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47 results for Legal Receptionist in San Ramon, CA

Administrative Assistant
  • Redwood City, CA
  • remote
  • Temporary
  • 25.00 - 35.00 USD / Hourly
  • Are you organized, proactive, and ready to make an impact? We’re looking for a motivated Administrative Assistant who takes initiative and provides essential support across multiple departments in 2026. This role is crucial for maintaining smooth daily operations and ensuring that staff and management have the resources they need to succeed. The ideal candidate is detail-oriented, proactive, and possesses excellent communication skills. What We’re Looking For: Manage calendars, schedule meetings, and coordinate both internal and external communications with efficiency and professionalism. Handle phone calls, emails, and correspondence accurately and courteously. Prepare documents, reports, and presentations as needed to support teams and management. Maintain organized digital and physical filing systems to ensure easy access to important information. Assist with onboarding, travel arrangements, office supplies, and expense tracking. Support cross-departmental projects and initiatives, taking initiative to help drive success. Perform other administrative duties and special projects as assigned, demonstrating flexibility and problem-solving skills.
  • 2025-11-04T18:38:47Z
Administrative Assistant
  • San Mateo, CA
  • remote
  • Temporary
  • 25.00 - 35.00 USD / Hourly
  • Are you organized, proactive, and ready to make an impact? We’re looking for a motivated Administrative Assistant who takes initiative and provides essential support across multiple departments in 2026. This role is crucial for maintaining smooth daily operations and ensuring that staff and management have the resources they need to succeed. The ideal candidate is detail-oriented, proactive, and possesses excellent communication skills. What We’re Looking For: Manage calendars, schedule meetings, and coordinate both internal and external communications with efficiency and professionalism. Handle phone calls, emails, and correspondence accurately and courteously. Prepare documents, reports, and presentations as needed to support teams and management. Maintain organized digital and physical filing systems to ensure easy access to important information. Assist with onboarding, travel arrangements, office supplies, and expense tracking. Support cross-departmental projects and initiatives, taking initiative to help drive success. Perform other administrative duties and special projects as assigned, demonstrating flexibility and problem-solving skills.
  • 2025-11-04T18:34:09Z
Administrative Assistant
  • Daly City, CA
  • remote
  • Temporary
  • 25.00 - 35.00 USD / Hourly
  • <p>Are you organized, proactive, and ready to make an impact? We’re looking for a motivated Administrative Assistant who takes initiative and provides essential support across multiple departments in 2026. This role is crucial for maintaining smooth daily operations and ensuring that staff and management have the resources they need to succeed. The ideal candidate is detail-oriented, proactive, and possesses excellent communication skills. </p><p>What We’re Looking For: Manage calendars, schedule meetings, and coordinate both internal and external communications with efficiency and professionalism. Handle phone calls, emails, and correspondence accurately and courteously. Prepare documents, reports, and presentations as needed to support teams and management. Maintain organized digital and physical filing systems to ensure easy access to important information. Assist with onboarding, travel arrangements, office supplies, and expense tracking. Support cross-departmental projects and initiatives, taking initiative to help drive success. Perform other administrative duties and special projects as assigned, demonstrating flexibility and problem-solving skills.</p>
  • 2025-11-04T18:38:47Z
Administrative Assistant
  • Stockton, CA
  • onsite
  • Temporary
  • 22.80 - 26.40 USD / Hourly
  • We are looking for an experienced Administrative Assistant to provide advanced support to executives or department-level leadership within a non-profit organization. This contract position requires a meticulous individual who excels in managing administrative tasks and possesses exceptional organizational skills. Based in Stockton, California, this role offers an opportunity to contribute to meaningful work while collaborating with diverse teams.<br><br>Responsibilities:<br>• Provide comprehensive administrative support to executive or departmental leaders, ensuring smooth operations and task management.<br>• Coordinate procurement tasks, including managing purchase orders, vendor relations, and requisitions.<br>• Draft and edit correspondence, ensuring clear communication across departments.<br>• Maintain accurate records, track documents, and perform meticulous data entry.<br>• Organize and manage calendars, schedules, and meetings for multiple supervisors.<br>• Utilize Microsoft Office Suite and cloud-based platforms such as SharePoint and DocuSign for document management.<br>• Handle sensitive and confidential information with discretion and care.<br>• Prioritize and manage multiple tasks, ensuring deadlines are met efficiently.<br>• Anticipate needs and proactively solve problems to support team objectives.<br>• Collaborate effectively in a public sector or large organizational environment, including higher education settings.
