We are looking for a dedicated and detail-oriented Loan Processor to join our team in Sunnyvale, California. In this Contract-to-Permanent role, you will play a pivotal part in ensuring the accurate and efficient processing of real estate loans while maintaining compliance with regulatory standards. This position offers the opportunity to collaborate closely with team members and applicants to deliver an exceptional lending experience.<br><br>Responsibilities:<br>• Review loan applications to ensure all required information and documentation are complete and accurate.<br>• Verify and validate supporting documents such as income statements, credit reports, appraisals, and title work.<br>• Input loan details into the organization's system, ensuring compliance and accuracy.<br>• Communicate proactively with loan officers, underwriters, and applicants to facilitate smooth loan processing.<br>• Address member inquiries and provide clear guidance throughout the loan process.<br>• Ensure all loan files meet organizational policies as well as state and federal regulations.<br>• Collaborate with the lending team to streamline workflows and improve operational efficiency.<br>• Monitor loan progress and provide regular updates to management on application status and key metrics.<br>• Generate detailed reports on loan processing activities, including timelines, volumes, and pending applications.<br>• Participate in training sessions to stay current on compliance requirements and industry practices.
<p>This role is 100% onsite in Mountain View </p><p><br></p><p>We are in search of a Payroll Supervisor/Manager/Director to join our team located in Mountain View, California. In this role, you will be tasked with overseeing a high volume, multi-state payroll environment utilizing UKG. This position is within a rapidly developing company and will involve managing a team of four, dealing with a large non-exempt employee population.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage a team of 4 in the payroll department</p><p>• Handle a high volume, multi-state payroll environment using ADP Workforce Now</p><p>• Manage payroll for a large non-exempt employee population</p><p>• Ensure the accuracy and efficiency of processing customer credit applications</p><p>• Maintain accurate customer credit records</p><p>• Effectively handle additions and terminations each bi-weekly pay period</p><p>• Manage a workforce of over 1000 employees across multiple states</p><p>• Handle complex commissions</p><p>• Apply effective payroll management strategies.</p>
<p>Colleen McAuliffe at Robert Half is looking for a detail-oriented Bookkeeper to manage daily financial transactions and ensure accuracy in accounting records for our valued long-term client. In this role, you will collaborate with store managers and vendors to maintain seamless financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Record invoices and daily bookkeeping entries using accounting software </p><p>• Maintain clear communication with store managers to address financial inquiries and updates.</p><p>• Follow up with vendors regarding invoices, pricing, and promotional details to ensure accurate records.</p><p>• Reconcile accounts regularly to identify and resolve discrepancies.</p><p>• Prepare financial reports to assist in decision-making and budgeting processes.</p><p>• Monitor and manage accounts payable and accounts receivable.</p><p>• Ensure compliance with company policies and regulatory standards in all financial practices.</p><p>• Support audits by organizing and providing accurate financial documentation.</p><p>• Identify opportunities to improve bookkeeping processes for greater efficiency.</p><p>• Assist in managing payroll and employee expense tracking.</p>
We are looking for a dedicated Facilities Assistant to join our team in Santa Clara, California, on a contract basis. In this role, you will ensure the smooth operation of our workplace by managing events, maintaining conference rooms, supporting employee relocations, and addressing facility maintenance needs. This position is essential to fostering a safe, clean, and organized environment for employees and visitors.<br><br>Responsibilities:<br>• Set up and dismantle furniture and audiovisual equipment for events while maintaining the cleanliness and organization of event spaces.<br>• Perform regular checks of conference rooms to ensure they are stocked with supplies, clean, and fully operational.<br>• Coordinate and execute employee relocations, including workstation setups and furniture adjustments.<br>• Respond to facility-related requests and issues, perform routine maintenance tasks, and manage inventory for facility supplies.<br>• Conduct power washing and regular maintenance inspections to uphold cleanliness and adhere to safety standards.<br>• Carry out building inspections to ensure compliance with safety and operational requirements, reporting issues and coordinating resolutions.<br>• Process and prioritize work order tickets, tracking progress and providing updates to ensure efficient facility operations.<br>• Collaborate with team members and external vendors to support facility needs and improve operational efficiency.<br>• Assist in budget-related processes and ensure cost-effective management of resources.
