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36 results for Order Entry Specialist in Santa Rosa, CA

Data Entry Clerk

Petaluma, CA
onsite
Temporary / Contract
23.00 - 25.00 USD / Hourly
We are looking for a meticulous Data Entry Clerk to join a real estate and property team in Petaluma, California on a Contract basis. In this role, you will manage lease-related information within Yardi Voyager 7, helping keep records accurate, current, and aligned with operational and accounting needs. This position is well suited to someone who is comfortable handling high-volume data entry, reviewing detailed documents, and working closely with cross-functional teams to maintain reliable system data. Responsibilities: • Input lease records, amendments, renewals, and tenant details into Yardi Voyager 7 while maintaining a high level of precision. • Review leases, addenda, and related documentation to confirm terms, coding, and financial information are entered correctly. • Monitor data quality by identifying inconsistencies, correcting errors, and keeping records aligned with company standards. • Coordinate with property management, leasing, and accounting teams to obtain missing details and resolve unclear information. • Keep system records up to date so lease and tenant information is processed in a timely manner. • Support reporting accuracy by ensuring information entered into the system reflects source documentation and required compliance standards.
2026-05-15T16:53:43Z

Inventory Specialist

Oakland, CA
onsite
Temporary / Contract
25.00 - 27.00 USD / Hourly
We are seeking an Inventory Specialist to monitor stock levels, track inventory movements, and ensure accurate inventory records. The Inventory Specialist is responsible for receiving, organizing, counting, and reconciling inventory. This role supports operational efficiency by maintaining accurate records and identifying discrepancies. Strong attention to detail and data accuracy are essential. Responsibilities<ul><li>Track inventory levels and stock movement</li><li>Conduct cycle counts and inventory audits</li><li>Receive, label, and organize incoming materials</li><li>Investigate and resolve inventory discrepancies</li><li>Update inventory systems and maintain records</li><li>Coordinate with purchasing, warehouse, and operations teams</li></ul>
2026-05-01T18:28:49Z

Litigation Support Specialist

San Francisco, CA
remote
Temporary / Contract
45.00 - 60.00 USD / Hourly
A San Francisco–based law firm is seeking an experienced and detail-oriented Litigation Support Specialist to support attorneys and litigation teams through all phases of the litigation lifecycle. This is a contract-to-hire opportunity for someone who excels in managing large volumes of data, supporting e‑discovery workflows, and ensuring litigation materials are accurately organized and accessible. The Litigation Support Specialist will work closely with attorneys, paralegals, and IT teams to support document review, discovery, and trial preparation efforts in a fast-paced legal environment. Key Responsibilities<ul><li>Support litigation teams with e‑discovery and document management throughout active cases</li><li>Assist with document collections, processing, and productions</li><li>Manage and maintain litigation databases and document review platforms (e.g., Relativity)</li><li>Coordinate document review workflows and ensure quality control during review projects</li><li>Prepare and organize discovery responses, exhibits, and trial materials</li><li>Support deposition and trial preparation, including exhibit management and logistics</li><li>Troubleshoot basic technical issues related to litigation databases and review tools</li><li>Collaborate with attorneys, paralegals, and vendors on discovery-related tasks</li><li>Ensure compliance with court rules, discovery deadlines, and confidentiality standards</li></ul>
2026-05-06T00:30:47Z

Accounting Specialist

Oakland, CA
remote
Temporary / Contract
30.00 - 35.00 USD / Hourly
The Accounting Clerk will work between the various teams to support both teams’ data and administrative duties.   <ul><li>Assist with invoices, prepare payment requests, and coordinate approvals. </li><li>Assist with downloading tax returns, state check lists, requirements, and forms from websites. </li><li>Monitor team email, review and forward to appropriate contact. </li><li>Monitor team mailbox and forward to appropriate contact. Track notices received, responses submitted and notice resolution. </li><li>Mail correspondence, check payments and returns, when necessary. </li><li>Coordinate documents for signature with company directors and officers. </li><li>Assist with the preparation of state compliance reports and tax returns. </li><li>Support the data entry process into reporting modules. </li><li>Perform ad hoc responsibilities, as needed. </li></ul>
2026-05-08T23:18:42Z

