We are looking for an Operations Specialist to join our team in Berkeley, California, on a long-term contract basis. This role offers an exciting opportunity to lead and optimize operational processes while managing key systems and platforms. The ideal candidate will bring expertise in order fulfillment, team leadership, and customer service excellence.<br><br>Responsibilities:<br>• Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery.<br>• Manage order processing workflows, outbound logistics, and related operational systems.<br>• Utilize platforms such as Amazon Vendor Central and Walmart Supplier Link to oversee B2B operations.<br>• Collaborate with Sales, Marketing, and Operations teams to address and resolve order-related challenges.<br>• Develop team capabilities to handle complex customer and dealer requirements effectively.<br>• Drive process improvements to enhance efficiency and accuracy in operations.<br>• Maintain and update order management systems, ensuring data integrity and seamless operations.<br>• Monitor team performance metrics and implement strategies for continuous improvement.<br>• Coordinate with stakeholders to ensure timely resolution of customer inquiries and issues.<br>• Ensure compliance with company policies and industry standards in all operational activities.
We are looking for an experienced Office Manager to oversee and streamline the daily operations of our office in Campbell, California. This is a long-term contract position that requires a proactive and organized individual to ensure the office runs smoothly while supporting team events and administrative needs. Join our dynamic team and contribute to an innovative organization at the forefront of data management and AI.<br><br>Responsibilities:<br>• Manage day-to-day office operations, including scheduling maintenance, handling mail and shipments, and ensuring the availability of office supplies and equipment.<br>• Maintain a clean and organized office environment, including overseeing the kitchen area and maintaining common spaces.<br>• Prepare beverages for the office as needed and coordinate weekly snack and beverage purchases.<br>• Plan and execute team events such as monthly lunches, happy hours, and company-wide gatherings, while staying within budget.<br>• Coordinate logistics for offsite events, including venue selection, travel arrangements, and post-event evaluations.<br>• Handle the procurement and management of promotional materials and event-related items.<br>• Perform general administrative tasks, including filing, calendar management, and supporting various ad hoc projects.<br>• Assist with receptionist duties and provide support for accounts payable processes as needed.<br>• Take on additional responsibilities as assigned by management.
We are looking for a skilled Financial Project Manager to join our team in Fremont, California. In this long-term contract position, you will play a key role in overseeing financial system implementations, data validation, and reporting processes. The ideal candidate will bring a strong background in finance, accounting, and project management, with expertise in Workday Financials.<br><br>Responsibilities:<br>• Collaborate with the implementation team and finance stakeholders to ensure the smooth execution of Workday Financials projects.<br>• Organize and manage project logistics, including coordinating meetings and tracking action items.<br>• Conduct detailed reviews and validations of financial data prior to its migration to Workday systems.<br>• Compare and validate Workday financial reports against legacy systems to ensure accuracy and reliability.<br>• Develop and maintain workbooks to streamline review processes and establish a clear approval hierarchy.<br>• Monitor project timelines and ensure deliverables are completed on schedule.<br>• Provide support during month-end close periods, stepping in to assist with implementation tasks as needed.<br>• Supervise testing cycles and reporting validation to maintain transparency and accuracy of financial data.<br>• Ensure accountability for project deliverables and maintain effective communication with all stakeholders.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Senior Supply Chain Manager to lead the department's analysis and management efforts. In this role, you will develop strategies to optimize inventory levels, oversee procurement activities, and ensure operational efficiency. This position is based in Richmond, California, and offers an opportunity to contribute to the company's success.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the supply chain departments including the procurement and buying departments, driving performance, development, and accountability.</li><li>Set clear goals, KPIs, and conduct regular check-ins to ensure team growth and productivity.</li><li>Foster a collaborative, solutions-driven culture aligned with company values.</li><li>Analyze inventory, sales, and supply chain data to identify trends and inefficiencies.</li><li>Develop data-driven replenishment and inventory strategies using Excel, Power BI, and ERP tools.</li><li>Optimize stock levels to reduce excess, prevent stockouts, and improve fill rates and lead times.</li><li>Drive process automation and continuous improvement to increase efficiency and scalability.</li><li>Mentor and develop procurement staff to strengthen supplier management and leadership skills.</li><li>Partner with Warehouse Managers to optimize space and transfer processes.</li><li>Track KPIs for turnover, stocking efficiency, and overall inventory health.</li><li>Partner with Sales, Account Management, and Supply Chain teams to align inventory with customer demand.</li><li>Manage aged, excess, and obsolete inventory; resolve shortages and item discrepancies.</li><li>Lead initiatives to reduce carrying costs and improve stocking methods.</li><li>Identify strategic inventory opportunities to boost customer satisfaction and efficiency.</li><li>Ensure timely responses and follow-ups to maintain a 100% order fill rate.</li><li>Promote interdepartmental collaboration.</li></ul>
We are looking for an experienced Litigation Legal Secretary to join our team in San Francisco, California. This role is essential in providing comprehensive administrative and legal support to attorneys, ensuring smooth case management and efficient operations. The ideal candidate will have a strong understanding of legal processes and a proactive approach to managing deadlines and priorities.<br><br>Responsibilities:<br>• Coordinate attorney schedules by organizing meetings, depositions, court appearances, and travel plans while tracking filing deadlines and court requirements.<br>• Prepare and format legal documents, including pleadings and correspondence, ensuring accuracy and compliance with state and federal standards.<br>• Manage document submissions for court filings, discovery processes, arbitration, mediation, and hearings.<br>• Handle incoming and outgoing mail efficiently, ensuring timely delivery and proper routing as needed.<br>• Draft correspondence, analyze information, and arrange logistics for court reporters, expert witnesses, and other legal resources.<br>• Create and maintain reminder systems for deadlines and calendar events to support case preparation.<br>• Organize and maintain both client-specific and general files, periodically reviewing them for archiving or closure.<br>• Oversee conflict checks and new matter request forms, ensuring proper documentation and adherence to protocols.<br>• Communicate effectively with clients, maintaining confidentiality and professionalism to uphold attorney-client relationships.<br>• Assist with time entry, billing reviews, and document assembly, as well as any additional administrative tasks as required.
