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6 results for Assistant Treasurer in Stockton, CA

Assistant Property Manager

Antioch, CA
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for an Assistant Property Manager to support daily property operations for two residential properties in Antioch, CA. This is a contract position that works closely with site leadership to help maintain organized administrative processes, strong resident service, and compliance with affordable housing program requirements. The ideal candidate brings office coordination skills, sound judgment, and a thoughtful approach to working with residents, applicants, and community partners. Assistant Property Manager Responsibilities:• Support the Community Manager with daily administrative and operational activities to help keep the property running efficiently.• Coordinate maintenance service requests, track completion of repairs, file related documentation, and follow up when additional action is needed.• Assist with resident move-ins and move-outs by preparing paperwork, explaining next steps, and helping conduct unit inspections.• Manage applicant and waiting list records, review applications for completeness, and process documentation in accordance with program rules and company standards.• Receive rent payments, reconcile funds collected, and complete bank deposits and related cash-handling tasks as assigned.• Prepare resident recertification packets by meeting with residents, gathering required documents, and submitting completed files for management review.• Maintain accurate resident files, incident documentation, and emergency records in an orderly and audit-ready format.• Help enforce community and housing program policies consistently while providing courteous guidance to residents and applicants.• Produce routine property status reports, organize incoming office mail, and maintain a clean, well-organized office environment.• Foster respectful relationships with residents, service providers, and local stakeholders while supporting an inclusive and equitable housing community.
2026-09-18T00:00:00Z

Associate Advisor

Concord, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)Compensation: $115,000–$140,000 DOEA respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office. Key Responsibilities:<ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
2026-09-09T00:00:00Z

Associate Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
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. 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. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-09-18T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 San Ramon, CA (Hybrid, 4-5 days in office)🏢 Independent Wealth Management Firm💰 Competitive Base + Discretionary Bonus Anisa Henry is partnered with a growing independent wealth management firm in the search for an Associate Advisor. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets. The Role:You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. We are looking for someone who is both analytical and operational:<ul><li>Analytical: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.</li><li>Operational: Able to manage client communications, sit in meetings, take notes…</li></ul>Key Responsibilities<ul><li>Partner with senior advisors to support client relationships, projects, and business operations.</li><li>Assist with financial planning, investment analysis, and meeting preparation.</li><li>Participate in client meetings and manage follow-up action items.</li><li>Support client communications, onboarding, and ongoing service needs.</li><li>Serve as a trusted client contact while developing advisory expertise.</li></ul>Planning & Operations Support<ul><li>Review client financial information and maintain accurate records.</li><li>Track meeting notes, action items, and planning deliverables.</li><li>Help improve planning workflows and operational processes.</li><li>Assist with insurance and risk management planning.</li></ul>Client Service<ul><li>Maintain CRM records and manage client documentation.</li><li>Coordinate with financial institutions and third-party partners.</li><li>Process account openings, transfers, and maintenance requests.</li><li>Prepare client meeting materials and provide proactive communication.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-15T00:00:00Z

Assistant Controller

Rancho Cordova, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Lisa Cole with Robert Half is partnering with a well-established government contractor and manufacturing company that is looking for an experienced Assistant Controller to join our dynamic team in Rancho Cordova, California. This role offers the opportunity to oversee essential accounting operations and ensure compliance with regulatory standards, while driving financial accuracy and process improvements. The ideal candidate will bring strong leadership skills, technical expertise, and a passion for developing high-performing teams. This is an onsite position in Rancho Cordova CA and the client is willing to pay a relocation fee for the right candidate. For more information about this position, please call Lisa Cole at 916-649-0832. Responsibilities:• Supervise all accounting functions, including general ledger, accounts payable and receivable, cost accounting and internal and external audits.• Lead the month-end closing process and prepare accurate financial reporting packages in a timely manner.• Implement and maintain robust internal controls to ensure compliance with Sarbanes-Oxley and government standards.• Oversee cost accounting procedures, reconcile inventory, and collaborate with operations to address discrepancies.• Ensure accurate revenue recognition in accordance with ASC606 and work closely with program teams on contract obligations.• Manage and coordinate internal and external audits while addressing regulatory requirements.• Identify opportunities for process enhancements and lead initiatives to improve accounting systems.• Provide mentorship and guidance to the accounting team to foster growth and operational efficiency.
2026-08-28T00:00:00Z

Assistant Controller

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for an experienced Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting in Oakland, California. This role will oversee close activities, maintain the integrity of the general ledger, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a hands-on approach to improving financial accuracy and process discipline. Responsibilities:<ul><li>Manage month/year-end close, financial reporting, cash flow, and business performance analysis.</li><li>Oversee accounting operations, including GL, AP/AR, reconciliations, fixed assets, accruals, and journal entries.</li><li>Lead and develop accounting staff while ensuring accurate, compliant accounting processes.</li><li>Ensure tax compliance and oversee federal, state, and local filings.</li><li>Administer payroll, employee onboarding/offboarding, and payroll-related compliance.</li><li>Manage 401(k), profit-sharing plans, and retirement plan reporting requirements.</li><li>Coordinate insurance renewals and support risk management activities.</li><li>Provide financial insights, improve controls, and support budgeting, forecasting, and strategic initiatives.</li></ul>
2026-09-10T00:00:00Z