<p>Robert Half's client in Pleasant Hill, CA is seeking an experienced Office Administrator to join their growing team. This is an exciting opportunity to contribute to a company in the financial services industry.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>• Greet and welcome clients, visitors, and guests in a professional and friendly manner.</p><p>• Answer and direct incoming phone calls promptly and courteously.</p><p>• Manage office calendar: schedule, confirm, and coordinate appointments.</p><p>• Maintain a clean, organized, and professional front office environment.</p><p>• Handle incoming/outgoing mail and packages; oversee office supply inventory and orders.</p><p>• Ensure client refreshments and meeting spaces are prepared to create a welcoming environment.</p><p>• Support the team with general administrative tasks (filing, copying, scanning, data entry).</p><p><br></p><p><br></p><p>Qualifications:</p><p>• High school diploma or equivalent </p><p>• 5+ years of experience in a receptionist or customer service role, preferably in a professional setting.</p><p>• Strong communication skills, both written and verbal.</p><p>• Punctuality is essential</p><p>• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and other office management software.</p><p>• Ability to multitask, prioritize, and handle a variety of administrative duties.</p><p>• Strong attention to detail and organizational skills.</p><p>• Friendly, approachable, and capable of maintaining a positive office atmosphere.</p><p>• Ability to maintain confidentiality and adhere to firm policies regarding client privacy.</p><p>Preferred Skills:</p><p>• Knowledge of general office equipment, such as phone systems, copiers, and fax machines.</p><p>• Experience with Salesforce (CRM platform) is highly preferred.\</p><p><br></p><p>If you are interested in this Office Administrator position, please submit your resume today!</p>
<p><strong>Administrative Specialist</strong></p><p>We are looking for an Administrative Specialist who excels in process optimization and team support.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage special projects and ongoing administrative tasks.</li><li>Create reports, presentations, and process documentation.</li><li>Identify opportunities for workflow improvements.</li><li>Support multiple teams and coordinate cross-departmental efforts.</li></ul>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Modesto, California. This role is integral in ensuring the smooth functioning of daily operations by managing key administrative tasks and providing support across various office activities. If you thrive in a fast-paced environment and possess strong organizational and communication skills, we encourage you to apply.<br><br>Responsibilities:<br>• Organize and maintain both physical and electronic files, ensuring accuracy and accessibility.<br>• Prepare, manage, and distribute correspondence and documentation as needed.<br>• Handle incoming and outgoing mail, ensuring timely processing and delivery.<br>• Perform accurate data entry to update records and maintain databases.<br>• Provide excellent customer service by addressing inquiries from internal teams and external contacts.<br>• Answer inbound calls professionally, directing them to the appropriate departments or individuals.<br>• Support receptionist duties by greeting visitors and managing front desk activities.<br>• Collaborate with team members to ensure smooth execution of administrative operations.<br>• Monitor and maintain office supplies inventory, placing orders as required.
<p>We are looking for an experienced Senior Administrative Assistant to join our team in Milpitas, California. This is a Contract position within the construction industry, requiring a proactive and detail-oriented individual to provide high-level administrative support to multiple leaders. The ideal candidate will excel in coordinating office operations, managing budgets, and ensuring seamless workflows while contributing to a positive and efficient work environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide high-level administrative support to multiple leaders, including managing complex calendars and coordinating meetings and schedules.</p><p>• Prepare presentations, draft communications, and support stakeholder coordination while navigating dynamic and fast-paced situations.</p><p>• Oversee daily office operations, including space planning, office moves, and maintaining a professional and welcoming work environment.</p><p>• Manage office budgets, track expenses, and handle procurement processes in coordination with vendors and facilities partners.</p><p>• Develop, maintain, and improve office management systems, workflows, and tools to enhance efficiency and scalability.</p><p>• Partner with People and Communications teams to support office events, employee engagement initiatives, and travel coordination.</p><p>• Serve as a primary on-site resource, providing hands-on administrative and operational support, with occasional travel to other locations as needed.</p><p>• Support expense reporting, document management, research, and project follow-up to ensure smooth and effective operations.</p>
We are looking for an experienced Compensation & Benefits Specialist to join our team in Oakland, California. In this role, you will manage and support a variety of employee benefit programs, ensuring accuracy and compliance with organizational policies and regulations. This is a long-term contract position, offering stability and an opportunity to contribute to meaningful initiatives in a dynamic environment.<br><br>Responsibilities:<br>• Coordinate administrative tasks for the district Benefits Office, including managing schedules and setting appointments.<br>• Process employee benefit enrollments, updates, and modifications while ensuring data accuracy across internal and external platforms.<br>• Assist with organizing annual open enrollment events, collaborating with carriers, reviewing forms, and supporting benefit fairs.<br>• Oversee retiree health enrollments, update insurance records, and manage Medicare notifications for retirees and their dependents.<br>• Reconcile benefit data between vendors, internal systems, and platforms on a monthly basis, while monitoring employee hours and generating reports.<br>• Handle monthly payroll deductions, perform manual corrections when needed, and audit payroll accuracy.<br>• Prepare, analyze, and audit monthly benefits claims, process invoices, and coordinate payments to carriers.<br>• Maintain records for life events such as births, deaths, or missing information, and manage lists of retirees eligible for life insurance.<br>• Compile and present detailed benefit program reports to management and contribute to collective bargaining discussions.<br>• Serve as a point of contact for policy-related inquiries, enrollment clarifications, and basic issue resolution within a fast-paced office environment.
