Add your latest resume to match with open positions.

116 results for Help Desk Technician Ii in Santa Rosa, CA

Executive Desktop Support

San Francisco, CA
onsite
Temporary / Contract
45.00 - 50.00 USD / Hourly
We are looking for an Executive Desktop Support specialist to provide high-touch technical assistance for leadership and employees in San Francisco, California. This contract opportunity is ideal for someone who excels in a cloud-first environment, enjoys hands-on endpoint support, and can balance day-to-day troubleshooting with executive-level service. The role combines advanced desktop support, device administration, and close collaboration with business teams to keep workplace technology running smoothly. This is a hybrid opportunity and requires 3 days on site. Responsibilities:• Deliver advanced desktop support for complex user issues, serving as an escalation point for technical problems across the organization.• Provide concierge-style technology assistance to executives and key stakeholders with a strong focus on responsiveness and professionalism.• Administer modern endpoint management tools, including Microsoft Intune, to support device configuration, compliance, and lifecycle management.• Support Microsoft 365 services such as Exchange Online, Azure-based identity tools, and collaboration platforms used by business teams.• Coordinate workstation rollouts, hardware replacements, and user device migrations for the San Francisco, California office.• Troubleshoot and resolve issues affecting both Windows and Mac computers in a predominantly Windows-based environment.• Assist with the shift of entry-level support activities to an external service model while maintaining continuity for end users.• Monitor and work through support tickets, partnering with colleagues to address technical needs across multiple departments.• Provide onsite assistance in a corporate office setting and help maintain dependable daily technology operations for real estate-focused business units.
2026-08-12T16:38:42Z

Customer Service Specialist

Richmond, CA
remote
Temporary / Contract
25.00 - 28.00 USD / Hourly
Position OverviewWe're seeking a Customer Service Specialist to serve as a key point of contact for customers, providing exceptional support and ensuring a positive customer experience. This role combines customer service, account support, problem resolution, and administrative coordination. The ideal candidate is a strong communicator who enjoys helping others, can navigate multiple systems simultaneously, and thrives in a fast-paced environment. This position plays an important role in maintaining customer satisfaction, strengthening client relationships, and supporting day-to-day business operations. Day-to-Day Responsibilities<ul><li>Serve as the primary point of contact for customers via phone, email, and online inquiries.</li><li>Respond to customer questions regarding products, services, orders, billing, and account information.</li><li>Resolve customer concerns promptly while maintaining a professional and positive customer experience.</li><li>Process customer orders, requests, and account updates accurately and efficiently.</li><li>Monitor order status and communicate updates to customers.</li><li>Maintain accurate customer records and account information within company systems/ CRM.</li><li>Prepare reports and track service metrics as requested.</li><li>Build and maintain positive customer relationships through proactive communication.</li><li>Identify opportunities to improve service delivery and customer satisfaction.</li></ul>
2026-08-29T00:13:55Z

Accounting Clerk

Benicia, CA
onsite
Permanent / Full Time
25.50 - 28.50 USD / Hourly
Are you an accounting professional looking for a role with variety and growth potential? Our team is hiring an Accounting Clerk for our Full-Time Engagement Professionals program. This full-time role offers the stability of full-time employment, the chance to support different clients and projects, and valuable experience to strengthen your skills, broaden your background, and grow your career. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Key Responsibilities<ul><li>Support day-to-day accounting operations across accounts payable, accounts receivable, billing, and collections.</li><li>Process invoices, post payments, and assist with vendor and customer account maintenance.</li><li>Generate and distribute invoices, monitor aging reports, and follow up on outstanding balances.</li><li>Reconcile account activity and research discrepancies to support accurate financial records.</li><li>Perform high-volume data entry with speed and accuracy.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries in a timely and professional manner.</li><li>Maintain organized accounting documentation and support month-end close activities as needed.</li><li>Use Excel to prepare reports, track account activity, and support data review and analysis.</li><li>Adapt quickly to new client systems, workflows, and processes while delivering high-quality support.</li></ul>
2026-08-31T13:23:43Z

