We are looking for a dedicated Facilities Assistant to join our team in Santa Clara, California, on a contract basis. In this role, you will ensure the smooth operation of our workplace by managing events, maintaining conference rooms, supporting employee relocations, and addressing facility maintenance needs. This position is essential to fostering a safe, clean, and organized environment for employees and visitors.<br><br>Responsibilities:<br>• Set up and dismantle furniture and audiovisual equipment for events while maintaining the cleanliness and organization of event spaces.<br>• Perform regular checks of conference rooms to ensure they are stocked with supplies, clean, and fully operational.<br>• Coordinate and execute employee relocations, including workstation setups and furniture adjustments.<br>• Respond to facility-related requests and issues, perform routine maintenance tasks, and manage inventory for facility supplies.<br>• Conduct power washing and regular maintenance inspections to uphold cleanliness and adhere to safety standards.<br>• Carry out building inspections to ensure compliance with safety and operational requirements, reporting issues and coordinating resolutions.<br>• Process and prioritize work order tickets, tracking progress and providing updates to ensure efficient facility operations.<br>• Collaborate with team members and external vendors to support facility needs and improve operational efficiency.<br>• Assist in budget-related processes and ensure cost-effective management of resources.
We are looking for a dedicated and detail-oriented Loan Processor to join our team in Sunnyvale, California. In this Contract-to-Permanent role, you will play a pivotal part in ensuring the accurate and efficient processing of real estate loans while maintaining compliance with regulatory standards. This position offers the opportunity to collaborate closely with team members and applicants to deliver an exceptional lending experience.<br><br>Responsibilities:<br>• Review loan applications to ensure all required information and documentation are complete and accurate.<br>• Verify and validate supporting documents such as income statements, credit reports, appraisals, and title work.<br>• Input loan details into the organization's system, ensuring compliance and accuracy.<br>• Communicate proactively with loan officers, underwriters, and applicants to facilitate smooth loan processing.<br>• Address member inquiries and provide clear guidance throughout the loan process.<br>• Ensure all loan files meet organizational policies as well as state and federal regulations.<br>• Collaborate with the lending team to streamline workflows and improve operational efficiency.<br>• Monitor loan progress and provide regular updates to management on application status and key metrics.<br>• Generate detailed reports on loan processing activities, including timelines, volumes, and pending applications.<br>• Participate in training sessions to stay current on compliance requirements and industry practices.
<p>This role is 100% onsite in Mountain View </p><p><br></p><p>We are in search of a Payroll Supervisor/Manager/Director to join our team located in Mountain View, California. In this role, you will be tasked with overseeing a high volume, multi-state payroll environment utilizing UKG. This position is within a rapidly developing company and will involve managing a team of four, dealing with a large non-exempt employee population.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage a team of 4 in the payroll department</p><p>• Handle a high volume, multi-state payroll environment using ADP Workforce Now</p><p>• Manage payroll for a large non-exempt employee population</p><p>• Ensure the accuracy and efficiency of processing customer credit applications</p><p>• Maintain accurate customer credit records</p><p>• Effectively handle additions and terminations each bi-weekly pay period</p><p>• Manage a workforce of over 1000 employees across multiple states</p><p>• Handle complex commissions</p><p>• Apply effective payroll management strategies.</p>
<p><strong>Job Summary</strong></p><p>We are seeking a <strong>Sr.</strong> <strong>Real Estate Manager</strong> to oversee all operational aspects of a <strong>single, mixed-use property</strong> with <strong>six distinct budgets</strong>. This role includes <strong>budget oversight, vendor management, lease enforcement</strong>, and overall day-to-day property management responsibilities.</p><p>You will work alongside an <strong>on-site Assistant Manager</strong> to ensure operational excellence and tenant satisfaction across the property.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee <strong>day-to-day property operations</strong> including site inspections, vendor supervision, and service oversight</li><li>Manage and review <strong>vendor contracts, bids, and invoices</strong></li><li>Conduct <strong>lease reviews</strong> and enforce lease terms and property rules</li><li>Participate in <strong>leasing calls and coordination</strong> with stakeholders</li><li>Manage and track <strong>multiple property budgets</strong></li><li>Prepare written reports, emails, and documentation for stakeholders</li><li>Collaborate with the <strong>Assistant Manager</strong> to deliver high-quality property management services</li></ul>
We are looking for a detail-oriented Operations Coordinator to join our team in San Jose, California. In this long-term contract position, you will play a vital role in supporting property management operations, ensuring smooth administrative processes, and maintaining accurate records. This role is ideal for someone with strong organizational skills and experience in operational coordination.<br><br>Responsibilities:<br>• Provide administrative support to property management staff, including handling work orders, scheduling contractor tasks, preparing contracts, and monitoring vendor compliance.<br>• Oversee and maintain the property management contract database to ensure accurate and up-to-date records.<br>• Assist in managing applications for non-commercial activities and ensure compliance with program guidelines.<br>• Issue and manage open/close notices and prepare Notices of Non-Responsibility as required.<br>• Review and approve vendor Certificates of Insurance to ensure adherence to company standards.<br>• Maintain and update the Master Utility Meter Spreadsheet to track and organize utility-related data effectively.