Accounts Payable Specialist

San Francisco, CA
remote
Temporary / Contract
30.00 - 34.00 USD / Hourly
<ul><li>Process high-volume invoices with accurate coding and approvals</li><li>Manage vendor setup, maintenance, and payment processing</li><li>Review and process employee expense reports</li><li>Reconcile AP accounts and support month-end close</li><li>Respond to vendor and internal inquiries in a timely manner</li><li>Ensure compliance with company policies and internal controls</li><li>Identify and support process improvements within AP workflows</li></ul>
2026-05-02T01:43:40Z

Client Accounts Specialist

San Francisco, CA
onsite
Permanent / Full Time
90000.00 - 100000.00 USD / Yearly
We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.Bank Deposits: Organizes and deposits checks into correct accounts.Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.Reporting: Provides accrual, budget, and rate data to attorneys/clients as requested.Expense Processing: Records third-party expenses and disbursements in expense systems.Account Management: Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.Collections Support: Assists with collection efforts when needed.
2026-05-01T15:33:41Z

Housing Specialist

Oakland, CA
onsite
Temporary / Contract
25.00 - 27.00 USD / Hourly
We are seeking a Housing Specialist to help clients secure stable housing by providing case support, resource coordination, and housing program assistance. The Housing Specialist works with clients, landlords, and community partners to identify housing options, process applications, and support housing stability. This role requires compassion, strong organization, and knowledge of housing resources and compliance requirements. Responsibilities<ul><li>Assist clients with housing applications and documentation</li><li>Identify available housing resources and placement options</li><li>Coordinate with landlords, agencies, and service providers</li><li>Monitor client housing status and follow up on needs</li><li>Maintain case files and program records</li><li>Ensure compliance with housing program guidelines</li></ul>
2026-05-01T18:28:49Z

Accounting Specialist

Walnut Creek, CA
onsite
Temporary to Hire
25.00 - 35.00 USD / Hourly
We are looking for an Accounting Specialist to join our client in Walnut Creek, California on a contract basis with the potential for a permanent role. This position supports essential accounting operations by managing payment-related documentation, handling exception-based requests, and maintaining accurate financial records. The right candidate brings strong attention to detail, confidence working through high-volume transactional tasks, and the ability to communicate clearly when information needs to be clarified. Responsibilities: • Prepare and submit banking and vendor documentation by entering required information into forms and external portals, ensuring materials are complete through final internal approval.• Work through unique vendor submission formats and portal requirements, using sound judgment to resolve issues and keep requests moving efficiently.• Evaluate write-off requests from internal stakeholders, confirm they meet established guidelines, and record approved transactions accurately in the accounting system.• Handle large volumes of write-off activity with speed and precision while maintaining consistent data quality.• Monitor the bank portal for stop payment activity, reverse related entries as needed, and share complete updates with the appropriate collections contacts.• Review checks received in the Walnut Creek, California office, including supporting payment details, to help ensure proper application of funds.• Organize complex remittance data into clear, standardized spreadsheet formats that support timely and accurate posting.• Follow up with internal teams or external clients when payment instructions are missing, unclear, or no longer valid to ensure accurate processing.
2026-05-13T18:04:10Z

Data Entry Clerk

Oakland, CA
onsite
Temporary / Contract
25.00 - 27.00 USD / Hourly
Job OverviewWe are looking for a reliable Data Entry Clerk to accurately input, update, and maintain company records and databases.Job Description<ul><li>Enter and update data into internal systems with speed and accuracy</li><li>Verify data for errors, missing information, or inconsistencies</li><li>Maintain electronic and physical records as needed</li><li>Generate basic reports and assist with data cleanup projects</li><li>Communicate with team members to clarify or obtain information</li><li>Support administrative functions related to recordkeeping and documentation</li></ul>
2026-05-08T22:43:43Z

