<p>Excited about the role? Apply here and please reach out to<strong> <u>Jennifer Fukuma</u></strong><u>e</u> on LinkedIn for quicker consideration.</p><p>Location: San Francisco; Onsite Requirement 🕒 Market Hours: 6:30 AM – 3:00 PM</p><p> <strong>Jennifer Fukumae at Robert Half</strong> is teaming up with a well-established <strong>wealth management and investment firm</strong> that brings together deep expertise, national scale, and the personalized service of a boutique advisor. They work with individuals, families, and institutions—offering a full suite of financial solutions tailored to each client’s goals. They are looking for a <strong>Venture Services Associate - Trades </strong>to support a high-performing <strong>Private Wealth team</strong>—one that works hand-in-hand with <strong>venture capital firms and institutional partners like Goldman Sachs and Merrill Lynch.</strong> It’s a dynamic seat at the table where finance, precision, and client service collide.</p><p> </p><p><strong>What You’ll Do:</strong></p><p>You’ll be the go-to for all things <strong>stock distributions, trading, and behind-the-scenes operations</strong>. From processing venture fund stock distributions to coordinating with legal counsel and providing white-glove service to top clients—your work keeps the engine running smoothly.</p><ul><li>Handle <strong>stock distributions from venture funds</strong> and support restricted stock settlements from start to finish</li><li>Notify clients and stakeholders of distribution details and keep them in the loop with polished communication</li><li>Generate reports and track distribution outcomes for <strong>VC-backed companies</strong></li><li>Process stock sale orders from LPs and coordinate fund transfers, check requests, and address updates</li><li><strong>Liaise directly with institutional partners</strong> (think Goldman Sachs, Merrill) and occasionally legal counsel for required opinions</li><li>Identify, flag, and escalate any operational issues before they become fires</li><li>Deliver daily reporting updates and execute money movement transactions with precision</li><li>Be the internal operations MVP for a high-touch client experience</li></ul>
<p><strong>Jennifer Fukumae at Robert Half</strong> is teaming up with a well-established <strong>wealth management and investment firm</strong> that brings together deep expertise, national scale, and the personalized service of a boutique advisor. They work with individuals, families, and institutions—offering a full suite of financial solutions tailored to each client’s goals.</p><p>They're looking for a <strong>Trade Operations Specialist</strong> to support a high-performing <strong>Private Wealth team</strong>—one that works hand-in-hand with <strong>venture capital firms and institutional partners like Goldman Sachs and Merrill Lynch.</strong> It’s a dynamic seat at the table where finance, precision, and client service collide.</p><p><br></p><p><strong>💼 Trade Operations Specialist – Private Wealth Team / Venture Capital</strong></p><p>📍 Location: San Francisco; Onsite Requirement 🕒 Market Hours: 6:30 AM – 3:00 PM</p>
<p>Are you passionate about building meaningful relationships with high-net-worth clients and delivering tailored financial solutions? Robert Half is looking for a highly motivated and personable <strong>Personal Banker</strong> to join our client's team. If you have exceptional customer service skills, a commitment to confidentiality, and a keen understanding of personal financial services, we want to hear from you!</p><p><br></p><p><strong>Responsibilities:</strong></p><p><strong>Client Relationship Management:</strong></p><ul><li>Develop strong, personalized relationships with private banking clients, becoming their trusted advisor for all financial needs.</li><li>Maintain regular communication to ensure client satisfaction, identify evolving needs, and provide proactive solutions.</li></ul><p><strong>Financial Solutions and Advice:</strong></p><ul><li>Assist clients with deposit accounts, personal loans, lines of credit, and other banking products.</li><li>Work closely with wealth managers, portfolio advisors, and other internal teams to coordinate and deliver comprehensive financial solutions tailored to each client’s goals.</li><li>Offer guidance on banking technology, digital tools, and services to enhance the client experience.</li></ul><p><strong>Service Excellence:</strong></p><ul><li>Provide white-glove service to high-net-worth individuals and families, ensuring every interaction reflects the utmost professionalism and discretion.</li><li>Manage complex transactions while maintaining strict attention to detail and regulatory compliance.</li><li>Resolve client concerns and inquiries promptly and effectively.</li></ul><p><strong>Business Development and Networking:</strong></p><ul><li>Identify opportunities to deepen relationships with existing clients by recognizing cross-selling or upselling opportunities.</li><li>Proactively prospect for potential clients through community and professional networking events.</li><li>Refer clients to other specialized departments, such as mortgage advisors, insurance, or investment management, as appropriate.</li></ul><p><strong>Operational Accuracy and Compliance:</strong></p><ul><li>Handle all transactions and account activities accurately, efficiently, and in compliance with banking regulations and internal policies.</li><li>Safeguard confidential client information and uphold the integrity of the Private Banking division.</li></ul><p><br></p>
Position Overview: We are seeking a detail-oriented and highly detail oriented IT Support Analyst to join our team and play a pivotal role in ensuring seamless technical operations at our cutting-edge biotechnology facility. This position requires onsite support with a commitment to delivering white glove service to our end users, focusing on both PC and Mac environments (50/50). The ideal candidate will possess a combination of technical expertise and exceptional communication skills to proactively solve IT issues and maintain operational efficiency within our innovative and fast-paced environment. Experience with Microsoft Office 365 and the ability to support diverse teams of researchers, lab staff, and corporate professionals is critical. <br> Key Responsibilities: Deliver comprehensive onsite technical support for scientists, researchers, and administrative staff using PC and Mac platforms. Effectively analyze and troubleshoot issues with specialized software, collaborative tools, and IT infrastructure specific to the biotechnology field. Provide tailored IT support to team members, executives, and VIP personnel, ensuring their technical needs are met swiftly with minimal disruption to productivity. Act as a trusted IT partner by building positive working relationships with diverse teams, offering respectful and proactive assistance. Oversee the installation and maintenance of hardware (desktops, laptops, printers, mobile devices) for cross-functional departments, ensuring compatibility with both PC and Mac systems. Support technical needs for specialized lab equipment, collaborating with third-party vendors when issues arise. Manage and troubleshoot Office 365, including Teams, SharePoint, and Outlook, to ensure optimal collaboration across departments. Assist in user account management, software updates, and licenses for cloud-based and enterprise-level biotech applications.
<p>We are in the process of onboarding a Sr. Accountant to join our team based in South San Francisco, California. The role primarily involves reconcilations, month end close, processing financial transactions, and ensuring compliance with generally accepted accounting principles (GAAP). This role will also entail supporting the finance team in improving accounting procedures and internal controls.</p><p><br></p><p>Responsibilities:</p><p>• Ensure timely and accurate procedures for month-end, quarter-end, and year-end close for balance sheet and income statement accounts.</p><p>• Prepare and maintain journal entries, account reconciliations, and analyses.</p><p>• Support the finance team in enhancing existing accounting procedures and internal controls.</p><p>• Contribute to the preparation of footnotes and schedules for external statutory filings.</p><p>• Prepare audit schedules for quarter-end and year-end, as necessary.</p><p>• Review contracts to determine and implement the proper accounting in accordance with US GAAP.</p><p>• Identify and implement process improvements within the accounting department.</p><p>• Support ad-hoc projects as required.</p><p>• Apply GAAP and relevant internal accounting policies to transactions and document white papers to memorialize interpretations and conclusions.</p><p>• Maintain accurate and up-to-date customer credit records.</p>
