<p>We are looking for an experienced Senior Administrative Assistant to join our team in Milpitas, California. This is a Contract position within the construction industry, requiring a proactive and detail-oriented individual to provide high-level administrative support to multiple leaders. The ideal candidate will excel in coordinating office operations, managing budgets, and ensuring seamless workflows while contributing to a positive and efficient work environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide high-level administrative support to multiple leaders, including managing complex calendars and coordinating meetings and schedules.</p><p>• Prepare presentations, draft communications, and support stakeholder coordination while navigating dynamic and fast-paced situations.</p><p>• Oversee daily office operations, including space planning, office moves, and maintaining a professional and welcoming work environment.</p><p>• Manage office budgets, track expenses, and handle procurement processes in coordination with vendors and facilities partners.</p><p>• Develop, maintain, and improve office management systems, workflows, and tools to enhance efficiency and scalability.</p><p>• Partner with People and Communications teams to support office events, employee engagement initiatives, and travel coordination.</p><p>• Serve as a primary on-site resource, providing hands-on administrative and operational support, with occasional travel to other locations as needed.</p><p>• Support expense reporting, document management, research, and project follow-up to ensure smooth and effective operations.</p>
We are looking for a dedicated and detail-oriented Sr. Administrative Assistant to join a financial advisory firm based in Oakland, California. This position requires supporting high-net-worth clients, ensuring seamless client onboarding, and assisting advisors with meeting preparation and administrative tasks. As a contract-to-permanent opportunity, this role offers the potential for long-term career growth based on performance and business needs.<br><br>Responsibilities:<br>• Prepare comprehensive meeting materials and reports to support advisors working with high-net-worth clients.<br>• Facilitate client onboarding by ensuring accurate completion of paperwork, maintaining client records, and managing follow-up tasks.<br>• Deliver exceptional client service by addressing inquiries and building strong relationships.<br>• Organize office logistics, including scheduling, mail coordination, and supply management, to enhance the client experience.<br>• Demonstrate knowledge of financial products such as annuities, mutual funds, and alternative investments.<br>• Assist in ongoing team and company training initiatives to stay updated on industry practices.<br>• Provide mentorship and guidance to new client service team members.
<p>Robert Half's client is seeking a contract-to-permanent Senior Administrative Assistant in Walnut Creek, CA . This role is supporting our client in the insurance industry, and is fully onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Senior Administrative Assistant duties include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Desired Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today.</p>
<p>Schedule - Full-time - 40hrs a week - Tuesday to Saturday 3pm to 11:30pm</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors warmly and ensure they are directed to the appropriate person or department.</p><p>• Answer and manage a multi-line phone system efficiently, handling inbound calls with care and attention.</p><p>• Operate a switchboard for phone systems with up to 10 lines.</p><p>• Provide prompt and courteous responses to inquiries from customers and staff.</p><p>• Maintain a clean and organized front desk area to create a welcoming environment.</p><p>• Schedule and coordinate appointments or meetings as needed.</p><p>• Assist with administrative tasks such as data entry or document preparation.</p><p>• Monitor and manage incoming mail and packages, ensuring proper distribution.</p><p>• Collaborate with team members to support daily operations and resolve any issues promptly.</p>
We are looking for a detail-oriented Administrative Assistant to join a boutique financial investment and insurance firm in Emeryville, California. In this Contract to permanent position, you will play a vital role in supporting daily operations, client interactions, and administrative tasks. This opportunity offers a chance to develop valuable skills within the financial industry while contributing to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Coordinate schedules and appointments to ensure seamless calendar management.<br>• Organize and prepare client files, paperwork, and documentation with accuracy.<br>• Handle incoming and outgoing correspondence, including mail, emails, and faxes.<br>• Maintain office supplies and oversee the functionality of office equipment.<br>• Assist clients with inquiries, requests, and the completion of necessary forms.<br>• Gather, organize, and process client information to support operational needs.<br>• Perform data entry tasks and maintain precise records and databases.<br>• Create detailed reports and presentations as required by the team.<br>• Support compliance efforts by adhering to industry regulations and guidelines.<br>• Provide basic technical assistance and ensure proper utilization of office software.
