<p>Robert Half's client in Livermore, CA is seeking a Logistics Clerk to join their warehouse operations team. This position is responsible for receiving and inspecting incoming shipments, organizing inventory, preparing orders for shipment or delivery, performing light assembly of data center racks, and maintaining an organized warehouse environment.</p><p>This is a temporary position expected to last 4-6 months.</p><p><br></p><p>Logistics Clerk Responsibilities:</p><ul><li>Receive hardware shipments and verify the condition and quantity of goods.</li><li>Inspect and verify incoming items against packing slips and purchase orders.</li><li>Sign delivery slips and document receipt of goods.</li><li>Check shipments for damage and missing items and escalate discrepancies as needed.</li><li>Scan and receive inventory into SAP.</li><li>Organize and store inventory within designated warehouse locations and rack bays.</li><li>Review sales orders and prepare goods for shipping, delivery, or customer pickup.</li><li>Perform local van deliveries to customers.</li><li>Prepare pull sheets based on client specifications and stage materials for integration.</li><li>Prepare delivery tickets for inventory leaving the warehouse.</li><li>Assist with shipping and receiving activities, including freight and truck deliveries.</li><li>Build data center racks and perform light assembly work.</li><li>Maintain a clean, organized, and safe warehouse environment.</li></ul><p>Qualifications:</p><ul><li>High School Diploma and two years of relevant experience.</li><li>Basic knowledge of Microsoft Office, including Excel and Outlook.</li><li>Basic written and verbal communication skills.</li><li>Ability to prioritize, plan, and remain on task.</li><li>Strong attention to detail.</li><li>Dependable and consistent work habits.</li></ul><p>Physical Requirements:</p><ul><li>Ability to lift up to 50 pounds.</li></ul><p>If you are interested in this Warehouse Associate role, please submit your resume for consideration!</p>
<p>We are looking for an experienced Senior Attorney or Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.</p><p>• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.</p><p>• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.</p><p>• Conduct legal research and provide strategic advice to clients and the firm.</p><p>• Mentor and supervise associates, fostering growth and ensuring effective case management.</p><p>• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.</p><p>• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.</p><p>• Assist with transactional work, including drafting and reviewing contracts and other documentation.</p><p>• Contribute to administrative functions and support the overall operations of the firm.</p>
We are looking for an experienced Legal Secretary to support a busy litigation practice in San Francisco, California. This position is ideal for someone who thrives in a demanding legal setting, brings strong commercial litigation knowledge, and can manage priorities with confidence and precision. The successful candidate will play a key role in keeping matters organized, filings on track, and attorneys well supported in a sophisticated, partner-driven environment.<br><br>Responsibilities:<br>• Prepare, format, and revise litigation materials such as pleadings, motions, discovery documents, correspondence, and other court-related submissions.<br>• Handle electronic filing for matters in state and federal courts, including trial and appellate filings, while ensuring compliance with applicable rules and deadlines.<br>• Maintain organized electronic matter files and manage document workflows within the firm's records and document management systems.<br>• Coordinate new matter intake and support ongoing file administration to ensure records remain accurate, accessible, and up to date.<br>• Assist with attorney time entry, billing support, travel arrangements, and expense processing as part of daily practice operations.<br>• Manage calendars and track important litigation deadlines, court dates, and related scheduling needs for assigned attorneys.<br>• Communicate professionally with clients, attorneys, court personnel, and internal staff to support efficient handling of active matters.<br>• Provide dependable administrative and litigation support in a high-volume practice, taking initiative and maintaining ownership of assigned work.