  • 2025-10-21T16:08:47Z
Administrative Assistant
  • Vacaville, CA
  • onsite
  • Contract / Temporary to Hire
  • 23.00 - 27.00 USD / Hourly
  • We are looking for a detail-oriented and organized Administrative Assistant to join our team in Vacaville, California. In this Contract-to-permanent role, you will provide essential administrative, project, and operational support to ensure the seamless functioning of office and field operations. The ideal candidate will possess exceptional organizational skills, a proactive approach, and the ability to manage multiple tasks efficiently.<br><br>Responsibilities:<br>• Coordinate office and field operations by managing supplies, deliveries, and equipment maintenance.<br>• Oversee facility services such as cleaning, pest control, fire inspections, security access, and alarm permits.<br>• Manage various vendor services, including copiers, shredding services, and water deliveries, ensuring timely invoicing and payments.<br>• Handle incoming calls, greet visitors, and direct inquiries to the appropriate team members.<br>• Organize and maintain project documentation in systems like ProjectSight, including contracts, submittals, RFIs, and change orders.<br>• Ensure accurate alignment of project data between management systems to maintain budgets and documentation.<br>• Facilitate project closeout processes, including compiling O& M manuals, warranties, and as-built documentation.<br>• Administer training sessions, track attendance, and assist with meeting coordination and correspondence.<br>• Collaborate with internal teams and external partners to manage system access and permissions.<br>• Support warehouse and prefab teams in coordinating material deliveries and staging requirements.
  • 2025-11-07T23:48:59Z
Front Desk/Receptionist
  • Mountain View, CA
  • onsite
  • Temporary
  • 21.00 - 29.00 USD / Hourly
  • <p>Receptionist / Front Office Clerk – Job Description</p><p>Overview: We are seeking a personable and organized Receptionist / Front Office Clerk to join our team. The ideal candidate will be the first point of contact for visitors and callers, responsible for greeting guests, answering incoming calls, and handling deliveries. This role requires excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment.</p><p>Key Responsibilities:</p><ul><li>Greet and assist visitors in a professional and friendly manner</li><li>Answer and direct incoming phone calls to the appropriate departments or personnel</li><li>Manage incoming and outgoing mail, packages, and deliveries, ensuring accurate documentation and prompt distribution</li><li>Maintain a tidy and organized reception area</li><li>Perform general administrative duties such as filing, scanning, and data entry</li><li>Assist with scheduling meetings and booking conference rooms as needed</li><li>Handle confidential information with discretion</li><li>Support other office staff with clerical tasks as assigned</li></ul><p><br></p>
  • 2025-11-08T15:34:12Z
Front Desk/Receptionist
  • Menlo Park, CA
  • onsite
  • Temporary
  • 21.00 - 29.00 USD / Hourly
  • <p>Receptionist / Front Office Clerk – Job Description</p><p>Overview: We are seeking a personable and organized Receptionist / Front Office Clerk to join our team. The ideal candidate will be the first point of contact for visitors and callers, responsible for greeting guests, answering incoming calls, and handling deliveries. This role requires excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment.</p><p>Key Responsibilities:</p><ul><li>Greet and assist visitors in a professional and friendly manner</li><li>Answer and direct incoming phone calls to the appropriate departments or personnel</li><li>Manage incoming and outgoing mail, packages, and deliveries, ensuring accurate documentation and prompt distribution</li><li>Maintain a tidy and organized reception area</li><li>Perform general administrative duties such as filing, scanning, and data entry</li><li>Assist with scheduling meetings and booking conference rooms as needed</li><li>Handle confidential information with discretion</li><li>Support other office staff with clerical tasks as assigned</li></ul><p><br></p>
  • 2025-11-08T15:29:04Z
Administrative Assistant
  • Belmont, CA
  • onsite
  • Temporary
  • 28.50 - 33.00 USD / Hourly
