25 Results for Assistant Property Manager Jobs in Santa Clara, CA

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Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
27 - 28 USD / Hourly
Assistant Property ManagerBrief Job DescriptionWe are seeking an Assistant Property Manager to support property operations, tenant relations, leasing activities, and administrative functions for residential or commercial properties.Responsibilities<ul><li>Assist with tenant communication and service requests</li><li>Support leasing, renewals, and move-in/move-out processes</li><li>Maintain property records, rent rolls, and lease files</li><li>Coordinate with vendors and maintenance staff</li><li>Help monitor occupancy, collections, and property compliance</li><li>Provide administrative support to the Property Manager</li></ul>
2026-10-09T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
25.65 - 29.7 USD / Hourly
We are seeking an experienced Temporary Assistant Property Manager to support an affordable housing community. The ideal candidate will have strong experience with Tax Credit (LIHTC) and Project-Based Housing programs, including resident recertifications, compliance documentation, and audit preparation. This role requires a highly organized, dependable professional who can work independently while providing excellent service to residents and staff.Key Responsibilities<ul><li>Process and manage Tax Credit (LIHTC) and Project-Based Housing recertifications.</li><li>Prepare resident files and documentation for compliance reviews and audits.</li><li>Maintain accurate, complete, and organized resident files, both physical and electronic.</li><li>Assist with audit preparation and ensure compliance-related documentation is up to date.</li><li>Answer incoming calls and respond to resident inquiries professionally.</li><li>Prepare resident correspondence, notices, and letters as needed.</li><li>Post community notices and support day-to-day office operations.</li><li>Provide administrative support to the property management team.</li><li>Maintain confidentiality of resident and property information.</li><li>Deliver professional, patient, and respectful customer service to residents, applicants, and staff.</li></ul>
2026-10-21T00:00:00Z

Affordable Housing Assistant Property Manager

Union City, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
<ul><li>Assist with leasing, applications, resident onboarding, and move-in/move-out processes</li><li>Support certifications, recertifications, and affordable housing compliance documentation</li><li>Maintain resident files, records, and data entry accuracy</li><li>Help collect rent, issue notices, and monitor receivables</li><li>Respond to resident questions and coordinate maintenance requests</li><li>Prepare reports, correspondence, and administrative documents</li><li>Support inspections, audits, and compliance reviews</li><li>Maintain accurate operational records in property management systems</li></ul>
2026-10-16T00:00:00Z

Assistant Property Manager HUD/Tax Credit

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
We are hiring an Assistant Property Manager to support operations at a HUD/Tax Credit property, with a focus on leasing support, compliance paperwork, and resident services.Responsibilities:<ul><li>Assist with leasing, renewals, and move-in/move-out processes</li><li>Maintain tenant files and compliance documentation</li><li>Support HUD and tax credit certification processing</li><li>Respond to resident inquiries and service requests</li><li>Help monitor rent collections and delinquency reports</li><li>Support the Property Manager with daily administrative duties</li></ul>
2026-10-17T00:00:00Z

Property Management Assistant

Oakland, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are seeking a Property Management Assistant to support leasing, resident communication, file maintenance, and day-to-day property operations.Responsibilities:<ul><li>Assist with tenant correspondence and resident requests</li><li>Maintain lease files, notices, and property records</li><li>Support move-ins, move-outs, and renewals</li><li>Help coordinate maintenance requests and vendor communication</li><li>Answer phones and support front office operations</li><li>Assist the property management team with administrative tasks</li></ul>
2026-10-17T00:00:00Z

