team members to ensure smooth daily operations.<br>• Uphold company standards and maintain confidentiality in all interactions.
<p>Robert Half has an immediate need for a Front Desk Receptionist in Belmont. Our client has an amazing Campus right off the freeway and offers a luxurious work space. We are looking for a detail-oriented and organized Receptionist who has ideally 2 plus years of experience at a front desk (lobby experience highly desired). You will be the first point of contact for visitors and callers, ensuring excellent customer service and smooth communication. This role requires strong interpersonal skills, attention to detail, and the ability to multitask effectively in a dynamic environment.</p><p><br></p><p>Please find the details below and if interested, apply now! We need to get the process started ASAP. Do not wait, apply now!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet and assist visitors, ensuring they are directed to the appropriate departments or personnel.</li><li>Handle incoming calls professionally, managing the switchboard and routing calls efficiently.</li><li>Perform general clerical duties such as filing, photocopying, and managing mail and courier services.</li><li>Maintain security protocols by monitoring visitor access and ensuring compliance with established procedures.</li><li>Prepare documents and presentations using Microsoft Word, Excel, and PowerPoint.</li><li>Manage scheduling and appointments, coordinating between departments as needed.</li><li>Research and gather information to support administrative tasks and office operations.</li><li>Ensure the reception area remains tidy and welcoming to guests.</li><li>Provide written and verbal communication support to various teams and departments.</li><li>Assist with organizing mailers and distributing materials to the appropriate recipients.</li></ul><p><br></p>
<p>Robert Half's client in San Ramon, CA is looking for a PART-TIME Administrative Assistant to join their tax office. This position is contract-to-hire. This role provides an excellent opportunity to showcase your administrative skills and provides vital clerical and administrative support to tax professionals and clients. The position is PART-TIME, approximately 25 hours per week.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• managing schedules</p><p>• coordinating appointments</p><p>• preparing and processing documents</p><p>• handling phone and email correspondence</p><p>• maintaining confidential files</p><p>• assisting with client intake and billing</p><p><br></p><p>This role requires an understanding of common tax documents (such as W-2s, 1099s, and client tax forms), with the ability to accurately organize, identify, and process sensitive information. The ideal candidate has strong organizational skills, attention to detail, proficiency in office software, and the ability to provide excellent customer service in a fast-paced environment. Prior experience in a finance or tax office is preferred.</p><p><br></p><p>If you are interested in this Administrative Assistant role, please apply today!</p>
<p>We are looking for a highly organized and proactive Administrative Assistant to join a collegial law firm in San Francisco, California. This law firm values social and environmental responsibility and prides themselves on fostering a collaborative and detail-oriented work environment. This role is essential in ensuring the smooth operation of daily office activities while supporting the broader team with administrative and clerical tasks.</p><p><br></p><p>Responsibilities:</p><p>• Maintain office inventory by tracking and ordering supplies, including janitorial items and refreshments.</p><p>• Process incoming and outgoing mail, including postage and sorting duties.</p><p>• Coordinate and prepare conflict checks, ensuring timely distribution and reporting.</p><p>• Provide support for library updates, book distribution, and related library projects.</p><p>• Schedule and organize firm-wide meetings, including preparing minutes for monthly meetings.</p><p>• Assist with travel arrangements and hotel bookings for staff.</p><p>• Manage law clerk evaluations by creating forms, distributing them, and archiving completed evaluations.</p><p>• Ensure the kitchen remains organized and clean, including coffee preparation and dishwasher management.</p><p>• Set up and clean up for firm events, such as lunches and celebrations.</p><p>• Serve as a backup for the administrative assistant and operations coordinator when necessary.</p>
<p><br></p><p><br></p><p>Responsibilities:</p><p>• Coordinate and manage daily administrative tasks to ensure efficient office operations.</p><p>• Monitor and maintain inventory levels for office supplies, placing orders as needed to avoid shortages.</p><p>• Handle accounts payable processes, including invoice management and vendor payments.</p><p>• Provide receptionist support by greeting visitors and directing them to appropriate personnel.</p><p>• Ensure a clean, organized, and well-maintained office environment.</p><p>• Liaise with vendors and service providers to address office-related needs.</p><p>• Develop and implement procedures to improve office efficiency.</p><p>• Assist with scheduling meetings and maintaining calendars for staff.</p><p>• Support staff with administrative tasks as needed.</p><p>• Maintain accurate records and documentation related to office operations.</p>