Data Entry Clerk

Daly City, CA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
Our client, a reputable healthcare company, is seeking a detail-oriented and dependable Administrative Assistant to join their team onsite in Daly City. This opportunity is ideal for someone who enjoys administrative support, data accuracy, and providing excellent internal and external customer service in a fast-paced healthcare environment. In this role, you will support daily administrative operations, maintain employee records, and assist with documentation processes that require a high level of accuracy and confidentiality. Training will be provided, making this a strong opportunity for someone who is organized, eager to learn, and comfortable managing multiple priorities. Key Responsibilities:<ul><li>Provide data entry and administrative support for department operations</li><li>Update, maintain, and audit employee information within the Paycom system</li><li>Utilize Microsoft Excel, Microsoft Word, and other Microsoft Office applications on a daily basis</li><li>Access government websites to retrieve, verify, and save required documentation to internal shared drives</li><li>Perform quality control checks by reviewing entered information for accuracy and completeness</li><li>Support phone and email communications, responding to inquiries and providing customer service assistance</li><li>Assist with document organization, tracking, and record maintenance</li><li>Collaborate with internal team members to ensure timely and accurate completion of administrative processes</li><li>Participate in training and onboarding provided by the department lead</li></ul>
2026-05-12T15:14:05Z

Accounts Payable Staff Accountant

Lafayette, CA
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
We are looking for an Accounts Payable Staff Accountant to join a wholesale distribution organization in Lafayette, California. This position is ideal for an accounting specialist who can manage high-volume invoice activity, confirm payment accuracy, and keep financial records organized and precise. The role will support accounts payable operations by reviewing documentation carefully, assigning costs correctly, and processing payments with strong attention to compliance and timeliness. Responsibilities: • Review and process a large volume of vendor invoices with a strong focus on accuracy, completeness, and timely entry. • Compare purchase orders, invoices, and supporting records to confirm that charges align before approving payment. • Audit freight, courier, and storage-related billings to verify rates, quantities, and supporting details. • Enter payable transactions in QuickBooks Online and assign expenses to the appropriate project or account. • Prepare and submit vendor payments, including transactions completed through online credit card methods. • Reconcile expense documentation and payment records to maintain consistency within the general ledger. • Support 1099 reporting activities by maintaining organized vendor data and validating eligible payments. • Investigate discrepancies with invoices or payment details and follow through to resolution with internal and external contacts.
2026-04-30T21:38:42Z

Data Entry Clerk

San Francisco, CA
onsite
Temporary / Contract
21.00 - 21.00 USD / Hourly
We are looking for a detail-focused Data Entry Clerk to support a contract assignment in California. In this in-person role, you will help organize and label insurance data by reviewing records and entering structured information with a high level of accuracy. This contract position is well suited for someone who can work carefully, follow defined guidelines, and maintain consistency across a high volume of records. Responsibilities:• Review insurance-related business records and enter structured data into spreadsheets according to established labeling standards.• Compare information across internal platforms, quoting tools, and stored documents to confirm record details before updating entries.• Categorize key data points such as business type, coverage details, quote progress, carrier involvement, pricing, and final sales outcomes.• Document unclear or incomplete information with precise notes and escalate exceptions for review rather than making assumptions.• Maintain a dependable daily workflow by processing a steady volume of records while preserving data quality and accuracy.• Apply updated instructions and taxonomy changes throughout the project to ensure all entries remain aligned with current guidelines.• Track supporting documentation, service-related complexities, and revenue-related information within the required data fields.• Contribute to a clean and reliable dataset that supports reporting, operational review, and business decision-making.
2026-05-08T15:04:38Z