  • <p>Robert Half is working on an exciting opportunity with a local government entity in need of a Housing Specialist. The Housing Specialist will provide specialized and technical office support, ensuring the smooth operation of departmental processes. Ideal candidates will have a background in Housing, Affordable Housing, Tax Credits, HUD, etc.... Please see the details below and if interested, apply now. Do not wait! We are looking to submit someone ASAP!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Perform complex and technical office support tasks requiring independent judgment and specialized knowledge.</li><li>Gather and compile information from various sources to complete forms and prepare detailed reports.</li><li>Provide accurate information to the public, interpreting policies and procedures as needed.</li><li>Organize, maintain, and streamline departmental files for efficient access and use.</li><li>Draft and edit correspondence, reports, and specialized documents using various software programs.</li><li>Review materials for accuracy, completeness, and compliance with organizational policies.</li><li>Enter and retrieve data in computer systems, ensuring the accuracy of reports and making necessary corrections.</li><li>Manage administrative details such as purchase requisitions, equipment maintenance, and scheduling meetings.</li><li>Train team members on work procedures or oversee tasks on a project basis.</li><li>Respond to and handle inbound and outbound calls, ensuring effective communication and resolution.</li></ul><p><br></p>
  • 2025-11-18T18:58:46Z
Front Desk/Receptionist
  • Menlo Park, CA
  • onsite
  • Temporary
  • 22.00 - 28.00 USD / Hourly
  • <p><strong>Front Office Coordinator</strong></p><p>We are looking for a motivated and personable Front Office Coordinator to manage daily front desk operations and deliver outstanding service to both internal and external clients. This role involves serving as the first point of contact for visitors and clients, managing phone systems, scheduling appointments, and supporting administrative needs. The successful candidate will maintain a welcoming and organized reception area while ensuring a positive experience for everyone who interacts with our organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and friendly manner.</li><li>Answer and direct phone calls promptly, addressing inquiries or routing calls to the appropriate team members.</li><li>Schedule appointments and manage meeting room calendars.</li><li>Handle incoming and outgoing mail, deliveries, and shipments.</li><li>Maintain the cleanliness and organization of the reception and common areas.</li><li>Provide administrative support, such as data entry, maintaining records, and managing office supplies.</li><li>Collaborate with internal teams to ensure smooth day-to-day operations.</li></ul><p><br></p>
  • 2025-11-07T01:34:10Z
Front Desk/Receptionist - Recent Grad Encouraged to Apply
  • Mountain View, CA
  • onsite
  • Temporary
  • 22.00 - 26.00 USD / Hourly
  • <p><strong>Front Office Coordinator</strong></p><p>We are looking for a motivated and personable Front Office Coordinator to manage daily front desk operations and deliver outstanding service to both internal and external clients. This role involves serving as the first point of contact for visitors and clients, managing phone systems, scheduling appointments, and supporting administrative needs. The successful candidate will maintain a welcoming and organized reception area while ensuring a positive experience for everyone who interacts with our organization.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and friendly manner.</li><li>Answer and direct phone calls promptly, addressing inquiries or routing calls to the appropriate team members.</li><li>Schedule appointments and manage meeting room calendars.</li><li>Handle incoming and outgoing mail, deliveries, and shipments.</li><li>Maintain the cleanliness and organization of the reception and common areas.</li><li>Provide administrative support, such as data entry, maintaining records, and managing office supplies.</li><li>Collaborate with internal teams to ensure smooth day-to-day operations.</li></ul><p><br></p>
  • 2025-11-07T01:29:02Z
Front Desk Coordinator
  • Sunn, CA
  • onsite
  • Temporary
  • 18.21 - 21.09 USD / Hourly
  • We are looking for an organized and proactive Front Desk Coordinator to join our team on a contract basis in Sunn, California. In this role, you will be the first point of contact for patients, ensuring a seamless and detail-oriented experience. Ideal candidates are skilled in multitasking, possess excellent communication abilities, and thrive in a fast-paced environment.<br><br>Responsibilities:<br>• Serve as the primary point of contact for patients, addressing inquiries and providing exceptional service.<br>• Manage and maintain the front office, ensuring it is clean, organized, and welcoming.<br>• Coordinate patient appointments, including scheduling, reminders, and follow-ups.<br>• Handle billing, insurance verification, and related administrative tasks with precision.<br>• Operate a multi-line phone system to answer inbound calls efficiently and effectively.<br>• Collaborate with the dental team to optimize office workflows and administrative procedures.<br>• Assist in the transition to a paperless patient management system, ensuring accurate documentation and record-keeping.<br>• Provide concierge-level services to enhance patient satisfaction and experience.<br>• Maintain confidentiality and accuracy in handling sensitive patient information.<br>• Support additional administrative duties as needed to ensure smooth office operations.
