<p>An AV-rated, management-side employment law firm in South San Francisco has an urgent need for an experienced Litigation Legal Assistant to support a team of four attorneys on a contract-to-hire basis. This is a hands-on litigation support role covering case management from start to finish. The ideal candidate is a seasoned litigation legal assistant or legal secretary with deep knowledge of state and federal court procedures, impeccable attention to detail, and the ability to operate with minimal supervision. This is a fully onsite role offering stability, a collegial environment, and an opportunity to join a well-established boutique firm known for its high-quality work and strong employee tenure.</p><p> </p><p><strong>Responsibilities</strong></p><p>• Support litigation matters from case opening through resolution</p><p>• Prepare, file, and serve documents in state and federal courts</p><p>• Manage and maintain court calendars, deadlines, and hearing schedules</p><p>• Open new matters and organize case files</p><p>• Assist attorneys with day-to-day case management and workflow</p><p>• Perform light administrative duties (filing, scanning, organizing documents)</p><p>• Manage monthly billing cycles in coordination with the firm’s billing system</p><p>• Draft simple correspondence and assist with formatting documents as needed</p><p>• Communicate with court personnel, opposing counsel, and clients when appropriate</p><p>• Utilize Microsoft Office Suite and adapt to new or evolving legal software</p>
<p>We are offering an exciting opportunity for a Legal Secretary to work with a firm that represents worker and labor unions located in Oakland, California. In this role, you will be tasked with managing legal documentation, collaborating with legal teams, and leveraging your litigation experience to support the firm's operations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and organize legal documentation to ensure accuracy and accessibility in the system</p><p><br></p><p>• Collaborate efficiently with legal teams to facilitate smooth operation</p><p><br></p><p>• Utilize your litigation experience to assist in case preparation and management</p><p><br></p><p>• Respond to inquiries related to legal proceedings and documentation</p><p><br></p><p>• Monitor client accounts and legal proceedings, taking action where necessary</p><p><br></p><p>• Ensure the accurate and efficient processing of legal documentation</p><p><br></p><p>• Maintain the integrity and confidentiality of all legal data and information</p>
We are looking for an experienced Litigation Legal Secretary to join our team in San Francisco, California. This role is essential in providing comprehensive administrative and legal support to attorneys, ensuring smooth case management and efficient operations. The ideal candidate will have a strong understanding of legal processes and a proactive approach to managing deadlines and priorities.<br><br>Responsibilities:<br>• Coordinate attorney schedules by organizing meetings, depositions, court appearances, and travel plans while tracking filing deadlines and court requirements.<br>• Prepare and format legal documents, including pleadings and correspondence, ensuring accuracy and compliance with state and federal standards.<br>• Manage document submissions for court filings, discovery processes, arbitration, mediation, and hearings.<br>• Handle incoming and outgoing mail efficiently, ensuring timely delivery and proper routing as needed.<br>• Draft correspondence, analyze information, and arrange logistics for court reporters, expert witnesses, and other legal resources.<br>• Create and maintain reminder systems for deadlines and calendar events to support case preparation.<br>• Organize and maintain both client-specific and general files, periodically reviewing them for archiving or closure.<br>• Oversee conflict checks and new matter request forms, ensuring proper documentation and adherence to protocols.<br>• Communicate effectively with clients, maintaining confidentiality and professionalism to uphold attorney-client relationships.<br>• Assist with time entry, billing reviews, and document assembly, as well as any additional administrative tasks as required.