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>This is an opportunity to gain hands-on exposure to venture capital and private market investments while working across investment operations, transaction coordination, documentation, and process improvement. You'll play an important role in keeping investment activities organized and moving forward, while helping the team build more efficient and scalable processes.</p><p> </p><p>The ideal candidate enjoys working with details, coordinating across teams, and using technology and systems to stay organized. Someone who is naturally curious, takes initiative, and enjoys finding ways to work smarter will thrive in this environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Develop an understanding of the firm's investment platform, private market transactions, and operational processes.</li><li>Coordinate investment activities, including subscriptions, capital calls, redemptions, and ongoing portfolio maintenance.</li><li>Organize and track investment agreements, onboarding documents, and other transaction-related materials.</li><li>Manage internal trackers, calendars, and reporting tools to keep deliverables, deadlines, and outstanding items on track.</li><li>Work with custodians, fund administrators, external investment managers, and internal teams to coordinate operational needs.</li><li>Assist with funding activities, wire preparation, and tracking cash movements.</li><li>Support secondary transactions and other investment-related projects.</li><li>Identify opportunities to improve workflows, streamline processes, and make better use of internal systems.</li><li>Help develop and maintain procedures and documentation as the platform continues to grow.</li><li>Bring a high level of accountability, organization, and attention to detail to daily responsibilities.</li></ul><p><br></p>
We are looking for an Attorney/Lawyer to join a litigation practice serving clients in San Francisco, California. This role is suited for a licensed attorney with a solid background in California civil litigation who can manage insurance-related disputes involving automobile and property claims. The position offers hands-on involvement across the life of a case, from early strategy and written advocacy through discovery, depositions, and trial preparation in both state and federal courts.<br><br>Responsibilities:<br>• Handle a docket of civil litigation matters involving insurance coverage disputes and bad faith allegations tied primarily to personal auto and property claims.<br>• Prepare persuasive motions, briefs, and other court filings that support case strategy in California state courts and federal district courts.<br>• Lead and defend depositions, manage written discovery, and coordinate fact development to strengthen the overall litigation approach.<br>• Oversee case progression from initial evaluation through resolution, ensuring deadlines, pleadings, and litigation tasks are managed effectively.<br>• Partner with clients and internal legal teams to provide updates, assess exposure, and recommend practical next steps on active matters.<br>• Support trial readiness by organizing evidence, preparing witnesses, and assisting with pre-trial filings and hearing preparation.
<p>Looking for a skilled litigation attorney for a growing law firm based in San Francisco, handling high-stakes and impactful complex litigation cases.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases with professionalism and precision</p><p>• Draft complaints, motions, pleadings, and discovery documents as required</p><p>• Take and defend depositions effectively and thoroughly</p><p>• Argue motions in court</p>
<p><strong>Robert Half</strong>, one of FORTUNE's World's Most Admired Companies and a Fortune 100 Best Companies to Work For, is seeking a <strong>Business Analyst III</strong> to join the ATI Salesforce Competency Center. This role serves as the bridge between business stakeholders and technical teams, translating business needs into scalable Salesforce solutions while driving process improvements across the organization.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Lead business analysis efforts, requirements gathering, and feature definition to improve efficiency, quality, compliance, and user experience.</li><li>Facilitate discovery sessions, stakeholder interviews, workshops, and requirements documentation.</li><li>Partner with business leaders, IT teams, and vendors to evaluate solutions, perform fit-gap analyses, and recommend improvements.</li><li>Document business processes, workflows, user journeys, and system requirements.</li><li>Assess impacts to current and future business processes, including upstream and downstream dependencies.</li><li>Serve as a liaison between business stakeholders, technical teams, and field locations.</li><li>Develop reports, dashboards, and insights that support data-driven decision-making.</li><li>Facilitate stakeholder meetings, training sessions, and change management activities.</li><li>Support process optimization initiatives and identify opportunities to leverage Salesforce capabilities.</li><li>Perform basic configuration in non-production environments to demonstrate potential solutions.</li><li>Mentor team members and act as a trusted advisor, aligning business objectives with technical solutions.</li></ul>
We are looking for an Executive Assistant to support senior leadership through exceptional organization, scheduling, and travel coordination. This Long-term Contract position is ideal for someone who can manage shifting priorities, maintain a composed and detail-focused approach, and keep executive operations running smoothly. The role requires strong attention to detail, sound judgment, and the ability to handle meetings, calendars, and logistics with accuracy and discretion.<br><br>Responsibilities:<br>• Manage complex executive calendars, prioritize appointments, and resolve scheduling conflicts to ensure efficient use of leadership time.<br>• Arrange domestic and international travel plans, including itineraries, transportation, lodging, and related logistics.<br>• Coordinate meeting schedules across stakeholders, prepare agendas when needed, and help ensure executives are fully prepared for key discussions.<br>• Monitor changes to travel or meeting plans and make timely adjustments to minimize disruptions.<br>• Serve as a reliable point of coordination for executive activities, maintaining clear communication with internal and external contacts.<br>• Track important dates, deadlines, and commitments so leadership priorities remain organized and on schedule.