Paraplanner

Walnut Creek, CA
remote
Permanent / Full Time
70000.00 - 85000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Paraplanner | Wealth Management Firm | Walnut Creek Join a growing wealth management firm known for thoughtful financial planning, personalized client service, and a collaborative culture. As the first dedicated Financial Planning Analyst, you'll have the opportunity to help shape the function while working directly with experienced advisors.This is an excellent opportunity for an early-career professional passionate about personal finance, markets, and investment research. You'll gain broad exposure across financial planning, portfolio analysis, and client strategy, with strong mentorship, licensing support, and a clear path toward senior planning or advisory roles. The firm also offers company-paid health and dental coverage, retirement contributions, PTO, and strong professional development support. Responsibilities<ul><li>Support advisors in preparing and updating comprehensive financial plans </li><li>Gather and analyze client financial information </li><li>Conduct investment, market, and economic research </li><li>Analyze portfolios, asset allocation, and performance </li><li>Research client-specific planning questions and prepare recommendations </li><li>Prepare materials and analysis for advisor and client meetings </li><li>Maintain accurate client data within planning software and CRM systems </li><li>Monitor market and regulatory developments </li><li>Support special projects across financial planning and investments </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-29T02:38:38Z

Customer Service Representative

Benicia, CA
onsite
Temporary to Hire
23.00 - 25.00 USD / Hourly
We are looking for a Customer Service Representative to join a construction-focused organization in Benicia, California on a contract basis with the potential for a permanent position. This role will support customers throughout the order cycle, from purchase order intake through invoicing and delivery follow-up, while serving as a dependable point of contact for questions and updates. The ideal candidate brings strong administrative accuracy, clear communication, and the ability to manage multiple priorities in a fast-paced environment. Customer Service Representative Responsibilities:• Manage customer orders from initial purchase order receipt through final documentation, ensuring all details are entered accurately and processed on schedule.• Review pricing, quantities, batch information, and related order records to confirm accuracy before invoices are issued.• Prepare and distribute invoices, credit memos, and other customer-facing documents using company systems and established procedures.• Monitor shipment activity and provide customers with timely updates regarding delivery status, freight details, backorders, or product substitutions.• Partner with teams across accounting, shipping, production, sales, and leadership to resolve order issues and support smooth fulfillment.• Respond to customer inquiries with professionalism, handling a high volume of calls and messages while maintaining service quality.• Support account maintenance by assisting with credits, debits, documentation updates, and general order-related questions.• Maintain organized records, reports, and transaction history to help ensure reliable customer and order information. If you think you can be a good fit for the Customer Service Representative role, please apply today!
2026-09-09T15:33:41Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T21:28:37Z

Payroll Specialist

Walnut Creek, CA
remote
Temporary / Contract
30.00 - 35.00 USD / Hourly
Our client is seeking a Payroll Specialist with construction industry experience to support payroll operations in a fast-paced environment. The ideal candidate will have 2–4 years of payroll processing experience, hands-on experience with certified payroll reporting, and strong knowledge of construction payroll, including union contracts and certified payroll requirements. Key Responsibilities:<ul><li>Process weekly and/or biweekly payroll accurately and on time. </li><li>Prepare and submit certified payroll reports in compliance with project and regulatory requirements. </li><li>Administer construction payroll, including union payroll, fringe benefits, deductions, and job costing support. </li><li>Review payroll data for accuracy and resolve discrepancies in partnership with internal teams. </li><li>Maintain payroll records and support related audits and reporting needs. </li><li>Use Microsoft Word and Excel to prepare payroll reports and related documentation. </li><li>Learn and work within Penta Software to manage payroll functions effectively. </li><li>Apply basic accounting knowledge to payroll reconciliations and related tasks. </li></ul>If you are interested in this opportunity, please apply to this position or call Dennis at 925-271-4809.
2026-08-31T16:18:48Z