<p>We’re excited to offer a fantastic opportunity for an Attorney to join our dynamic team in Fresno, California! In this key role, you’ll handle litigation cases, draft and review essential legal documents, and ensure compliance with professional standards. If you’re ready to make a meaningful impact and grow your legal career in a collaborative environment, we’d love to hear from you!</p><p><br></p><p>Responsibilities:</p><p>• Managing a caseload of litigation files from their inception through to trial</p><p>• Drafting, preparing, and responding to various legal documents such as pleadings, discovery, and motions</p><p>• Ensuring superior awareness and compliance with all applicable rules of detail-oriented conduct</p><p>• Utilizing comprehensive legal knowledge to promote high standards of detail-oriented practice</p><p>• Handling litigation and other legal assignments as required</p><p>• Applying strong research and writing skills to all tasks</p><p>• Engaging in civil litigation, specifically insurance defense litigation, including involvement in jury trials</p><p>• Maintaining accurate and detailed reports for file analysis.</p>
<p>We are looking for an organized and detail-oriented Receptionist to join our well-established firm and collegial team in either our East Bay or Peninsula location. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth communication and efficient administrative support. If you have strong interpersonal skills and a knack for multitasking, we encourage you to apply. This is a hybrid position with excellent benefits and stellar long term growth opportunities! </p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly, providing a welcoming and organized environment.</p><p>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.</p><p>• Handle email correspondence promptly and professionally, ensuring clear communication.</p><p>• Perform accurate data entry tasks to maintain updated records and databases.</p><p>• Schedule appointments and manage calendars to ensure efficient time management.</p><p>• Organize and maintain files for easy access and retrieval of important information.</p><p>• Coordinate with team members to support daily office operations.</p><p>• Utilize Microsoft Word, Excel, and Outlook to prepare documents and manage communications.</p><p>• Assist in general office tasks to ensure smooth workflow and productivity.</p><p>• Provide exceptional customer service to address inquiries and resolve issues.</p>
<p>We are looking for an experienced and detail-oriented Controller and or Senior Accounting Manager to oversee key financial operations and ensure the accuracy of accounting processes. Based in San Francisco Bay Area this position offers a hybrid work schedule, requiring three days onsite each week. The ideal candidate will bring a strong background in accounting, payroll management, and financial reporting, while collaborating closely with executive leadership and external partners.</p><p><br></p><p>Responsibilities:</p><p>• Manage comprehensive accounting functions, including payroll processing, month-end close, and cash accounting.</p><p>• Ensure timely and accurate billing processes using timekeeping and billing systems.</p><p>• Utilize QuickBooks and Excel to maintain financial records and support reporting requirements.</p><p>• Collaborate with external accounting firms to handle tax filings and compliance tasks.</p><p>• Oversee 401(k) submissions and ensure adherence to company match processes.</p><p>• Maintain and analyze timekeeping data to support accurate financial documentation.</p><p>• Support Subchapter S corporation compliance and reporting obligations.</p><p>• Communicate effectively with internal teams via Slack and other tools to ensure smooth financial operations.</p><p>• Implement and oversee document control processes to maintain organized records.</p><p>• Manage expense accounts and ensure timely bill payments using platforms such as bill.com</p>
<p>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
<p>We are offering an exciting remote opportunity for an experienced Attorney. This role revolves around handling complex commercial litigation matters, including insurance bad faith and coverage. The work environment is dynamic with interesting clients, and involves substantial research and motion writing. </p><p><br></p><p>Responsibilities:</p><p>• Conduct extensive legal research related to complex commercial litigation</p><p>• Prepare and defend depositions </p><p>• Handle insurance coverage cases efficiently</p><p>• Engage in motion practice for ongoing cases</p><p>• Attend court hearings as per case requirements</p><p>• Prepare for trials and attend them as needed</p><p>• Maintain strong communication skills to articulate case progress and outcomes</p>