Senior Property Manager

Palo Alto, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
Senior Property ManagerPosition OverviewWe are seeking an experienced Senior Property Manager to oversee the day-to-day operations, financial performance, maintenance, and tenant relations for a portfolio of residential and/or commercial properties. The ideal candidate will possess strong property management expertise, financial acumen, and exceptional organizational skills. This role is responsible for protecting and enhancing property value while ensuring operational efficiency, regulatory compliance, and a positive tenant experience.Key ResponsibilitiesProperty Operations & Tenant Relations<ul><li>Oversee the daily operations, administration, maintenance, and improvement of assigned properties.</li><li>Serve as the primary point of contact for tenants and resolve complaints, concerns, and service requests in a timely and professional manner.</li><li>Conduct regular property inspections and oversee vacant unit readiness.</li><li>Ensure tenant satisfaction while maintaining compliance with property policies and lease terms.</li><li>Respond to emergencies and coordinate timely resolution of property-related issues.</li></ul>Financial Management<ul><li>Develop, manage, and monitor annual property operating budgets.</li><li>Analyze financial performance, identify variances, and implement corrective actions as needed.</li><li>Oversee rent collection, accounts receivable, and delinquency management.</li><li>Review and approve invoices, payables, and operating expenses.</li><li>Prepare and present monthly, quarterly, and annual financial reports.</li><li>Perform account reconciliations and support month-end close activities.</li><li>Assist with forecasting, expense management, and long-term asset planning.</li></ul>Leasing & Asset Management<ul><li>Manage lease administration, renewals, amendments, and tenant communications.</li><li>Support leasing efforts by preparing lease agreements and negotiating lease terms when necessary.</li><li>Maximize occupancy levels and optimize property performance.</li><li>Monitor market trends and provide recommendations to enhance asset value and competitiveness.</li></ul>Maintenance & Vendor Management<ul><li>Oversee building maintenance programs and capital improvement projects.</li><li>Manage vendor relationships and negotiate service contracts.</li><li>Ensure preventative maintenance programs are executed effectively.</li><li>Supervise third-party contractors and maintenance providers to ensure quality service delivery.</li></ul>Compliance & Risk Management<ul><li>Ensure compliance with federal, state, and local regulations governing property operations.</li><li>Enforce property policies, procedures, and occupancy requirements.</li><li>Coordinate security measures, safety programs, and emergency response procedures.</li><li>Identify and mitigate operational and financial risks.</li></ul>
2026-10-26T00:00:00Z

Property Manager

Hayward, CA
onsite
Temporary / Contract
27 - 35 USD / Hourly
Robert Half's client is looking for an experienced Property Manager to oversee a portfolio of residential communities in Hayward, CA. This is a contract position suited for a hands-on leader who can balance operational performance, regulatory compliance, resident satisfaction, and team development. The role requires close coordination with onsite teams and central support functions to maintain strong property performance and consistent service standards. Strong experience with Low Income Housing Tax Credit is required. Property Manager Responsibilities:• Direct day-to-day portfolio operations by maintaining clear communication between onsite teams and central office partners to support effective oversight and issue resolution.• Lead, coach, and evaluate community management staff, including involvement in hiring decisions, employee development, performance management, and disciplinary actions in alignment with company policies.• Review occupancy trends, financial results, and operational indicators on a regular basis, then recommend practical steps to strengthen performance across assigned properties.• Conduct routine audits of administrative, accounting, and maintenance functions to confirm compliance with internal procedures, regulatory obligations, and quality expectations.• Handle escalated resident concerns and guide site teams toward timely, thorough resolutions that support positive community relations.• Perform scheduled site visits and physical inspections each month to assess property conditions, confirm readiness of vacant units, and identify areas needing maintenance or operational improvement.• Prepare and monitor annual operating and capital budgets, approve expenses within authorized limits, and assess vendor agreements or service contracts when recommendations are needed.• Build productive relationships with lenders, agency representatives, and internal departments while ensuring all applicable housing and regulatory requirements, including HUD-related standards, are followed.• Organize and deliver portfolio meetings and training sessions, while mentoring emerging leaders within the assigned communities and promoting a collaborative, inclusive team environment. If you are interested in this contract Property Manager position, and meet the required experience, please apply today!
2026-10-26T00:00:00Z

Property Manager

Cupertino, CA
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a Property Manager to lead daily operations across two properties in Cupertino, California. This contract opportunity is ideal for someone who can balance resident satisfaction, leasing performance, and property presentation while maintaining strong communication with ownership and regional leadership. The right candidate will take a hands-on approach to site oversight, support occupancy goals, and help ensure each community reflects high operational and appearance standards. Responsibilities: • Direct the day-to-day management of two properties, ensuring smooth operations and consistent service delivery. • Monitor exterior presentation, grounds, and landscaping to keep both communities visually appealing and well maintained. • Uphold property appearance standards in alignment with ownership expectations and overall community quality goals. • Attend recurring meetings with regional leadership and provide updates on operational performance, challenges, and priorities. • Maintain regular communication with ownership during scheduled property visits and share key insights on site conditions and resident matters. • Stay informed on leasing activity, operational issues, and resident concerns in order to respond proactively and effectively. • Market and lease available units to help improve occupancy and support revenue objectives. • Build positive relationships with residents by providing responsive service and clear communication. • Investigate, address, and resolve resident complaints in a timely manner while promoting a positive living experience. • Partner with maintenance personnel to coordinate service needs, follow up on property issues, and support overall site readiness.
2026-10-23T00:00:00Z