<p>We are looking for an Accounting Assistant to join our clients team in Pleasanton, California. This contract-to-permanent position offers an excellent opportunity to contribute to our accounting operations while working in a collaborative and organized environment. The ideal candidate will bring attention to detail and a proactive approach to managing various accounting tasks.</p><p><br></p><p>Responsibilities:</p><p>• Process and review invoices to ensure accuracy, applying the correct rates and obtaining necessary approvals from Project Managers.</p><p>• Enter credit card transactions into QuickBooks and manage receipt collection.</p><p>• Record expense report payments accurately within QuickBooks.</p><p>• Provide front desk coverage during designated times, including breaks, lunches, and absences.</p><p>• Assist with light collections for invoices and review aging reports as needed.</p><p>• Generate and verify invoices based on employee timesheets, ensuring timely distribution for approval.</p><p>• Support monthly invoicing processes, sharing workload with team members to handle over 400 invoices.</p><p>• Perform additional administrative and accounting support tasks as required.</p>
We are looking for an experienced Executive Assistant to provide high-level support to C-level executives in Oakland, California. In this long-term contract position, you will play a critical role in ensuring smooth administrative operations, managing sensitive information, and coordinating executive activities with professionalism. This role requires a proactive approach, exceptional organizational skills, and the ability to work independently with minimal supervision.<br><br>Responsibilities:<br>• Organize and manage scheduling for senior executives, including sending invitations, reserving meeting spaces, preparing agendas, and documenting action items.<br>• Develop and revise PowerPoint presentations to support executive communications and internal meetings.<br>• Facilitate effective communication between departments by managing correspondence and ensuring timely responses.<br>• Prepare detailed expense reports and submit them accurately and on time.<br>• Handle confidential information with discretion, maintaining the highest level of professionalism.<br>• Coordinate logistics for internal and external meetings, conferences, and training sessions, including arranging catering and technical setups.<br>• Arrange travel plans for executives, ensuring all accommodations and itineraries are handled efficiently.<br>• Maintain and retrieve important documents and reference materials for easy accessibility.<br>• Perform essential administrative duties such as filing, copying, and managing office supplies.<br>• Uphold strict confidentiality standards in all aspects of the role.
We are looking for a Compensation and Benefits Administrator to join an established client in the South Bay. This is a direct permanent offering an excellent opportunity to support key HR functions and enhance your skills. The role involves working closely with the HR Management team and being point of contact for Compensation and Benefits Administration. <br> Responsibilities: • Coordinate and manage Employee Compensation and Benefits • Assist in maintaining and updating Human Resources Information Systems (HRIS) to reflect current employee data. • Provide administrative support for various HR functions, including record-keeping and policy updates. • Collaborate with team members - HRIS system recording all Compensation and Benefit changes • Ensure adherence to company policies and employment regulations in all HR practices. • Prepare reports and summaries related to HR activities for management review. • Support the implementation of new HR initiatives to improve operational efficiency
<p>We are looking for an experienced Executive Assistant to provide dedicated support to C-Level Executive in a fast-paced environment. This long-term contract position is located onsite in Mountain View, California, and requires a proactive individual who thrives in dynamic settings. The ideal candidate will excel at managing schedules, coordinating projects, and ensuring seamless communication across teams.</p><p><br></p><p>Responsibilities:</p><p>• Manage the scheduling needs of leadership, including organizing meetings, preparing agendas, and monitoring follow-ups.</p><p>• Optimize work processes to help leadership focus on strategic priorities.</p><p>• Draft, edit, and refine presentations, briefs, and other critical communications.</p><p>• Attend meetings to take detailed notes, track actionable items, and ensure timely completion of tasks.</p><p>• Oversee and advance key projects by coordinating teams, tracking updates, and meeting deadlines.</p><p>• Organize and facilitate company-wide meetings and events with precision.</p><p>• Safeguard sensitive information and handle confidential matters with utmost discretion.</p><p>• Arrange travel logistics, including booking accommodations and coordinating itineraries.</p><p>• Support occasional travel requirements for meetings or company events.</p>
We are looking for a highly organized and detail-oriented Project Assistant to join our team in Alameda, California. In this role, you will support various aspects of project management, working closely with team members to ensure smooth operations and timely completion of tasks. This is a Contract position with the potential for long-term employment, offering an opportunity to grow within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Assist in managing project schedules, ensuring milestones are met and deadlines are adhered to.<br>• Utilize advanced Excel functions, including pivot tables, to analyze and present project data.<br>• Coordinate shipping and receiving logistics to support project timelines.<br>• Maintain and organize construction documents and records for efficient access.<br>• Support construction estimating by gathering and analyzing relevant data.<br>• Collaborate with team members to ensure construction schedules are planned effectively.<br>• Facilitate communication between departments and external stakeholders to streamline processes.<br>• Ensure compliance with industry standards and safety protocols during project execution.<br>• Provide administrative support, including scheduling meetings and preparing reports.<br>• Contribute to problem-solving efforts and propose solutions to enhance project efficiency.