<p>Colleen McAuliffe at Robert Half is looking for a detail-oriented Bookkeeper to manage daily financial transactions and ensure accuracy in accounting records for our valued long-term client. In this role, you will collaborate with store managers and vendors to maintain seamless financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Record invoices and daily bookkeeping entries using accounting software </p><p>• Maintain clear communication with store managers to address financial inquiries and updates.</p><p>• Follow up with vendors regarding invoices, pricing, and promotional details to ensure accurate records.</p><p>• Reconcile accounts regularly to identify and resolve discrepancies.</p><p>• Prepare financial reports to assist in decision-making and budgeting processes.</p><p>• Monitor and manage accounts payable and accounts receivable.</p><p>• Ensure compliance with company policies and regulatory standards in all financial practices.</p><p>• Support audits by organizing and providing accurate financial documentation.</p><p>• Identify opportunities to improve bookkeeping processes for greater efficiency.</p><p>• Assist in managing payroll and employee expense tracking.</p>
<p>Established mid sized law firm is seeking an experienced Litigation Attorney to join their team. As part of a mission-driven law firm, you will have the opportunity to work on diverse and meaningful litigation matters, primarily focused on real estate and public entity law. This role offers a hybrid work schedule, combining in-office collaboration with flexible remote options.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases for clients.</p><p>• Manage cases from inception to resolution, including pretrial litigation, discovery, and trial preparation.</p><p>• Draft and present motions, briefs, and other legal documents with precision and clarity.</p><p>• Conduct in-depth legal research and provide strategic advice to clients.</p><p>• Represent clients during oral arguments, hearings, and trials.</p><p>• Collaborate with colleagues to ensure high-quality legal services and successful case outcomes.</p><p>• Negotiate settlements and agreements effectively with opposing parties.</p><p>• Provide mentorship and leadership to less experienced attorneys and legal staff.</p><p>• Maintain up-to-date knowledge of California law and legal practices.</p><p>• Work seamlessly in a hybrid environment, balancing in-office and remote work commitments.</p>
<p>We are looking for a dedicated <strong>Part Time Administrative Assistant </strong>to join our team in Oakland, California. This is a part-time Contract position with the potential to grow into a more comprehensive administrative role for the right candidate. The ideal individual will bring expertise in data entry and fundraising platforms, along with a strong attention to detail and excellent organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Input and organize donor information and mailing lists with accuracy and efficiency.</p><p>• Create and maintain mailing lists to support various fundraising campaigns.</p><p>• Assist in clearing the data entry backlog to ensure smooth fundraising operations.</p><p>• Transition into broader administrative and fundraising support tasks once the initial data entry project is completed.</p><p>• Collaborate with team members to ensure donor information is up-to-date and accessible.</p><p>• Provide general administrative assistance, including answering inbound calls and managing office tasks.</p><p>• Support ongoing fundraising efforts by managing donor communications and outreach.</p><p>• Handle data entry tasks in alignment with organizational goals and timelines.</p>
<p>We are looking for a highly skilled Legal Assistant to join our team in San Jose, California. This role involves providing vital administrative support to attorneys and paralegals, primarily within the Intellectual Property litigation practice group. The ideal candidate will possess extensive litigation experience, particularly in Federal Court, and excel in managing case deadlines, preparing legal documents, and maintaining organized workflows.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and organize client and administrative files, ensuring timely opening and closing of matters in compliance with firm policies.</p><p>• Prepare, format, proofread, and edit litigation documents, including administrative correspondence and court filings, with precision and attention to detail.</p><p>• Schedule and monitor court appearances, depositions, and discovery deadlines, ensuring all associated dates are accurately recorded in attorney calendars.</p><p>• Coordinate the preparation of exhibits, evidence, briefs, and trial binders for hearings, trials, and meetings.</p><p>• Manage incoming mail by scanning, filing, and calendaring important dates, while determining appropriate next steps.</p><p>• Provide administrative support such as arranging attorney travel, booking accommodations, and organizing development events.</p><p>• Oversee document profiling and management in compliance with practice group guidelines throughout the course of engagements.</p><p>• Assist attorneys with timekeeping, invoice processing, and monitoring receivables to ensure financial tasks are handled efficiently.</p><p>• Coordinate with court reporters and handle scheduling for hearings and depositions.</p><p>• Greet and assist clients and visitors, manage conference room reservations, and ensure technical needs are met.</p>