Cost Accountant

San Leandro, CA
onsite
Permanent / Full Time
110000.00 - 115000.00 USD / Yearly
We are looking for a Cost Accountant to support accurate cost reporting and financial analysis for manufacturing operations in San Leandro, California. This position focuses on evaluating product costs, maintaining standard costing methods, and delivering insights that help improve margins and operational performance. The ideal candidate brings strong accounting knowledge, attention to detail, and the ability to work closely with production and finance teams. Responsibilities:<ul><li>Analyze production variances and support root cause investigations.</li><li>Reconcile and close process orders; track operational KPIs.</li><li>Drive cost savings and waste reduction initiatives.</li><li>Provide operational and financial analysis for business decisions.</li><li>Support month-end close, forecasting, and variance reporting.</li><li>Reconcile inventory accounts and maintain KPI dashboards.</li><li>Assist with budgeting for materials, inventory, and manufacturing costs.</li><li>Manage product costing, cost modeling, and SAP cost runs.</li><li>Develop cost reports and profitability analyses.</li><li>Support financial reporting, process improvements, and scrap analysis.</li><li>Monitor manufacturing routings, scrap rates, and margin impact.</li><li>Oversee inventory transactions and identify process gaps.</li><li>Forecast inventory expenses, variances, and absorption costs.</li><li>Partner with Operations, Supply Chain, and Finance on business cases and investments.</li><li>Provide ad hoc financial analysis and decision support to leadership.</li></ul>
2026-09-02T22:03:55Z

Sr. Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
25.00 - 26.00 USD / Hourly
We are looking for an experienced Sr. Customer Service Representative to join an onsite team in San Francisco, California, supporting members with complex banking and account-related concerns. This is a Long-term Contract position suited for someone who can navigate sensitive situations with professionalism, sound judgment, and a strong service mindset. The role focuses on resolving challenging issues involving cards, transfers, account activity, and digital banking tools while delivering clear and empathetic communication. The ideal candidate brings strong banking support experience and the confidence to make fair, thoughtful decisions within established guidelines. Responsibilities: • Resolve advanced member concerns involving digital banking access, debit and credit card activity, money movement, and account-related questions. • Manage escalated interactions with calm professionalism, especially when assisting members who are upset, confused, or facing financial impact. • Review account details and available information to identify root causes, determine next steps, and provide accurate resolutions. • Apply established policies and service guidelines to decide when credits, adjustments, or exception-based resolutions are appropriate. • Partner closely with onsite leadership and internal support teams to address issues efficiently and maintain a high standard of service. • Record conversations, investigative findings, actions taken, and final outcomes with accuracy and attention to detail. • Communicate decisions clearly and confidently while balancing member satisfaction with risk awareness and operational standards. • Support ongoing service continuity by adapting to internal tools, workflows, and process updates as needed.
2026-09-08T17:38:40Z

Investment Operations Analyst

Larkspur, CA
remote
Permanent / Full Time
100000.00 - 130000.00 USD / Yearly
Anisa Henry is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Anisa Henry is partnered with a respected investment management firm seeking an Investment Operations Analyst to support the day-to-day operations of its investment funds. This role is responsible for overseeing global trade settlement activities, performing reconciliations, and supporting reporting and regulatory requirements. This position reports to the Head of Trading & Operations. Key Responsibilities<ul><li>Assist with global trade settlement activities for fund transactions, including cash and securities settlement, by coordinating with custodians, brokers, and fund administrators.</li><li>Monitor and report fund cash balances and cash flows, including transfer agency and settlement-related activity.</li><li>Support the execution and monitoring of foreign exchange transactions to meet settlement and liquidity needs.</li><li>Maintain communication with custodians and fund service providers to ensure accurate trade processing and timely settlement.</li><li>Perform daily reconciliations of cash, positions, and transactions, and investigate and resolve discrepancies.</li><li>Monitor, process, and reconcile corporate action events.</li><li>Prepare and review transaction cost analysis (TCA) reports for securities and foreign exchange transactions.</li><li>Assist with the preparation of client, compliance, and regulatory reporting.</li><li>Support adherence to regulatory requirements and reporting obligations.</li><li>Participate in additional operational projects and responsibilities as needed.</li></ul>CultureThis is an excellent opportunity for someone who enjoys working in a collaborative, intellectually engaging environment. The team is known for being thoughtful, supportive, and highly appreciative of one another’s contributions, and the role offers exposure to a wide variety of meaningful and complex work.
2026-09-10T00:00:27Z