We are looking for a Marketing Operations Specialist to join a growing team in San Ramon, California on a contract basis with the potential to become permanent. This position supports the day-to-day execution of marketing programs by bringing structure to projects, improving coordination across stakeholders, and ensuring campaigns and events stay on track. The role is ideal for someone who enjoys organizing complex workstreams, maintaining accurate data, and helping marketing efforts move from concept through delivery with consistency and accountability.<br><br>Responsibilities:<br>• Coordinate the full marketing workflow by organizing timelines, deliverables, ownership, and milestones across multiple initiatives.<br>• Maintain centralized visibility into active marketing projects so teams can easily track priorities, progress, dependencies, and upcoming actions.<br>• Partner with marketing leadership to turn business goals and campaign ideas into practical execution plans with clear follow-up and accountability.<br>• Oversee operational planning for meetings, webinars, recruiting activities, client events, and other marketing programs, including logistics, vendor communication, attendee coordination, and materials preparation.<br>• Work closely with creative and content partners to support invitations, branded assets, presentation materials, and event-related communications.<br>• Prepare and maintain recurring reports and dashboards that measure campaign results, event participation, lead activity, and areas for future optimization.<br>• Manage marketing tools, databases, lists, and tracking systems to help ensure accurate segmentation, clean records, and reliable campaign data.<br>• Develop and refine repeatable processes for intake requests, campaign coordination, event execution, and reporting while identifying opportunities to streamline workflows.<br>• Serve as a key point of contact for advisor and internal marketing requests by communicating timelines, status updates, competing priorities, and next steps clearly.
<p>We are looking for an Employment Staff Attorney to provide high-quality legal representation and advocacy for low-income workers in San Rafael, California. </p><p><br></p><p>Responsibilities:</p><p>• Conduct intake meetings, assess facts, analyze legal issues, and perform thorough research to support case strategy and advice.</p><p>• Lead community presentations and participate in outreach activities that increase awareness of workplace rights and available legal resources.</p><p>• Negotiate with employers and opposing counsel to pursue favorable resolutions through settlement when appropriate.</p><p>• Advocate for clients in administrative proceedings and court matters, including support for broader litigation efforts aligned with organizational priorities.</p><p>• Provide direction, mentoring, and training to legal support staff, interns, and volunteers as needed.</p><p>• Partner with internal staff to maintain strong service delivery, track case progress, and uphold high standards of representation.</p><p>• Maintain accurate case files, time records, and outcome data to support compliance, reporting, fundraising, and program evaluation.</p>
We are looking for a detail-oriented Bookkeeper to support day-to-day financial operations for an organization based in Livermore, California. This Long-term Contract position is ideal for someone who is comfortable managing routine accounting activities, maintaining accurate records, and producing timely financial information for leadership. The role requires strong QuickBooks and Excel skills, along with the ability to handle reconciliations, payment processing, and reporting with consistency and care.<br><br>Responsibilities:<br>• Review payment requests and supporting documentation, record approved transactions in QuickBooks, and prepare checks for disbursement.<br>• Record incoming donations accurately in the accounting system and help maintain complete financial records.<br>• Organize and maintain accounting files and binders so documentation is easy to retrieve and audit-ready.<br>• Complete month-end bank account and general ledger reconciliations to ensure balances are accurate and up to date.<br>• Prepare fund balance summaries and other financial reports as requested by organizational leadership.<br>• Export accounting data from QuickBooks into Excel to support analysis, reporting, and record review.<br>• Coordinate with the off-site accountant by maintaining accurate records needed for financial statement preparation.<br>• Submit required monthly fiscal reporting to designated external organizations in a timely manner.