We are looking for an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
<p>We are looking for a Workplace Experience Coordinator to join our team in Palo Alto, CA. In this contract position, you will play a vital role in ensuring smooth day-to-day operations within the workplace while delivering exceptional customer service to employees and visitors. This is an excellent opportunity for someone with strong organizational skills and a proactive mindset to contribute to a dynamic environment.</p><p><br></p><p>Job Summary</p><p>The <strong>Workplace Experience Coordinator</strong> is responsible for delivering a world-class customer service experience to employees, guests, and visitors within a designated building. This role serves as the first point of contact and supports daily workplace operations, events, and services. The position is part of the <strong>Workplace Experience</strong> function, focused on creating a welcoming, safe, and efficient workplace environment.</p><p>RKey Responsibilities</p><p>Front Desk & Customer Experience</p><ul><li>Serve as the first point of contact for all individuals entering the facility with a friendly and welcoming demeanor.</li><li>Greet visitors, issue visitor and parking passes, and follow established security protocols.</li><li>Answer telephone calls professionally and create a positive first impression.</li><li>Acknowledge and respond to inquiries or complaints from employees, guests, and coworkers, providing solutions in a customer service–driven manner.</li></ul><p>Workplace Operations & Services</p><ul><li>Coordinate and manage workplace services, including mail, office supplies, and onboarding support.</li><li>Arrange and confirm recreational, dining, and business activities on behalf of requestors.</li><li>Manage janitorial and maintenance work orders as needed.</li><li>Coordinate with vendors providing goods or services to the workplace.</li></ul><p>Events & Presentations</p><ul><li>Organize and manage on-site events, including securing event space, coordinating room setup and teardown, and ensuring delivery of supplies.</li><li>Create presentations and communicate effectively with groups of varying sizes.</li></ul><p>Safety, Security & Compliance</p><ul><li>Follow property-specific security and emergency procedures.</li><li>Notify appropriate parties to ensure the safety and well-being of all individuals in the building.</li></ul><p>Collaboration & Communication</p><ul><li>Explain detailed or complex information to team members when required.</li><li>Follow specific directions provided by management.</li><li>Perform clearly defined duties using established procedures to solve routine problems, with limited discretion.</li></ul>
<p>We are seeking a highly organized and motivated Bilingual Spanish Administrative Assistant to support our office operations and act as a key liaison for our Spanish-speaking clients and partners. You will play a vital role in ensuring clear communication and efficient administrative processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for Spanish- and English-speaking clients by phone, email, and in-person</li><li>Translate and prepare documents and correspondence between English and Spanish</li><li>Assist with scheduling meetings, maintaining calendars, and organizing office events</li><li>Perform data entry, filing, and recordkeeping with high accuracy</li><li>Prepare reports, presentations, and communications as needed</li><li>Support the team with ad hoc administrative tasks and projects</li></ul>
We are looking for a detail-oriented Administrative Assistant to support our contracts team with essential administrative tasks. This long-term contract position offers flexibility in hours and is ideal for candidates with a background in healthcare or hospital environments. The role involves remote work and requires a proactive individual who can efficiently manage contract-related processes.<br><br>Responsibilities:<br>• Upload new contracts and ensure they are accurately documented.<br>• Follow up with hospital vendors to facilitate contract-related communications.<br>• Conduct audits of existing contracts to verify compliance and accuracy.<br>• Assist with modifications to contracts, including updates to pricing and terms.<br>• Support the team in negotiating contract renewals and extensions.<br>• Maintain organized records and track contract statuses.<br>• Handle data entry tasks related to contract administration.<br>• Respond to inbound calls and address administrative inquiries.<br>• Provide general administrative office support as needed.