Wealth Analyst

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 130000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T02:08:47Z

Employment Staff Attorney

San Rafael, CA
onsite
Permanent / Full Time
85000.00 - 95000.00 USD / Yearly
We are looking for an Employment Staff Attorney to provide high-quality legal representation and advocacy for low-income workers in San Rafael, California. Responsibilities:• Conduct intake meetings, assess facts, analyze legal issues, and perform thorough research to support case strategy and advice.• Lead community presentations and participate in outreach activities that increase awareness of workplace rights and available legal resources.• Negotiate with employers and opposing counsel to pursue favorable resolutions through settlement when appropriate.• Advocate for clients in administrative proceedings and court matters, including support for broader litigation efforts aligned with organizational priorities.• Provide direction, mentoring, and training to legal support staff, interns, and volunteers as needed.• Partner with internal staff to maintain strong service delivery, track case progress, and uphold high standards of representation.• Maintain accurate case files, time records, and outcome data to support compliance, reporting, fundraising, and program evaluation.
2026-09-03T21:18:45Z

Powering the future, Real Estate - Staff Accountant

San Francisco, CA
onsite
Permanent / Full Time
85000.00 - 105000.00 USD / Yearly
Apply here and message me on LinkedIn - Jeffrey Abrams My client is a rapidly growing real estate investment and development platform with a proven track record of executing large-scale development projects across multiple asset classes. The firm currently manages a substantial pipeline of active developments representing billions of dollars in total project value.In addition to its real estate development activities, the company operates an innovative infrastructure platform supporting the evolving transportation and energy sectors. The organization is focused on creating long-term value through strategic investments, disciplined execution, and operational excellence.The leadership team brings experience from some of the top investment firms, real estate organizations, consulting firms, financial institutions, and law firms throughout the country. The company fosters a collaborative, entrepreneurial culture that embraces technology, innovation, and continuous improvement. This position offers far more than traditional staff accounting responsibilities. You'll gain exposure to:<ul><li>Construction and development accounting</li><li>Project job costing and budgeting</li><li>Corporate general ledger accounting</li><li>Real estate development finance</li><li>Lender draw packages and funding processes</li><li>Process improvement and systems optimization</li><li>Cross-functional collaboration with development, construction, and operations teams</li></ul>This is an ideal opportunity for someone who wants to build a long-term career in real estate accounting, development finance, or investment management. What You'll DoCorporate & Construction Accounting<ul><li>Prepare journal entries, account reconciliations, accruals, and supporting schedules.</li><li>Maintain accurate general ledger records in accordance with U.S. GAAP.</li><li>Support construction accounting activities, including job costing, budget tracking, contract management, change orders, and funding sources.</li><li>Prepare and maintain detailed construction cost reports.</li><li>Process construction-related billings and vendor invoices.</li><li>Partner with project managers and construction teams to ensure accurate cost allocation and reporting.</li><li>Assist with preparing monthly lender draw packages and supporting documentation.</li></ul>Accounts Payable & Cash ManagementSystems & Process ImprovementOperational & Financial Support
2026-08-28T13:33:45Z

