We are looking for a personable and detail-oriented Receptionist to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring smooth communication and operations within the office. The ideal candidate will be organized, friendly, and able to confidently manage a multi-line phone system while delivering exceptional customer service.<br><br>Responsibilities:<br>• Greet and assist visitors with a detail-oriented and welcoming demeanor.<br>• Answer and manage a multi-line phone system, ensuring calls are directed appropriately.<br>• Handle inbound calls promptly and efficiently, providing accurate information or routing them as needed.<br>• Maintain the reception area to ensure it is clean, organized, and presentable.<br>• Support administrative tasks, such as scheduling appointments or managing correspondence.<br>• Manage switchboard operations for handling multiple phone lines simultaneously.<br>• Provide part-time reception coverage while ensuring seamless office operations.<br>• Collaborate with team members to address inquiries and provide solutions.<br>• Uphold company policies and maintain confidentiality when handling sensitive information.
<p>A San Francisco law office is seeking a reliable Temporary Administrative Assistant with strong data entry experience for urgent, short-term onsite coverage. This is a 3-day assignment supporting high-volume data entry, filing, and file-closing work during a busy period.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Perform accurate, high-volume data entry into internal systems and spreadsheets</li><li>Enter, update, and verify client and matter information</li><li>File and organize physical and electronic documents</li><li>Assist with closing out client files and records</li><li>Provide general administrative and clerical support as needed</li><li>Handle confidential information with discretion and attention to detail</li></ul>
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.
<p>Robert Half is looking for an Office Administrator for a local school in South San Francisco. Our client is looking for a detail-oriented and friendly Receptionist to join our team in South San Francisco, California. This role will interact heavily with parents and the community. If you are interested in front facing roles, this could be a great opportunity for you!</p><p><br></p><p>Please find the details below and if interested, apply now. We are looking to interview people immediately to hopefully start someone on Monday. Do not wait. Apply ASAP!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Operate a centralized telephone system, direct calls to appropriate personnel; receive and transmit messages; provide general information and assistance to callers as needed.</li><li>Greet and assist parents, students and other visitors; screen and direct visitors to appropriate District Offices, school sites and personnel; provide informational materials and assistance to visitors and general public.</li><li>Receive, sort, and distribute incoming, outgoing and internal mail and correspondence; receive and distribute incoming packages; assist other staff in preparing bulk mailings</li><li>Perform a variety of specialized clerical tasks including data entry, typing, filing and record keeping.</li><li>Perform general clerical support duties including duplicating, assembling and distributing a variety of materials including forms, letters, memoranda and informational materials.</li><li>Establish, update and maintain a variety of assigned records and files that may contain confidential material.</li><li>Order office supplies in accordance with established procedures; type purchase orders.</li><li>Operate a variety of office equipment including a copier, typewriter, fax machine, copier and a computer and assigned software; maintain and arrange for repairs of office equipment.</li><li>Maintain reception area in an orderly and attractive manner; organize and update District bulletin boards.</li><li>Managing the set up of new volunteers, coaches and classified substitute application files, review for completeness and update as additional materials are received.</li></ul>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Oakland, California. In this role, you will play a key part in ensuring smooth office operations by managing administrative tasks and providing exceptional support to the team. The ideal candidate is organized, attentive to detail, and capable of handling various responsibilities in a fast-paced environment.<br><br>Responsibilities:<br>• Manage daily administrative functions, including scheduling, filing, and correspondence.<br>• Answer incoming calls promptly and courteously, directing inquiries to the appropriate team members.<br>• Handle data entry tasks with accuracy and attention to detail.<br>• Provide receptionist support by greeting visitors and ensuring a welcoming office environment.<br>• Maintain organized records and ensure proper documentation of office activities.<br>• Assist with preparing reports and presentations as needed.<br>• Support team members by coordinating meetings and managing calendar appointments.<br>• Monitor office supplies and coordinate replenishment when necessary.<br>• Ensure compliance with office policies and procedures.<br>• Collaborate with team members to improve administrative processes.