  • 2025-11-03T23:58:54Z
Corporate Paralegal
  • Pleasanton, CA
  • remote
  • Temporary
  • 70.00 - 75.00 USD / Hourly
  • <p>We are looking for an experienced Corporate Paralegal to join our client's dynamic legal team on a 6-month contract basis. In this role, you will play a key part in supporting corporate governance, securities law compliance, and entity management for a publicly-listed company. This position is ideal for someone detail-oriented, proactive, and adept at managing multiple projects in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare, review, and file regulatory reports, including Section 16 filings, using Workiva.</p><p>• Facilitate the planning process for the proxy statement and annual shareholder meeting, including preparing equity tables, questionnaires, and beneficial ownership reports.</p><p>• Manage relationships with external vendors, such as transfer agents, financial printers, and Broadridge, to ensure seamless project execution.</p><p>• Assist with corporate secretary functions, including maintaining records, assembling board and committee materials, and drafting minutes.</p><p>• Oversee compliance with the insider trading policy by maintaining trading restriction lists and reviewing 10b5-1 trading plans.</p><p>• Support corporate legal matters, such as stock administration, subsidiary management, and mergers and acquisitions.</p><p>• Conduct special projects as assigned, adapting to evolving team needs and priorities.</p><p>• Collaborate across departments to provide legal advice and ensure compliance with corporate governance standards.</p>
  • 2025-11-10T17:19:10Z
Administrative Assistant
  • Fairfield, CA
  • onsite
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • We are looking for an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
  • 2025-10-21T23:34:05Z
Administrative Assistant
  • Mountain View, CA
  • onsite
  • Temporary
  • 25.00 - 35.00 USD / Hourly
  • <p><strong>Administrative Assistant</strong></p><p>We are seeking a detail-oriented and organized Administrative Assistant to provide vital support to our team and ensure efficient day-to-day operations. The ideal candidate will be responsible for managing administrative tasks, maintaining schedules, and facilitating communication within the organization. As the backbone of the office, you will play a critical role in ensuring productivity and smooth workflows.</p>
  • 2025-11-07T01:38:43Z
Personal Assistant
  • San Francisco, CA
  • onsite
  • Permanent
  • 160000.00 - 180000.00 USD / Yearly
  • <p><strong>Robert Half is partnering with an executive to hire a proactive and adaptable Personal Assistant to provide comprehensive support to an executive in a dynamic venture capital environment. This role requires excellent organizational skills, the ability to manage competing priorities, and a confident approach to problem-solving. The ideal candidate will thrive in a hybrid work setting and demonstrate a high degree of professionalism and discretion. </strong></p><p><br></p><p><strong>This is a permanent placement opportunity and verifiable references and a high level of discretion will be required.</strong></p><p><br></p><p>Responsibilities:</p><p>• Coordinate travel arrangements, including flights, accommodations, and itineraries, ensuring seamless and efficient plans.</p><p>• Oversee special projects and construction initiatives, managing timelines and deliverables effectively.</p><p>• Provide administrative support, including scheduling meetings, managing correspondence, and organizing files.</p><p>• Execute project tasks from initiation to completion, ensuring quality and adherence to deadlines.</p><p>• Monitor and manage budgets for various projects, delivering accurate reports and updates.</p><p>• Maintain strong interpersonal relationships with internal and external stakeholders, fostering collaboration and trust.</p><p>• Utilize Microsoft Excel to create and manage spreadsheets for tracking and reporting purposes.</p><p>• Prioritize tasks based on urgency and importance, ensuring smooth daily operations.</p><p>• Address unexpected challenges with confidence, proposing effective solutions.</p><p>• Assist with personal errands and tasks to support the executive’s daily needs.</p><p><br></p><p><strong>No phone calls, for consideration, attention to details is key. Please apply to this posting with a cover letter of your relevant PA experience. Thank you!</strong></p>
  • 2025-11-12T21:04:02Z
Office Services Associate
  • San Francisco, CA
  • onsite
  • Temporary
  • 20.00 - 21.00 USD / Hourly
  • <p>Position summary</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><br></p>
  • 2025-11-10T18:09:05Z
Administrative Assistant
  • Menlo Park, CA
  • onsite
  • Temporary
  • 25.00 - 35.00 USD / Hourly
  • <p><strong>Key Responsibilities:</strong></p><ul><li>Perform general administrative duties, including data entry, filing, and handling correspondence.</li><li>Manage schedules, meetings, and appointments for team members.</li><li>Prepare, edit, and proofread documents, reports, and presentations as needed.</li><li>Handle inbound and outbound communications, including phone calls and emails.</li><li>Maintain office organization by ordering supplies and managing inventory.</li><li>Assist in the planning and coordination of events, meetings, and travel arrangements.</li><li>Collaborate with internal teams to ensure efficient project management and task completion.</li><li>Provide excellent customer service when interacting with clients, visitors, or vendors.</li></ul><p><br></p>