<p><strong>Responsibilities and Duties</strong></p><p><strong>Procurement Research and Evaluation:</strong></p><ul><li>Research, identify, and evaluate the price, quality, and availability of goods and services.</li><li>Negotiate purchase and renewal terms, pricing, and indemnification language.</li><li>Utilize efficient and cost-effective procurement practices to select appropriate vendors or service providers for the district.</li><li>Build and maintain positive relationships with vendors, District employees, and community partners.</li><li>Coordinate demonstrations with vendors to showcase relevant materials, products, and services.</li><li>Review, identify, and obtain certificates of insurance, including general liability, auto, workers’ compensation, errors and omissions, and other required certifications.</li><li>Audit vendor documentation and coordinate with the district's insurance carrier to issue certificates for off-campus site usage as needed.</li><li>Analyze purchase requisitions to determine the appropriate buying method, ensuring compliance with competitive and sole source regulations.</li><li>Process and reconcile requisitions for accuracy and adherence to District procedures and applicable laws, safeguarding the district from risk.</li><li>Assist in the development of credit applications, contractual documents, public works contracts, formal bids, and requests for quotations or proposals.</li><li>Manage and audit inventory; generate reports related to asset management.</li><li>Input procurement data into spreadsheets and databases; generate computerized reports and records related to procurement and contract functions.</li><li>Create and maintain vendor files to ensure accurate record keeping.</li><li>Generate and manage a list of prequalified suppliers for Public Works projects as required under the California Uniform Construction Cost Accounting Act (CUPCCAA).</li><li>Train and oversee student employees assisting with procurement tasks.</li><li>Train and communicate procurement and contract policies to financial system users; assist requestors with entering purchase requisitions.</li><li>Serve as liaison between District staff and suppliers to resolve discrepancies, including late, incorrect, or damaged shipments, outstanding orders, back orders, and invoice inconsistencies.</li><li>Verify and confirm receipt of materials.</li></ul>
<p>We are looking for an Administrative Coordinator to join our team in Dublin, California. In this role, you will provide exceptional support to both internal team members and external customers, ensuring smooth operations and addressing administrative challenges as they arise. This is a long-term contract position that requires a proactive approach to maintaining office functionality and adhering to established procedures.</p><p><br></p><p>Administrative Coordinator Responsibilities:</p><p>• Deliver outstanding customer service to internal staff and external clients by resolving both routine and complex administrative issues.</p><p>• Ensure the assigned office location operates effectively, supporting colleagues and visitors in their daily tasks.</p><p>• Maintain compliance with standard operating procedures as outlined by the Workplace Services Manager.</p><p>• Coordinate hiring processes and related administrative tasks with precision and efficiency.</p><p>• Provide support for video conferencing setups and other technological needs within the office.</p><p>• Assist in implementing and maintaining standard operational procedures to optimize workplace functionality.</p><p>• Act as a point of contact for external customers, addressing inquiries and ensuring satisfaction.</p><p>• Collaborate with team members to enhance administrative workflows and contribute to a productive environment.</p><p>• Monitor and manage office supplies and resources to ensure availability and proper usage.</p><p>• Support the integration and application of NIS systems within the office environment.</p><p><br></p><p>If you are interested in this Administrative Coordinator position, please submit your resume today!</p>
<p><strong>Job Responsibilities:</strong></p><ul><li>Reviews medical record documentation and accurately assigns appropriate ICD-10 diagnoses and procedure codes leading to the assignment of the correct Medicare Severity-Diagnosis Related Group MS-DRG or All Patient Refined Diagnosis Related Group APR-DRG. The Inpatient Coding Specialist I is responsible for verification of the patient’s discharge disposition assigning the correct sources of admission for state regulation reporting purposes and ensuring the appropriate present on admission POA indicators are assigned to each code. The assigned codes must support the reason for the visit that is documented by the provider in order to support the care provided.</li><li>Correctly abstracts required data per facility specifications.</li><li>Responsible for monitoring Discharged Not Billed accounts and as a team ensures timely compliant processing of inpatient accounts through the revenue cycle.</li><li>Collaborates with Clinical Documentation Specialists CDSs and members of the medical staff to ensure completeness of documentation in the medical records so that appropriate codes and ultimately the correct Diagnosis Related Group DRG may be assigned.</li><li>Responsible for ensuring accuracy and maintaining established quality and productivity standards.</li><li>Demonstrates a high degree of independence in performance of responsibilities working effectively without direct supervision. Exhibits strong time management problem solving and communication skills.