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13 results for Auditassurance Services Associate in Santa Clara, CA

Office Services Associate

San Francisco, CA
onsite
Temporary / Contract
22.04 - 23.2 USD / Hourly
We are looking for a dependable Office Services Associate to provide on-site operational support for a Contract assignment in San Francisco, California. This position will help ensure a well-organized meeting environment by managing document services, package handling, and attendee support throughout the event. The ideal candidate is service-oriented, detail-focused, and comfortable working in a fast-paced setting while maintaining a composed presence. Responsibilities: • Operate on-site document support services, including scanning, printing, and photocopying materials as needed during the event. • Receive, record, and track incoming and outgoing deliveries to maintain accurate package movement throughout the assignment. • Prepare, issue, and update attendee name badges to support a smooth check-in and event experience. • Replenish printer paper and monitor basic supply levels to keep shared equipment ready for use. • Transport packages and materials to designated on-site locations in a timely and efficient manner. • Provide dependable floor support during assigned shift hours while maintaining business attire and a courteous presence. • Assist with general office services tasks that contribute to efficient daily event operations. • Remain available on-site during scheduled work periods and breaks in accordance with event coverage needs.
2026-08-27T00:00:00Z

Office Services Associate

San Francisco, CA
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a dependable Office Services Associate to support daily workplace operations. This is a Contract position suited for someone who enjoys creating a welcoming office experience, assisting with meeting support, and handling administrative service tasks with care. The ideal candidate brings strong customer service instincts and confidence working with confidential materials in a busy corporate setting. Responsibilities: • Oversee the appearance and readiness of shared office areas, including conference rooms, offices, and common spaces throughout the day. • Monitor inventory levels and restock workplace supplies to help teams and visitors have what they need. • Prepare meeting spaces in advance, provide hospitality-related support during events when needed, and restore rooms afterward. • Assist with mailroom and service center duties during slower periods, including document handling and related operational tasks. • Manage sensitive documents and information with a high level of discretion and attention to security. • Coordinate with onsite leadership and client contacts to communicate updates, priorities, and any timing concerns related to assigned work. • Support front-office and administrative service needs as requested, contributing to a smooth and efficient workplace environment. • Take on additional office services assignments as business needs change. • Perform document scanning and other clerical support activities accurately and efficiently. • Provide courteous day-to-day assistance to employees and guests, ensuring a strong customer service experience.
2026-09-02T00:00:00Z

Office Services Associate

San Francisco, CA
onsite
Temporary / Contract
22 - 23 USD / Hourly
Our client is seeking a professional and customer-focused Office Services Associate to support daily office operations in a corporate environment. This role combines front desk support, hospitality services, mailroom functions, conference room setup, and general office services. The ideal candidate enjoys staying busy, providing excellent customer service, and being a go-to resource for internal employees and visitors. Key Responsibilities<ul><li>Answer and transfer calls using a multi-line phone system.</li><li>Greet visitors and provide professional front desk support.</li><li>Accept deliveries, sort mail, and assist with mailroom operations.</li><li>Set up and break down conference rooms for meetings and events.</li><li>Maintain office, kitchen, and common areas to ensure a professional appearance.</li><li>Monitor and replenish office, pantry, and meeting supplies.</li><li>Support hospitality services, meeting coordination, and office events.</li><li>Assist with copying, scanning, printing, and other office services tasks.</li><li>Handle sensitive and confidential information with professionalism.</li><li>Work closely with onsite management to meet service expectations and deadlines.</li></ul>
2026-08-26T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-08-28T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000 - 156000 USD / Yearly
Anisa Henry is partnered with a wealth management firm is seeking an Associate Wealth Advisor to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. The Associate Wealth Advisor will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential. Ideal Qualifications<ul><li>2-5+ years of wealth management or financial planning experience</li><li>Series 65, CFP, CFA, CPA, or similar professional designation preferred</li><li>Strong communication and relationship management skills</li><li>Client-focused approach to financial planning and advice</li><li>Collaborative mindset with a desire to learn and grow</li></ul>Key Responsibilities<ul><li>Support advisors in delivering financial planning and investment guidance</li><li>Assist with financial plan preparation, analysis, and ongoing client service</li><li>Participate in client meetings and help build long-term client relationships</li><li>Collaborate with team members to provide a high-quality client experience</li><li>Develop the knowledge and skills necessary to assume greater client-facing responsibilities over time</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-09-03T00:00:00Z

Fund Operations Associate

Los Altos, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations Associate | Venture Capital Firm | Palo Alto; Hybrid | Base + Bonus + Equity Join a fast-growing VC firm. With strong growth and increasing AUM, this is an opportunity to join the business at an exciting stage of scale. This is a high-visibility, high-ownership role with broad exposure across fund operations, treasury, client service, and cross-functional initiatives. You'll have the opportunity to build scalable processes, leverage automation and AI, and make a direct impact as the platform continues to grow. Responsibilities<ul><li>Support end-to-end fund operations across a large and growing fund platform </li><li>Process capital calls, distributions, wires, and cash activity </li><li>Manage bank reconciliations and monitor fund cash flows </li><li>Support lines of credit, including advances, repayments, and reconciliations </li><li>Track and reconcile fund fees, expenses, and carried interest accruals </li><li>Partner with fund administrators, custodians, banks, and internal teams to resolve breaks </li><li>Support advisors and investors with operational inquiries </li><li>Build more scalable, automated workflows as the platform grows </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-29T00:00:00Z

Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is partnered with an innovative financial technology platform focused on improving operational efficiency and access within the private markets ecosystem. The platform supports investment professionals and institutions throughout the private investment lifecycle, including investment due diligence, fund operations, portfolio management, and reporting. As the Fund Operations Associate, you will play a critical role in supporting fund operations and treasury activities across a diverse portfolio of investment vehicles. This position is responsible for managing the day-to-day operational processes that support fund administration, including capital activity, cash movements, credit facility administration, investor records management, and coordination with external service providers and internal stakeholders. Success in this role requires strong attention to detail, operational excellence, and a commitment to ensuring accuracy, timeliness, and scalability across fund operations. Why Consider This Opportunity?<ul><li>Join a rapidly growing investment platform with significant business momentum</li><li>Opportunity to work alongside senior leadership and gain broad exposure across the organization</li><li>Competitive benefits package, including comprehensive healthcare coverage</li><li>Flexible paid time off policy</li><li>Innovative, technology-forward environment focused on modernizing and streamlining operational workflows</li><li>Exposure to a dynamic platform managing a large and expanding portfolio of investment vehicles</li><li>Opportunity to contribute to process improvement, automation initiatives, and scalable operational infrastructure</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Auditing Specialist

San Francisco, CA
remote
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for an Auditing Specialist to support audit-related activities for a healthcare-focused organization in San Francisco, California. This position is suited for someone who can review records, interpret regulatory requirements, and prepare clear documentation to support compliance efforts. The ideal candidate brings strong analytical judgment and can work across teams to help maintain accurate audit processes in a highly regulated environment. Responsibilities:<ul><li>Plan and perform fiscal and program audits, including risk reviews, control assessments, transaction testing, and compliance evaluations.</li><li>Document audit results, identify risks and process weaknesses, and recommend improvements.</li><li>Prepare audit reports and communicate findings to management.</li><li>Support corrective action plans, monitor implementation, and assist with external audits, reviews, and special investigations.</li><li>Advise staff on internal controls, fiscal compliance, and audit best practices.</li><li>Maintain accurate audit records, reports, and tracking logs.</li><li>Monitor audit findings and follow-up actions to drive continuous improvement.</li><li>Collaborate with internal teams to ensure timely communication and compliance readiness.</li></ul>
2026-08-12T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-08-03T00:00:00Z

Donor Operations Associate

Capitola, CA
onsite
Temporary / Contract
24 - 27 USD / Hourly
Donor Operations & Community Associate Part-Time | 25 Hours/Week | Santa Cruz CountyOur client is seeking a highly organized and detail-oriented Associate to support fundraising, donor stewardship, grants, workplace campaigns, and community engagement initiatives.Reporting directly to senior leadership, this role will serve as a key resource for donor operations, CRM management, gift processing, grant development, fundraising reporting, and community outreach.Key Responsibilities<ul><li>Manage donor CRM, including gift processing, pledges, sponsorships, acknowledgments, and data integrity.</li><li>Research, prepare, and submit grant proposals and funding applications while managing reporting deadlines and compliance.</li><li>Coordinate workplace giving campaigns, sponsorships, and donor engagement activities.</li><li>Build relationships with donors, sponsors, volunteers, employers, and community partners.</li><li>Support fundraising campaigns, community events, presentations, and organizational initiatives.</li><li>Generate fundraising reports and assist with donation reconciliation and financial reporting.</li><li>Collaborate with internal teams and volunteers to support broader fundraising and community engagement goals.</li></ul>Qualifications<ul><li>2+ years of experience in fundraising, donor relations, grants management, nonprofit administration, or a related field.</li><li>Associate's/Bachelor's degree preferred or equivalent experience.</li><li>Experience with CRM or donor database systems.</li><li>Strong writing, grant writing, communication, and organizational skills.</li><li>Ability to manage multiple priorities independently in a collaborative environment.</li><li>Proficiency with Microsoft Office and cloud-based software.</li><li>Strong interpersonal and presentation skills.</li><li>Bilingual English/Spanish preferred.</li></ul>
2026-08-28T00:00:00Z

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-08-27T00:00:00Z

Accounting Assistant

Santa Clara, CA
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for an Accounting Assistant to join a healthcare organization in Santa Clara, California on a contract-to-permanent basis. This role is ideal for someone at the beginning of their career who enjoys keeping records organized, supporting day-to-day accounting activity, and working closely with cross-functional teams. The position offers hands-on exposure to billing, transaction processing, and administrative coordination in a collaborative onsite environment. Responsibilities: • Enter and maintain financial and administrative information accurately across internal records and accounting systems. • Prepare, organize, and file business documents so materials are easy to retrieve and kept up to date. • Assist with creating and processing client invoices while helping track billing-related details. • Record routine financial activity in QuickBooks, including transaction entry and coding support. • Help with accounts payable and accounts receivable tasks to support smooth daily accounting operations. • Provide support with bank reconciliations and review records for completeness and consistency. • Partner with operations, accounting, and research support teams on special assignments and time-sensitive requests.
2026-09-01T00:00:00Z

Senior Manager | IT Audit

San Francisco, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Title: Senior Manager | San Francisco (Hybrid) I'm partnering with a leading global consulting firm to identify a Senior Manager for its growing San Francisco practice.If you're currently in Big 4 IT Audit, Technology Risk, Internal Audit, SOX, or IT Controls and are looking for broader client exposure, greater ownership, and a collaborative consulting environment, this could be an excellent next step. What you'll be doing:• Lead technology audit and advisory engagements for a diverse portfolio of clients• Advise organizations on IT risk, governance, internal controls, cybersecurity, and emerging technologies• Build and maintain strong client relationships while serving as a trusted advisor• Mentor and develop consultants and senior consultants• Contribute to business development and practice growth initiatives
2026-08-19T00:00:00Z