<p>Robert Half's client is seeking an Administrative Assistant to join a non-profit organization in Martinez, California. In this PART-TIME, contract position, you will play a vital role in supporting office operations, handling public inquiries, and ensuring accurate documentation and records management. This opportunity is ideal for someone who thrives in a fast-paced environment and enjoys multitasking while maintaining high levels of organization.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Respond to public inquiries, route requests to appropriate departments, and provide excellent customer service.</p><p>• Manage claims processing by logging, coordinating, and tracking deadlines while maintaining accurate documentation.</p><p>• Handle requests under the California Public Records Act by clarifying inquiries, coordinating searches, and preparing responsive records.</p><p>• Organize, index, and maintain records through filing, scanning, and retention tracking according to established schedules.</p><p>• Provide administrative support such as preparing documents, entering data, scheduling appointments, and maintaining office logs.</p><p>• Assist with clerical accounting tasks, including processing invoices, purchase requests, and reimbursements while maintaining accurate records.</p><p>• Utilize office software and document management systems, ensuring confidentiality of sensitive information.</p><p>• Support the City Clerk with daily office functions and ensure compliance with policies and standards.</p><p>• Maintain clear and effective communication and business correspondence in all interactions.</p><p>• Prioritize tasks effectively and work independently while managing multiple deadlines.</p><p><br></p><p>If you are interested in this part-time Administrative Assistant position, please submit your resume today for immediate consideration.</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 1 month coverage. 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><br></p>
<p>Robert Half's client located in Hayward, California is looking for a detail-oriented Administrative Assistant to support daily operations in a tax office. This is a contract to permanent role.</p><p><br></p><p>Administrative Assistant Duties:</p><p>• Providing vital clerical and administrative support to tax professionals and clients</p><p>• Managing schedules and coordinating appointments</p><p>• Preparing and processing documents</p><p>• Handling phone and email correspondence</p><p>• Maintaining confidential files</p><p>• Assisting with client intake and billing</p><p><br></p><p>This role requires an understanding of common tax documents (such as W-2s, 1099s, and client tax forms), with the ability to accurately organize, identify, and process sensitive information. The ideal candidate has strong organizational skills, attention to detail, proficiency in office software, and the ability to provide excellent customer service in a fast-paced environment. Prior experience in a finance or tax office is preferred.</p><p><br></p><p>If you are interested in this Administrative Assistant position, please apply today.</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Oakland, California. In this role, you will play a key part in ensuring smooth office operations by managing administrative tasks and providing exceptional support to the team. The ideal candidate is organized, attentive to detail, and capable of handling various responsibilities in a fast-paced environment.<br><br>Responsibilities:<br>• Manage daily administrative functions, including scheduling, filing, and correspondence.<br>• Answer incoming calls promptly and courteously, directing inquiries to the appropriate team members.<br>• Handle data entry tasks with accuracy and attention to detail.<br>• Provide receptionist support by greeting visitors and ensuring a welcoming office environment.<br>• Maintain organized records and ensure proper documentation of office activities.<br>• Assist with preparing reports and presentations as needed.<br>• Support team members by coordinating meetings and managing calendar appointments.<br>• Monitor office supplies and coordinate replenishment when necessary.<br>• Ensure compliance with office policies and procedures.<br>• Collaborate with team members to improve administrative processes.
<p>We are looking for an experienced Senior Administrative Assistant to join our team in San Ramon, California. In this contract role, you will provide high-level support to executives, ensuring seamless coordination of schedules, travel arrangements, and meetings. This position requires exceptional organizational skills and the ability to manage multiple priorities in a dynamic environment. This is a PART-TIME, onsite position - approximately 20 hours per week.</p><p><br></p><p>Senior Administrative Assistant Responsibilities:</p><p>• Coordinate and manage complex calendars for executives, ensuring efficient scheduling and prioritization.</p><p>• Organize and book intricate travel plans, including flights, accommodations, and itineraries.</p><p>• Plan and schedule meetings, including stakeholder and executive sessions, both virtually and in-person.</p><p>• Take detailed notes during quarterly stakeholder meetings and prepare agendas, documents, and presentations.</p><p>• Develop and refine PowerPoint slides to support executive communications.</p><p>• Maintain the general upkeep of office space to ensure an organized and efficient work environment.</p><p>• Facilitate conference calls and ensure all necessary resources are prepared and available.</p><p>• Provide administrative support for importing and exporting documents as needed.</p><p>• Collaborate with team members and executives to streamline administrative processes.</p><p><br></p><p>If you are interested in this Senior Administrative Assistant Position, please submit your resume today.</p>