</li><li>Possesses critical thinking good judgment and decision making skills</li><li>Demonstrates excellent written and oral communication skills</li><li>Remains abreast of current Centers for Medicare and Medicaid Services CMS requirements as well as Correct Coding Initiative CCI edits Hospital Acquired Conditions HACs Patient Safety Indicators PSIs and when applicable National Coverage Determinations NCDs and Local Coverage Determinations LCDs including the addition of appropriate modifiers to ensure a clean claim the first time through.</li><li>Maintains competency and accuracy while utilizing tools of the trade such as the 3M encoder 3M Audit Expert process 3M AES 3M Clinical Documentation Improvement System 3M CDIS and abstracting systems as well as all reference materials.</li><li>Attends required system hospital and departmental meetings and educational sessions as established by leadership as well as completion of required annual learning programs to ensure continued education and growth.</li><li>Employees must abide by all Joint Commission requirements including but not limited to sensitivity to cultural diversity patient care patients rights and ethical treatment safety and security of physical environments emergency management teamwork respect for others participation in ongoing education and training communication and adherence to safety and quality programs sustaining compliance with National Patient Safety Goals and licensure and health screenings.</li></ul><p><br></p>
We are looking for an organized and detail-oriented Administrative Assistant to join our team in Sacramento, California. This is a contract position where you will play a vital role in ensuring the smooth operation of administrative tasks and providing excellent support to the office. The ideal candidate will possess strong communication skills and thrive in a dynamic environment.<br><br>Responsibilities:<br>• Manage daily administrative tasks to support office operations efficiently.<br>• Answer and direct incoming calls professionally, ensuring clear communication and excellent customer service.<br>• Perform accurate data entry and maintain organized records for easy retrieval.<br>• Coordinate and oversee receptionist duties, including greeting visitors and managing inquiries.<br>• Assist in scheduling meetings, appointments, and other administrative functions.<br>• Prepare and distribute correspondence, reports, and other documentation as needed.<br>• Collaborate with team members to ensure timely completion of projects and tasks.<br>• Monitor office supplies and coordinate replenishment when necessary.<br>• Maintain a clean and organized workspace to support productivity.
<p>The Accounts Receivable Specialist is responsible for processing incoming payments, managing invoices, and resolving account discrepancies. This role ensures accurate and timely collection of payments and maintains positive relationships with clients to support financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, post, verify, and record customer payments and transactions.</li><li>Generate and send out invoices and account statements to customers.</li><li>Perform account reconciliations, investigate and resolve discrepancies, and process adjustments as necessary.</li><li>Monitor accounts for overdue payments and follow up with clients via phone, email, or written correspondence.</li><li>Maintain accurate records of all accounts receivable activity within accounting software.</li><li>Collaborate with internal teams to resolve billing issues and escalate complex collection matters as needed.</li><li>Support month-end closing by preparing necessary reports and documentation related to accounts receivable.</li><li>Ensure compliance with company policies and relevant accounting regulations.</li></ul><p><br></p>
<p>The Accounts Receivable (AR) Specialist with NetSuite experience is responsible for managing the full accounts receivable cycle, including invoice generation, payment processing, cash application, collections, and reconciliations using NetSuite. This role ensures timely and accurate processing of customer payments and works closely with cross-functional teams to resolve discrepancies, maintain documentation, and support month-end close processes. The AR Specialist also leverages NetSuite’s automation features to optimize AR workflows and reporting.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and distribute invoices via NetSuite, ensuring accuracy and timely delivery</li><li>Apply payments, reconcile customer accounts, and manage the AR aging report</li><li>Follow up with customers regarding outstanding balances and resolve payment issues</li><li>Collaborate with internal teams to address billing inquiries, disputes, and adjustments</li><li>Support month-end close activities related to accounts receivable</li><li>Maintain accurate records and documentation in line with company and audit standards</li><li>Recommend and implement process improvements using NetSuite functionality</li></ul><p><br></p>