<p>Are you an experienced Legal Assistant looking to take your litigation support skills to the next level? Robert Half Legal has partnered with a respected plaintiff personal injury firm in Walnut Creek that is seeking a proactive and detail-oriented Legal Assistant to join their team. This is a contract-to-hire opportunity offering a dynamic, team-oriented environment and meaningful work advocating for clients who need it most.</p><p><br></p><p><strong>About the Firm</strong></p><p>This well-established, mid-sized firm has built a strong reputation for excellence in personal injury. Known for its collaborative culture and commitment to client advocacy, the firm provides a supportive atmosphere where you can grow your skills and make an impact from day one.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide comprehensive administrative and litigation support to multiple attorneys handling high-volume plaintiff matters</li><li>Prepare, format, and proofread pleadings, discovery, correspondence, and other legal documents</li><li>Handle state and federal e-filing with accuracy and efficiency</li><li>Manage attorney calendars, schedule hearings, depositions, and deadlines</li><li>Assist with case organization, file maintenance, and client communication</li><li>Coordinate with courts, vendors, and opposing counsel as needed</li></ul><p><br></p>
<p>A national immigration law firm has an immediate opening for a Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Francisco, CA. The ideal candidate will be a recent college graduate with demonstrated office experience or have 1–2+ years of experience working in the legal field.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform high-volume data entry accurately and efficiently</li><li>Organize and maintain legal documents detailing eligibility for visa classification</li><li>Handle clerical tasks such as copying, printing, and scanning documents</li><li>Create electronic and physical client files for efficient case management</li><li>Track and monitor the status of immigration cases, ensuring timely updates</li><li>Circulate incoming mail according to specified procedures</li><li>Learn to analyze case documents and prepare immigration applications for filing</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits</li><li>Interface with corporate representatives and foreign nationals</li><li>Participate in legal practice meetings and alerts on current events, advanced topics, and client relationship-building skills</li><li>Support additional projects as assigned</li></ul><p><br></p>
<p>We are offering an exciting opportunity for a Litigation Legal Secretary in Emeryville, California. This position involves supporting 2-3 attorneys in a law firm setting, with a strong focus on coordinating deadlines, maintaining large case files, and managing attorney calendars. </p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain large case files to ensure efficient workflow and timely case progression</p><p>• Coordinate deadlines and ensure thorough follow-through to avoid any legal complications</p><p>• Prepare correspondence and discovery documents, ensuring accuracy and completeness</p><p>• Handle e-filings and traditional mail filings, adhering to all legal procedures and deadlines</p><p>• Schedule hearings, ensuring all parties are informed and available</p><p>• Manage attorney calendars, preventing scheduling conflicts and ensuring optimal time management</p><p>• Maintain a master calendar for follow-up actions, ensuring no tasks are overlooked</p><p>• Leverage proficiency in Word, Excel, and Outlook to manage work and communicate effectively</p><p>• Cultivate strong client relations, providing excellent customer service while handling sensitive information</p><p>• Contribute to team efforts, working collaboratively to achieve firm goals.</p>
<p>We are inviting applications for the role of a Spanish speaking Legal Assistant. This role is based in Oakland, California, and is an integral part of our team. As a Legal Assistant, you will be involved in various aspects of civil litigation processes, legal documentation, client relationship management, and case preparation. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage civil litigation processes in accordance with California law</p><p>• Act as an interpreter during client meetings, depositions, mediations, and trials</p><p>• Independently draft and file a variety of legal documents such as complaints, discovery, motions, and court notices with state and federal courts, including appellate court</p><p>• Prepare exhibits for hearings and trials, including highlighting, redaction, and citing</p><p>• Draft routine legal documents like stipulations, hearing notices, subpoenas, deposition notices, and objections to deposition notices</p><p>• Organize and maintain electronic case files and documents</p><p>• Uphold confidentiality in all attorney-client relationships and maintain excellent public relations with clients</p><p>• Adhere to the ethical requirements as set by the Rules of Professional Conduct of the State of California</p><p>• Apply skills such as Calendar Management, Communication, e-File, e-Filing, and Spanish Language in day-to-day operations.</p>
