<p>We are looking for a dedicated Real Estate Associate to join our team in San Francisco, CA. This contract position offers the opportunity to contribute to the management of property operations, tenant coordination, and building-related tasks. The ideal candidate will bring expertise in customer service and administrative support while ensuring seamless day-to-day operations.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate tenant move-ins and move-outs, ensuring all processes are completed smoothly and efficiently.</p><p>• Collaborate with the security, janitorial, and engineering teams to address building-related tasks and maintain property standards.</p><p>• Monitor and manage work orders, including re-dispatching them as needed to ensure timely completion.</p><p>• Provide administrative support by utilizing Microsoft Office tools such as Excel, Word, and Outlook.</p><p>• Communicate effectively with tenants and vendors to resolve inquiries and maintain positive relationships.</p><p>• Assist with basic accounting tasks, including data entry and maintaining financial records.</p><p>• Leverage commercial property management experience to oversee operational activities.</p><p>• Ensure compliance with organizational processes and protocols while delivering excellent customer service.</p><p>• Utilize work order systems to organize and track maintenance and repair activities.</p><p>• Support marketing and operational initiatives to enhance property management efficiency.</p>
<p>We are looking for a skilled and proactive Senior Accountant to manage essential financial operations in our client's Boston, MA office. This role will focus on day-to-day accounting, financial reporting, and cross-border coordination with global teams. The ideal candidate is hands-on, organized, and eager to grow within a fast-scaling international environment.</p><p><br></p><p>Fluency in English/Mandarin is a must.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage daily accounting operations, including journal entries, accruals, and account reconciliations.</li><li>Support month-end and year-end close processes to ensure timely and accurate financial reporting in compliance with US GAAP.</li><li>Maintain general ledger integrity and prepare supporting schedules for balance sheet accounts.</li><li>Assist with financial consolidation processes, including intercompany transactions and foreign currency translation.</li><li>Support accounts payable and accounts receivable processes as needed.</li><li>Assist in preparing financial statements and internal management reports.</li><li>Coordinate with external auditors and tax advisors during annual audits and tax filings.</li><li>Monitor cash flow and assist with treasury-related activities, including payment processing and cash forecasting.</li><li>Help maintain and improve internal controls and accounting processes to support company growth.</li><li>Collaborate with cross-functional teams to ensure accurate financial data and reporting.</li></ul>
<p>We are seeking a Patient Administrative Specialist to join our team in Palo Alto, California, providing essential support in patient registration and administrative operations within an outpatient clinical setting. This Patient Administrative Specialist is a contract position, ideal for someone with strong organizational skills and a commitment to excellent patient care. In this Patient Administrative Specialist role, you will play a key part in ensuring smooth coordination of patient services, including scheduling surgeries and managing front desk functions.</p><p><br></p><p>Responsibilities:</p><ul><li>Schedule outpatient neurosurgical procedures (spine, cranial, and minimally invasive procedures).</li><li>Coordinate surgical dates with surgeons and operating rooms</li><li>Enter complete and accurate case details into scheduling systems.</li><li>Confirm surgeon availability, equipment needs, implants, and special instrumentation. Preoperative Coordination</li><li>Ensure all required preoperative testing is ordered and completed (labs, imaging, medical clearance).</li><li>Coordinate with primary care providers and specialists for surgical clearance.</li><li>Confirm consent forms and documentation are completed.</li><li>Verify that history & physical (H&P) documentation meets facility requirements.</li></ul>
<p>We are looking for a Senior Reporting Analyst to join our dynamic team in Emeryville, California. In this role, you will leverage your expertise in financial analysis and modeling to provide key insights that drive strategic decisions. The ideal candidate is detail-oriented, analytical, and skilled in handling complex datasets to uncover trends and opportunities.</p><p><br></p><p>Responsibilities:</p><ul><li>Analyze documentation for new reinsurance deals and coordinate with Finance, Legal, Risk, IT, and leadership to ensure compliant execution.</li><li>Contribute as a core team member in producing reports for both new and existing reinsurance transactions.</li><li>Build strong knowledge of how reinsurance agreements affect upstream and downstream processes and work with teams to ensure proper integration.</li><li>Deliver timely analyses and insights to support decision‑making across the organization.</li><li>Partner with management and IT to define requirements and support future system enhancements.</li><li>Assist in creating and maintaining large analytical datasets from internal and external sources.</li><li>Proactively identify and develop new KPIs or reporting ideas based on observed needs.</li><li>Apply Change Management and Control standards throughout reporting activities.</li><li>Offer data‑driven guidance to Finance, Risk, Underwriting Ops, IT, Legal, and Servicing teams.</li><li>Handle additional responsibilities as required.</li></ul>