<p>Seeking a Legal Assistant or Legal Secretary with bilingual Spanish-speaking skills to provide essential administrative and clerical support to attorneys and the legal team. This role is in-office Monday through Friday and requires strong organizational skills, attention to detail, and proficiency with legal terminology and office technology. As the Legal Assistant you will ensure the efficient operation of the legal team, contributing to positive outcomes for both clients and legal professionals. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Translate legal documents, correspondence, and client communications between English and Spanish with accuracy and professionalism</li><li>Provide interpretation support during client meetings, phone calls, and court proceedings as needed</li><li>Assist attorneys in preparing and organizing case files, drafts, and filings in both languages</li><li>Communicate with clients and relay information to attorneys and staff</li><li>Schedule appointments, manage calendars, and coordinate meetings for Spanish-speaking clients</li><li>Maintain confidential records and ensure compliance with firm and legal privacy standards</li><li>Support other general legal assistant duties, including filing, scanning, and data entry</li></ul><p><br></p>
<p>A San Francisco law office is seeking a reliable Temporary Office Support Assistant for urgent, short-term coverage. This is a 3-day onsite assignment focused on filing and closing files during a busy period.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>File and organize physical and electronic documents</li><li>Assist with closing out client files</li><li>Perform general clerical and administrative tasks as needed</li><li>Maintain organization and accuracy while handling confidential materials</li></ul>
We are looking for a detail-oriented Administrative Assistant to join a non-profit organization in Berkeley, California. This Contract to permanent position involves providing essential administrative and event coordination support, ensuring smooth operations and exceptional service. The role combines administrative tasks with event setup coordination, offering a dynamic and collaborative work environment.<br><br>Responsibilities:<br>• Coordinate room reservations, manage client communications, and provide accurate quotes.<br>• Organize and maintain spreadsheets and calendars using Google Suite to ensure efficient scheduling.<br>• Confirm reservations and ensure all details are accurate and up-to-date.<br>• Collaborate with setup teams and facilities staff to ensure event spaces are prepared according to client specifications.<br>• Provide on-site support during events, addressing any issues and assisting as needed.<br>• Handle multiple events weekly, including managing overlapping schedules and logistics.<br>• Occasionally work flexible hours, including evenings or weekends, to meet event needs.<br>• Work remotely for administrative tasks while being present on-site for event coordination.<br>• Maintain strong customer service standards and clear communication with all stakeholders.<br>• Adapt to ad hoc tasks and provide support across different teams as required.
<p>We are looking for a Bilingual Chinese Administrative Assistant who can facilitate smooth office operations and effective communication between Chinese- and English-speaking stakeholders.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist clients and visitors in both Mandarin and English</li><li>Translate and interpret communications, documents, and reports</li><li>Maintain digital and physical filing systems</li><li>Manage calendars, meeting invites, and travel arrangements</li><li>Support teams with data entry and administrative projects</li><li>Liaise with vendors and prepare purchase orders as needed</li></ul>
<p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in an administrative capacity.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><ul><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
<p><strong>Key Responsibilities:</strong></p><ul><li>Greet guests and visitors, creating a positive initial impression of the company</li><li>Manage a multi-line phone system: answer calls, direct inquiries, and take messages</li><li>Monitor and maintain entry security, including sign-in procedures and visitor badges</li><li>Schedule meetings, book conference rooms, and assist with event coordination</li><li>Receive, sort, and distribute mail, packages, and correspondence</li><li>Support office operations, including supply inventory and coordination with vendors</li><li>Assist with onboarding processes for new employees and guests</li><li>Maintain front desk and common areas for cleanliness and organization</li><li>Provide general administrative support such as data entry, scanning, and filing</li><li>Collaborate with other departments to support internal projects and activities</li></ul><p><br></p>