<p>A well-established San Francisco law firm specializing in business law, intellectual property, and complex litigation is seeking a Litigation Paralegal to provide full-time onsite support to its litigation group while a team member is on leave. This is a three-month temporary assignment offering the opportunity to work closely with a team of highly experienced attorneys in a collaborative, professional environment. The selected paralegal will support 2–3 partners and 3–4 associates within the firm’s litigation group. Core responsibilities include e-filing, formatting legal documents, litigation calendaring, and administrative assistance related to client matters. The ideal candidate will have several years of demonstrated litigation support experience and be comfortable working onsite in a fast-paced, deadline-driven setting.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare, format, proofread, and finalize pleadings, correspondence, and discovery documents.</li><li>Perform state, federal, and appellate e-filings, ensuring compliance with court rules and procedures.</li><li>Manage litigation calendaring, including deadlines, hearings, and trial schedules using firm systems.</li><li>Generate and maintain Tables of Contents (TOCs) and Tables of Authorities (TOAs).</li><li>Support multiple attorneys with administrative and litigation-related tasks, including case tracking, court coordination, and client correspondence.</li><li>Maintain organized case files and assist with trial preparation logistics as needed.</li><li>Provide general administrative assistance, including document management, scanning, and proofreading.</li></ul>
<p>We are looking for a skilled Legal Secretary to join a midsized firm in the East Bay. This role requires a detail-oriented individual with substantial experience in litigation matters, ideally with exposure to labor and employment cases. You will play a critical role in supporting attorneys through administrative tasks, document preparation, court filings, and calendar management.</p><p><br></p><p>Responsibilities:</p><p>• Draft and format legal documents, including correspondence, reports, pleadings, and memoranda, using word processing software.</p><p>• File legal documents electronically and physically with district and federal courts, as well as administrative agencies, ensuring compliance with rules and deadlines.</p><p>• Manage schedules and deadlines by maintaining calendar and docket systems, sending reminders, and organizing appointments.</p><p>• Handle incoming phone calls, take detailed messages, and route calls appropriately.</p><p>• Coordinate outgoing mail and deliveries to ensure timely distribution.</p><p>• Organize and maintain client files, ensuring all documents are appropriately indexed and accessible.</p><p>• Assist with travel arrangements, including booking flights, accommodations, and other logistics.</p><p>• Conduct research on state and federal court rules and procedures as needed.</p><p>• Train new team members on office procedures and specialized software.</p><p>• Communicate with courts, clients, co-counsel, opposing counsel, and arbitrators to schedule hearings, arbitrations, and other events.</p>
We are looking for a detail-oriented Receptionist to join our team in San Francisco, California. In this contract position, you will serve as the first point of contact in a dynamic, open-concept office environment. Your role will involve managing office spaces, coordinating conference room bookings, and delivering exceptional customer service to both internal and external guests.<br><br>Responsibilities:<br>• Oversee office space reservations using scheduling systems such as Manhattan One, ensuring seamless coordination for approximately 25 office spaces, including executive-level bookings.<br>• Greet clients, partners, and visitors upon arrival, maintaining a welcoming and detail-oriented demeanor.<br>• Set up conference rooms for meetings and events, including organizing catering arrangements and ensuring proper configurations.<br>• Place food orders using company resources, manage receipts, and maintain accurate records.<br>• Monitor and update office calendars and schedules to ensure efficient operations.<br>• Collaborate closely with the Hospitality Associate to maintain smooth workflows and build strong relationships.<br>• Provide consistent coverage at the reception desk during business hours, arranging backup during breaks and lunch.<br>• Anticipate guest needs, resolve issues proactively, and deliver outstanding service to a diverse range of personalities.<br>• Handle sensitive and confidential documents with discretion.<br>• Assist with additional administrative projects as assigned, demonstrating flexibility and adaptability.
<p>Robert Half is recruiting Court Runners for a long-term, part-time contract opportunity. Ideal candidates will have an associate or bachelor’s degree and an interest in the legal field. Those earning currently earning their degree are also encouraged to apply!</p><p><br></p><p>This position will involve visiting local courts daily or multiple times a week and review court filings. Court Runners will collect legal documents based on requirements established through training on the key filings, rulings, and data. They will scan the documents into a database for client access. Court Runners will be interacting with key court personnel to ensure getting appropriate and speedy access to relevant documents.</p><p><br></p><p>Project Details:</p><p>• Hourly pay rate: $21/hour</p><p>• Start Date: November 2025</p><p>• Location: onsite Lakeport, CA</p><p>• Duration: 1+ year, with the possibility of extension</p><p>• Work Hours: Monday – Friday, part-time varied hours/week during first shift business hours</p><p><br></p><p>Requirements:</p><p>• Associates Degree, bachelor’s degree, paralegal certificate/degree (completed or in progress)</p><p>• 2+ years of experience in a professional office environment</p><p>• Experience with Outlook, Excel, and scanning documents</p><p>• Strong communication skills to meet with court personnel</p><p><br></p><p>For immediate consideration, please reply with:</p><p>1) Your updated resume in Word format</p><p>2) Your availability to interview with Robert Half this week</p><p>3) Any time off needs you have through 12/30/2025</p>