<p>We are seeking a detail-oriented and proactive Property Management Coordinator to oversee and enhance operations related to building facility inspections, board meeting support, vendor management, and compliance with community governing documents. This role requires a strong ability to communicate effectively with Boards of Directors, vendors, and residents, while ensuring timely execution of tasks and adherence to applicable regulations, including Davis-Stirling Act requirements.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Facility Inspections and Maintenance Coordination:</strong></li></ol><ul><li>Conduct routine site inspections to assess building facilities and common areas, documenting necessary repairs or improvements.</li><li>Compile actionable follow-up lists and oversee resolution of identified issues, coordinating with vendors and stakeholders as required.</li></ul><ol><li><strong>Meeting and Administrative Support:</strong></li></ol><ul><li>Prepare and distribute professional board meeting packages within designated timeframes, ensuring compliance with Davis-Stirling Act requirements.</li><li>Attend board meetings in accordance with the Management Agreement, providing input, recording minutes, and drafting detailed follow-up item lists.</li><li>Handle inquiries and directives from Boards of Directors for assigned properties with responsiveness and professionalism.</li></ul><ol><li><strong>Vendor Proposal Management and Project Oversight:</strong></li></ol><ul><li>Facilitate procurement by obtaining and reviewing vendor proposals at the instruction of Boards of Directors.</li><li>Assist in preparing scopes of work for regular maintenance and special projects, ensuring alignment with community goals and standards.</li></ul><ol><li><strong>Budget Preparation and Financial Analysis:</strong></li></ol><ul><li>Collaborate with the Accounting Department to develop annual budgets and supporting documentation for member distribution.</li><li>Review budget comparisons for accuracy, analyze variances, and propose corrective measures to optimize financial reporting.</li><li>Approve invoices and monitor financial reports to ensure compliance with established budgets.</li></ul><ol><li><strong>Community Communications and Compliance:</strong></li></ol><ul><li>Draft and distribute notices, mailings, and email blasts as directed by Boards of Directors, ensuring adherence to Davis-Stirling Act guidelines.</li><li>Manage the issuance of violation notices and other communications in accordance with governing documents and community standards.</li></ul><ol><li><strong>Calendar and Disclosure Management:</strong></li></ol><ul><li>Maintain and update annual community calendars, ensuring timely execution of monthly responsibilities, including disclosures mandated by the Davis-Stirling Act.</li></ul><p><br></p><p><br></p>
<p>Are you a detail-oriented professional with a passion for creating seamless customer experiences and supporting key business initiatives? Join our client's team as a Marketing Assistant and play a vital role in coordinating events, managing logistics, and supporting impactful business engagements! <strong>This ongoing contract opportunity is 5 days/week ON-SITE in San Jose, CA.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Manage calendaring for events such as briefings, tours, and other engagements, ensuring alignment with key business needs.</li><li>Ensure each briefing is fully supported from initial kick-off to post-event follow-up.</li><li>Oversee pre-planning logistics, day-of-event coordination, and post-event reporting.</li><li>Schedule speakers and manage speaker bios, ensuring the speaker lineup aligns with the briefing agenda created by the Manager.</li><li>Elevate the customer experience through attention to detail, including customizations for gifts, swag, virtual backgrounds, room set-up, music, and other special requests.</li><li>Ensure the tour staff is set up for success weekly.</li><li>Handle logistical arrangements, including coordinating calendars, sending invites, booking meeting spaces, managing data entry, and working with vendors for services like catering, A/V, and custom swag.</li><li>Perform regular data entry to support Key Performance Indicator (KPI) and impact reporting on a bi-weekly basis.</li><li>Assist Managers with room set-up and closing duties as needed.</li></ul>