<p>Finance Associate – Tax Focus</p><p><strong>Location</strong>: San Francisco, CA (Hybrid or Onsite)</p><p><strong>Industry</strong>: Venture Capital / Emerging Technologies</p><p><br></p><p>Are you ready to work at the intersection of finance and innovation? A leading early-stage investment firm specializing in frontier technologies—including crypto, AI, and deep tech—is seeking a <strong>Finance Associate</strong> with strong tax expertise and fund operations experience. This is a high-impact role offering direct exposure to senior leadership, strategic initiatives, and some of the most exciting sectors shaping the future.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Finance Associate, you’ll be a key contributor to the firm’s financial infrastructure, managing tax compliance across multiple entities and supporting fund operations. You’ll collaborate with experienced professionals and help drive improvements in reporting, audits, and investor communications. This is an ideal opportunity for someone who thrives in a fast-paced, intellectually curious environment and wants to make a meaningful impact in venture capital.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Tax Compliance & Strategy</strong></p><ul><li>Lead tax compliance for funds, general partners, and management entities</li><li>Review tax filings including K-1s, foreign disclosures, and estimated payments</li><li>Coordinate with external tax advisors and manage payment schedules</li><li>Conduct independent tax research and validate advisor recommendations</li><li>Respond to investor tax inquiries and lead ad-hoc research initiatives</li></ul><p><strong>Fund & Financial Operations</strong></p><ul><li>Review fund administrator reports and prepare quarterly NAV summaries</li><li>Support annual financial statement preparation and audit coordination</li><li>Track fund performance and investment valuations</li><li>Assist with capital calls, distributions, and accounts payable</li><li>Address investor inquiries and contribute to strategic finance projects</li></ul><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Be part of a mission-driven firm investing in transformative technologies</li><li>Work closely with senior leadership and gain exposure to high-level strategy</li><li>Contribute to operational excellence and innovation in digital finance</li><li>Enjoy a collaborative, high-performance culture with room to grow</li></ul><p><strong>Interested in joining a team that’s shaping the future of venture capital?</strong></p><p>Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s connect and explore how this opportunity aligns with your career goals.</p>
<p>Are you detail-oriented, organized, and experienced in handling financial data? We’re seeking a dedicated Accounting Clerk who will be responsible for matching invoices with purchase orders and performing data entry tasks, primarily using QuickBooks software.</p><ul><li>Review, match, and verify invoices against purchase orders to ensure accuracy and compliance with company policies.</li><li>Accurately input financial transactions into QuickBooks and maintain up-to-date records.</li><li>Identify and resolve discrepancies between invoices and purchase orders. Communicate with vendors or internal teams as needed.</li><li>Organize and maintain physical and digital records of invoices, purchase orders, and related documentation.</li><li>Assist with other general accounting and clerical tasks as needed, such as account reconciliations and report generation.</li></ul><p><br></p>
<p>Our client is looking for a skilled Litigation Attorney to join their team in<strong> California</strong> -- <strong>Bay Area or Los Angele</strong>s. The ideal candidate will bring expertise in civil litigation and a proactive approach to managing diverse cases, including medical malpractice. This role offers the opportunity to collaborate with a dedicated team and hone your legal skills in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle a variety of civil litigation cases from inception to resolution, ensuring all processes meet high standards of attention to detail.</p><p>• Develop and implement effective case strategies to achieve favorable client outcomes.</p><p>• Represent clients in court proceedings, depositions, and mediations with professionalism and expertise.</p><p>• Conduct thorough legal research and draft compelling pleadings, motions, and other legal documents.</p><p>• Collaborate with team members to share insights and ensure comprehensive case preparation.</p><p>• Manage client communications, offering clear updates and guidance throughout the legal process.</p><p>• Utilize knowledge of medical malpractice litigation or demonstrate a willingness to learn and excel in this area.</p><p>• Maintain compliance with all legal and ethical standards while managing multiple deadlines and priorities effectively.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a<strong> Client Service Accounting Associate</strong> for a <strong>family office</strong>. This is a full-time, permanent role based in San Francisco with a hybrid schedule.</p><p> </p><p>Join a firm that provides comprehensive services, including investment management, financial planning, tax support, and philanthropic services while building long-term client relationships. This role offers a collaborative environment with mentorship and growth opportunities, excellent benefits such as full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You will also have access to paid courses and certifications and the chance to work on high-impact projects.