Senior Employee Relations Specialist

Oakland, CA
onsite
Temporary / Contract
39.00 - 41.00 USD / Hourly
We are looking for a Senior Employee Relations Specialist to join a mission-driven non-profit organization in Oakland, California on a Contract basis. In this role, you will support HR leadership by guiding managers through complex workplace matters, strengthening employee relations practices, and helping maintain a respectful and inclusive environment. This position plays a key part in balancing employee experience with compliance, risk management, and consistent application of policies, labor agreements, and performance standards. Responsibilities: • Manage employee relations matters from initial review through resolution, ensuring each case is handled promptly, consistently, and with complete documentation. • Develop and refine employee relations tools, including materials used for investigations, corrective action, and performance improvement planning. • Facilitate resolution of workplace concerns by using mediation, coaching, and sound judgment to support fair outcomes. • Conduct comprehensive workplace investigations that are well-documented, objective, and aligned with legal and organizational standards. • Advise supervisors and department leaders on employee relations concerns, policy interpretation, performance issues, and compliant management practices. • Provide expertise in union and labor relations, including guidance related to collective bargaining agreements and grievance-related matters. • Track employee relations activity, maintain organized records, and identify patterns or recurring issues that may require broader HR action. • Support employee engagement and retention efforts through consistent recognition practices and onboarding-related collaboration that improves the overall employee experience. • Partner with leadership during organizational change initiatives by encouraging clear communication, trust, and employee engagement throughout transitions.
2026-04-26T18:58:41Z

Paralegal

San Francisco, CA
onsite
Temporary / Contract
27.71 - 38.00 USD / Hourly
A boutique San Francisco litigation firm has an urgent need for an experienced Litigation Paralegal to provide temporary onsite coverage for 2–3 weeks initially, with potential for extension depending on business needs.In this role, you will be focused on keeping active cases moving through records collection, discovery support, document management, expert coordination, and trial preparation. The ideal candidate will have experience handling subpoenas, medical records, Bates stamping, document productions, and discovery workflows, including reviewing discovery responses to identify missing records, custodians, providers, experts, witnesses, or third parties requiring follow-up or subpoena support. Key Responsibilities:<ul><li>Order, track, and follow up on subpoena and medical records requests</li><li>Pull, organize, review, and Bates stamp litigation documents and productions</li><li>Coordinate with experts, vendors, record custodians, and outside parties regarding active litigation matters</li><li>Review incoming case-related communications and assist with litigation task follow-up and workflow management</li><li>Support active litigation matters from inception through trial and resolution</li><li>Prepare timelines, summaries, and organize case-related materials for attorney review</li><li>Coordinate and manage discovery, document productions, and large-volume eDiscovery workflows</li><li>Assist with expert discovery and related litigation support tasks</li><li>Conduct legal and factual research as needed</li><li>Support trial preparation, including exhibits, binders, pretrial filings, and case organization</li><li>Track deadlines and assist with compliance under California and Federal court rules</li><li>Communicate professionally with attorneys, clients, experts, court personnel, and vendors regarding active case matters</li></ul>
2026-05-13T21:13:45Z

IT Support

San Francisco, CA
remote
Temporary / Contract
35.00 - 40.00 USD / Hourly
We are looking for an IT Support specialist to provide hands-on desktop support for a financial services environment. This long-term contract role is ideal for someone with deep experience managing Intune and Microsoft 365 technologies and Mac/OS in a mid-sized user community, with a practical, service-focused approach to end-user support. The position follows a primarily remote schedule with one day per week in the office and offers the opportunity to help maintain a stable, secure, and efficient workplace technology experience. This is a contract opportunity. Responsibilities:• Administer and optimize Microsoft Intune to support device deployment, policy enforcement, application delivery, and endpoint lifecycle management.• Manage core Microsoft 365 administration, and MDM tasks across services such as Office 365, Azure-related user access, and Active Directory environments.• Provide desktop and end-user support for approximately 300 employees, resolving hardware, software, and access-related issues in a timely manner.• Lead endpoint rollout activities, including new device provisioning, configuration updates, and controlled implementation of workplace technology changes.• Troubleshoot Windows-based systems and ensure consistent performance, security, and usability across supported devices.• Collaborate with internal teams to maintain reliable user computing environments and address escalated technical support needs.• Document support procedures, configurations, and recurring issues to improve service efficiency and operational consistency.• Support basic networking-related troubleshooting when needed to assist with connectivity and user access concerns.
2026-05-15T20:03:56Z

