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221 results in Stockton, CA
- Pleasanton, CA
- onsite
- Temporary / Contract
- 40 - 40 USD / Hourly
- <p>**100% CONTRACT, ON-SITE***</p><p><br></p><p>We are looking for a Benefits Analyst to support union members and their families by delivering accurate benefits administration and responsive service in Pleasanton, California. This Long-term Contract position focuses on medical claims processing, eligibility support, and issue resolution while ensuring compliance with plan rules and regulatory standards. The ideal candidate brings strong analytical skills, bilingual Spanish communication ability, and experience working efficiently in a high-volume benefits environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage union benefit programs by reviewing and applying plan provisions, policies, and regulatory requirements to daily administrative work.</p><p>• Process medical and related benefit claims with accuracy and timeliness while maintaining quality standards in a fast-paced setting.</p><p>• Address questions from members, dependents, providers, and other parties through clear and effective written and verbal communication.</p><p>• Work with healthcare partners, network organizations, and external vendors to investigate and resolve claim discrepancies or service issues.</p><p>• Confirm and maintain member eligibility records across applicable systems and coordinate updates with vendor platforms as needed.</p><p>• Support members with benefit concerns, coverage questions, and enrollment or eligibility matters, ensuring clear follow-up and resolution.</p><p>• Create reports and maintain complete documentation for claims activity, eligibility records, member contacts, and case outcomes.</p><p>• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality standards.</p><p>• Stay informed on updates to regulations, medical policies, coding guidance, and claims processing rules that affect benefit operations.</p><p>• Protect sensitive personal and medical information by applying sound judgment and strict confidentiality practices in all interactions.</p>
- 2026-11-10T00:00:00Z
- Pleasanton, CA
- onsite
- Temporary / Contract
- 37 - 37 USD / Hourly
- <p>**100% CONTRACT, ON-SITE**</p><p><br></p><p>We are looking for a Benefits Specialist to support the administration of union-negotiated fringe benefit programs for members in Pleasanton, California. This Long-term Contract position is ideal for someone who is comfortable handling benefit transactions, member inquiries, and documentation in a high-volume environment while maintaining accuracy and confidentiality. The role focuses on health, vacation, disability, and retirement benefit processes and requires clear communication, sound judgment, and strong attention to detail.</p><p><br></p><p>Responsibilities:</p><p>• Administer enrollment activity and disability-related benefit processing for laborers while maintaining timely and accurate records.</p><p>• Assist members through phone and in-person interactions by addressing questions, resolving benefit issues, and guiding them through available programs.</p><p>• Explain plan provisions, eligibility rules, required documentation, and administrative procedures in a clear and thorough manner.</p><p>• Review and process applications, enrollment materials, and supporting records with a high degree of accuracy and efficiency.</p><p>• Handle benefit-related legal documentation, including child support orders and similar requests, in accordance with established procedures.</p><p>• Ensure all benefit administration activities align with governing plan documents, policies, and applicable requirements.</p><p>• Partner with colleagues across the benefits team to support smooth daily operations and meet service deadlines.</p><p>• Take on additional assignments requested by benefits leadership to support departmental priorities.</p>
- 2026-11-10T00:00:00Z
- Pleasanton, CA
- onsite
- Temporary to Hire
- 27 - 30 USD / Hourly
- <p>We are looking for an Accounting Technician to support our client in Pleasanton, California on a Contract to Permanent basis. This position supports high-volume billing operations and plays an important role in maintaining accurate invoicing, timely client communication, and dependable financial records. The ideal candidate is proactive, comfortable collaborating across teams, and able to manage recurring deadlines while handling a mix of accounting support responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review a large volume of monthly invoices using employee timesheet data, ensuring charges, rates, and supporting details are correct before release.</p><p>• Coordinate invoice approvals by working closely with project managers and internal team members to secure timely authorization prior to client submission.</p><p>• Send finalized billing documents to clients and address questions related to charges, budgets, and invoice status in a clear and courteous manner.</p><p>• Monitor project budget balances and provide requested updates or supporting information to clients and internal stakeholders.</p><p>• Perform follow-up on outstanding balances for assigned accounts, including light collections activity and review of aging information.</p><p>• Provide cross-functional support in accounts payable, accounts receivable, and front desk coverage when business needs require additional assistance.</p><p>• Maintain organized billing records and complete additional accounting or administrative tasks assigned by management to support department operations.</p>