<p><strong>Job Description:</strong></p><p>The Payroll Specialist is responsible for processing employee payroll using ADP, ensuring accuracy, timeliness, and compliance with all relevant federal, state, and local regulations. Duties include reviewing and verifying timesheets, calculating wages and deductions, maintaining payroll records, and addressing employee inquiries related to compensation. The Payroll Specialist works closely with HR and finance teams to support overall payroll operations and drive process improvements.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process payroll cycles in ADP accurately and on schedule.</li><li>Validate work hours, overtime, paid time off, and deductions.</li><li>Maintain and update payroll records, ensuring compliance with applicable laws.</li><li>Respond to employee questions regarding payroll matters.</li><li>Assist with monthly, quarterly, and annual payroll reporting.</li><li>Support audits and ensure data integrity throughout the payroll system.</li><li>Collaborate with HR and finance on payroll-related processes and reconciliations.</li></ul><p><br></p>
<p>We are technology startup looking for a detail-oriented Accounts Payable Specialist to join our team in San Francisco, California. In this role, you will be responsible for managing financial transactions, maintaining accurate account records, and ensuring the timely processing of payments. This position offers an excellent opportunity for individuals skilled in bookkeeping and payment handling to contribute to the financial operations of the company.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage AP inbox, process invoices, and ensure timely payments through Brex.</li><li>Maintain accurate vendor setup and records.</li><li>Prepare and file 1099s in Brex and the ERP system.</li><li>Support month-end close with AP reconciliations and accruals.</li><li>Document workflows, improve processes, and support automation.</li><li>Partner on Brex–ERP integration and implementation.</li><li>Collaborate with finance leadership to support spend controls and compliance.</li></ul>
<p><strong>Senior Administrative Assistant</strong></p><p>We are looking for a Senior Administrative Assistant to support our leadership team and help our office run smoothly.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage executives’ calendars, appointments, and travel arrangements.</li><li>Draft emails, reports, and professional documents.</li><li>Coordinate meetings and take accurate minutes.</li><li>Handle confidential information with discretion.</li></ul>
<p>Are you an experienced Accounts Payable Specialist looking for a new opportunity with a growing organization? Robert Half is seeking a detail-oriented professional to support accounts payable functions for one of our clients. The ideal candidate will have impeccable accuracy, excellent organizational skills, and a strong understanding of accounting processes. This role offers room for growth and a chance to work in a fast-paced, team-oriented environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process high-volume invoices, ensuring accuracy and timely payment.</li><li>Match invoices with purchase orders and verify discrepancies for resolution.</li><li>Maintain detailed and organized vendor records and reconcile statements.</li><li>Ensure compliance with company policies and procedures, as well as regulatory guidelines.</li><li>Collaborate with internal and external stakeholders to resolve invoice and payment issues.</li><li>Support month-end and year-end closing activities related to accounts payable.</li><li>Assist in improving workflows and processes for accounts payable efficiencies.</li></ul><p><br></p>
<p>Robert Half's client in Walnut Creek, CA is seeking a contract-to-permanent Sr. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Sr. Administrative Assistant duties Include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today!</p>
<p>We are seeking an experienced Payroll Tax Analyst for a fully remote, temporary position supporting payroll tax compliance and reporting during a high-volume period. This role is ideal for a detail-oriented payroll tax professional who can work independently, manage deadlines, and ensure accurate and timely payroll tax filings across multiple jurisdictions.</p><p><br></p><p>100% remote – work from anywhere in the U.S.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare, review, and file federal, state, and local payroll tax returns (941, 940, state withholding, SUI, local filings)</li><li>Reconcile payroll tax liabilities to general ledger and payroll system reports</li><li>Ensure timely tax payments, filings, and amendments</li><li>Manage payroll tax notices, discrepancies, and agency correspondence</li><li>Support quarter-end and year-end payroll tax processes, including W-2 and W-3</li><li>Maintain compliance with changing payroll tax laws and regulations</li><li>Partner with payroll, accounting, and HR teams to resolve tax-related issues</li><li>Document procedures and maintain audit-ready support</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
<ul><li>Manage daily HR operations, including onboarding, offboarding, and maintaining employee records.</li><li>Assist with benefits administration, payroll processes, and timekeeping procedures.</li><li>Support the recruitment process by coordinating interviews, screening candidates, and communicating with hiring managers.</li><li>Assist with employee relations, responding to inquiries and addressing concerns promptly and professionally.</li><li>Help ensure company policies and procedures remain compliant with all relevant employment laws and regulations.</li><li>Contribute to HR projects such as performance management, training initiatives, and employee engagement programs.</li><li>Prepare HR reports and documentation as needed.</li><li>Support HR leadership with additional tasks or projects as assigned.</li></ul>