Property Manager

San Francisco, CA
onsite
Temporary / Contract
40 - 55 USD / Hourly
We are looking for a Property Manager to oversee daily operations for residential and commercial assets. This Long-term Contract position is ideal for a detail-oriented candidate who can balance tenant service, financial oversight, and building performance while protecting property value. The role requires strong judgment, attention to detail, and the ability to coordinate leasing, maintenance, and compliance activities in a fast-paced real estate environment. Responsibilities:• Direct the day-to-day management of assigned properties, ensuring smooth building operations across residential and commercial spaces.• Prepare and monitor operating budgets, review financial performance, track variances, and take corrective steps to keep expenses aligned with plans.• Support rent collection, payment processing, account reconciliation, and month-end financial activities with accuracy and timeliness.• Address tenant concerns promptly, enforce occupancy standards, and maintain positive client relationships through responsive service.• Coordinate repairs, preventive maintenance, and vendor work to keep building systems functioning effectively and properties well maintained.• Oversee leasing activity by assisting with lease documentation, renewals, and negotiations for new or existing tenants.• Maintain site safety and security measures by working with service providers, upholding building procedures, and responding to urgent issues when needed.• Ensure compliance with applicable federal, state, and local regulations, including property-related documentation and operational requirements. ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013513544**
2026-10-26T00:00:00Z

Property Manager

Cupertino, CA
onsite
Temporary to Hire
24.7 - 28.6 USD / Hourly
We are looking for an experienced Property Manager to oversee daily operations for a portfolio based in California. This contract opportunity is ideal for someone who can balance property performance, resident satisfaction, and strong presentation standards across residential communities. The person in this role will serve as a key point of contact for ownership, support occupancy goals, and help ensure each property operates efficiently and professionally. Responsibilities: • Direct day-to-day management activities for two properties, ensuring smooth operations and consistent service delivery • Monitor exterior appearance and grounds maintenance to uphold strong curb appeal and community standards • Evaluate property conditions regularly and take action to maintain a clean, attractive environment aligned with ownership expectations • Attend recurring meetings with regional leadership to provide updates, discuss priorities, and align on operational goals • Maintain clear communication with ownership during scheduled monthly visits and share relevant property insights • Remain informed on resident issues, site activity, and overall property performance to support timely decision-making • Promote available units, manage leasing efforts, and contribute to occupancy growth across the portfolio • Build positive resident relationships by responding to concerns and helping resolve service-related issues promptly • Partner with maintenance personnel to coordinate repairs, follow up on open items, and support quality property upkeep
2026-10-26T00:00:00Z

Affordable Housing Property Manager

Union City, CA
onsite
Temporary / Contract
27 - 29 USD / Hourly
<ul><li>Manage daily property operations, leasing activity, and resident relations</li><li>Oversee affordable housing compliance, certifications, and recertifications</li><li>Monitor occupancy, renewals, rent collections, and delinquency activity</li><li>Coordinate maintenance operations, inspections, and vendor services</li><li>Supervise on-site staff and support team performance</li><li>Prepare budgets, reports, and operational updates</li><li>Resolve escalated resident concerns in a timely and professional manner</li><li>Maintain organized files, compliance documentation, and audit readiness</li></ul>
2026-10-16T00:00:00Z

Property Manager Affordable Housing

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
We are seeking an experienced Property Manager to oversee daily operations for an affordable housing community while ensuring compliance, resident satisfaction, and property performance.Responsibilities:<ul><li>Manage day-to-day property operations</li><li>Oversee leasing, occupancy, and rent collections</li><li>Ensure compliance with affordable housing regulations and program requirements</li><li>Supervise site staff and vendors</li><li>Handle resident relations and resolve issues promptly</li><li>Prepare reports, budgets, and property records</li></ul>
2026-10-17T00:00:00Z

