<p>We are looking for a detail-oriented and personable Receptionist to join our team in Fremont, California. In this long-term contract position, you will be responsible for ensuring smooth day-to-day operations at the front desk while providing exceptional service to visitors and team members. This role is perfect for someone who thrives in a dynamic environment and takes pride in creating a welcoming atmosphere.</p><p><br></p><p>Responsibilities:</p><p>• Receive and log incoming mail and packages, ensuring proper distribution to team members.</p><p>• Provide hospitality support by preparing and delivering beverages and other refreshments throughout the day.</p><p>• Monitor the front desk area and office environment, promptly reporting any facility or maintenance issues to vendors and coordinating solutions.</p><p>• Maintain an organized and welcoming reception space that reflects the standards of the company.</p><p>• Serve as the first point of contact for visitors, greeting them warmly and addressing their needs.</p><p>• Support team operations by performing clerical and administrative tasks as needed.</p><p>• Uphold high standards of customer service and conduct in all interactions.</p>
<p>Robert Half is looking or a temp to hire Office Manager in Redwood City, California. This role is ideal for someone who is detail oriented and excels in administrative and accounting tasks, ensuring smooth daily operations for a small, well-established office. As part of a long-term contract position, you will contribute to our business's success by supporting both office management and seasonal workflow needs.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage daily office operations, including maintaining a well-organized workspace and ensuring supplies are stocked.</li><li>Oversee accounts payable processes using QuickBooks, ensuring accurate and timely data entry and reconciliation.</li><li>Process customer transactions, including sales entries and accounts receivable, using dedicated software.</li><li>Assist with seasonal workload demands, such as processing incoming orders and payments efficiently.</li><li>Support customer communication by handling calls to resolve past-due accounts.</li><li>Coordinate administrative tasks, including scheduling, filing, and ensuring compliance with office procedures.</li><li>Act as the first point of contact for visitors and manage receptionist duties.</li><li>Collaborate with team members to ensure seamless workflow during busy periods.</li><li>Perform regular audits of office supplies to maintain inventory and order items as needed.</li><li>Create and maintain accurate records for accounting and administrative purposes.Robert Half </li></ul>
We are looking for a dedicated Human Resources (HR) Assistant to join our team on a contract basis in Santa Clara, California. This role is designed to support a variety of HR functions, including recruitment, onboarding, employee engagement, and administrative tasks. The ideal candidate will play a key part in fostering a positive workplace culture and ensuring smooth HR operations.<br><br>Responsibilities:<br>• Coordinate onboarding and orientation processes for new hires, ensuring a welcoming and efficient start.<br>• Maintain and update employee records in HR systems, including data related to benefits, compliance, and status changes.<br>• Support engagement initiatives by organizing surveys, recognition programs, and company-wide events.<br>• Compile and analyze HR data to assist in creating reports and audits.<br>• Provide administrative assistance to the HR team, offering guidance on policies, benefits, and procedures.<br>• Conduct background checks and employment verifications to support recruitment efforts.<br>• Manage employee documentation and ensure files are kept up to date.<br>• Administer the I-9 and eVerify processes and prepare necessary documentation for audits.<br>• Maintain and update the company's intranet, including site navigation and content.<br>• Assist with recruitment activities, such as posting job descriptions and scheduling interviews.