- 2026-11-12T00:00:00Z
- San Ramon, CA
- remote
- Temporary / Contract
- 80 - 95 USD / Hourly
- <p>Our Tri-Valley early-stage startup client is seeking an experienced finance leader to take full ownership of accounting operations. This Long-term Contract position is ideal for a hands-on, detail-oriented individual who can operate independently, strengthen accounting processes, and deliver accurate financial reporting in a fast-paced startup environment. The role requires deep technical accounting knowledge, strong NetSuite expertise, and the ability to support audit readiness while managing the complete close and reporting cycle. This position is 100% remote and is expected to pay $80-495/hr. DOE.</p><p><br></p><p>Responsibilities:</p><p>• Lead all daily accounting activities, including general ledger management, monthly close, and preparation of timely financial reports</p><p>• Oversee accounts payable activity, vendor payments, automated expense transactions, and limited customer invoicing with a strong focus on accuracy and control</p><p>• Record payroll-related journal entries from external providers and reconcile associated balance sheet accounts</p><p>• Prepare and review accruals, prepaid expenses, adjusting entries, and other period-end accounting records</p><p>• Complete detailed reconciliations across bank accounts, credit cards, balance sheet accounts, and general ledger activity</p><p>• Build and maintain thorough supporting schedules, accounting documentation, and organized records to strengthen compliance and reporting quality</p><p>• Research complex U.S. GAAP matters, including software and AI development cost treatment, financing transactions, and equity-related accounting considerations</p><p>• Produce monthly financial statement packages and support audit preparation through strong controls, documentation, and technical analysis</p><p>• Contribute to the ongoing enhancement of accounting infrastructure, including effective use of NetSuite and evaluation of future finance tools where needed</p>
- 2026-11-04T00:00:00Z
- Martinez, CA
- onsite
- Temporary / Contract
- 24 - 28 USD / Hourly
- <p><strong>About the Role:</strong></p><p>Are you someone who enjoys working with numbers, staying organized, and ensuring accuracy in financial records? Robert Half is seeking a dependable and detail-focused Accounting Clerk to support the day-to-day functions of an accounting department. In this role, you'll contribute to essential financial processes, help maintain accurate records, and work alongside a team dedicated to keeping operations running smoothly. This is a great opportunity to expand your accounting experience and develop your skills in a professional, team-oriented environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Enter, review, and update financial information while ensuring records remain accurate and organized.</li><li>Handle daily accounts payable and accounts receivable activities.</li><li>Assist with bank reconciliations and general ledger maintenance.</li><li>Review, organize, and process invoices, payments, and related documentation.</li><li>Help compile financial data and prepare reports as requested.</li><li>Provide support during monthly and annual accounting close processes.</li><li>Research and respond to questions related to invoices, payments, and account activity.</li><li>Work closely with the accounting team to identify opportunities for improved workflows and processes.</li><li>Assist with general accounting administration and additional tasks as assigned.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Pleasanton, CA
- onsite
- Permanent / Full Time
- 25.5 - 30.5 USD / Hourly
- <p>Launch your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Accounting Clerk! Gain hands-on experience across AP/AR, billing, collections, and general accounting while supporting diverse client projects. Ideal candidates have intermediate Excel skills, strong attention to detail, and a degree in accounting, finance, or a related field.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support AP, AR, billing, collections, and daily accounting operations.</li><li>Process invoices, post payments, and maintain vendor and customer accounts.</li><li>Generate invoices, review aging reports, and follow up on past-due balances.</li><li>Reconcile accounts, research discrepancies, and maintain accurate records.</li><li>Perform high-volume data entry with accuracy and efficiency.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries professionally.</li><li>Maintain documentation, support month-end close, and use Excel for reporting and analysis.</li><li>Adapt quickly to new client systems and processes while providing quality support.</li></ul>
- 2026-11-02T00:00:00Z
- Concord, CA
- onsite
- Temporary to Hire