Assistant Controller, Real Esate

Menlo Park, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a well-established private investment organization in Menlo Park seeking an Assistant Controller to join its growing accounting team.The firm manages a diverse portfolio spanning venture capital, private investments, real estate, and alternative assets. This is an opportunity to take on a broad, hands-on accounting role with significant exposure to investment and property accounting, while working closely with senior finance leadership in a collaborative, long-term environment. The firm also embraces AI and automation to improve accounting processes and reporting. Key Responsibilities<ul><li>Oversee investment accounting activities, including capital transactions, investment reconciliations, valuations, and portfolio reporting.</li><li>Maintain investment records and accounting entries in NetSuite, following applicable GAAP and ASC 820 guidelines.</li><li>Manage accounting for multiple real estate and property management entities, including rental income, operating expenses, and vendor payments.</li><li>Support construction and development projects by monitoring project costs, capital expenditures, and progress billings.</li><li>Lead monthly close activities, including journal entries, balance sheet reconciliations, accruals, and financial reporting.</li><li>Prepare and review consolidated financial statements across multiple entities.</li><li>Assist with cash flow forecasting, budgeting, tax preparation, and annual filings.</li><li>Strengthen accounting procedures and internal controls while identifying opportunities to leverage AI and automation.</li><li>Partner with the Director of Investment Accounting and CAO on reporting improvements and special projects.</li></ul>
2026-10-13T00:00:00Z

Commercial Property Manager

Palo Alto, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Commercial Property Manager Real estate investment, development, and ownership company focused on high-quality, value-add commercial properties in supply-constrained downtown markets. Company own and operate a portfolio of office, retail, mixed-use, and residential assets across markets including Palo Alto, Menlo Park, Mountain View, Redwood City, and San Francisco. We are looking for a highly organized, detail-oriented, and proactive Commercial Property Manager who can help keep our portfolio running smoothly and make day-to-day execution more predictable, professional, and efficient.Position OverviewThe Commercial Property Manager / Portfolio Operations Manager will oversee the day-to-day operations of a portfolio of Bay Area commercial properties, with a focus on tenant communication, vendor coordination, maintenance follow-up, property inspections, lease administration support, small project management, and overall tenant experience.This person should be comfortable managing multiple small-to-mid-sized properties, working directly with tenants, vendors, brokers, contractors, architects, and internal team members. The right candidate will be proactive, organized, responsive, and able to identify issues before they become larger problems.This is an important role for a boutique real estate owner-operator where people wear multiple hats. The ideal candidate is not just collecting work orders, but actively thinking about how each property should feel, operate, lease, and improve over time. Qualifications• 5+ years of property management, commercial real estate operations, asset management support, facilities management, or related real estate experience.• Experience with commercial office, retail, mixed-use, or downtown properties preferred.• Strong vendor management and tenant communication skills.• Ability to manage multiple properties, projects, vendors, and deadlines at the same time.• Strong written and verbal communication skills.• Comfortable reviewing leases, vendor proposals, invoices, budgets, and operating expenses.• Strong attention to detail and follow-through.• Ability to visit properties regularly across the Bay Area.• Experience with Yardi, AppFolio, MRI, Building Engines, Angus, Excel, Google Workspace, Microsoft Office, or similar tools preferred.
2026-10-01T00:00:00Z

Assistant Controller

Santa Clara, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an Assistant Controller to join our team in Santa Clara, California. In this role, you will assist the Controller in managing accounting operations, financial reporting, and internal controls. This position requires strong attention to detail, expertise in construction accounting, and a collaborative approach to working with various departments. Responsibilities: • Lead and support monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting. • Prepare and analyze financial statements in compliance with industry standards and organizational requirements. • Manage job cost accounting tasks, including tracking schedules, cost-to-complete calculations, and percentage-of-completion reports. • Perform reconciliations for general ledger accounts and balance sheet items to maintain data accuracy. • Contribute to cash flow forecasting and budgeting to support organizational financial planning. • Oversee revenue recognition and contract accounting processes to ensure compliance with relevant guidelines. • Collaborate with project managers to evaluate job performance, profitability, and variance analysis. • Develop and enhance internal controls, accounting policies, and procedures to improve operational efficiency. • Coordinate audits, tax preparation, and external reporting to meet regulatory and compliance obligations. • Supervise and guide accounting staff, supporting growth and effective team collaboration.
2026-10-16T00:00:00Z

Assistant Controller

Menlo Park, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Assistant Controller📍 Menlo Park, CA (Hybrid)🏢 Family Office + Alternative Investments💰 Competitive Base + Bonus + Great Benefits The OpportunityJoin a sophisticated investment organization as an Assistant Controller, supporting both investment and real estate accounting. This highly visible role offers broad exposure across private investments, property operations, financial reporting, and process improvement, with a strong focus on automation and accounting excellence. Key areas of responsibility include:<ul><li>Investment and partnership accounting</li><li>Real estate and property accounting</li><li>Financial reporting and consolidations</li><li>Month-end close and cash planning</li><li>Process improvement, automation, and AI initiatives</li></ul>Key Responsibilities<ul><li>Oversee accounting and reporting for private investments, including capital activity, valuations, reconciliations, and K-1 reporting.</li><li>Manage property and real estate accounting, including budgets, operating expenditures, capital projects, and entity consolidations.</li><li>Support monthly and annual close activities, financial reporting, cash forecasting, and tax-related filings.</li><li>Partner with investment, finance, and operational teams to drive reporting accuracy and business insights.</li><li>Strengthen internal controls, improve accounting processes, and leverage technology and AI tools to enhance efficiency and scalability.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-09T00:00:00Z