We are looking for a detail-oriented Project Assistant to join our team in Oakland, California. In this role, you will play a vital part in updating and refining our operations manual by collaborating with various teams and reviewing policies and procedures. This is a long-term contract position that offers the opportunity to contribute to organizational improvement and efficiency.<br><br>Responsibilities:<br>• Review and analyze the current operations manual to identify areas needing updates or revisions.<br>• Collaborate with team members responsible for specific policies and procedures to gather necessary information.<br>• Update and refine documentation to ensure accuracy and compliance with organizational standards.<br>• Utilize Google Suite tools to manage and organize documents effectively.<br>• Apply AI tools such as Gemini or ChatGPT to streamline content creation and editing processes.<br>• Coordinate meetings with stakeholders to discuss updates and gather feedback.<br>• Maintain clear and consistent communication with teams to ensure project milestones are met.<br>• Ensure the final operations manual aligns with the company’s goals and regulatory requirements.<br>• Provide administrative support throughout the project to facilitate smooth workflows.<br>• Deliver a comprehensive and well-developed operations manual upon project completion.
<p>A well-established law firm in Saratoga, CA, is seeking a skilled Legal Assistant for a part-time, contract-to-hire opportunity. This role offers the potential to transition into a full-time position for the right candidate. As a Legal Assistant, you will support attorneys handling estate litigation matters. The ideal candidate will have at least three years of civil or estate litigation experience supporting, with a strong focus on client intake, trial preparation, and document management throughout the full life cycle of a case. A paralegal certificate is not required, but is considered a plus.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Coordinate client intake, including communication, documentation, and scheduling</li><li>Assist with trial preparation, including drafting, organizing, and reviewing legal documents from start to finish</li><li>Collaborate with attorneys to manage case records and deadlines</li><li>Maintain and update client and case files using Microsoft Office (Word and Excel)</li><li>Provide general administrative support to ensure efficient workflow</li><li>Communicate professionally and promptly with clients, court staff, and legal teams</li></ul><p><br></p>
<p>An established IP Law Firm is looking for a Legal Administrative Assistant for their San Jose branch. The ideal candidate will manage and coordinate work tasks throughout the department and serve as the first point of contact for clients and staff. Applicants should have the ability to work in-office, 5 days per week</p><p><br></p><p>• Prepare memos, reports, presentations, and other documents; responsible for drafting and editing correspondence </p><p>• Schedule appointments, meetings, events, and manage calendars; coordinate meeting logistics and catering </p><p>• Answer phones, take and relay messages </p><p>• Coordinate and schedule travel </p><p>• Prepare and submit expense reports and reconcile credit card transactions </p><p>• Assist with submitting conflict checks and opening new matters </p><p>• Enter time charges </p><p>• Assist with onboarding tasks for new hires </p><p>• Maintain files (both physical and electronic) and ensure that client related documents and correspondence are saved in the firm's document management repository </p><p>• Actively contribute to team meetings and other team related activities </p><p>• Assist with various ad-hoc tasks such as: manage inbound and outbound mail, order office supplies, liaise with building management for facility related issues </p><p>• Perform other related duties and projects as assigned </p>
We are looking for a skilled Legal Assistant to join our team in Oakland, California. This role requires expertise in civil litigation procedures and fluency in both English and Spanish. The ideal candidate will be detail-oriented, proficient in legal document preparation, and possess excellent organizational and communication skills.<br><br>Responsibilities:<br>• Prepare and draft routine legal documents, including complaints, discovery materials, motions, and briefs.<br>• Manage e-filing processes and ensure timely submission of court documents.<br>• Coordinate and maintain legal calendars, including deadlines and court appearances.<br>• Conduct thorough analysis and prioritization of legal tasks and projects.<br>• Utilize Microsoft Word, Excel, Outlook, and Adobe Acrobat Pro efficiently to support legal operations.<br>• Communicate effectively in English and Spanish to assist with bilingual legal needs.<br>• Apply in-depth knowledge of California Superior Court civil litigation rules and procedures.<br>• Ensure accuracy and compliance in all court filings and documentation.<br>• Collaborate with attorneys and other team members to meet case deadlines and objectives.