- 35.625 - 41.25 USD / Hourly
- We are looking for an experienced Bookkeeper to support a family office in Concord, California in a part-time, in-office role. This contract opportunity with permanent potential is ideal for someone who brings strong accounting fundamentals, sound judgment, and the ability to balance bookkeeping with day-to-day administrative support. The position focuses on maintaining accurate financial records, coordinating reporting for ownership, and helping keep office and entity documentation organized and current.<br><br>Responsibilities:<br>• Record and maintain day-to-day financial activity in the general ledger with a high level of accuracy.<br>• Manage incoming invoices and outgoing payments while tracking customer receipts and account activity.<br>• Complete monthly reconciliations for five bank accounts and resolve discrepancies in a timely manner.<br>• Prepare month-end and year-end financial statements and supporting reports for ownership review.<br>• Review insurance coverage and coordinate renewals to help maintain cost-effective policies.<br>• Gather and organize tax-related financial information for outside filing and compliance needs.<br>• Track business licenses, entity registrations, and required filings to ensure all records remain current.<br>• Liaise with property management partners, handle year-end W-9 and 1099 processing, and provide general office support such as file organization, mail handling, and supply monitoring.
- 2026-11-14T00:00:00Z
- Lafayette, CA
- onsite
- Temporary / Contract
- 35 - 40 USD / Hourly
- <p><strong>Staff Accountant</strong></p><p><strong>Location:</strong> Lafayette, CA Pay: $35–$40/hour Schedule: Full-Time | Contract-to-Hire</p><p><br></p><p><strong>Position Overview</strong></p><p>Our client, a small commercial property management company in the Contra Costa County, is seeking a detail-oriented and dependable Staff Accountant to join their accounting team. This position will work closely with the Accounting Manager and play an important role in supporting the company's day-to-day accounting operations.</p><p>The ideal candidate will have a strong background in full-cycle accounts payable and accounts receivable, bank reconciliations, and general accounting. Experience in commercial real estate or property management is highly preferred. This is an excellent opportunity for someone who enjoys working in a small team environment and is comfortable taking ownership of daily accounting responsibilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full-cycle Accounts Payable (AP) process, including invoice review, coding, entry, and payment processing.</li><li>Manage Accounts Receivable (AR), including invoicing, payment posting, and tracking outstanding balances.</li><li>Perform bank, credit card, and general ledger account reconciliations.</li><li>Maintain accurate and organized financial records, ensuring all transactions are properly documented.</li><li>Review and process accounting transactions with a high level of accuracy and attention to detail.</li><li>Assist with day-to-day bookkeeping and general accounting activities.</li><li>Research and resolve discrepancies related to invoices, payments, and account balances.</li><li>Maintain organized accounting files and supporting documentation.</li><li>Work closely with the Accounting Manager to support ongoing accounting operations and ensure efficient financial processes.</li></ul><p><br></p>
- 2026-11-15T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- Walnut Creek, CA
- onsite
- Temporary to Hire
- 47.5 - 55 USD / Hourly
- We are looking for an experienced Sr. Accountant to join a mission-driven organization in Walnut Creek, California in a contract-to-permanent capacity. This role is ideal for a hands-on accounting specialist who brings strong technical expertise, works well independently, and is comfortable operating in a smaller nonprofit or government-funded environment. The position plays a central role in maintaining accurate financial records, managing day-to-day accounting operations, and supporting timely month-end and reporting activities.<br><br>Responsibilities:<br>• Manage accounting for earned revenue, deferred balances, restricted funding, and grant-related transactions to ensure accurate financial treatment.<br>• Review agreements and funding documents to monitor financial obligations, billing terms, and compliance requirements.<br>• Oversee the full accounts payable and accounts receivable cycle, including the timely processing of roughly 150 invoices each month.<br>• Reconcile credit card activity, bank accounts, and balance sheet accounts while investigating and resolving discrepancies.<br>• Prepare journal entries, maintain the general ledger, and support the month-end close process with accurate account analysis.<br>• Administer payroll processing and provide oversight to help ensure timely and accurate employee compensation.<br>• Assist with financial reporting by compiling supporting schedules and maintaining organized accounting documentation.<br>• Provide day-to-day guidance and coordination for two administrative team members while partnering closely with program and clinical leadership.