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid (1-3 Days Onsite)</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a detail-oriented Probate/Trust Administration Paralegal to support sophisticated estate matters in San Jose, California. This role focuses on guiding probate and trust administration files from opening through final distribution while ensuring accurate documentation, reporting, and coordination of assets. The ideal candidate brings strong organizational skills, sound judgment, and experience handling fiduciary and tax-related matters in a legal environment.<br><br>Responsibilities:<br>• Manage probate and trust administration matters through each stage of the process, from initial court filings to closing distributions.<br>• Coordinate the collection, valuation, and transfer of estate and trust assets, ensuring timely preparation of supporting documentation.<br>• Prepare and review estate, gift, and related fiduciary tax filings for accuracy and completeness.<br>• Assemble fiduciary accountings and supporting financial records for attorney review and submission.<br>• Draft probate and trust administration documents, including petitions, orders, pleadings, and related court materials.<br>• Prepare deeds and other real estate transfer documents connected to estate and trust matters.<br>• Maintain well-organized case files, calendars, and records to support efficient matter management and compliance deadlines.
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Staff Accountant| Real Estate | Oakland; Hybrid </strong></p><p>An established, nationally recognized real estate development firm who is known for transforming complex properties into thriving mixed-use communities across the country is seeking a Staff Accountant. Specializing in large-scale master-planned developments, the firm brings together residential, retail, commercial, and office spaces to create dynamic destinations that serve and strengthen local communities. With a strong track record of executing complex projects and partnering with leading organizations, the firm offers an opportunity to be part of an innovative team shaping the future of real estate development.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full-cycle accounts payable process, including invoice processing, vendor payments, and account reconciliations.</li><li>Prepare journal entries, reconcile general ledger accounts, and support the month-end and year-end close process.</li><li>Assist with preparing financial statements and maintaining accurate accounting records for real estate entities.</li><li>Support cash management activities, including bank reconciliations and monitoring account balances.</li><li>Prepare audit schedules and provide documentation for external audits, tax filings, and compliance reporting.</li><li>Ensure compliance with internal controls, accounting policies, and regulatory requirements.</li><li>Identify opportunities to improve accounting processes and contribute to special projects as needed.</li></ul><p><br></p>
<p>We are looking for an Associate Attorney to join our litigation team focusing on class action, data privacy, securities, and antitrust. This opportunity is well suited for a motivated legal team member who thrives in a fast-paced practice and brings hands-on experience supporting or leading civil litigation matters. The role offers meaningful involvement across all phases of case development, from early pleadings through discovery, negotiation, and courtroom appearances. We value candidates who pair strong legal analysis and writing ability with initiative, sound judgment, and a forward-thinking approach to building client relationships and identifying new matters.</p><p><br></p><p>Responsibilities:</p><p>• Prepare pleadings, dispositive motions, and other case filings with careful attention to strategy, accuracy, and deadlines.</p><p>• Perform detailed legal research and translate findings into persuasive written work product and practical case recommendations.</p><p>• Manage written discovery by drafting requests, evaluating responses, and helping shape overall discovery strategy.</p><p>• Take part in depositions by preparing witnesses, examining parties or third parties, and defending testimony as needed.</p><p>• Represent the firm in mediations, hearings, and other litigation proceedings while supporting case strategy and client advocacy.</p><p>• Collaborate on civil and complex litigation matters, contributing to case assessment, factual development, and litigation planning.</p><p>• Identify and evaluate potential case opportunities through strategic networking, market awareness, and creative issue spotting.</p><p>• Support business development efforts by cultivating referral sources and helping generate strong leads for future client engagements.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Controller, GP Focused | Venture Capital Firm | San Francisco; Hybrid </strong></p><p> </p><p>Join a leading global venture capital platform that backs innovative companies across technology and high-growth sectors. The firm offers the scale and sophistication of a premier investment organization while maintaining a collaborative culture that provides meaningful exposure to senior leadership and strategic decision-making.</p><p> </p><p>This is a unique opportunity for a finance professional with deep expertise in <strong>GP economics, carried interest, waterfalls, and co-investments</strong>. You'll serve as a key resource on partner economics across multiple funds, working closely with leadership on <strong>carry allocations, ownership structures, fund launches, scenario modeling, and strategic initiatives</strong>. The role offers a rare combination of technical accounting, financial modeling, and visibility into how investment professionals are compensated and rewarded.