<p>We are looking for a highly organized and proactive Administrative Assistant to join a collegial law firm in San Francisco, California. This law firm values social and environmental responsibility and prides themselves on fostering a collaborative and detail-oriented work environment. This role is essential in ensuring the smooth operation of daily office activities while supporting the broader team with administrative and clerical tasks.</p><p><br></p><p>Responsibilities:</p><p>• Maintain office inventory by tracking and ordering supplies, including janitorial items and refreshments.</p><p>• Process incoming and outgoing mail, including postage and sorting duties.</p><p>• Coordinate and prepare conflict checks, ensuring timely distribution and reporting.</p><p>• Provide support for library updates, book distribution, and related library projects.</p><p>• Schedule and organize firm-wide meetings, including preparing minutes for monthly meetings.</p><p>• Assist with travel arrangements and hotel bookings for staff.</p><p>• Manage law clerk evaluations by creating forms, distributing them, and archiving completed evaluations.</p><p>• Ensure the kitchen remains organized and clean, including coffee preparation and dishwasher management.</p><p>• Set up and clean up for firm events, such as lunches and celebrations.</p><p>• Serve as a backup for the administrative assistant and operations coordinator when necessary.</p>
<p>We are looking for a skilled Administrative Assistant to join our team in Walnut Creek, California. In this role, you will provide essential support to the Service Order Department of our Homeowners Association, ensuring smooth coordination of service requests and administrative tasks. This position offers a contract-to-permanent opportunity for candidates who thrive in a fast-paced, service-oriented environment.</p><p><br></p><p>We are particularly looking for candidates that have experience editing and formatting PDFs and working within MS Outlook.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Coordinate schedules, appointments, and service requests using Microsoft Outlook to ensure timely and efficient operations.</p><p>• Prepare and manage service order forms, resident communications, and vendor agreements with precision and attention to detail.</p><p>• Maintain organized filing systems for both digital and physical records to ensure easy access and secure storage.</p><p>• Generate and present regular status updates and reports for management using Excel and other documentation tools.</p><p>• Facilitate clear and effective communication with residents, vendors, and internal teams regarding service orders and scheduling.</p><p>• Assist with invoice processing, vendor file maintenance, and procurement activities related to service orders.</p><p>• Uphold confidentiality standards for resident and association information in all administrative tasks.</p><p>• Provide general office support, including document preparation, mail handling, meeting coordination, and organization.</p><p>• Confirm, reschedule, and remind parties about appointments to ensure seamless service operations.</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today.</p>
<p>We are seeking a highly organized and detail-oriented Administrative Assistant to support our client's team with day-to-day operations. The ideal candidate will be proactive, professional, and capable of managing multiple tasks efficiently in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support to ensure efficient operation of the office.</li><li>Answer and direct phone calls, emails, and other correspondence.</li><li>Schedule meetings, appointments, and manage calendars.</li><li>Prepare reports, presentations, and other documents as needed.</li><li>Maintain filing systems, both electronic and physical.</li><li>Order office supplies and manage inventory.</li><li>Assist in the preparation of regularly scheduled reports.</li><li>Handle sensitive information in a confidential manner.</li><li>Coordinate with other departments to ensure smooth workflow.</li><li>Perform other related duties as assigned.</li></ul><p><br></p>
<p>We are seeking a highly organized and detail-oriented Administrative Assistant to support our client in St. Helena with day-to-day operations. The ideal candidate will be proactive, professional, and capable of managing multiple tasks efficiently in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support to ensure efficient operation of the office.</li><li>Answer and direct phone calls, emails, and other correspondence.</li><li>Schedule meetings, appointments, and manage calendars.</li><li>Prepare reports, presentations, and other documents as needed.</li><li>Maintain filing systems, both electronic and physical.</li><li>Order office supplies and manage inventory.</li><li>Assist in the preparation of regularly scheduled reports.</li><li>Handle sensitive information in a confidential manner.</li><li>Coordinate with other departments to ensure smooth workflow.</li><li>Perform other related duties as assigned.</li></ul><p><br></p>