<p>We are looking for a skilled Help Desk Analyst I to join our team in Alameda, California. This Help Desk Analyst I long-term contract position offers an excellent opportunity to provide technical support and ensure seamless operations across various systems and technologies. The ideal Help Desk Analyst I candidate will have expertise in troubleshooting and configuring hardware and software while delivering exceptional customer service. The Help Desk Analyst I role is for a long term contract and is an onsite position out of Almeda, Ca. </p><p><br></p><p>Responsibilities:</p><p>• Provide technical support for Android devices, Apple products, and other hardware systems.</p><p>• Manage Active Directory accounts and permissions to ensure secure access.</p><p>• Configure and deploy EO/IR systems to meet operational requirements.</p><p>• Perform database management tasks, including updates and maintenance.</p><p>• Assist with hardware installations and configuration management processes.</p><p>• Support software deployments and ensure compatibility across systems.</p><p>• Deliver prompt and effective solutions to end-user concerns.</p><p>• Document technical procedures and resolutions to maintain a knowledge base.</p><p>• Collaborate with team members to improve system efficiency and reliability.</p>
<p>We are looking for a detail-oriented Staff Accountant to join our team in Walnut Creek, California. The ideal candidate will play a critical role in managing financial records, ensuring compliance with tax regulations, and contributing to the overall accuracy of our accounting processes. This position offers an excellent opportunity for professionals with a strong background in corporate accounting and tax preparation.</p><p><br></p><p>Responsibilities:</p><ul><li>Support the Controller with month-end, quarter-end, and year-end close activities.</li><li>Prepare and post journal entries, including accruals, prepaid expenses, and allocations.</li><li>Reconcile general ledger accounts and research and resolve variances.</li><li>Maintain accurate financial records in compliance with GAAP.</li><li>Assist with audits, tax filings, and external financial reviews as required.</li><li>Prepare and manage WIP schedules as well as job cost reports.</li></ul>
<p>Acts as the primary point of contact for clients, resolving inquiries and ensuring positive customer experiences.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle incoming calls, emails, or chats</li><li>Address questions, complaints, and issues</li><li>Process orders, returns, or service requests</li><li>Maintain updated customer records</li><li>Escalate complex cases to supervisors</li></ul><p><br></p>
<p>Robert Half Management Resources is looking for a skilled Workday Payroll Business Analyst with specialized knowledge of California labor laws to join one of our clients on an interim basis. This role is pivotal in ensuring the accuracy and compliance of payroll processes for a large healthcare workforce. The ideal candidate will bring a blend of technical expertise and deep understanding of California-specific wage and hour regulations to support high-volume payroll operations.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Conduct thorough functional testing and validation of Workday Payroll configurations, including earnings, deductions, taxes, and retroactive processing.</p><p>• Ensure compliance with California labor codes, specifically addressing overtime rules, double-time calculations, and the 7th consecutive day overtime regulations.</p><p>• Audit and verify meal and rest period premium pay calculations to align with California wage and hour requirements.</p><p>• Manage complex payroll structures including shift differentials, multiple shifts, on-call and call-in pay, and specialty certification premiums.</p><p>• Validate final pay calculations and wage statements to meet California's strict transparency and timing standards.</p><p>• Collaborate with stakeholders to assess and improve payroll workflows and system logic.</p><p>• Provide expertise in troubleshooting payroll discrepancies and resolving compliance-related issues.</p><p>• Support healthcare operations by ensuring payroll configurations accommodate unique pay practices within the industry.</p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in San Leandro, California. This position is ideal for someone with strong administrative skills who thrives in a fast-paced environment and enjoys assisting with various tasks to ensure smooth departmental operations. With a casual dress code and free parking provided, this role offers an excellent opportunity to contribute to short-term projects over the next 2-3 months.<br><br>Responsibilities:<br>• Manage general administrative tasks such as organizing documents, handling correspondence, and inputting data efficiently.<br>• Support the creation, editing, and maintenance of Word documents and Excel spreadsheets.<br>• Assist with email management and scheduling using Microsoft Outlook.<br>• Provide overflow support to the Customer Service Representative, focusing on process improvement and task prioritization.<br>• Communicate effectively with internal and external parties to ensure timely follow-ups and resolutions.<br>• Collaborate with colleagues to maintain a positive and productive work environment.<br>• Adapt to shifting priorities and provide assistance wherever needed within the department.