  • 2025-11-07T01:34:10Z
Office Services Associate
  • Palo Alto, CA
  • remote
  • Temporary
  • 21.00 - 22.00 USD / Hourly
  • <p>Position summary </p><p> The Office Services Associate is responsible for adding value in providing daily back-office and hospitality services for our client and teams. Services include but are not limited to 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> Responsibilities:</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><br></p><p><br></p>
  • 2025-11-13T19:09:03Z
Administrative Coordinator
  • Manteca, CA
  • onsite
  • Temporary
  • 23.75 - 27.50 USD / Hourly
  • We are looking for a detail-oriented Administrative Coordinator to provide part-time support to the HR department in Manteca, California. This contract position offers an opportunity to assist with essential administrative tasks, including document management and data entry. The role is scheduled for 20-30 hours per week and will run through the end of December, with potential extension into January.<br><br>Responsibilities:<br>• Organize and scan documents to ensure accurate and efficient record-keeping.<br>• Input and update data into internal systems with precision.<br>• Handle incoming calls and assist with inquiries in a thorough and attentive manner.<br>• Manage calendars and coordinate schedules for meetings and appointments.<br>• Support daily clerical tasks to enhance department functionality.<br>• Collaborate with team members to complete administrative projects.<br>• Maintain confidentiality and uphold organizational policies while handling sensitive information.<br>• Prepare and distribute correspondence as needed.<br>• Assist in organizing files and ensuring proper documentation.<br>• Perform additional administrative duties as assigned.
  • 2025-11-13T21:04:09Z
Office Coordinator (Part-Time)
  • Sunnyvale, CA
  • remote
  • Temporary
  • 26.00 - 28.00 USD / Hourly
  • <p>Job title: Office Coordinator</p><p>Duration: 2 weeks</p><p>Start date: Thursday 11/20 or Friday 11/21 (2 hours for training), then Monday 11/24 - Friday 12/5 (OFF 11/27 & 11/28)</p><p>Location: On-site</p><p>Hours: 10a-3p (Part-time)</p><p><br></p><p>Position Description</p><p><br></p><p>The Office Coordinator serves as a critical role within the organization, acting as the first point of contact and the "face of the company" for Customers, Suppliers, Vendors, and Candidates. This position also interfaces with the team company-wide, contributing to the development of a strong and cohesive company culture. Additionally, the Office Coordinator manages administrative responsibilities, including supporting the executive team. This role demands a proactive, highly organized team player with a passion for learning and the ability to multitask effectively and efficiently.</p><p><br></p><p>Job Duties</p><p>• Welcome visitors, direct them to appropriate departments, and manage the reception area to ensure professional communications.</p><p>• Coordinate mail delivery, courier shipments, and logistics while creating and managing Federal Express labels.</p><p>• Stock and replenish office and kitchen supplies; maintain cleanliness and organization in common areas, including the pantry and coffee machines.</p><p>• Perform desk research to identify healthy snack options, team-building ideas, and other innovative improvements.</p><p>• Provide administrative support to the team and assist with special projects or urgent tasks as needed, including liaising with property management for emergencies.</p><p><br></p><p><br></p>
  • 2025-11-02T17:14:07Z
Senior CSA at Multi Family Office
  • San Francisco, CA
  • remote
  • Permanent
  • 90000.00 - 130000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</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>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-11-05T15:59:06Z
Office Clerk
  • Scotts Valley, CA
  • onsite
  • Permanent
  • 48000.00 - 66000.00 USD / Yearly
  • We are looking for a dedicated Office Clerk to join our team in Scotts Valley, California. In this role, you will play a crucial part in ensuring smooth administrative operations, supporting billing processes, and maintaining excellent client relationships. If you are detail-oriented, organized, and thrive in a dynamic environment, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Coordinate and schedule meetings with clients, ensuring timely follow-ups and project updates.<br>• Maintain accurate records of client communications and project details in the company's system.<br>• Oversee daily office operations, including managing inventory, ordering supplies, and ensuring proper functioning of office equipment.<br>• Organize and update files to ensure all documentation is easily accessible and current.<br>• Assist with team scheduling, meeting coordination, and the preparation of agendas.<br>• Support billing processes, expense tracking, and other administrative tasks as required.<br>• Provide clients and customers with information about company services and ongoing projects.<br>• Address client inquiries and concerns promptly, escalating complex issues when necessary.<br>• Ensure a welcoming and organized environment for both clients and team members.
  • 2025-10-15T14:58:46Z
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