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee accounting, reporting, and administration for GP entities and carried interest programs</li><li>Manage <strong>carry allocations, waterfall calculations, and partner ownership structures</strong></li><li>Administer co-investment programs, participant allocations, commitments, and distributions</li><li>Develop and maintain models supporting <strong>partner economics, carry, and co-investment activity</strong></li><li>Perform scenario analysis related to fund performance, valuation changes, liquidity events, and carry distributions</li><li>Serve as a key point of contact for investment professionals and firm leadership on allocation matters</li><li>Partner closely with Finance, Tax, Legal, Fund Accounting, and Operations teams</li><li>Support fund launches, ownership transitions, compensation structures, and other strategic projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Join Robert Half’s Full-Time Engagement Professionals team as an Accounts Payable Specialist! Support diverse client projects, manage daily AP/AR operations, maintain accurate financial records, and ensure timely vendor payments while enjoying full-time stability and opportunities for continued professional growth.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p>· Process a high volume of vendor invoices accurately and in a timely manner.</p><p>· Review invoices for proper approval, coding, and supporting documentation.</p><p>· Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</p><p>· Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</p><p>· Maintain vendor records, including W-9s, payment instructions, and account updates.</p><p>· Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</p><p>· Support month-end close by preparing AP accruals, reconciliations, and related reports.</p><p>· Assist with process improvement initiatives, audit support, and special accounting projects as needed.</p><p>· Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</p>
<p><strong>CONTROLLER</strong></p><p><strong>220K-275K</strong></p><p><br></p><p>We are looking for a hands-on Controller to join a fast-growing start-up company that is developing power infrastructure for AI data centers. This newly established role will take ownership of the accounting function while building the financial framework needed to support continued expansion. The position works closely with executive leadership and offers the opportunity to shape processes, reporting, and controls in a high-growth environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day accounting activities across billing, collections, payables, payroll, the general ledger, fixed assets, revenue accounting, and the monthly close process.</p><p>• Produce accurate financial statements and management reports for senior leaders and the Board, ensuring timely visibility into business performance.</p><p>• Oversee end-to-end revenue and receivables processes, including invoicing, cash application, and collection efforts.</p><p>• Lead accounts payable administration, employee reimbursements, and purchasing workflows while strengthening discipline around spend management.</p><p>• Establish, refine, and enforce accounting policies, internal controls, and expense guidelines to support compliance and operational consistency.</p><p>• Coordinate external audit and tax engagements by managing documentation, timelines, and communication with outside advisors.</p><p>• Partner with leadership on annual planning, forecasting, variance analysis, and key financial metrics that inform strategic decisions.</p><p>• Prepare materials that support board and investor updates, including analysis of margins, cost drivers, unit economics, and financial scenarios.</p><p>• Build and scale the accounting organization by improving processes, introducing efficient tools, and creating a strong operational foundation for growth.</p>
We are looking for an experienced Sr. Accountant to join a financial services organization in Danville, California. This role will oversee core accounting activities for the management company and related entities, while supporting accurate reporting, liquidity planning, and cross-entity financial coordination. The position also contributes to budgeting, forecasting, payroll support, and other finance initiatives that help leadership make informed business decisions.<br><br>Responsibilities:<br>• Produce and maintain financial reports for the management company and affiliated entities in accordance with U.S. accounting standards.<br>• Support the annual audit process by preparing schedules, organizing documentation, and responding to auditor requests.<br>• Perform daily cash reconciliations and develop weekly projections to monitor short-term liquidity needs.<br>• Oversee invoice processing and payment activities to ensure the accounts payable cycle runs accurately and on time.<br>• Review employee reimbursement submissions each month and record approved expenses in the general ledger.<br>• Coordinate with international affiliate teams and prepare consolidated financial information across entities.<br>• Create quarterly capital account statements for general partners and administer related capital activity, including contributions and distributions.<br>• Assist with financial modeling, budgeting, forecasting, and variance review to strengthen planning and performance analysis.<br>• Provide support for payroll and other finance or administrative projects as needed across the management company and its affiliates.