<p>We are seeking a highly organized and motivated Bilingual Spanish Administrative Assistant to support our office operations and act as a key liaison for our Spanish-speaking clients and partners. You will play a vital role in ensuring clear communication and efficient administrative processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for Spanish- and English-speaking clients by phone, email, and in-person</li><li>Translate and prepare documents and correspondence between English and Spanish</li><li>Assist with scheduling meetings, maintaining calendars, and organizing office events</li><li>Perform data entry, filing, and recordkeeping with high accuracy</li><li>Prepare reports, presentations, and communications as needed</li><li>Support the team with ad hoc administrative tasks and projects</li></ul>
<p>A well-established Marin County law firm is seeking a Legal Receptionist to join their team onsite in San Rafael. This is a contract-to-hire opportunity offering long-term stability for a polished, client-facing professional who thrives in a fast-paced legal environment.</p><p>This role is ideal for someone who enjoys being the first point of contact, takes pride in creating a welcoming office experience, and can confidently communicate with Spanish-speaking clients.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients, visitors, and callers, both in person and over the phone</li><li>Professionally greet and assist Spanish- and English-speaking clients</li><li>Answer and route high-volume calls, take detailed messages, and manage follow-ups</li><li>Coordinate conference room scheduling and support day-to-day front office operations</li><li>Assist with incoming and outgoing mail, document intake, and general administrative support</li><li>Maintain a clean, organized, and professional reception area</li></ul><p><br></p>
<p><strong>Responsibilities:</strong></p><ul><li>Manage scheduling and calendar coordination for executives or team members</li><li>Prepare reports, spreadsheets, and presentations</li><li>Handle phone calls, emails, and correspondence professionally</li><li>Organize and maintain files, records, and office supplies</li><li>Support project work and assist with travel arrangements</li></ul><p><br></p>
<p><strong>Looking for Tax Credit and Hud experience!</strong></p><p><br></p><p>We are looking for a detail-oriented Administrative Assistant to support daily operations in a dynamic environment. This role involves managing communication channels, organizing schedules, and ensuring the accuracy of administrative tasks. Based in South San Francisco, California, this is a long-term contract position ideal for someone with strong organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Handle and respond to inbound calls, ensuring clear and attentive communication and prompt resolution of inquiries.</p><p>• Provide excellent customer service by addressing client needs and maintaining positive relationships.</p><p>• Perform accurate data entry tasks to maintain up-to-date and organized records.</p><p>• Manage email correspondence, including drafting, responding, and organizing messages.</p><p>• Coordinate and manage inbound and outbound calls to support operational workflows.</p><p>• Utilize Microsoft Office tools, including Excel, Word, PowerPoint, and Outlook, for various administrative tasks.</p><p>• Schedule appointments and maintain calendars to ensure efficient time management.</p><p>• Support team members by preparing documents, presentations, and reports as needed.</p><p>• Assist in organizing meetings and events by coordinating logistics and resources.</p>
<p>The Senior Administrative Assistant is responsible for high-level administrative support, working closely with executives and teams to ensure seamless daily operations. This position requires excellent judgment, multitasking, and communication skills.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex calendars and schedule meetings across multiple time zones</li><li>Coordinate travel arrangements and prepare expense reports</li><li>Draft, proofread, and format critical company correspondence</li><li>Prepare agendas and materials for meetings; record and distribute minutes</li><li>Conduct research and collect data for executive decision making</li><li>Mentor and support junior administrative staff</li></ul>
<p>Robert Half's insurance industry client in Walnut Creek, CA is seeking a contract-to-permanent Senior. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Senior Administrative Assistant duties include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today!</p>
<p>Are you a strategic thinker, master communicator, and calendar management guru? We’re seeking an exceptional Executive Assistant to join our team in the Concord, CA area and support senior leadership in a fast-paced, highly impactful environment.</p><p><br></p><p><strong>Why You’ll Love This Role:</strong> You’ll go beyond classic administrative duties and play a key part in driving operational efficiency. You’ll manage complex schedules, solve problems proactively, and serve as the go-to resource for executive support—helping our leaders stay focused on what matters most.</p><p><strong>What the Executive Assistant Will Do:</strong></p><ul><li>Coordinate and optimize busy executive calendars, ensuring meetings, appointments, and priorities are seamlessly managed</li><li>Anticipate needs and proactively remove roadblocks, using strategic thinking to support leaders’ goals</li><li>Prepare materials and organize travel, meetings, presentations, and communications with professionalism and attention to detail</li><li>Serve as a trusted liaison between executives and internal/external partners, drafting essential correspondence and organizing briefings</li><li>Maintain confidential documents, process expenses, and contribute to process improvements across teams</li><li>Support workflow automation initiatives and leverage digital tools to maximize productivity</li><li>Tackle challenges before they arise—your problem-solving skills will set you apart!</li></ul><p>If you're interested in this Executive Assistant position, submit your resume today!</p>