<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 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 a dedicated and detail-oriented Accounting Assistant to join our team in South San Francisco, California. This role involves providing comprehensive support in areas such as payroll, accounts payable, accounts receivable, and vendor management, ensuring the smooth operation of financial processes. As a long-term contract position, this opportunity is ideal for someone who thrives in a dynamic environment and enjoys working collaboratively with a team. This contract role can have a duration of 7 months to 1 year due to a systems implementation. You will be a floater assisting various accounting partners with their day to day needs. Apply today for this great opportunity!</p><p><br></p><p>Responsibilities:</p><p>• Assist with the preparation, data entry, and auditing of employee timesheets and leave balances to support payroll processes.</p><p>• Process payroll cycles accurately and generate reports while addressing employee payroll inquiries professionally.</p><p>• Review and process invoices for payment, ensuring compliance with company policies and internal controls.</p><p>• Maintain communication with vendors to resolve payment discrepancies and provide updates on payment status.</p><p>• Prepare and issue customer invoices, reconcile incoming payments, and follow up on any outstanding balances.</p><p>• Set up and maintain vendor accounts, ensuring all required documentation complies with organizational standards.</p><p>• Perform account reconciliations and assist with month-end and year-end financial close processes.</p><p>• Maintain accurate financial records and provide support during audits or financial reviews.</p><p>• Research and resolve discrepancies in financial transactions, ensuring accuracy and compliance.</p><p>• Collaborate with internal departments to maintain accurate financial data and streamline processes.</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><strong>Jennifer Fukumae</strong> with Robert Half’s Finance & Accounting practice is partnering with a leading Venture Capital firm in Palo Alto seeking an<strong> Assistant Controller</strong> to join their lean and collaborative team. This role will play a key part in transforming the corporate finance and accounting function, driving process improvements, and implementing scalable systems.</p><p> </p><p><strong>Assistant Controller (Venture Capital Firm – Palo Alto)</strong></p><p><strong>Hybrid | 3 Days in Office | $170–250K + Bonus + Profit Share + Excellent Benefits</strong></p><p> </p><p>You’ll support the firm’s <strong>Management Company</strong> and collaborate closely across teams.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee day-to-day financial operations including general ledger, accounts payable, financial reporting, and FP& A (budgeting, forecasting, P& L management).</li><li>Assist with global consolidated budgeting, forecasting updates, and variance analysis.</li><li>Manage expense allocations across entities and help automate allocation processes.</li><li>Lead the selection and implementation of new Accounting and FP& A systems; enhance efficiency on AP/AR processes (e.g., Bill.com).</li><li>Partner cross-functionally with a commercial mindset—balancing budgets, priorities, and business needs.</li></ul><p><br></p>
We are looking for an experienced Executive Assistant to join our team on a contract basis in Stanford, California. In this role, you will provide high-level administrative support to the Vice President and the organization, managing schedules, communications, and special projects. This position is ideal for someone with strong attention to detail, organizational skills, and the ability to handle complex tasks in a dynamic environment.<br><br>Responsibilities:<br>• Coordinate and manage the Vice President’s calendar, ensuring seamless scheduling of high-priority meetings and resolving potential conflicts.<br>• Organize logistics for meetings, including preparing agendas, distributing materials, and documenting minutes.<br>• Communicate deadlines proactively and address scheduling conflicts to maintain smooth operations.<br>• Arrange travel plans for the Executive Office, including transportation, accommodations, and itineraries, while ensuring expense reports are processed accurately.<br>• Facilitate logistical details for events such as retreats and staff meetings, including catering and audiovisual setup.<br>• Reconcile department credit card expenses and process reimbursements and invoices promptly.<br>• Collaborate with the Chief of Staff on event preparation and ensure all materials are ready and accessible.<br>• Support special projects and initiatives as assigned, contributing to the success of organizational goals.<br>• Offer facilitation assistance for staff meetings to ensure effective communication and collaboration.
<p>We are looking for an experienced Office Manager to oversee daily administrative functions and ensure smooth operations within our office in San Francisco, California. This is a long-term contract position offering the opportunity to contribute to a well-organized and productive workplace. The role requires attention to detail, excellent organizational skills, and the ability to manage multiple tasks effectively.</p><p><br></p><p>This is a part-time role with flexible hours: 2-3 days in office per week (24 hours)</p><p>Located near Presidio Heights San Francisco (not easily accessible by BART) </p><p><br></p><p>Responsibilities:</p><p>• Coordinate and manage administrative tasks to ensure efficient office operations.</p><p>• Maintain adequate stock of office supplies by monitoring inventory and placing orders as needed.</p><p>• Handle accounts payable processes, including invoice management and payment tracking.</p><p>• Perform receptionist duties such as greeting visitors, answering calls, and directing inquiries to the appropriate departments.</p><p>• Organize and maintain office records and documentation in an orderly manner.</p><p>• Assist in scheduling meetings and managing calendars for team members.</p><p>• Ensure compliance with office policies and procedures while addressing any operational issues.</p><p>• Support team members with general administrative needs and requests.</p><p>• Develop and implement processes to improve overall office efficiency.</p><p><br></p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013350123**</p><p><br></p>
We are looking for an experienced Accounting Assistant to join our dynamic team in Mountain View, California. This role is ideal for someone who is detail-oriented, thrives in a fast-paced environment, and enjoys working collaboratively to ensure accurate and efficient financial operations. As a Contract to permanent position, this opportunity offers the potential for long-term growth within our organization.<br><br>Responsibilities:<br>• Perform monthly reconciliations for multiple bank accounts to ensure financial accuracy.<br>• Manage accounts payable and accounts receivable processes with efficiency.<br>• Prepare and distribute owner statements and direct deposits in a timely manner.<br>• Generate financial reports, including those related to taxes, payroll, retirement accounts, and worker's compensation.<br>• Handle payroll processes for office staff and apartment managers.<br>• Maintain and balance property accounts to ensure proper financial tracking.<br>• Prepare quarterly distributions for specific property accounts.<br>• Complete journal entries and ensure accurate recordkeeping for internal and external review.<br>• Communicate effectively with owners and external stakeholders regarding financial matters.<br>• Manage year-end tasks, including the preparation of vendor and owner 1099s and filing of annual reports.