Credit Clerk

South San Francisco, CA
onsite
Temporary to Hire
28.00 - 31.00 USD / Hourly
We are looking for a detail-oriented Credit Clerk to join a distribution operation in South San Francisco, California. This contract position with the potential to become permanent plays an important role in supporting accurate credit processing, inventory integrity, and reporting within a fast-paced warehouse environment. The ideal candidate brings strong follow-through, sound judgment, and the ability to work across teams to resolve discrepancies efficiently while maintaining compliance with food safety and operational standards. How you will contribute:<ul><li>Evaluate customer credit submissions, verify supporting information, and complete credit processing accurately.</li><li>Collaborate with warehouse staff, drivers, quality teams, and customer support representatives to research claims, resolve discrepancies, and ensure timely issue resolution.</li><li>Maintain organized transaction records in both digital and paper files, including photos, bills of lading, return documents, and other supporting materials.</li><li>Perform cycle counts and assist with monthly, quarterly, and annual physical inventory counts.</li><li>Analyze inventory variances, identify root causes related to receiving, picking, stock rotation, or product damage, and enter accurate adjustments into the warehouse management system.</li><li>Monitor aging inventory and expiration dates to help reduce shrinkage and unnecessary product loss.</li><li>Prepare regular reports on credit activity, inventory accuracy, and loss trends to support process improvements.</li><li>Support warehouse compliance by following sanitation and operational procedures while reinforcing inventory control best practices.</li></ul>
2026-09-01T00:43:37Z

Accounts Receivable Specialist

Concord, CA
onsite
Temporary / Contract
26.60 - 33.50 USD / Hourly
We are seeking an Accounts Receivable Specialist for a 2–3+ month contract assignment in Concord, California. This role will focus on cash application, payment processing, transaction review, and receivables support. Strong accuracy, organization, and the flexibility to assist with Accounts Payable are essential. Responsibilities:• Record customer payments in the accounting system with a strong focus on accuracy and timeliness.• Enter checks, remittance details, and other cash receipt information while ensuring complete and correct documentation.• Apply incoming funds to the appropriate accounts and help keep daily cash activity up to date.• Review payment transactions, identify inconsistencies, and take action to resolve discrepancies promptly.• Provide light commercial collections support through timely follow-up on outstanding balances when needed.• Maintain organized financial records that support accurate reporting and audit readiness.• Assist with selected accounts payable tasks to support overall accounting operations.• Monitor aging-related activity and help ensure open items are addressed appropriately.
2026-09-04T20:23:39Z

Payroll Manager

Novato, CA
onsite
Permanent / Full Time
120000.00 - 130000.00 USD / Yearly
We are looking for an experienced Payroll Manager to lead accurate and timely payroll operations for a large, multi-state workforce in Novato, California. This position oversees the complete payroll cycle, ensures compliance with applicable wage and tax regulations, and supports smooth processing for bi-monthly payroll runs. The ideal candidate brings strong operational leadership, deep payroll expertise, and hands-on experience in a high-volume environment. Responsibilities:<ul><li>Lead and develop the payroll team, ensuring accurate, timely processing and excellent employee support.</li><li>Oversee multi-state payroll operations, including pay calculations, deductions, taxes, timekeeping, and payroll records.</li><li>Review payroll data, resolve discrepancies, and manage special payments, corrections, and employee changes.</li><li>Ensure compliance with payroll laws, tax regulations, audits, and company policies.</li><li>Partner with HR, Finance, and benefits teams to support payroll accuracy, reporting, and reconciliations.</li><li>Prepare payroll reports, maintain documentation, and safeguard confidential employee information.</li><li>Improve payroll processes, controls, systems, and workflows to enhance efficiency and service quality.</li><li>Serve as the primary resource for payroll issues and support payroll-related projects and system initiatives.</li></ul>
2026-08-21T16:08:46Z