<p>We are looking for an experienced Project Accountant to join our team in Saratoga, California. This role is critical in overseeing accounting functions throughout the lifecycle of multiple projects while ensuring accuracy and compliance with industry standards. As a consulting position with potential for long-term collaboration and growth within the organization, this opportunity offers a path to continued development. If you have construction industry experience and are proficient in Procore software, please apply today. This role could turn into an FTE position by the end of June. Pay is up to $55/hr. regular time and $82.50/hr. overtime. Please apply today!</p><p><br></p><p>Responsibilities:</p><p>• Manage all accounting aspects for assigned projects, ensuring accuracy and compliance.</p><p>• Prepare and submit detailed accounts receivable billing packets with supporting documentation.</p><p>• Review subcontractor invoices and ensure alignment with project budgets and schedules.</p><p>• Monitor job cost expenses to confirm they match committed costs.</p><p>• Input and reconcile draws, invoices, and direct costs using Procore.</p><p>• Ensure lien releases are obtained and maintained before and after payments.</p><p>• Perform cost reconciliations and finalize project billing prior to closure.</p><p>• Conduct accounts payable tasks and oversee timely collection of receivables.</p><p>• Assist project teams and field staff with accounting-related inquiries.</p><p>• Participate in monthly billing meetings to review project financials.</p>
<p>We are looking for a detail-oriented Accounts Receivable Accounting Analyst to join our team in Concord, California. In this contract to hire position, you will play a critical role in managing financial transactions, billing and maintaining large data sets in MS Excel. This is an excellent opportunity to utilize your expertise in accounting and Microsoft Excel to support key business operations.</p><p>Team oriented company, with excellent benefits upon hire!</p><p><br></p><p>Responsibilities:</p><p>• Process monthly reports using advanced Excel techniques, including formulas and large data sets, to ensure accuracy and efficiency.</p><p>• Apply payments to accounts by downloading daily lockbox details</p><p>• Generate invoices for outstanding balances, prepare billing documents</p><p>• Balance monthly receipts against bank statements and compile totals for general ledger updates.</p><p>• Conduct electronic file transfers, receipt processing, and dependent premium collections.</p><p>• Research receivable balances and provide supporting documents to identify amounts owed.</p><p>• Ensure all financial records are accurate, organized, and compliant with organizational standards.</p>
<p>Robert Half is partnering with a consulting company to engage a <strong>part-time (15-20 hours per week) contract</strong> In-House Commercial Attorney/Counsel to support a newly launched Private Equity / Fund Administration practice within their AI and advisory services group. This role will focus primarily on client onboarding and contract negotiations with private equity firms, working closely with internal stakeholders and outside counsel representing clients.</p><p> </p><p>This is an excellent opportunity for a mid-level commercial attorney or above seeking a long-term, flexible contract role advising on sophisticated professional services agreements within a growing business unit.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead client onboarding negotiations with private equity firms for fund administration services.</li><li>Review, draft, and negotiate Master Services Agreements (MSAs) and related commercial contracts.</li><li>Conduct thoughtful contract markups and negotiate key provisions with opposing counsel.</li><li>Manage negotiations on both Armanino paper and client-provided agreements.</li><li>Partner with internal business teams to ensure contracts align with service delivery and risk standards.</li><li>Serve as a direct negotiation counterpart to PE clients’ outside law firms.</li></ul>