We are looking for an Inventory Analyst to support inventory planning and performance management for our operations in Concord, California. This role focuses on evaluating stock trends, improving supply and demand alignment, and helping maintain accurate inventory records across the business. The ideal candidate brings strong analytical ability, experience working with vendors and cross-functional partners, and a solid understanding of inventory practices within a retail or consumer-focused environment.<br><br>Responsibilities:<br>• Analyze inventory movement, demand patterns, and stock levels to identify risks, opportunities, and areas for improvement.<br>• Partner with internal departments to align purchasing, replenishment, and inventory strategies with business needs.<br>• Communicate with suppliers and vendors to support order planning, resolve inventory issues, and maintain product availability.<br>• Prepare and review inventory reports to guide decision-making related to forecasting, allocation, and stock optimization.<br>• Support annual inventory reviews and physical count activities while helping ensure record accuracy and process consistency.<br>• Monitor asset inventory data and investigate discrepancies to improve overall control and visibility.<br>• Contribute to ongoing process enhancements involving inventory tracking tools and related data interfaces.<br>• Maintain organized documentation and provide clear updates to stakeholders on inventory status and planning activities.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Wealth Advisor | Wealth Management Firm | San Francisco; Hybrid; 2-3 Days Onsite</strong></p><p> </p><p>Join a well-established wealth management and investment advisory firm serving high-net-worth individuals, families, foundations, and endowments. Backed by the resources of a larger financial institution while maintaining a boutique, relationship-driven culture, the firm offers a collaborative environment where advisors work closely together to deliver comprehensive wealth management solutions.</p><p> </p><p>This is an excellent opportunity for a wealth management professional who enjoys both <strong>financial planning and client relationship management</strong>. You'll partner closely with senior advisors and portfolio managers, gain exposure to sophisticated client situations, and play a meaningful role in delivering advice across <strong>investments, estate planning, tax strategy, philanthropy, and overall wealth planning</strong>. The role offers strong mentorship, career growth, schedule flexibility, and a clear path toward <strong>greater client ownership and lead advisor responsibilities</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Develop and maintain comprehensive financial plans tailored to client goals</li><li>Partner with Portfolio Managers to support and deepen client relationships</li><li>Advise on <strong>financial planning, tax, estate, cash flow, and philanthropic strategies</strong></li><li>Present financial plans and recommendations in a clear, client-friendly manner</li><li>Monitor client portfolios and update planning recommendations as needs evolve</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth clients</li><li>Support business development through referrals, networking, and prospect meetings</li><li>Collaborate closely with advisors and investment professionals across the firm</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p>Key responsibilities include:</p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
<p>Robert Half is seeking detail-oriented Accounts Payable Specialists interested in contract and contract-to-hire opportunities with growing companies across the Peninsula and Bay Area. These positions offer the opportunity to gain exposure to diverse industries while working with established accounting teams and modern ERP systems.</p><p><br></p><p>The ideal candidate has at least 2+ years of full-cycle accounts payable experience, strong attention to detail, and experience working within one or more accounting or ERP platforms.</p><p><br></p><p>Key Responsibilities</p><ul><li>Process high-volume vendor invoices accurately and efficiently.</li><li>Perform three-way matching of invoices, purchase orders, and receipts.</li><li>Review invoices for appropriate approvals and coding.</li><li>Manage vendor setup and maintain vendor records.</li><li>Process weekly check runs, ACH payments, and wire transfers.</li><li>Research and resolve invoice discrepancies and vendor inquiries.</li><li>Reconcile vendor statements and AP aging reports.</li><li>Assist with month-end close activities, accruals, and account reconciliations.</li><li>Ensure compliance with company policies and internal controls.</li><li>Support accounting and finance teams with special projects as needed.</li></ul><p><br></p>