Oracle Project Manager

Martinez, CA
onsite
Temporary / Contract
60.00 - 75.00 USD / Hourly
We are seeking an experienced Oracle Project Manager to lead the development, implementation, and execution of complex software applications supporting public infrastructure and operational systems. We are seeking an experienced, hands-on Oracle Project Manager to lead a small, multidisciplinary applications and GIS team through several concurrent, high-impact modernization initiatives. This Oracel Project Manager role combines technical leadership, project delivery, and strategic planning. The ideal Oracle Project Manager candidate will serve as the team’s subject-matter expert, establish a clear execution roadmap, and drive complex initiatives forward in a resource-constrained, public-sector environment. <ul><li>Oracle modernization, including a major migration from Oracle 12c to Oracle Cloud</li><li>Current confirmed usage: Oracle Forms & Reports</li><li>Exploration of Oracle APEX as a modernization path, with ambiguity around Oracle-supported migration approaches</li><li>ClickUp implementation for project and work management</li><li>Integration of an in-house Java-based request system with Oracle</li><li>GIS modernization, including:</li><li>Integration of GIS platforms with enterprise systems</li><li>Broader migration of GIS systems to the cloud</li></ul>
2026-05-05T17:23:40Z

Grants Accounting Manager

Oakland, CA
onsite
Permanent / Full Time
105000.00 - 120000.00 USD / Yearly
Andrew Castillo is recruiting for a mission-driven nonprofit transforming communities across Oakland and Contra Costa County. Their programs touch over 10,000 lives each year—supporting early education, career readiness, financial empowerment, housing stability, arts, and more. Our Client celebrates diversity, fosters growth and creates a workplace where your ideas and expertise can make a real impact. As the Grants Manager, you’ll play a key role in ensuring that programs have the financial backbone to thrive. You’ll manage post-award grant finances, compliance, billing, and reporting, while leading a small but mighty team. If you’re a strategic thinker with a knack for numbers and love helping communities flourish, this role is for you. What You’ll Do: Financial Leadership & Compliance<ul><li>Lead post-award grants and contracts management: budgeting, reporting and ensuring compliance with federal regulations and internal policies.</li><li>Review grant and contract allocations to ensure proper expense coding, allowability, and adherence to administrative cost limits.</li><li>Prepare financial reports for funders, internal leadership, and audits.</li><li>Serve as the go-to expert for Uniform Guidance and fund accounting practices.</li></ul>Billing & Accounts Management<ul><li>Oversee funder billing, invoicing, and cash receipts to ensure accuracy and timeliness.</li><li>Track accounts receivable, reconcile balance sheets and manage month-end procedures.</li><li>Forecast cash flow and support efficient financial operations across programs.</li></ul>Team Leadership & Development<ul><li>Supervise, mentor, and develop a team of finance professionals.</li><li>Recruit and onboard new staff; foster growth through training and goal setting.</li><li>Ensure adherence to internal controls and smooth departmental operations.</li></ul>Perks & Benefits<ul><li>2 weeks paid vacation + sick time + 14 holidays + floating holidays</li><li>Medical, dental, and life insurance</li><li>403(b) retirement plan with employer match</li><li>Commuter benefits and flexible spending accounts</li><li>Development opportunities and a joyful, collaborative workplace</li></ul>
2026-05-01T15:53:42Z

Financial Planner

Walnut Creek, CA
remote
Permanent / Full Time
100000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T02:18:40Z

