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7 results for Records Manager in Santa Rosa, CA

Contracts Manager
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
  • 2026-09-08T00:00:00Z
Operations Manager
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 195000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid </strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-09T00:00:00Z
Operations Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 155000 USD / Yearly
  • <p>Jeff Abrams is looking for an Operations Manager to lead performance reporting and oversight activities for investment products for his client. This role is responsible for ensuring the accuracy, consistency, and timely delivery of fund and composite performance information used across client reporting, public materials, and internal reporting. The ideal candidate brings deep experience in investment operations, strong knowledge of performance measurement practices, and the ability to guide a small team through recurring and ad hoc deliverables.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily oversight of mutual fund performance reconciliations, pricing validation, and distribution control checks, ensuring all results are reviewed before release.</p><p>• Monitor performance-related information published on external web platforms and verify that displayed data remains accurate and current.</p><p>• Lead the preparation and quality review of monthly internal performance reporting for mutual funds and ETFs, confirming completeness across all required data points.</p><p>• Coordinate monthly production of model and composite performance materials, including asset and flow reporting, calculation support, and collaboration with Sales on breakout reporting and data transfers.</p><p>• Manage recurring client performance reporting activities and maintain composite records to support ongoing accuracy and regulatory alignment.</p><p>• Review growth and turnover calculations, approve monthly outputs, and oversee the timely posting of finalized figures to internal and external reporting channels.</p><p>• Supervise the submission of performance data to third-party providers and work with external vendors to resolve reporting issues or data discrepancies.</p><p>• Support annual presentation development, audit-related requests, product launches, tax gain and loss reporting coordination, and other special projects as needed.</p><p>• Coach and cross-train team members across daily, monthly, and annual workflows while promoting process improvements, including the use of AI-assisted tools where appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn</p>
  • 2026-09-03T00:00:00Z
Office Manager
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 25.3365 - 29.337 USD / Hourly
  • We are looking for an organized Office Manager to support daily operations and keep the workplace running efficiently. This Long-term Contract position is ideal for someone who enjoys balancing administrative coordination, front-desk support, and office resource management. The role will focus on creating a well-structured office environment, managing vendor-related purchasing needs, and assisting with essential accounts payable activities.<br><br>Responsibilities:<br>• Oversee day-to-day office operations to ensure an efficient, organized, and detail-oriented work environment.<br>• Coordinate the purchase of workplace materials and communicate with vendors to keep needed items available.<br>• Monitor inventory levels for office resources and restock supplies before shortages affect operations.<br>• Support accounts payable tasks by preparing, tracking, and organizing invoice-related documentation.<br>• Welcome visitors and provide front-desk assistance while directing inquiries to the appropriate contacts.<br>• Maintain administrative records and help ensure office procedures are followed consistently.<br>• Partner with internal teams to address facility or operational needs and resolve routine office issues promptly.
  • 2026-09-15T00:00:00Z
Office Manager
  • Berkeley, CA
  • onsite
  • Temporary / Contract
  • 28 - 32 USD / Hourly
  • <p>Position Overview</p><p>We&#39;re seeking a professional, organized, and proactive Office Manager to support the day-to-day administrative and operational office functions. This role serves as the operational hub of the office, ensuring employees have the resources, support, and processes needed to work efficiently while maintaining a professional and welcoming workplace environment. The ideal candidate is a resourceful problem solver who excels at balancing administrative support, office operations, vendor management, facilities coordination, and employee support. This individual will collaborate closely with leadership and act as a trusted partner in maintaining a productive and positive office culture.</p><p><br></p><p>Day-to-Day Responsibilities</p><ul><li>Oversee the daily operations of the office to ensure an organized, efficient, and professional work environment.</li><li>Handle incoming mail, shipments, deliveries, and general office correspondence.</li><li>Maintain office records, files, and company documentation.</li><li>Serve as the primary point of contact for building management, vendors, service providers, and maintenance contractors.</li><li>Manage vendor relationships and negotiate service agreements when appropriate.</li><li>Support employee engagement initiatives, team events, and office celebrations.</li><li>Serve as a resource for employees regarding office operations and administrative needs.</li><li>Assist with budget tracking for office expenses and vendor services.</li><li>Maintain office supply inventory and manage purchasing activities.</li><li>Support leadership with calendar coordination, meeting preparation, and administrative tasks as needed.</li></ul>
  • 2026-08-29T00:00:00Z
Office Manager
  • Martinez, CA
  • onsite
  • Temporary / Contract
  • 29 - 30 USD / Hourly
  • <p>We are looking for an experienced bilingual Spanish/English speaking Office Manager to oversee daily operations in Pacheco, California. This temp-to-hire position is ideal for someone who can work independently and serve as a steady resource for office, payroll, and employee support needs. The role requires a practical, organized, detail-oriented individual with construction industry experience who can help keep administrative processes running smoothly while supporting both office staff and field personnel.</p><p><br></p><p>Office Manager Responsibilities:</p><p><br></p><p>* Oversee the office operations and ensure efficient workflow.</p><p>* Support with payroll and billing processes.</p><p>* Coordinate all back-office activities, including communication and data management.</p><p>* Support the onsite crew of approximately 20 workers, including equipment pickup and return after lunchtime.</p><p>* Assist the two onsite managers in handling client interactions and other tasks.</p><p>* Provide support to the occasional workers who work on and off the yard.</p><p><br></p><p>Qualifications:</p><p><br></p><p>* Proven experience as an office manager or in a similar role.</p><p>* Strong organizational and management skills.</p><p>* Excellent communication and interpersonal abilities.</p><p>* Ability to work independently and as part of a team.</p><p>* Reliable and punctual.</p><p><br></p><p>Preferred Skills:</p><p><br></p><p>* Experience in coordinating blue-collar contractor-related activities.</p><p>* Familiarity with payroll and billing processes. Actual use of QuickBooks and payroll software is not required. That’s handled different office</p><p>* Ability to work remotely from a location that is not centrally located within the company.</p><p>* Fluency in Spanish and English is required</p><p><br></p><p>If you are interested in this Office Manager role, please apply today.</p>
  • 2026-09-15T00:00:00Z
Office Manager
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 27 - 30 USD / Hourly
  • <p>We are looking for an organized Office Manager to support daily administrative operations in a business setting. This Long-term Contract position will oversee front office coordination, manage workplace resources, and help keep business activities running smoothly. The role is ideal for someone who is comfortable balancing office administration, vendor support, and financial processing tasks in a structured environment.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate day-to-day office activities to maintain an efficient and well-organized workplace environment.</p><p>• Manage reception coverage by greeting visitors, directing inquiries, and handling general front desk communication.</p><p>• Track inventory levels for office materials and arrange timely purchases to ensure supplies remain available.</p><p>• Work with vendors to place orders, confirm deliveries, and resolve issues related to office purchases.</p><p>• Support accounts payable activities by reviewing invoices, organizing payment documentation, and assisting with processing tasks.</p><p>• Maintain orderly office records, files, and administrative documentation for ongoing business needs.</p><p>• Assist with scheduling, correspondence, and other clerical functions that contribute to smooth office operations.</p><p><br></p><p>** If you&#39;re interested in this position, please apply to this position and contact Michaela Stauber at michaela.stauber- at - roberthalf - .com with your word resume and reference job ID#00410-0013500229**</p>
  • 2026-09-16T00:00:00Z