<p>Our client, a distinguished historical location, is seeking a part-time Administrative Assistant on a contract basis in Oakland, California. This part-time role offers an exciting opportunity to contribute to the efficient management of donor databases and support administrative operations in a dynamic environment. The ideal candidate will have experience with donor management systems and a passion for maintaining organization and accuracy in administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Manage and update donor information using DonorPerfect and Raiser’s Edge systems.</p><p>• Perform accurate data entry to ensure the integrity of records and donor details.</p><p>• Provide general administrative support, including scheduling meetings and preparing reports.</p><p>• Assist in implementing new technology solutions to enhance administrative workflows.</p><p>• Respond to inquiries and maintain attentive and precise communication with donors and stakeholders.</p><p>• Organize and maintain office files, both digitally and physically, for easy access.</p><p>• Collaborate with team members to streamline processes and improve efficiency.</p><p>• Generate detailed reports and analytics related to donor contributions and trends.</p><p>• Support event planning and coordination efforts as needed.</p>
<p>Robert Half is looking to fill a 5-month Executive Assistant contract with one of our top clients in San Bruno. This is a maternity leave coverage supporting the CEO. The company itself focuses on waste disposal, but in a very modern way. They use a technology that fully automates food recycling by transforming almost anything — even the bones — into food for the Earth. </p><p><br></p><p>The role will start in early February and is full-time on-site Monday through Friday. Pay is DOE. If interested in having a conversation, simply reply with a few good times to connect this week. We are looking to hold interviews in early January. Please find the description below and if interested, apply now. I am looking to present profiles to our client ASAP. Do not wait! Apply now! </p><p><br></p><p>Job Description:</p><ul><li>Be a strategic force multiplier for the CEO—bringing structure, foresight, and calm to a fast-moving, high-impact environment.</li><li>Own and optimize the CEO’s calendar with precision and intent, ensuring time is aligned to company priorities and long-term strategy, in close partnership with the President’s Executive Assistant.</li><li>Collaborate seamlessly with the CEO’s Family Assistant to support Family Office needs and personal commitments, creating a unified and thoughtful approach to time management.</li><li>Anticipate needs before they arise, proactively orchestrating meetings, travel, and priorities so the CEO can focus on what matters most.</li><li>Plan and execute executive meetings, internal events, and complex, multi-location travel with confidence and excellence.</li><li>Serve as a trusted ambassador for the CEO—representing their professionalism and warmth whether in the office, at home, or at external events.</li><li>Manage highly sensitive information with impeccable discretion, integrity, and judgment.</li></ul><p><br></p>
We are looking for a detail-oriented Office Manager to join our team on a contract basis in San Leandro, California. In this role, you will oversee essential administrative tasks, manage office supplies, and ensure the smooth day-to-day operations of the office. This position offers an opportunity to contribute to a well-organized and efficient workplace.<br><br>Responsibilities:<br>• Coordinate administrative activities to ensure a productive and efficient office environment.<br>• Monitor and manage office supply inventory, placing orders as needed to maintain stock levels.<br>• Handle accounts payable processes, including invoice management and payment tracking.<br>• Serve as the primary receptionist, welcoming visitors and directing phone calls appropriately.<br>• Maintain organized records and filing systems for easy access to documentation.<br>• Assist in scheduling meetings and managing calendars for team members.<br>• Ensure compliance with office policies and procedures.<br>• Support other departments with administrative needs as required.<br>• Troubleshoot minor office equipment issues and coordinate repairs when necessary.<br>• Foster a positive and collaborative office culture through effective communication.
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p>We are looking for a dependable and organized PART TIME Mailroom Assistant to join our team in San Francisco, California. In this role, you will be responsible for ensuring the efficient handling and processing of incoming and outgoing mail and packages, while maintaining a clean and secure mailroom environment. This is a long-term contract position, offering an excellent opportunity to contribute to the smooth operations of our workplace.</p><p><br></p><p>Responsibilities:</p><p>• Receive, sort, and distribute incoming mail and packages to the appropriate recipients in a timely manner.</p><p>• Prepare and process outgoing shipments, including packaging, labeling, and arranging carrier pickups.</p><p>• Coordinate daily delivery and pickup schedules with shipping carriers to ensure smooth logistics.</p><p>• Monitor and log deliveries, addressing any issues related to missing, delayed, or misrouted items.</p><p>• Maintain an organized and secure mailroom, ensuring supplies are well-stocked and areas are tidy.</p><p>• Replenish mailroom materials such as boxes, tape, and labels, and notify the office operations team when inventory is low.</p><p>• Assist with office-related tasks connected to mailroom workflows, including returns and equipment shipments.</p><p>• Provide clear communication to employees regarding package statuses, pickup instructions, and special handling requirements.</p><p>• Adhere to safety and security protocols for handling sensitive or confidential deliveries.</p><p>• Foster a service-oriented environment, ensuring employees feel supported in their mailroom needs.</p>