<p>Our client, a San Francisco–based law firm, is seeking a reliable, detail-oriented File Clerk to support its HR department with a short-term, onsite document scanning and filing project. This role is best suited for someone who enjoys focused, heads-down work, is comfortable handling confidential materials, and can work independently in a professional office environment. This assignment will support the firm’s HR team by scanning, organizing, and accurately filing confidential HR documents. The project involves approximately 13 boxes of mixed materials and is expected to last a couple of weeks, depending on volume.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Scan physical HR documents using office scanning equipment</li><li>Organize and file documents using logical HR-related categories</li><li>Maintain accuracy, organization, and attention to detail throughout</li><li>Handle confidential information with professionalism and discretion</li><li>Work independently onsite with minimal supervision</li></ul><p><br></p>
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
We are looking for a highly organized and bilingual Administrative Assistant fluent in both English and Spanish to join our team in San Rafael, California. This long-term contract position is ideal for someone who thrives in a dynamic environment and enjoys providing exceptional administrative support. The role involves managing various office tasks, facilitating communication, and ensuring smooth day-to-day operations.<br><br>Responsibilities:<br>• Provide comprehensive administrative support, including preparing reports, maintaining schedules, and handling confidential records.<br>• Manage calendars by scheduling meetings, booking appointments, and coordinating events.<br>• Perform general office tasks such as filing, data entry, and ordering supplies to maintain efficient operations.<br>• Act as a communication liaison between team members, clients, and vendors, ensuring timely and accurate information exchange.<br>• Answer inbound calls and assist with receptionist duties, delivering excellent customer service.<br>• Support team members with various clerical duties and special projects as assigned.<br>• Ensure all administrative tasks are completed accurately and on time, adhering to company standards.<br>• Utilize Microsoft Office Suite to prepare documents, spreadsheets, and presentations as required.
<p>Robert Half's client is seeking an Administrative Assistant to join a non-profit organization in Martinez, California. In this PART-TIME, contract position, you will play a vital role in supporting office operations, handling public inquiries, and ensuring accurate documentation and records management. This opportunity is ideal for someone who thrives in a fast-paced environment and enjoys multitasking while maintaining high levels of organization.</p><p><br></p><p>Administrative Assistant Responsibilities Include:</p><p>• Respond to public inquiries, route requests to appropriate departments, and provide excellent customer service.</p><p>• Manage claims processing by logging, coordinating, and tracking deadlines while maintaining accurate documentation.</p><p>• Handle requests under the California Public Records Act by clarifying inquiries, coordinating searches, and preparing responsive records.</p><p>• Organize, index, and maintain records through filing, scanning, and retention tracking according to established schedules.</p><p>• Provide administrative support such as preparing documents, entering data, scheduling appointments, and maintaining office logs.</p><p>• Assist with clerical accounting tasks, including processing invoices, purchase requests, and reimbursements while maintaining accurate records.</p><p>• Utilize office software and document management systems, ensuring confidentiality of sensitive information.</p><p>• Support the City Clerk with daily office functions and ensure compliance with policies and standards.</p><p>• Maintain clear and effective communication and business correspondence in all interactions.</p><p>• Prioritize tasks effectively and work independently while managing multiple deadlines.</p><p><br></p><p>If you are interested in this part-time Administrative Assistant position, please submit your resume today for immediate consideration.</p>
<p>We are looking for a Bilingual Chinese Administrative Assistant who can facilitate smooth office operations and effective communication between Chinese- and English-speaking stakeholders.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist clients and visitors in both Mandarin and English</li><li>Translate and interpret communications, documents, and reports</li><li>Maintain digital and physical filing systems</li><li>Manage calendars, meeting invites, and travel arrangements</li><li>Support teams with data entry and administrative projects</li><li>Liaise with vendors and prepare purchase orders as needed</li></ul>
<p>Our client, a distinguished historical location, is seeking a part-time Administrative Assistant on a contract basis in Oakland, California. This part-time role offers an exciting opportunity to contribute to the efficient management of donor databases and support administrative operations in a dynamic environment. The ideal candidate will have experience with donor management systems and a passion for maintaining organization and accuracy in administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Manage and update donor information using DonorPerfect and Raiser’s Edge systems.</p><p>• Perform accurate data entry to ensure the integrity of records and donor details.</p><p>• Provide general administrative support, including scheduling meetings and preparing reports.</p><p>• Assist in implementing new technology solutions to enhance administrative workflows.</p><p>• Respond to inquiries and maintain attentive and precise communication with donors and stakeholders.</p><p>• Organize and maintain office files, both digitally and physically, for easy access.</p><p>• Collaborate with team members to streamline processes and improve efficiency.</p><p>• Generate detailed reports and analytics related to donor contributions and trends.</p><p>• Support event planning and coordination efforts as needed.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Touch Service</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its tight‑knit, growing team. The firm provides institutional‑quality investment advice and a virtual family office experience to a select group of clients. With a small team and a highly personalized service model, this role is critical in delivering a seamless, detail‑perfect client experience.