- 2026-11-14T00:00:00Z
- Walnut Creek, CA
- onsite
- Temporary / Contract
- 50 - 55 USD / Hourly
- <p><br></p><p>Position Overview</p><p>We are seeking a hands-on <strong>Senior Accountant</strong> to join our nonprofit organization. This role will be responsible for the full accounting cycle, including month-end close, accounts payable, accounts receivable, payroll, financial reporting, grant accounting, and revenue recognition. </p><p>Key Responsibilities</p><ul><li>Manage the month-end and year-end close process, ensuring timely and accurate financial reporting.</li><li>Prepare journal entries, maintain the general ledger, and perform monthly account reconciliations.</li><li>Oversee full-cycle Accounts Payable and Accounts Receivable functions.</li><li>Process approximately 250 invoices per month and ensure timely vendor payments.</li><li>Perform bank reconciliations and credit card reconciliations.</li><li>Handle payroll processing and payroll-related accounting activities.</li><li>Prepare monthly, quarterly, and annual financial reports.</li><li>Manage revenue recognition and deferred revenue accounting in accordance with accounting standards.</li><li>Account for restricted grants, government funding, and donor-restricted funds.</li><li>Review contracts and monitor compliance with funding and reporting requirements.</li><li>Support audits and assist with year-end audit preparation.</li><li>Maintain accurate financial records and ensure compliance with nonprofit accounting regulations and internal controls.</li></ul>
- 2026-11-13T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000 - 100000 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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a <strong>high-visibility role working closely with senior advisors and leadership</strong>, with broad exposure across financial planning, investments, operations, and client service.</p><p> </p><p>Ideal for someone looking to <strong>deepen their financial planning experience </strong>and grow toward a client-facing role. Supportive leadership,<strong> strong work/life balance</strong>, and company support for licensing and professional development.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- Walnut Creek, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- <p>Position Overview</p><p>We are seeking a detail-oriented <strong>Accounts Payable Specialist</strong> to join our growing team. Approximately 70% of this position will focus on accounts payable functions, including invoice processing, vendor payments, reconciliations, and maintaining accurate accounting records. The ideal candidate will have current, hands-on Accounts Payable and Accounts Receivable experience, strong QuickBooks skills, and the ability to process a high volume of transactions accurately and efficiently.</p><p>Key Responsibilities</p><p>Accounts Payable (70%)</p><ul><li>Process approximately 100 vendor payments/checks per week.</li><li>Review, reconcile, and analyze incoming invoices for accuracy and proper approval.</li><li>Enter and post vendor bills into QuickBooks.</li><li>Verify payment amounts and supporting documentation prior to processing.</li><li>Monitor recurring vendor bills and ensure timely payment.</li><li>Prepare checks and supporting documentation for mailing and distribution.</li><li>Track invoices, payments, and accounting records to ensure accuracy.</li><li>Organize and maintain payment documentation and vendor files.</li><li>Ensure invoices are entered and posted in a timely manner.</li><li>Investigate and report discrepancies, missing documentation, or payment issues to Accounting Management.</li></ul><p>Accounts Receivable & Payment Posting</p><ul><li>Assist with posting incoming customer payments following the initial training period.</li><li>Apply payments accurately and maintain supporting documentation.</li><li>Reconcile payment activity and assist with customer account inquiries.</li><li>Support accounts receivable functions as needed.</li></ul><p>Administrative Support</p><ul><li>Maintain organized electronic and physical accounting files.</li><li>Perform routine accounting and administrative duties.</li><li>Provide updates regarding pending invoices, payment statuses, and outstanding items.</li><li>Support the accounting team with special projects and process improvements.</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- Concord, CA
- onsite
- Temporary / Contract
- 35 - 45 USD / Hourly