<p>We are looking for a dedicated and detail-oriented Event Outreach Assistant to join our team in Oakland, California. This is a long-term contract opportunity within the non-profit sector, offering an excellent chance to contribute to impactful projects while expanding your attention to detail and organizational abilities. The ideal candidate will play a key role in supporting event outreach, administrative tasks, and project coordination.</p><p><br></p><p>Responsibilities:</p><p>• Conduct outreach to firms and organizations through cold calling to promote event attendance.</p><p>• Maintain and update organizational contact lists to ensure accurate and efficient communication.</p><p>• Assist in the preparation of documents and presentations, including PowerPoint materials.</p><p>• Provide administrative support such as scanning, organizing files, and managing timelines.</p><p>• Coordinate event-related tasks, ensuring smooth execution and adherence to schedules.</p><p>• Support project management efforts by tracking progress and ensuring deadlines are met.</p><p>• Collaborate with team members to ensure successful delivery of assigned tasks.</p><p>• Manage master schedules and timelines for various projects and events.</p><p>• Perform other duties as assigned to support organizational goals and objectives.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION</strong></p><p><br></p><p>ASSISTANT ACCOUNTING MANAGER</p><p>Responsibilities;</p><p>-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.</p><p>-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.</p><p>-Preparing actual and forecast cash flow reports on daily and weekly basis</p><p>-Support the preparation of management reports, variance analyses, and other financial presentations.</p><p>-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.</p><p>-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.</p><p>-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.</p><p>-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.</p><p>-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.</p><p>-Identify and implement process improvements and automation opportunities within the AP function.</p><p><br></p><p><br></p>
<p>Join Robert Half’s Full-Time Engagement Professionals team as an Accounts Payable Clerk. In this permanent role, you’ll manage outgoing payments, process high-volume invoices, reconcile vendor accounts, and support timely financial reporting. Work with a variety of clients across industries while enjoying the stability and benefits of full-time employment with Robert Half. Apply today to take your AP career to the next level.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p>Job Duties:</p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· Follow internal controls and company policies for AP procedures</p>
<p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
We are looking for a skilled Associate Attorney to join our established legal team in Santa Rosa, California. This position offers an exciting opportunity to work on complex business litigation, real estate, and civil matters while collaborating closely with clients and colleagues. If you have a passion for delivering exceptional legal representation and thrive in a dynamic environment, we encourage you to apply.<br><br>Responsibilities:<br>• Handle all aspects of civil litigation, including drafting motions, conducting discovery, and preparing briefs.<br>• Represent clients in complex business litigation cases, ensuring effective and ethical advocacy.<br>• Manage real property and construction defect cases, providing strategic legal advice and solutions.<br>• Conduct legal research and analysis to support case strategies and client needs.<br>• Collaborate with clients, opposing counsel, and courts to achieve favorable outcomes.<br>• Participate in trial preparation and courtroom proceedings, showcasing strong litigation skills.<br>• Develop and maintain positive client relationships through clear communication and attentive service.<br>• Contribute to the firm's community engagement by serving on local boards and participating in volunteer activities.<br>• Maintain a high standard of legal writing and analytical skills to deliver accurate and persuasive work.<br>• Work within a team-oriented environment, sharing knowledge and expertise to support colleagues.