Assistant Controller

Menlo Park, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Assistant Controller📍 Menlo Park, CA (Hybrid)🏢 Family Office + Alternative Investments💰 Competitive Base + Bonus + Great Benefits The OpportunityJoin a sophisticated investment organization as an Assistant Controller, supporting both investment and real estate accounting. This highly visible role offers broad exposure across private investments, property operations, financial reporting, and process improvement, with a strong focus on automation and accounting excellence. Key areas of responsibility include:<ul><li>Investment and partnership accounting</li><li>Real estate and property accounting</li><li>Financial reporting and consolidations</li><li>Month-end close and cash planning</li><li>Process improvement, automation, and AI initiatives</li></ul>Key Responsibilities<ul><li>Oversee accounting and reporting for private investments, including capital activity, valuations, reconciliations, and K-1 reporting.</li><li>Manage property and real estate accounting, including budgets, operating expenditures, capital projects, and entity consolidations.</li><li>Support monthly and annual close activities, financial reporting, cash forecasting, and tax-related filings.</li><li>Partner with investment, finance, and operational teams to drive reporting accuracy and business insights.</li><li>Strengthen internal controls, improve accounting processes, and leverage technology and AI tools to enhance efficiency and scalability.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Facilities Assistant

Mountain View, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We're looking for a hands-on, proactive Facilities Assistant to help create an exceptional workplace experience in a fast-growing startup environment. This role is ideal for someone who enjoys wearing multiple hats, solving problems on the fly, and ensuring the office runs smoothly so employees can do their best work.Key Responsibilities<ul><li>Support day-to-day office and facilities operations</li><li>Conduct office walkthroughs to maintain a clean, organized, and fully stocked workplace</li><li>Coordinate with vendors, building management, and service providers</li><li>Assist with office moves, workstation setups, and onboarding logistics</li><li>Manage office, kitchen, and facilities supplies and inventory</li><li>Support company events, all-hands meetings, and employee engagement activities</li><li>Respond to facility requests and troubleshoot workplace issues</li><li>Help maintain a safe, welcoming, and employee-focused office environment</li></ul>
2026-10-16T00:00:00Z

Facilities Assistant

Menlo Park, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are seeking a reliable and service-oriented Facilities Assistant to support the day-to-day operations of our office. This role is responsible for maintaining a safe, organized, and welcoming workplace while assisting with office services, vendor coordination, and facility-related requests.Key Responsibilities<ul><li>Support daily office and facilities operations</li><li>Respond to employee facility requests and work orders</li><li>Coordinate with vendors, building management, and service providers</li><li>Assist with office moves, conference room setups, and event support</li><li>Monitor and replenish office, kitchen, and facilities supplies</li><li>Conduct routine office walkthroughs to ensure a clean and functional workplace</li><li>Support safety, security, and workplace standards</li></ul>
2026-10-16T00:00:00Z