<p>Robert Half is working with a reputable Healthcare Company who needs support in their San Bruno Location. Our client is on of the largest Healthcare Providers in the US. They<strong> </strong>partner with employers, unions, and health plans to serve their people. They are committed to empowering members to live happier, healthier lives.</p><p><br></p><p>We are looking for a skilled Administrative Assistant to join our team in San Bruno, California. In this long-term contract position, you will play a key role in providing exceptional front-line support at the Health Center. Your responsibilities will include ensuring smooth clinic operations, delivering outstanding customer service, and assisting with various administrative tasks.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet patients professionally and facilitate efficient check-in and check-out processes.</li><li>Manage and coordinate scheduling across multiple service lines.</li><li>Handle incoming calls with courtesy and provide accurate information or assistance.</li><li>Maintain organized and up-to-date documentation, including scanning, filing, and correspondence.</li><li>Support daily clinic operations by performing administrative tasks and maintaining a clean workspace.</li><li>Uphold confidentiality and compliance standards in accordance with clinical environment requirements.</li><li>Assist with the preparation of reports and other necessary documentation.</li><li>Ensure seamless communication between patients, staff, and other stakeholders.</li><li>Utilize Epic software for scheduling and documentation purposes.</li><li>Contribute to a positive and welcoming environment for all visitors and staff.</li></ul>
We are looking for a detail-oriented and organized Administrative Assistant to join our team in Vacaville, California. In this Contract-to-permanent role, you will provide essential administrative, project, and operational support to ensure the seamless functioning of office and field operations. The ideal candidate will possess exceptional organizational skills, a proactive approach, and the ability to manage multiple tasks efficiently.<br><br>Responsibilities:<br>• Coordinate office and field operations by managing supplies, deliveries, and equipment maintenance.<br>• Oversee facility services such as cleaning, pest control, fire inspections, security access, and alarm permits.<br>• Manage various vendor services, including copiers, shredding services, and water deliveries, ensuring timely invoicing and payments.<br>• Handle incoming calls, greet visitors, and direct inquiries to the appropriate team members.<br>• Organize and maintain project documentation in systems like ProjectSight, including contracts, submittals, RFIs, and change orders.<br>• Ensure accurate alignment of project data between management systems to maintain budgets and documentation.<br>• Facilitate project closeout processes, including compiling O& M manuals, warranties, and as-built documentation.<br>• Administer training sessions, track attendance, and assist with meeting coordination and correspondence.<br>• Collaborate with internal teams and external partners to manage system access and permissions.<br>• Support warehouse and prefab teams in coordinating material deliveries and staging requirements.
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><strong>Robert Half is partnering with an executive to hire a proactive and adaptable Personal Assistant to provide comprehensive support to an executive in a dynamic venture capital environment. This role requires excellent organizational skills, the ability to manage competing priorities, and a confident approach to problem-solving. The ideal candidate will thrive in a hybrid work setting and demonstrate a high degree of professionalism and discretion. </strong></p><p><br></p><p><strong>This is a permanent placement opportunity and verifiable references and a high level of discretion will be required.</strong></p><p><br></p><p>Responsibilities:</p><p>• Coordinate travel arrangements, including flights, accommodations, and itineraries, ensuring seamless and efficient plans.</p><p>• Oversee special projects and construction initiatives, managing timelines and deliverables effectively.</p><p>• Provide administrative support, including scheduling meetings, managing correspondence, and organizing files.</p><p>• Execute project tasks from initiation to completion, ensuring quality and adherence to deadlines.</p><p>• Monitor and manage budgets for various projects, delivering accurate reports and updates.</p><p>• Maintain strong interpersonal relationships with internal and external stakeholders, fostering collaboration and trust.</p><p>• Utilize Microsoft Excel to create and manage spreadsheets for tracking and reporting purposes.</p><p>• Prioritize tasks based on urgency and importance, ensuring smooth daily operations.</p><p>• Address unexpected challenges with confidence, proposing effective solutions.</p><p>• Assist with personal errands and tasks to support the executive’s daily needs.</p><p><br></p><p><strong>No phone calls, for consideration, attention to details is key. Please apply to this posting with a cover letter of your relevant PA experience. Thank you!</strong></p>
<p>Position summary</p><p>The Office Services Associate is responsible for adding value in providing daily back-office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed.</p><p><br></p><p>Job duties</p><p>* Denotes an essential function</p><p>- *Utilize appropriate logs for all office services work.</p><p>- *Ensure that job tickets are properly filled out before beginning work.</p><p>- *Perform work in office services primarily reprographics mail and intake functions according to established procedures.</p><p>- *Follow procedures to run jobs in proper order.</p><p>- *Communicate with supervisor or client on job or deadline issues.</p><p>- *Meet contracted deadlines for accepting completing and delivering all work.</p><p>- *Troubleshoot basic equipment problems.</p><p>- Be able to lift up to 50 lbs. on a regular basis.</p><p>- Prioritize workflow.</p><p>- Performs Quality Assurance on own and work of others.</p><p>- Load machines with various paper toner supplies.</p><p>- Answer telephone emails and place service calls when needed.</p><p>- Interact with clients in person over the phone or electronically.</p><p>- Adhere to Williams Lea policies in addition to client site policies.</p><p>- Use equipment and supplies in a cost-efficient manner.</p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</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>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