<p>Our client, a real estate development and construction organization, is seeking an experienced <strong>Project Accountant</strong> to support full‑cycle project accounting across multiple development and construction projects. This contract role partners closely with Project Managers, Asset Managers, and the Controller, ensuring accurate job cost tracking, compliant loan draw submissions, and timely financial reporting. The ideal candidate is detail‑oriented, proactive, and thrives in a fast‑paced, multi‑project environment.</p><p><br></p><p><strong>Location:</strong> Oakland, California (Onsite-must be able to commute daily)</p><p><strong>Type:</strong> Contract</p><p><strong>Industry:</strong> Real Estate Development & Construction</p><p><strong>Schedule:</strong> Full‑time, on‑site, Monday–Friday</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Accounts Payable & General Ledger</strong></p><ul><li>Manage construction AP including invoice review, coding, approval routing, and job cost maintenance. </li><li>Maintain compliance documentation (COIs, lien releases, W‑9s, contracts).</li><li>Prepare journal entries for corrections, reclasses, and accruals.</li><li>Process contractor payment applications, validating percent complete, retainage, lien waivers, and supporting documents.</li></ul><p><strong>Loan Draws & Compliance</strong></p><ul><li>Prepare and submit construction loan draws with all required documentation (invoices, lien releases, inspection reports, title date‑downs). </li><li>Monitor loan funding availability and provide proactive updates to project leadership.</li><li>Ensure compliance with lender reporting requirements, covenants, and approval workflows.</li></ul><p><strong>Reporting & Month‑End Close</strong></p><ul><li>Complete month‑end reconciliations including WIP, job cost summaries, and balance sheet accounts. </li><li>Maintain fixed asset schedules and prepare depreciation/amortization entries.</li><li>Produce monthly reporting packages (Budget vs Actuals, Balance Sheet, Income Statement, cash flows) with variance analysis. </li></ul><p><strong>Budget, Contract & Change Order Management (Yardi)</strong></p><ul><li>Update project budgets and commitments in Yardi; ensure alignment with executed agreements.</li><li>Create and review change orders ensuring scope accuracy and proper authorization.</li><li>Reconcile cost projections and maintain monthly budget updates. </li></ul><p><strong>Construction Management Books & Compliance</strong></p><ul><li>Handle intercompany reimbursements and reconsolidations.</li><li>Process payroll entries and insurance payments; maintain supporting schedules.</li><li>Support state‑level compliance, annual reporting, and audit preparation. </li></ul><p><strong>Cross‑Functional Collaboration & Process Improvement</strong></p><ul><li>Work closely with Project Managers and Asset Managers on job‑related financial matters.</li><li>Identify workflow inefficiencies and recommend system or process improvements.</li><li>Provide occasional guidance or oversight to support staff. </li></ul><p><br></p>
<p>Our client is looking for an experienced Sr. Employment Counsel to join their team. This role is essential in providing expert legal guidance on employment-related matters across both domestic and international operations. The ideal candidate will have a strong background in employment law, dispute resolution, and compliance, as well as the ability to collaborate effectively with HR and business leaders.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive legal advice on a variety of employment law topics, including hiring, performance management, terminations, and accommodations.</p><p>• Draft, review, and negotiate employment-related documents such as contracts, offer letters, separation agreements, and employee handbooks.</p><p>• Collaborate with HR and leadership teams to design business-oriented solutions that minimize legal risks.</p><p>• Deliver training sessions to managers on employment law topics, including corrective actions and performance documentation.</p><p>• Conduct and oversee workplace investigations, terminations, and dispute resolutions.</p><p>• Manage employment litigation, arbitration, and agency charges, as well as coordinate with external counsel when necessary.</p><p>• Stay informed on changes in employment legislation and ensure compliance across all operations.</p><p>• Advise on international employment law issues, including cross-border compliance and expatriate arrangements.</p><p>• Develop strategies with HR to proactively address and mitigate litigation risks.</p><p>• Handle specialized legal tasks and assignments as required.</p>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Controller to lead and manage the accounting and financial operations of our organization in Fremont, California. This critical role requires an experienced and detail-oriented individual who can ensure the accuracy of financial reporting, maintain strong internal controls, and drive cash management strategies. The ideal candidate will collaborate closely with executive leadership to support both operational decision-making and long-term financial planning.