We are looking for a detail-oriented Legal Assistant/Paralegal to join our team in San Mateo, California. This role involves supporting attorneys with litigation tasks, discovery processes, and trial preparation. The ideal candidate will have a strong understanding of California Discovery Statutes, excellent organizational skills, and a proactive approach to managing deadlines.<br><br>Responsibilities:<br>• Manage billing of time and ensure accurate tracking of case-related activities.<br>• Prepare and file Case Management Statements and other required legal documentation.<br>• Draft and serve discovery documents, including Requests for Admissions, Form Interrogatories, Special Interrogatories, and Demands for Inspection.<br>• Coordinate depositions by scheduling court reporters, interpreters, and other necessary resources.<br>• Subpoena records such as medical, employment, and financial documents, and conduct thorough reviews and analyses of received discovery.<br>• Assist with expert witness discovery, including locating experts, retaining witnesses, and preparing necessary disclosures.<br>• Draft motions and monitor tentative rulings while adhering to strict filing deadlines.<br>• Support trial preparation by organizing trial binders, witness lists, subpoenas, and coordinating third-party vendors.<br>• Facilitate post-trial activities, including preparing Memorandums of Costs.<br>• Meet with clients to gather information, finalize discovery responses, and ensure proper service of legal documents.
We are looking for a highly organized and proactive Executive Assistant to provide comprehensive support to senior leadership in Sausalito, California. This position involves managing complex scheduling, facilitating seamless communication, and overseeing daily administrative tasks in a dynamic, fast-paced environment. As a fully onsite, long-term contract role, this opportunity is ideal for individuals who thrive in hands-on settings and are skilled at coordinating multiple priorities.<br><br>Responsibilities:<br>• Maintain and manage executive calendars, coordinating meetings across various time zones and ensuring seamless scheduling.<br>• Resolve scheduling conflicts proactively while safeguarding critical priorities and focus time for leadership.<br>• Organize meeting logistics, including booking conference rooms, preparing technology, and ensuring timely follow-ups on action items.<br>• Plan and coordinate travel arrangements, including flights, ground transportation, and accommodations.<br>• Handle daily office operations, such as ordering supplies, maintaining an organized workspace, and ensuring the office is well-stocked.<br>• Act as a liaison for external partners and stakeholders, representing the executive team professionally.<br>• Support the preparation of executive meetings by compiling relevant documents and ensuring readiness.<br>• Address ad hoc administrative needs promptly, ensuring smooth day-to-day operations.<br>• Collaborate with internal teams to streamline processes and enhance efficiency.