Controller - Leading Hedge Fund

San Francisco, CA
remote
Permanent / Full Time
200000.00 - 400000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Hedge Fund | San Francisco | Strong Compensation Package Join a fast-growing investment firm focused on opportunities driven by the evolution of artificial intelligence. Known for its research-driven approach and sophisticated investment strategy, the firm has quickly built a strong reputation in the market. This is a newly created, high-visibility role with real ownership and impact. You’ll help build and scale institutional-grade fund accounting and reporting infrastructure within a collaborative, high-performing environment. The role offers strong compensation, long-term growth potential, and direct exposure to leadership. Responsibilities<ul><li>Own fund accounting and financial reporting across investment vehicles</li><li>Review NAVs, investor allocations, fees, capital activity, and partnership accounting</li><li>Manage fund administrator deliverables</li><li>Ensure accurate monthly, quarterly, and annual reporting</li><li>Support complex portfolios (derivatives, options, long/short strategies)</li><li>Oversee valuations, reconciliations, and controls</li><li>Coordinate audits and support tax reporting with external advisors</li><li>Support regulatory and compliance reporting</li><li>Drive process improvements, automation, and reporting efficiency</li><li>Help build scalable systems and AI-enabled tools</li><li>Partner with senior leadership on fund oversight and special projects</li><li>Support new fund launches and infrastructure buildout</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T01:48:43Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000.00 - 156000.00 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.
2026-09-03T17:04:31Z

Associate Advisor

Walnut Creek, CA
remote
Permanent / Full Time
115000.00 - 130000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)Compensation: $115,000–$140,000 DOEA respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office. Key Responsibilities:<ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
2026-09-10T00:00:27Z

Associate Advisor | East Bay

San Francisco, CA
remote
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office) A respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment. The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office. Key Responsibilities:<ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
2026-09-04T19:18:40Z

Accounting and Compliance Coordinator

Oakland, CA
onsite
Permanent / Full Time
53000.00 - 57000.00 USD / Yearly
We are looking for an Accounting and Compliance Coordinator to support day-to-day financial operations and help maintain accurate records for a team based in Oakland, California. This position focuses on payment processing, receivables tracking, and detailed financial data management while ensuring documentation is complete and organized. The ideal candidate is comfortable working with accounting systems, handling multiple priorities, and contributing to reliable, timely reporting. Responsibilities:<ul><li>Handle bills, reimbursements, and payments quickly and with precision</li><li>Validate and record vendor invoices following company guidelines</li><li>Reconcile accounts (vendors and credit cards) on a monthly basis</li><li>Keep vendor data up to date and audit-ready</li><li>Troubleshoot and fix billing or payment issues</li><li>Communicate with vendors to address questions or concerns</li><li>Gather and provide support materials for audits</li><li>Pitch in on additional finance or accounting duties as needed</li></ul>
2026-08-10T15:38:42Z

Investment Operations Analyst

Marin, CA
remote
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities<ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul>
2026-09-04T19:23:41Z

Director of Fund Operations and Business Management

Larkspur, CA
onsite
Permanent / Full Time
225000.00 - 325000.00 USD / Yearly
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization. As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:<ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul>Compensation & Benefits<ul><li>Competitive and generous Base Salary: </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.
2026-08-07T13:33:57Z

Bilingual Spanish Administrative Assistant

Oakland, CA
onsite
Temporary / Contract
25.00 - 30.00 USD / Hourly
Bilingual Spanish Administrative AssistantJob DescriptionWe are seeking a bilingual Spanish Administrative Assistant to provide administrative support while assisting Spanish-speaking clients, customers, and stakeholders.Responsibilities<ul><li>Answer phones and respond to inquiries in English and Spanish</li><li>Schedule appointments and maintain records</li><li>Translate documents and correspondence as needed</li><li>Support office operations and reporting</li><li>Assist with client and customer communications</li></ul>
2026-09-04T20:13:35Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000.00 - 131000.00 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-08-07T13:33:57Z