</p><p><br></p><p>Hybrid 3/2 in office - will not consider remote candidates </p><p><br></p><p>Responsibilities:</p><p>• Oversee the organization's accounting framework, including developing and maintaining policies, procedures, and internal controls.</p><p>• Direct and manage monthly and annual financial close processes, ensuring timely preparation of financial statements and balance sheet reconciliations.</p><p>• Supervise cost accounting, budgeting, forecasting, and variance analysis to support financial planning and decision-making.</p><p>• Manage accounts receivable, accounts payable, and cash management activities to ensure operational efficiency.</p><p>• Monitor liquidity and cash flow to meet organizational needs while optimizing banking activities.</p><p>• Lead and mentor the accounting team, including hiring, performance management, and skill development initiatives.</p><p>• Collaborate with executive leadership to provide financial insights and support strategic goals.</p><p>• Coordinate with external tax advisors to ensure accurate and timely tax filings.</p><p>• Serve as the primary point of contact for external auditors, ensuring compliance and smooth audit processes.</p><p>• Identify and implement improvements to financial processes, controls, and reporting systems.</p>
<p>Robert Half is working with a well-established and highly respected trust and wealth management firm in the Bay Area, is seeking a detail-oriented and proactive <strong>Office Administrator</strong> to support daily operations. This is an excellent opportunity for a polished professional who thrives in a fast-paced, client-facing environment and enjoys being the backbone of a collaborative office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact by managing front desk operations, greeting clients, and handling incoming calls with professionalism</li><li>Provide administrative support to trust officers and leadership, including calendar management, meeting coordination, and document preparation</li><li>Maintain and organize sensitive client files, ensuring accuracy and confidentiality</li><li>Assist with processing paperwork related to trust accounts, financial documentation, and client correspondence</li><li>Coordinate office operations including supplies, vendor relationships, and general office upkeep</li><li>Support special projects, reporting, and process improvements as needed</li><li>Handle mail distribution, shipping, and general clerical duties</li></ul><p><br></p>
<p>Our client is seeking to hire two (2) Receptionists for their Redwood City, CA operations. These roles have possibilities to become contract to hire and requires onsite work daily. You will have perks such as access to a gym and fitness classes. Apply today to join this winning team!</p><p><br></p><p><strong>Position Overview:</strong></p><p><br></p><p>As a Receptionist, you will play a key role in ensuring the smooth operation of daily office activities, offering both administrative and front desk support.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><ul><li>Serve as the welcoming point of contact for clients, visitors, and employees, consistently creating a positive experience.</li><li>Answer and route incoming telephone calls promptly and in accordance with company procedures, directing inquiries to the proper departments.</li><li>Distribute mail and process both incoming and outgoing packages, coordinating courier pickups and deliveries, and promptly resolving any related issues.</li><li>Issue and track security badges to visitors and staff as required.</li><li>Maintain clear and accurate flow of communications and correspondence within the office.</li><li>Monitor office supply levels and process requisition orders as needed.</li><li>Support the Facility Manager and Facility Coordinator with clerical and administrative duties related to building operations.</li><li>Respond to routine client and general questions, escalating complex matters to the appropriate contacts.</li><li>Participate in training and facility programs to continually develop your professional skills.</li><li>Maintain a tidy, organized, and secure work environment.</li><li>Uphold all company and client policies, practices, and procedures.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Relationship Manager | Wealth Management Firm | East Bay| Hybrid; 1 day a week </strong></p><p> </p><p>Join a well-established Registered Investment Advisory firm with an exceptional reputation and a loyal client base. This is a team where people stay for the long haul, collaboration is real, and your work genuinely matters.</p><p> </p><p>You’ll enjoy strong work-life balance, competitive compensation with annual increases, generous PTO, comprehensive health benefits, a 401(k) with safe harbor and profit sharing, covered commuting costs, and discretionary bonuses. It’s a place where you’re valued and set up to grow.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with the sales team to onboard and transition new clients</li><li>Open accounts, manage asset transfers, and handle ongoing service requests</li><li>Process distributions and support RMD tracking</li><li>Work closely with the firm’s custodian on account servicing</li><li>Coordinate client meetings and portfolio reviews</li><li>Maintain accurate CRM records and follow up on client needs</li><li>Support client events and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>