<p>We’re partnering with a leading law firm in San Francisco to source a highly skilled Legal Administrative Assistant for a full‑time (35 hours/week) temporary assignment. This role requires prior law‑firm experience and strong competency in document production, attorney support, and workflow coordination.</p><p>After a 90‑day introductory period, the position transitions to a hybrid schedule (3 days onsite / 2 days remote).</p><p>This opportunity is ideal for someone who thrives in a professional legal environment, is comfortable supporting multiple busy attorneys, and can manage a steady volume of administrative and document work with accuracy, urgency, and sound judgment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage attorney calendars, contacts, meeting logistics, and conference room reservations</li><li>Greet clients, prepare meeting materials, and coordinate AV, food, or room requirements</li><li>Prepare and reconcile monthly expense reports and corporate card activity</li><li>Coordinate domestic travel arrangements</li><li>Prepare, proofread, and format legal documents—including TOCs, tables, and electronic filings</li><li>Perform scanning, copying, binding, and other general administrative tasks</li><li>Create and maintain organized physical and electronic filing systems</li><li>Support new matter openings, engagement letters, and binder preparation</li><li>Track bar admissions and CLE deadlines for assigned attorneys</li><li>Handle time entry, contract attorney time tracking, and prebills</li><li>Provide backup support to other administrative staff and assist with special projects as needed</li></ul><p><br></p>
<p>We’re partnering with a leading law firm in San Francisco to source a highly skilled Legal Administrative Assistant for a full‑time (35 hours/week) temporary assignment. This role requires prior law‑firm experience and strong competency in document production, attorney support, and workflow coordination.</p><p>After a 90‑day introductory period, the position transitions to a hybrid schedule (3 days onsite / 2 days remote).</p><p>This opportunity is ideal for someone who thrives in a professional legal environment, is comfortable supporting multiple busy attorneys, and can manage a steady volume of administrative and document work with accuracy, urgency, and sound judgment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage attorney calendars, contacts, meeting logistics, and conference room reservations</li><li>Greet clients, prepare meeting materials, and coordinate AV, food, or room requirements</li><li>Prepare and reconcile monthly expense reports and corporate card activity</li><li>Coordinate domestic travel arrangements</li><li>Prepare, proofread, and format legal documents—including TOCs, tables, and electronic filings</li><li>Perform scanning, copying, binding, and other general administrative tasks</li><li>Create and maintain organized physical and electronic filing systems</li><li>Support new matter openings, engagement letters, and binder preparation</li><li>Track bar admissions and CLE deadlines for assigned attorneys</li><li>Handle time entry, contract attorney time tracking, and prebills</li><li>Provide backup support to other administrative staff and assist with special projects as needed</li></ul><p> </p><p><br></p>
<p>We are looking for an organized and proactive Administrative Assistant to join our team in San Francisco, California. This contract position involves managing administrative tasks efficiently while providing excellent customer service. The role requires someone who is comfortable navigating the Tenderloin area for tasks such as mail runs and ensuring smooth operations in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage a caseload of 60-90 units, supporting formerly homeless individuals with diverse challenges including mental health, substance abuse, and medical issues.</p><p>• Conduct outreach visits, perform needs assessments, and provide ongoing case management services to improve housing retention and tenant quality of life.</p><p>• Assist tenants in maintaining housing by fostering relationships, offering interventions, and ensuring timely rent payments.</p><p>• Address habitability concerns by collaborating with hotel managers during inspections and pest control visits.</p><p>• Organize community-building activities such as tenant groups, social events, and collaborative programs to create a supportive environment.</p><p>• Connect tenants to appropriate resources, facilitating referrals and ensuring follow-through to meet individual needs.</p><p>• Respond to tenant crises with de-escalation techniques and provide support during high-stress situations.</p><p>• Maintain detailed tenant case files, ensuring confidentiality and accurate record-keeping.</p><p>• Collaborate with internal departments and external service providers to advocate for tenant needs and ensure comprehensive support.</p><p>• Participate in agency-wide initiatives and assist tenants in completing annual certifications or program requirements.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013373641 **</p>
We are looking for a dedicated Legal Assistant to join our team in Berkeley, California. This role offers an exciting opportunity to contribute to a dynamic plaintiff IP firm by supporting various administrative, legal, and organizational tasks. The ideal candidate will thrive in a fast-paced environment and bring versatility to a team-oriented office setting.<br><br>Responsibilities:<br>• Manage reception duties, including answering phones and greeting visitors with professionalism.<br>• Coordinate court filings and handle e-filing processes accurately and efficiently.<br>• Support civil litigation tasks through calendar management and scheduling.<br>• Assist with administrative responsibilities such as document organization and office setup.<br>• Perform light paralegal duties as required, including aiding in litigation preparation.<br>• Maintain organized records and ensure timely updates to legal documents.<br>• Collaborate with attorneys and staff to meet deadlines and client needs.<br>• Provide general office support to ensure smooth daily operations.<br>• Handle correspondence and communication with courts and clients.<br>• Adapt to a variety of tasks, combining administrative, secretarial, and paralegal work.