- <p>We are seeking a detail-oriented Part-Time Bookkeeper / Family Office Administrator to support the financial and administrative operations of a family office. This individual will be responsible for maintaining accurate financial records, managing day-to-day bookkeeping activities in Yardi Breeze, and providing administrative support to ownership. The ideal candidate is organized, proactive, and experienced in handling multiple entities and property-related financial activities.</p><p>Key Responsibilities</p><ul><li>Maintain the general ledger and ensure accurate recording of financial transactions</li><li>Process accounts payable and accounts receivable</li><li>Reconcile multiple bank accounts on a monthly basis</li><li>Prepare month-end and year-end financial reports for ownership review</li><li>Manage insurance renewals and maintain a cost-effective insurance portfolio</li><li>Gather and organize tax-related information for the CPA</li><li>Track and maintain licenses, permits, and entity filings</li><li>Coordinate with and oversee third-party property management companies</li><li>Obtain W-9 forms and prepare 1099 reporting annually</li><li>Organize and maintain financial and administrative records</li><li>Monitor office supply inventory and place orders as needed</li><li>Retrieve, sort, and process incoming mail</li><li>Assist with additional administrative and office management duties as assigned</li></ul>
- 2026-11-13T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 120000 - 160000 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>Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite)</strong></p><p> </p><p>Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice.</p><p> </p><p>This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the development and analysis of comprehensive financial plans</li><li>Partner with advisors on complex client planning engagements</li><li>Present recommendations and planning strategies to clients</li><li>Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning</li><li>Research advanced planning concepts and regulatory changes</li><li>Serve as an internal resource on financial planning best practices</li><li>Help improve planning processes, workflows, and planning deliverables</li><li>Monitor industry developments and educate the advisory team on emerging planning opportunities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 105000 - 125000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match</strong></p><p> </p><p>Robert Half Financial Services is partnering with an established <strong>Registered Investment Advisory (RIA) firm in San Ramon</strong> on an exciting opportunity for an <strong>Associate Advisor</strong> to join a growing wealth management team.</p><p>This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.</p><p>As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- Danville, CA
- onsite
- Permanent / Full Time
- 80000 - 100000 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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a <strong>high-visibility role working closely with senior advisors and leadership</strong>, with broad exposure across financial planning, investments, operations, and client service.</p><p> </p><p>Ideal for someone looking to <strong>deepen their financial planning experience </strong>and grow toward a client-facing role. Supportive leadership,<strong> strong work/life balance</strong>, and company support for licensing and professional development.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 90000 - 115000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- Sacramento, CA
- onsite
- Permanent / Full Time
- 175000 - 240000 USD / Yearly
- <p>We are offering an exciting opportunity for an Employment Attorney to become part of a well-respected team in the legal industry, based in Sacramento, California. This role presents a unique opportunity to provide advice and counsel, conduct training sessions, and lead investigations for both public and private sector employers. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Provide legal advice on matters of employment law</p><p>• Conduct thorough investigations related to employment law issues</p><p>• Develop and update employee handbooks to ensure legal compliance</p><p>• Deliver training sessions to employees and management on employment law matters</p><p>• Utilize your knowledge of Administrative Law to provide comprehensive legal advice</p><p>• Handle all communication professionally, demonstrating excellent written and verbal skills</p><p>• Ensure all legal practices are in alignment with California law</p><p>• Maintain a high standard of work, meeting the annual billable requirement.</p>
- 2026-11-12T00:00:00Z
- Sacramento, CA
- onsite
- Permanent / Full Time
- 60000 - 85000 USD / Yearly
- Weintraub Tobin is seeking an experienced Litigation Paralegal to join our Sacramento office in support of a dynamic team of business litigation attorneys. The ideal candidate is highly organized, detail-oriented, and thrives in a collaborative environment while demonstrating a first-class commitment to client service. This position is on-site for the first 90 days. After that period, a hybrid schedule of three days in the office and two days remote may be available.<br><br><br><br>RESPONSIBILITIES<br><br>Create and maintain internal case databases, including importing and exporting documents, locating files, running productions, analytics, and email threading, and conducting document review and coding.<br>Conduct document searches using eDiscovery platforms (e.g., Relativity) and perform factual research utilizing Westlaw and online resources.