Associate Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Anisa Henry is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role. Ideal for a CFP professional who is passionate about financial planning and eager to grow, this opportunity allows you to build advisory expertise within a collaborative, growth-oriented environment dedicated to delivering exceptional client outcomes. Responsibilities: Client & Meeting Support Prepare client meeting materials, agendas, reports, and supporting information.Participate in client meetings and increasingly contribute as experience develops.Document client decisions, commitments, and action items. Handle routine client communications and service requests.Follow up with clients for information, documents, signatures, and outstanding items. Provide backup coverage for Lead Advisors on routine matters. Financial PlanningGather, organize, and maintain client financial information.Prepare and update financial plans under the direction of the Lead Advisor.Support retirement, cash flow, tax, estate, insurance, and other planning analyses.Coordinate information needed by Financial Planning, Investment, Tax, Estate, and other specialists.Identify missing information, inconsistencies, deadlines, and issues requiring additional review.Support implementation of planning recommendations following client and Lead Advisor approval. Coordination & Execution Translate client decisions and advisor direction into specific tasks and next steps.Track client requests, planning work, paperwork, and internal deliverables through completion.Maintain accurate client records, meeting notes, tasks, and deadlines.Follow up on outstanding work and escalate delays or unresolved issues.Help ensure recurring client service and planning activities are completed on schedule.Investment Support Develop and maintain knowledge of the firm's investment approach and client portfolios.Prepare portfolio review materials and related client information. Identify portfolio or client changes requiring review by the Lead Advisor or Investment team.Support implementation and follow-through on approved investment decisions. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-10-26T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 San Ramon, CA [Hybrid, 4-5 days in office]🏢 Independent Wealth Management Firm💰 Competitive Base + Discretionary Bonus Anisa Henry is partnered with a growing independent wealth management firm in the search for an Associate Advisor. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets. The Role:You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. We are looking for someone who is both analytical and operational:<ul><li>Analytical: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.</li><li>Operational: Able to manage client communications, sit in meetings, take notes…</li></ul>Key Responsibilities<ul><li>Partner with senior advisors to support client relationships, projects, and business operations.</li><li>Assist with financial planning, investment analysis, and meeting preparation.</li><li>Participate in client meetings and manage follow-up action items.</li><li>Support client communications, onboarding, and ongoing service needs.</li><li>Serve as a trusted client contact while developing advisory expertise.</li></ul>Planning & Operations Support<ul><li>Review client financial information and maintain accurate records.</li><li>Track meeting notes, action items, and planning deliverables.</li><li>Help improve planning workflows and operational processes.</li><li>Assist with insurance and risk management planning.</li></ul>Client Service<ul><li>Maintain CRM records and manage client documentation.</li><li>Coordinate with financial institutions and third-party partners.</li><li>Process account openings, transfers, and maintenance requests.</li><li>Prepare client meeting materials and provide proactive communication.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 San Ramon, CA (On-Site)🏢 Thriving Wealth Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits + Long-Term Incentives A growing and highly respected wealth management firm overseeing billions in client assets is seeking an Associate Advisor to join a successful advisory team serving high-net-worth individuals, families, and retirement plan clients. This is an exceptional opportunity to gain hands-on experience in comprehensive financial planning while working alongside experienced advisors in a collaborative, growth-oriented environment. What You'll Do<ul><li>Partner with Senior Advisors to deliver comprehensive wealth management and financial planning services</li><li>Prepare and update financial plans covering retirement, investment, tax, insurance, and estate planning strategies</li><li>Participate in client meetings and assist with relationship management initiatives</li><li>Conduct financial analysis, planning research, and investment-related due diligence</li><li>Prepare meeting materials, recommendations, and client review presentations</li><li>Coordinate implementation of planning recommendations and follow up on client action items</li><li>Collaborate with client service, operations, and compliance teams to deliver an exceptional client experience</li><li>Support retirement plan participants and business-owner clients through ongoing service and planning discussions</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
105000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, highly regarded wealth management firm known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a long-term career in financial advising with strong mentorship, training, and exposure to experienced advisors. Partner closely with a highly productive Senior Advisor across financial planning, client meetings, planning analysis, and ongoing relationship management. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions. Responsibilities<ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Associate Advisor

Danville, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-17T00:00:00Z

Assistant Controller, Family Office

Menlo Park, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a well-established private investment organization in Menlo Park seeking an Assistant Controller to join its growing accounting team.The firm manages a diverse portfolio spanning venture capital, private investments, real estate, and alternative assets. This is an opportunity to take on a broad, hands-on accounting role with significant exposure to investment and property accounting, while working closely with senior finance leadership in a collaborative, long-term environment. The firm also embraces AI and automation to improve accounting processes and reporting. Responsibilities<ul><li>Oversee investment accounting activities, including capital transactions, investment reconciliations, valuations, and portfolio reporting.</li><li>Maintain investment records and accounting entries in NetSuite, following applicable GAAP and ASC 820 guidelines.</li><li>Manage accounting for multiple real estate and property management entities, including rental income, operating expenses, and vendor payments.</li><li>Support construction and development projects by monitoring project costs, capital expenditures, and progress billings.</li><li>Lead monthly close activities, including journal entries, balance sheet reconciliations, accruals, and financial reporting.</li><li>Prepare and review consolidated financial statements across multiple entities.</li><li>Assist with cash flow forecasting, budgeting, tax preparation, and annual filings.</li><li>Strengthen accounting procedures and internal controls while identifying opportunities to leverage AI and automation.</li><li>Partner with the Director of Investment Accounting and CAO on reporting improvements and special projects.</li></ul>
2026-10-12T00:00:00Z

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