<p>An AV-rated, management-side employment law firm in South San Francisco has an urgent need for an experienced Litigation Legal Assistant to support a team of four attorneys on a contract-to-hire basis. This is a hands-on litigation support role covering case management from start to finish. The ideal candidate is a seasoned litigation legal assistant or legal secretary with deep knowledge of state and federal court procedures, impeccable attention to detail, and the ability to operate with minimal supervision. This is a fully onsite role offering stability, a collegial environment, and an opportunity to join a well-established boutique firm known for its high-quality work and strong employee tenure.</p><p> </p><p><strong>Responsibilities</strong></p><p>• Support litigation matters from case opening through resolution</p><p>• Prepare, file, and serve documents in state and federal courts</p><p>• Manage and maintain court calendars, deadlines, and hearing schedules</p><p>• Open new matters and organize case files</p><p>• Assist attorneys with day-to-day case management and workflow</p><p>• Perform light administrative duties (filing, scanning, organizing documents)</p><p>• Manage monthly billing cycles in coordination with the firm’s billing system</p><p>• Draft simple correspondence and assist with formatting documents as needed</p><p>• Communicate with court personnel, opposing counsel, and clients when appropriate</p><p>• Utilize Microsoft Office Suite and adapt to new or evolving legal software</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. In this role, you’ll deliver exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new and existing accounts</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions</li><li>Act as liaison between advisors, clients, and middle-office functions</li><li>Schedule client meetings and manage calendars</li><li>Support trading and portfolio rebalancing if licensed</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match</li><li>Medical and dental coverage</li><li>Flexible overtime pay option</li><li>15 vacation days + 5 sick days + NYSE holidays</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations)</li><li>Communicate with clients and custodians to resolve operational issues</li><li>Prepare reports and assist with quarterly client reporting</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion)</li><li>Support meeting preparation and contribute to process improvements</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage</li><li>401(k) match after 6 months</li><li>Three weeks paid vacation plus separate sick days</li></ul>
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a skilled <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This role is primarily focused on back-office operations with some client interaction via email and phone. You’ll play a key part in delivering exceptional service, managing client requests, and collaborating with advisors to streamline processes and enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</p>
<p><strong>Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role could be the perfect next step in your career.</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
We are looking for an organized and customer-focused Workplace Coordinator to support daily building operations and enhance the experience for employees and visitors. This role blends reception responsibilities, facilities coordination, and event logistics to ensure a smooth and detail-oriented workplace environment. As a Contract to permanent position, this opportunity offers the chance to grow and contribute to a dynamic team in Santa Clara, California.<br><br>Responsibilities:<br>• Greet and assist visitors, manage check-in procedures, issue security badges, and uphold visitor protocols.<br>• Plan, coordinate, and execute on-site events, including meetings, conferences, and corporate gatherings, ensuring room setups, AV equipment, catering, and signage are handled effectively.<br>• Monitor common areas and meeting rooms for cleanliness and functionality, promptly submitting maintenance requests when needed.<br>• Work with vendors to arrange cleaning, catering, and other services to support workplace operations and events.<br>• Deliver exceptional hospitality and service to employees and guests, ensuring public spaces remain welcoming and detail-oriented.<br>• Organize calendars for meeting spaces and events, ensuring efficient scheduling and room availability.<br>• Maintain inventory levels for office and event supplies, restocking as needed to meet operational demands.<br>• Generate reports and documentation related to facilities and events, ensuring accurate and timely record-keeping.<br>• Support workplace operations by addressing incoming calls, dispatching tasks, and coordinating schedules as required.<br>• Serve as a point of contact for building-related inquiries, fostering effective communication across teams.
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
We are looking for a skilled Customer Service Representative to join our manufacturing team in San Leandro, California. This position offers a long-term contract opportunity and requires a proactive individual with strong administrative and organizational abilities. The ideal candidate will play a key role in supporting logistics coordination and ensuring smooth operations within the department.<br><br>Responsibilities:<br>• Manage daily administrative duties, including handling correspondence, organizing documents, and performing accurate data entry.<br>• Utilize Microsoft Outlook, Word, and Excel to create and edit reports, documents, and spreadsheets.<br>• Collaborate with the Customer Service team to address overflow tasks and improve operational efficiency.<br>• Communicate effectively with internal departments and external stakeholders to ensure timely follow-ups and resolutions.<br>• Maintain a positive and detail-oriented attitude while assisting with various departmental needs.<br>• Support logistics coordination by monitoring timelines and ensuring smooth workflows.<br>• Help streamline processes to enhance productivity and reduce inefficiencies.<br>• Provide exceptional service by addressing inquiries and resolving minor issues promptly.<br>• Actively contribute to the overall goals of the department through teamwork and initiative.
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