<br>Manage all aspects of discovery, including organizing, reviewing, analyzing, and summarizing discovery materials; preparing and responding to discovery requests; and drafting subpoenas to third parties.<br>Assist attorneys in deposition preparation by gathering relevant documents and organizing exhibits.<br>Track and manage the progress of documents throughout litigation, including ordering transcripts and records from third-party entities and responding to requests from outside counsel.<br>Prepare for and attend trials and arbitrations, including organizing exhibits and supporting materials, coordinating trial logistics, and assisting attorneys in the courtroom.<br>Operate and manage electronic trial presentation software.<br>Demonstrate strong analytical and technical skills throughout all phases of litigation.<br>Assist with the preparation and filing of court documents in coordination with attorneys and legal secretaries.<br>Serve as a liaison between internal departments and outside vendors.<br>Requirements<br>EDUCATION AND EXPERIENCE<br><br>Minimum of 5+ years of complex litigation experience required, with an emphasis on business litigation and real estate litigation.<br>Paralegal certificate from an ABA-approved program required; alternatively, qualifications meeting California Business and Professions Code §§ 6450–6456 may be considered.<br>Extensive experience with electronic legal database software, such as Relativity.<br>Trial experience strongly preferred, including exhibit and witness preparation, subpoena drafting, and courtroom support.<br>Advanced skills in Microsoft Office (Word, Excel, PowerPoint) are required.<br>Proficiency in litigation software such as CaseMap, TextMap, Relativity, Adobe Acrobat Pro, and Sanction or Trial Director.<br>Familiarity with iManage or a similar document management system.<br>Ability to manage multiple files and projects concurrently and to perform well under pressure.<br>Self-starter who works effectively both independently and collaboratively, while providing prompt support to attorneys.<br>Strong written and verbal communication skills and the ability to interact effectively with attorneys and legal professionals at all levels.
- 2026-11-12T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 100000 - 130000 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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Sacramento, CA
- remote
- Temporary / Contract
- 35 - 45 USD / Hourly
- <p>We are looking for a fully-remote, detail-oriented Paralegal to support elder abuse litigation matters. This ongoing contract position, with potential for conversion, focuses on written discovery, case development, and litigation support in a fast-paced legal environment. The ideal candidate brings strong knowledge of California civil procedure and can manage discovery-related tasks with accuracy, sound judgment, and a careful approach.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Draft and serve initial written discovery on behalf of plaintiffs in elder abuse cases, ensuring each request is tailored to the needs of the matter.</li><li>Review discovery responses from opposing parties to confirm they are complete, clear, and compliant with applicable rules.</li><li>Analyze interrogatory answers and related materials to identify key facts, relevant documents, and potential witnesses for case development.</li><li>Prepare clear and well-structured correspondence aimed at addressing deficiencies and resolving discovery disagreements with opposing counsel.</li><li>Develop follow-up written discovery to clarify incomplete responses and obtain additional case-critical information.</li><li>Assist in preparing plaintiff discovery responses that meet statutory requirements and align with case strategy.</li><li>Maintain organized case files and track discovery deadlines using case management tools to support litigation progress.</li><li>Provide litigation support for trial preparation and related case activities as needed.</li></ul>
- 2026-11-05T00:00:00Z
- Walnut Creek, CA
- remote
- Permanent / Full Time
- 100000 - 170000 USD / Yearly
- <p>We are looking for a skilled Paralegal to support a busy real estate transactional practice in California. This permanent position is well suited for someone who can manage complex deal documentation, coordinate critical deadlines, and contribute to smooth closings across purchase, sale, and leasing matters. The ideal candidate brings strong experience with title and survey analysis, practical judgment, and the ability to work independently in a fast-paced legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Examine title reports, surveys, and related due diligence materials to identify issues and support real estate purchase, sale, and lease transactions.</p><p>• Organize and track transaction documents, ensuring files are complete, accurate, and aligned with key milestones and closing requirements.</p><p>• Prepare and maintain critical dates summaries so attorneys and stakeholders remain informed of deadlines and deliverables.</p><p>• Assist with transaction closings by coordinating signatures, compiling closing sets, and following through on post-closing items.</p><p>• Support attorneys with drafting, revising, and managing documents connected to real estate matters, including purchase and lease-related agreements.</p><p>• Communicate with internal teams, clients, and third parties to gather information, resolve document issues, and keep transactions moving forward.</p>