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage accounts payable, coding, approvals, and high-volume payments</li><li>Handle monthly reconciliations, month-end close, and client reporting</li><li>Collaborate with vendors and estate managers to ensure smooth operations</li><li>Support quarterly accounting, cash flow analysis, trial balances, and investor reporting</li><li>Assist with philanthropic payments, budgeting, forecasting, and process improvements</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a skilled Legal Event/Marketing Coordinator to oversee and execute a variety of marketing, event planning, and legal writing tasks. This position is based in San Francisco, California, and involves collaborating with consultants, coordinating office events, and managing content creation initiatives. The ideal candidate will bring strong organizational skills, exceptional writing abilities, and a keen understanding of legal concepts.<br><br>Responsibilities:<br>• Collaborate with external consultants to manage social media campaigns, marketing initiatives, and the creation of promotional materials.<br>• Plan and coordinate office events, including focus groups, monthly training sessions, and attorney retreats.<br>• Communicate with vendors to negotiate contracts and secure favorable rates for venues, catering, and other event needs.<br>• Draft and edit synopses for legal cases to be included in a semi-annual torts newsletter.<br>• Oversee the design, printing, and distribution of marketing and event-related materials by liaising with design consultants.<br>• Ensure all written content adheres to a high standard, including proofreading and editing for clarity and accuracy.<br>• Manage logistics for office events, ensuring smooth execution from planning to completion.<br>• Provide ongoing support for internal marketing efforts, ensuring consistency in messaging and branding.
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Our client</strong> is recruiting for a<strong> Junior Client Services Associate</strong> at a growing wealth management firm. This is a full-time permanent role based in <strong>San Mateo County</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm provides tailored financial solutions to professionals, business owners, and families—and offers a strong mix of stability, growth, and a supportive culture. This is a great opportunity to be part of a collaborative, people-first team. Enjoy a firm-wide profit sharing and bonuses, and a “work hard, play hard” environment with high employee retention and consistent growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Schedule and coordinate client meetings</li><li>Maintain and improve admin processes; update CRM regularly</li><li>Support advisors and executives with day-to-day tasks</li><li>Greet clients and visitors; serve as the main point of contact</li><li>Answer and direct phone calls; manage follow-ups</li><li>Send cards, gifts, and other client touches</li><li>Help organize team events and client gatherings</li><li>Coordinate meeting logistics, lunches, and programs</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</li></ul><p><br></p>
<p><strong>Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Jose, 100% onsite</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you. <strong>Apply now</strong> to take the next step in your career and please ping <strong>Jennifer Fukumae </strong>on LinkedIn to have a conversation about the role!</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul>
We are looking for an experienced Sr. Compliance Analyst to review marketing materials for a leading Fintech organization. This is a contract position lasting 12 weeks, offering the opportunity to contribute to a fast-paced and innovative team. The ideal candidate will have expertise in consumer compliance regulations and a proven track record in the financial technology sector.<br><br>Responsibilities:<br>• Conduct detailed reviews of marketing materials to ensure compliance with applicable consumer protection regulations, including Reg E and Reg Z.<br>• Collaborate with cross-functional teams using tools such as Slack, JIRA, and Figma to address compliance concerns effectively.<br>• Identify and mitigate risks associated with UDAAP (Unfair, Deceptive, or Abusive Acts or Practices) in marketing content.<br>• Provide guidance on regulatory requirements and best practices to ensure adherence to industry standards.<br>• Maintain thorough documentation of compliance reviews and recommendations for internal record-keeping.<br>• Stay updated on changes in regulatory guidelines and assess their impact on marketing strategies.<br>• Work with compliance software to streamline review processes and ensure accuracy.<br>• Assist in developing and refining compliance frameworks to support marketing initiatives.<br>• Ensure timely completion of compliance reviews within the project timeline.<br>• Communicate findings and recommendations clearly to stakeholders across the organization.