Senior Attorney/Partner

San Francisco, CA
onsite
Permanent / Full Time
150000.00 - 270000.00 USD / Yearly
We are looking for an experienced Senior Attorney/Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development. Responsibilities:• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.• Conduct legal research and provide strategic advice to clients and the firm.• Mentor and supervise associates, fostering growth and ensuring effective case management.• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.• Assist with transactional work, including drafting and reviewing contracts and other documentation.• Contribute to administrative functions and support the overall operations of the firm.
2026-05-05T18:38:43Z

Paralegal

Oakland, CA
onsite
Temporary / Contract
33.00 - 45.00 USD / Hourly
We are looking for a detail-oriented Paralegal to support a busy legal team in Oakland, California. This is an ongoing contract to fill in for an employee on leave. This is ideal for someone with hands-on civil litigation experience, particularly in personal injury matters, who can help keep cases moving efficiently from pre-trial preparation through key filing and scheduling activities. The role offers a hybrid work arrangement with an expectation of on-site presence as needed, especially during active trial preparation periods. You will work closely with a small legal support team and contribute to timely, organized legal support across multiple upcoming trials. Responsibilities:<ul><li>Coordinate pre-trial activity by organizing timelines, tracking deadlines, and helping attorneys prepare case materials for upcoming hearings and trials.</li><li>Arrange logistics for expert witnesses and depositions, including scheduling, document coordination, and communication with involved parties.</li><li>Prepare, format, and submit court filings while ensuring documents meet procedural and jurisdictional requirements.</li><li>Maintain calendars for litigation matters, monitor important dates, and help keep case activity aligned with court and client schedules.</li><li>Assist with discovery-related tasks and provide higher-level case support when matters require additional follow-up or documentation.</li><li>Support the exchange, organization, and management of case documents between attorneys, clients, experts, and outside parties.</li><li>Help facilitate client and deposition scheduling to ensure smooth coordination across multiple active matters.</li><li>Work on-site as needed during critical trial preparation periods and collaborate with the legal team in a hybrid office environment.</li></ul>
2026-05-08T18:43:42Z

Regional Senior Payroll Manager

Oakland, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
We are looking for an experienced Senior Payroll Manager to oversee payroll operations for a large, multi-state workforce. This role requires a strategic leader who can ensure accurate and compliant payroll processing for over 500 employees. The ideal candidate will have strong expertise in full-cycle payroll management, including bi-monthly payroll and proficiency with ADP Workforce Now. Responsibilities:• Own Americas payroll operations and compliance, with room to scale regionally• Act as payroll regulatory and tax compliance authority, including SOX• Build and maintain standardized, audit-ready payroll processes and controls• Lead payroll system design, integrations, automation, and reporting enhancements• Improve accuracy, efficiency, and scalability through optimization and KPIs• Oversee vendors, system implementations, and process documentation• Partner closely with HR, Finance, IT, and global payroll teams• Resolve payroll issues through root-cause analysis and corrective actions• Promote continuous improvement and employee-focused payroll excellence
2026-05-08T15:38:39Z

Financial Planner - 3 days Remote!

Walnut Creek, CA
remote
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
Financial Planner – Join a Growing $4B+ RIA | Flex Schedule + 2 Days OnsiteJennifer Fukumae with Robert Half’s Financial Services Division is partnering with a thriving East Bay RIA managing over $4B in assets under management to hire a Financial Planner ready to take their career to the next level.This is not just another planning role—this is an opportunity to step into a high-growth, advisor-centric firm where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.If you enjoy creating meaningful financial strategies but want more collaboration, more exposure, and more impact, this is the move. Why this role stands out:<ul><li>Work with a high-quality, established client base</li><li>Join a collaborative, growth-minded advisory team</li><li>Only 2 days onsite + flexible Fridays for better work-life balance</li><li>Real opportunity to influence planning strategy and process</li><li>Be part of a firm that is actively growing and investing in talent</li></ul> What You’ll Do<ul><li>Partner closely with Advisors to design and deliver comprehensive financial plans</li><li>Gather and analyze client data to build customized planning strategies</li><li>Sit in on client meetings and serve as a subject matter expert across planning topics</li><li>Support the development and presentation of complex, high-impact financial plans</li><li>Conduct research across areas like tax, estate, retirement, and equity compensation planning</li><li>Maintain and optimize data within financial planning tools and platforms</li><li>Help refine internal processes, policies, and best practices</li><li>Stay ahead of industry trends and bring new ideas and insights to the team</li></ul>
2026-05-08T22:38:41Z