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high‑integrity environment and enjoys both relationship management and operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Service Associate</strong> (or <strong>Senior CSA</strong>, depending on experience) plays a central role in client service, account administration, and operational support. You’ll work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and accurate handling of all client requests. Due to the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and assist with follow‑up tasks</li><li>Maintain accurate client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and completion</li><li>Assist with compliance processes and documentation retention</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and assist with CRM updates and task management</li><li>Collaborate with the advisory and investment teams to support planning and portfolio work</li><li>Support compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and high‑quality work</li><li>Individuals who enjoy being a trusted support partner to both clients and advisors</li><li>Those who thrive in a boutique, collaborative, and highly professional environment</li><li>Candidates who appreciate a role where accuracy, responsiveness, and client care are paramount</li></ul>
We are looking for a dedicated Legal Assistant to provide comprehensive support to attorneys and ensure the efficient operation of legal cases and firm processes. This role requires a proactive individual who excels in managing legal documentation, scheduling, correspondence, and trial preparation. The ideal candidate will possess strong organizational skills and a deep understanding of litigation procedures.<br><br>Responsibilities:<br>• Open and close legal cases by obtaining necessary contracts, authorizations, and case details, and ensure proper documentation is circulated.<br>• Draft, prepare, and send legal correspondence, including communications with clients and other relevant parties.<br>• Coordinate travel arrangements for attorneys and manage incoming mail and service documents appropriately.<br>• Order and organize investigation reports and medical records for case files.<br>• Transcribe dictation promptly and maintain attorney calendars for appointments, depositions, and court schedules.<br>• Create, maintain, and organize both physical and electronic case files, ensuring all documents are saved and routed correctly.<br>• Prepare and file complaints, motions, and other pleadings in state and federal courts, adhering to deadlines and filing requirements.<br>• Schedule court appearances, depositions, and client meetings, arranging for interpreters or videographers when necessary.<br>• Assist in trial preparation by organizing trial binders, exhibits, and other materials, and coordinating expert witnesses and jury instructions.<br>• Manage discovery processes, ensuring timely receipt and distribution to attorneys, paralegals, and clients.
We are looking for an experienced Executive Assistant to join our team on a contract basis in St. Helena, California. In this role, you will provide high-level administrative and operational support to the Chief Sales Officer while ensuring the seamless coordination of meetings, events, and special projects. This position requires excellent organizational skills, attention to detail, and the ability to manage multiple priorities with discretion and a focus on detail.<br><br>Responsibilities:<br>• Coordinate and oversee logistics for sales meetings and events, including bi-weekly calls, leadership gatherings, and national conferences.<br>• Manage all aspects of meeting planning, such as booking travel, arranging accommodations, preparing agendas, and handling post-event follow-up.<br>• Track and assign tasks across departments to ensure timely completion of meeting and project deliverables.<br>• Drive initiatives to improve sales operations, enabling the team to focus on execution in the market.<br>• Provide comprehensive administrative support to the Chief Sales Officer, including calendar management, travel coordination, and expense reporting.<br>• Prepare and organize materials for leadership meetings and reports, ensuring accuracy and timeliness.<br>• Act as a liaison between internal teams and external partners to facilitate clear and effective communication.<br>• Assist in the planning and execution of special projects and team events.<br>• Process invoices, maintain organized records, and ensure proper coding and approvals.<br>• Promote and uphold workplace safety practices, including training staff, following safety protocols, and maintaining a clean and detail-oriented environment.
<p>Our client, a well‑established law firm, is looking for support for the personal injury side of their practice. They are seeking a Legal Assistant to support two attorneys in their Oakland office on an ongoing contract basis. This role provides drafting, discovery, and case management support for plaintiff-side PI matters. The ideal candidate is organized, proactive, and comfortable working in a fast‑paced, deadline‑driven environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Draft, format, and prepare pleadings, discovery, subpoenas, settlement demands, and correspondence</li><li>E‑file documents with California state courts, ensuring compliance with deadlines and local rules</li><li>Manage attorney calendars, including hearings, depositions, mediations, IMEs, and other key dates</li><li>Maintain organized case files—both digital and physical—including medical records and evidence</li><li>Communicate professionally with clients, medical providers, insurance adjusters, and opposing counsel</li><li>Request, track, and summarize medical records, billing, police reports, and other case documentation</li><li>Prepare and track subpoenas; coordinate with process servers and records vendors</li><li>Assist with trial preparation, including exhibits, binders, and pretrial filings</li><li>Maintain deadlines using the firm’s case management and calendaring systems</li><li>Provide general administrative support, including mail routing, call screening, and file‑opening task</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul><p> </p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><br></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul><p><br></p>