We are looking for an organized and adaptable Office Manager to join our team in Alameda, California. This is a contract position ideal for a motivated individual who thrives in a dynamic environment and can manage a variety of administrative tasks with precision. The role involves supporting day-to-day office operations and requires excellent communication and multitasking skills.<br><br>Responsibilities:<br>• Oversee daily office operations to ensure smooth workflow and efficiency.<br>• Manage vendor relationships, including coordinating purchases and processing invoices.<br>• Organize and schedule corporate meetings and events, ensuring all logistics are handled effectively.<br>• Welcome and assist visitors, while managing deliveries and distributing mail.<br>• Operate and maintain security systems to ensure a safe office environment.<br>• Coordinate conference room bookings and prepare spaces for meetings.<br>• Handle receptionist duties, including routing incoming calls and addressing inquiries.<br>• Order and maintain office supplies to ensure the team has necessary resources.<br>• Provide program support to executives and team members as needed.
<p>Non Profit seeking an experienced Contract Recruiter to support a short-term month hiring initiative focused on filling a small number of key positions across the organization. This role will partner closely with leadership and hiring managers to manage full-cycle recruiting while maintaining a thoughtful, inclusive, and candidate-centered approach aligned with the organization’s mission. </p><p>Key Responsibilities</p><ul><li>Partner with leadership and hiring managers to clarify hiring needs, timelines, and role requirements</li><li>Manage full-cycle recruiting for several priority roles, including sourcing, screening, interviewing, and offer support</li><li>Develop and post job descriptions and outreach strategies that reflect Black Culture Zone’s values and culture</li><li>Proactively source and engage candidates through job boards, networks, referrals, and direct outreach</li><li>Coordinate interviews, gather feedback, and ensure a smooth and professional candidate experience</li><li>Maintain accurate recruiting documentation and tracking throughout the engagement</li><li>Provide regular status updates on hiring progress and pipeline health</li></ul><p><br></p><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p>A highly respected multi‑family office is seeking a <strong>Senior Client Associate</strong> to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building.</p><p><br></p><p><strong>About the Firm</strong></p><p>This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the main contact for client service needs across assigned relationships</li><li>Execute requests with accuracy, urgency, and a high level of professionalism</li><li>Partner with senior leadership on strategic client initiatives and firm-wide projects</li><li>Build strong relationships by understanding client preferences and anticipating needs</li><li>Lead and mentor team members, providing guidance and oversight</li><li>Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects</li><li>Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.)</li><li>Work with investment teams on cash deployment, portfolio construction, and transaction support</li><li>Contribute to special internal projects and operational improvements</li></ul>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p>Seeking a full-time Accounts Payable Specialist to provide coverage for a 4–5 month leave. The ideal candidate will demonstrate a strong work ethic, be self-motivated, and possess the ability to multitask in a fast-paced environment. Exceptional attention to detail, strong organizational skills, and a collaborative, team-oriented mindset are essential.</p><p><br></p><p>Key Responsibilities include but are not limited to:</p><ul><li>Process accounts payable: enter/post A/P batches, code invoices, input journal entries, print and distribute checks.</li><li>Manage subcontractor payments: process invoices, verify supplier payments, review lien releases, notices, insurance, and handle joint checks.</li><li>Reconcile and pay monthly credit card statements.</li><li>Support billing and documentation: follow up on invoice documentation, provide monthly cross-billing backup.</li><li>Administrative support: daily intercompany mail runs and front desk coverage (mail, postage, guest reception).</li></ul>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Job duties </p><p> * denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p> - Assist other departments such as Hospitality and Reception when needed. </p><p><br></p>