Attorney/Lawyer

Walnut Creek, CA
onsite
Permanent / Full Time
140000.00 - 160000.00 USD / Yearly
We are looking for a dedicated and skilled Trust Litigation Attorney to join an established trusts and estates practice. In this role, you will handle a variety of estate-related disputes, including trust and probate litigation, contested wills, and conservatorship matters. This position offers a unique opportunity to provide strategic legal counsel, advocate for clients, and contribute to achieving favorable outcomes in complex cases. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Represent clients in estate-related litigation, including disputes involving trusts, wills, and conservatorships.• Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters.• Draft and file legal documents such as motions, pleadings, discovery requests, and briefs for estate litigation.• Conduct depositions, interview witnesses, and prepare expert testimony for court proceedings.• Advocate for clients in courtroom trials, mediation sessions, and settlement negotiations.• Collaborate with executors, trustees, beneficiaries, and family members to navigate probate and conservatorship processes.• Monitor compliance with relevant estate planning, probate, and conservatorship laws and regulations.• Provide clear and strategic legal advice to clients throughout the litigation process.
2026-05-05T16:58:43Z

Attorney/Lawyer

Walnut Creek, CA
onsite
Permanent / Full Time
140000.00 - 200000.00 USD / Yearly
We are looking for an experienced litigation attorney to join a well-respected law firm in Walnut Creek, California. The firm specializes in construction, real estate litigation, and contract disputes. This role offers the opportunity to work on complex cases in a collaborative environment where your writing, analytical, and verbal skills will be highly valued. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Represent clients in construction claims, general real estate litigation matters, and contract disputes.• Conduct thorough discovery processes, including drafting and responding to written discovery requests.• Take and defend depositions, including those involving percipient and expert witnesses.• Assist in trial and arbitration proceedings as part of a litigation team.• Prepare legal briefs, motions, and other necessary court documents.• Develop and implement effective litigation strategies to achieve favorable outcomes.• Collaborate with colleagues, including attorneys and paralegals, to ensure efficient case management.• Maintain client relationships and provide clear communication on case progress and expectations.
2026-05-05T16:53:41Z

Accounting Clerk

Concord, CA
onsite
Permanent / Full Time
70000.00 - 85000.00 USD / Yearly
We are looking for an Accounting Specialist to support day-to-day financial operations for a construction-focused business. This role is ideal for someone who is comfortable managing billing activities, payroll-related documentation, and high-volume accounting records with accuracy. The position requires someone who can keep receivables, payables, and project-related financial information organized and current. Responsibilities:• Prepare and manage progress billings for construction projects, ensuring contract terms and billing schedules are followed accurately.• Process certified payroll records and maintain supporting documentation in compliance with project and regulatory requirements.• Handle accounts payable tasks, including reviewing invoices, entering payment details, and maintaining organized vendor records.• Support accounts receivable activities by tracking customer balances, applying payments, and following up on outstanding invoices.• Enter financial and project-related data into QuickBooks and other internal records with a high level of accuracy.• Review invoice details for completeness and alignment with job costs, approvals, and billing requirements.• Assist with construction accounting activities by maintaining organized financial records tied to projects, vendors, and payroll reporting.
2026-04-20T23:54:07Z