<p><strong>Position Overview:</strong></p><p>The Accounts Payable Specialist will play a key role in the organization’s accounting operations by managing the end-to-end accounts payable process using NetSuite. This position is responsible for accurate invoice processing, timely payments to vendors, and maintaining proper AP records while ensuring compliance with company policies and procedures. The ideal candidate will have hands-on experience with NetSuite and a solid understanding of AP processes.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process high-volume vendor invoices and employee expense reports within NetSuite.</li><li>Review, verify, and reconcile invoice and payment discrepancies and resolve any billing issues.</li><li>Manage weekly check runs, ACH, and wire payments to vendors.</li><li>Collaborate with internal teams and vendors to resolve invoice or payment inquiries.</li><li>Maintain accurate and organized accounts payable records within NetSuite.</li><li>Assist with month-end AP close and account reconciliations.</li><li>Reconcile vendor statements and research/investigate any outstanding balances.</li><li>Ensure compliance with company policies, internal controls, and SOX regulations as applicable.</li><li>Support the AP Manager and broader accounting team with ad hoc projects and process improvements.</li></ul><p><br></p>
<p>Robert Half's client is seeking an Administrative Assistant to join a non-profit organization in Martinez, California. In this PART-TIME, contract position, you will play a vital role in supporting office operations, handling public inquiries, and ensuring accurate documentation and records management. This opportunity is ideal for someone who thrives in a fast-paced environment and enjoys multitasking while maintaining high levels of organization.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Respond to public inquiries, route requests to appropriate departments, and provide excellent customer service.</p><p>• Manage claims processing by logging, coordinating, and tracking deadlines while maintaining accurate documentation.</p><p>• Handle requests under the California Public Records Act by clarifying inquiries, coordinating searches, and preparing responsive records.</p><p>• Organize, index, and maintain records through filing, scanning, and retention tracking according to established schedules.</p><p>• Provide administrative support such as preparing documents, entering data, scheduling appointments, and maintaining office logs.</p><p>• Assist with clerical accounting tasks, including processing invoices, purchase requests, and reimbursements while maintaining accurate records.</p><p>• Utilize office software and document management systems, ensuring confidentiality of sensitive information.</p><p>• Support the City Clerk with daily office functions and ensure compliance with policies and standards.</p><p>• Maintain clear and effective communication and business correspondence in all interactions.</p><p>• Prioritize tasks effectively and work independently while managing multiple deadlines.</p><p><br></p><p>If you are interested in this part-time Administrative Assistant position, please submit your resume today!</p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<ul><li>Greet and assist visitors, clients, and staff members with professionalism and courtesy.</li><li>Answer, screen, and route incoming calls efficiently while responding to basic inquiries.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Maintain the organization and appearance of the reception area and common spaces.</li><li>Schedule meetings, conference rooms, and appointments as needed.</li><li>Provide general administrative support including data entry, filing, and document preparation.</li><li>Assist with coordinating office supplies and liaising with vendors.</li><li>Support the internal team with additional tasks and projects as assigned.</li></ul>
We are looking for a skilled Administrative Assistant to join our team in Sunnyvale, California. In this long-term contract role, you will support daily administrative tasks while leveraging your knowledge of dental practices and systems to ensure efficiency and accuracy. This position offers an excellent opportunity to contribute to a dynamic and detail-oriented environment.<br><br>Responsibilities:<br>• Manage and organize daily administrative tasks to support dental office operations.<br>• Utilize Dentrix Dental Software to maintain patient records and schedules efficiently.<br>• Communicate effectively with patients and staff to ensure seamless coordination.<br>• Assist in handling billing and insurance-related tasks with accuracy.<br>• Maintain and update office documentation, ensuring compliance with regulations.<br>• Support the scheduling and coordination of appointments and meetings.<br>• Address inquiries and resolve issues promptly, delivering excellent customer service.<br>• Collaborate with team members to streamline workflow and enhance productivity.<br>• Ensure the office environment is organized and conducive to operations.<br>• Provide general administrative support as needed to meet team objectives.
<p><strong>Vendor Relations Specialist</strong></p><p>We are looking for a Vendor Relations Specialist to manage our vendor accounts and maintain strong business partnerships.</p><p><strong>Responsibilities:</strong></p><ul><li>Source and evaluate new vendors and negotiate contracts.</li><li>Track vendor performance and service levels against KPIs.</li><li>Resolve vendor issues and manage escalations.</li><li>Ensure compliance with procurement and company guidelines.</li></ul>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