- 2026-10-30T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 120000 - 140000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Advisor</p><p>📍 Walnut Creek, CA (Hybrid)</p><p>🏢 Thriving Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>Anisa Henry is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role.</p><p><br></p><p>Ideal for a CFP professional who is passionate about financial planning and eager to grow, this opportunity allows you to build advisory expertise within a collaborative, growth-oriented environment dedicated to delivering exceptional client outcomes.</p><p><br></p><p><strong>Responsibilities: </strong></p><p><strong>Client Support</strong></p><ul><li>Prepare meeting materials, reports, and agendas.</li><li>Participate in client meetings and document key decisions and action items.</li><li>Manage routine client requests and follow up on documents, signatures, and outstanding items.</li><li>Provide backup support to Lead Advisors as needed.</li></ul><p><strong>Financial Planning</strong></p><ul><li>Gather and maintain client financial data.</li><li>Prepare and update financial plans under Lead Advisor guidance.</li><li>Support retirement, cash flow, tax, estate, and insurance analyses.</li><li>Coordinate with planning, investment, tax, and estate specialists.</li><li>Identify information gaps, inconsistencies, and items requiring review.</li><li>Assist with implementing approved planning recommendations.</li></ul><p><strong>Coordination & Execution</strong></p><ul><li>Translate client and advisor decisions into actionable next steps.</li><li>Track planning work, service requests, paperwork, and deliverables through completion.</li><li>Maintain accurate client records, notes, tasks, and deadlines.</li><li>Monitor progress, follow up on outstanding items, and escalate issues when needed.</li></ul><p><strong>Investment Support</strong></p><ul><li>Build knowledge of the firm's investment philosophy and client portfolios.</li><li>Prepare portfolio review materials.</li><li>Flag portfolio or client changes requiring advisor or investment team review.</li><li>Support implementation of approved investment decisions.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-09T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 75000 - 85000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Trader</p><p>📍 San Ramon, CA (Hybrid)</p><p>🏢 Growing, Independent Wealth Management Firm</p><p>💰 Competitive Base + Bonus + $401K Match</p><p><br></p><p>This is an outstanding opportunity for someone who thrives in fast-paced, detail-oriented work and wants to build a long-term career within the investment management industry.</p><p><br></p><p>Our client, a growing and well-established independent wealth management firm, is seeking a <strong>Trader</strong> to become a key part of its investment operations team. This role offers direct exposure to portfolio management, trading operations, and advisor collaboration, making it an ideal stepping stone for professionals interested in eventually pursuing an <strong>Investment Analyst</strong> or broader investment management career path.</p><p><br></p><p>Best of all? You'll gain exposure to real-world portfolio trading without the pressure of client-facing sales responsibilities.</p><p><br></p><p><strong>What You'll Do</strong></p><p>📈 Execute and process 40-80 trades daily across major custodial platforms</p><p>📊 Maintain exceptional accuracy and data integrity for all trade activity</p><p>🤝 Partner closely with financial advisors and investment professionals to execute portfolio decisions</p><p>🔍 Investigate and resolve trade discrepancies and operational exceptions</p><p>⚡ Monitor trading activity and escalate risk or compliance concerns when needed</p><p>🚀 Support reporting, operational improvements, and special projects across the investment team</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><p>🌟 Established and growing wealth management firm with a strong reputation</p><p>📈 Clear track record of internal promotions and career advancement</p><p>🏡 Hybrid work schedule offering flexibility</p><p>💼 Work directly alongside advisors and investment professionals</p><p>💰 Bonus opportunity plus automatic 3% 401(k) contribution</p><p>🏥 Comprehensive medical, dental, vision, life, and disability coverage</p><p>⚖️ Excellent work-life balance with market-hour scheduling</p><p>🚀 Ideal launching pad for a future Investment Analyst, Portfolio Analyst, or Investment Operations career</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-09T00:00:00Z