<p>We are looking for a skilled Commercial Litigation Attorney to join our team in San Jose, California. The ideal candidate will have 5+ years of experience handling complex commercial litigation cases and possess a strong ability to navigate all phases of the litigation process. This role requires excellent communication skills, attention to detail, and the ability to work closely with clients and colleagues in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth legal research and analysis to support commercial litigation cases.</p><p>• Draft high-quality pleadings, motions, and briefs with precision and clarity.</p><p>• Represent clients in court proceedings, including motions, depositions, mediations, and arbitrations.</p><p>• Collaborate with partners and other team members to develop case strategies and plans.</p><p>• Manage a diverse caseload effectively while maintaining attention to deadlines and priorities.</p><p>• Communicate professionally with clients, opposing counsel, judges, and mediators to ensure effective case management.</p><p>• Take a leading role in fact investigations and discovery processes, including drafting requests and responses.</p><p>• Participate in settlement negotiations and mediation sessions to achieve favorable outcomes for clients.</p><p>• Stay up-to-date on relevant legal developments and apply them to case strategies.</p>
<p>We are seeking a Legal Assistant to join our team based in Campbell, California. In this role, you will be using your extensive legal knowledge to perform a variety of tasks, including the management of legal documents, client communication, and the use of case management software. This role operates within the legal industry and provides an exciting opportunity to be part of a dynamic workplace. </p><p><br></p><p>Responsibilities:</p><p>• Utilize various legal software to manage client information and legal procedures.</p><p>• Manage the e-Filing of documents in state and federal courts.</p><p>• Maintain a clear understanding and application of civil procedures and litigation.</p><p>• Prepare legal documents, pleadings, and discovery.</p><p>• Use Case Management Software (CMS) and Clio to track deadlines and manage tasks.</p><p>• Maintain high attention to detail when dealing with client relations and claim administration.</p><p>• Exhibit effective communication skills in liaising with clients and team members.</p><p>• Handle billing functions and calendar management efficiently.</p><p>• Foster a positive environment through good interpersonal skills.</p>
<p>Boutique law firm has an immediate opening for a Corporate Paralegal! This law firm specializes in transactional legal support for emerging companies in the San Francisco Bay Area. As a Corporate Paralegal on our team, you'll be assisting with tasks such as document management, securities filings, and corporate governance, with a focus on startup-related matters. This position is 100% remote and can be part-time or full-time hours, depending on your availability and preferences. The ideal candidate will have at least 3-7+ years of paralegal experience supporting corporate transactional attorneys in a law firm setting. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage and organize legal documents, ensuring they are properly prepared for signatures and securely stored.</p><p>• Assist with securities filings related to equity plans, fundraising, and compliance requirements.</p><p>• Coordinate client intake processes, including preparing and sending engagement letters.</p><p>• Conduct basic due diligence activities to support transactions and corporate legal needs.</p><p>• Provide deal support by maintaining accurate records and facilitating smooth transaction processes.</p><p>• Update and maintain capitalization tables using tools like Carta, Google Sheets, or Pulley.</p><p>• Support the formation and dissolution of legal entities, ensuring compliance with corporate governance standards.</p><p>• Handle updates and uploads for large-scale document management projects as needed.</p><p>• Collaborate with the team during quarterly off-site meetings, if applicable.</p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Our client</strong> is recruiting for a<strong> Junior Client Services Associate</strong> at a growing wealth management firm. This is a full-time permanent role based in <strong>San Mateo County</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm provides tailored financial solutions to professionals, business owners, and families—and offers a strong mix of stability, growth, and a supportive culture. This is a great opportunity to be part of a collaborative, people-first team. Enjoy a firm-wide profit sharing and bonuses, and a “work hard, play hard” environment with high employee retention and consistent growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Schedule and coordinate client meetings</li><li>Maintain and improve admin processes; update CRM regularly</li><li>Support advisors and executives with day-to-day tasks</li><li>Greet clients and visitors; serve as the main point of contact</li><li>Answer and direct phone calls; manage follow-ups</li><li>Send cards, gifts, and other client touches</li><li>Help organize team events and client gatherings</li><li>Coordinate meeting logistics, lunches, and programs</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
We are looking for a detail-oriented Operations Coordinator to join our team in San Jose, California. In this long-term contract position, you will play a vital role in supporting property management operations, ensuring smooth administrative processes, and maintaining accurate records. This role is ideal for someone with strong organizational skills and experience in operational coordination.<br><br>Responsibilities:<br>• Provide administrative support to property management staff, including handling work orders, scheduling contractor tasks, preparing contracts, and monitoring vendor compliance.<br>• Oversee and maintain the property management contract database to ensure accurate and up-to-date records.<br>• Assist in managing applications for non-commercial activities and ensure compliance with program guidelines.<br>• Issue and manage open/close notices and prepare Notices of Non-Responsibility as required.<br>• Review and approve vendor Certificates of Insurance to ensure adherence to company standards.<br>• Maintain and update the Master Utility Meter Spreadsheet to track and organize utility-related data effectively.
<p><strong>Location:</strong> Mountain View, CA</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>About the Role</strong></p><p>We are seeking a <strong>Senior Accountant</strong> to join our dynamic team in <strong>Mountain View, CA</strong>. The ideal candidate will possess extensive experience in accounting, exceptional analytical skills, and a proven track record of working with <strong>NetSuite</strong> and <strong>SAP</strong> systems. This position is crucial in supporting the company’s financial operations, ensuring accurate and timely reporting, and actively contributing to process improvements.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage day-to-day accounting activities, including preparing and reviewing journal entries, account reconciliations, accruals, and adjustments.</li><li>Maintain accuracy of the <strong>general ledger</strong>, ensuring compliance with company policies and <strong>GAAP standards</strong>.</li><li>Lead month-end, quarter-end, and year-end closing processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare accurate financial statements and reports for internal and external stakeholders.</li><li>Assist in monthly and quarterly variance analysis to provide insights into key financial trends and performance indicators.</li><li><strong>Systems Expertise:</strong></li><li>Use <strong>NetSuite</strong> and <strong>SAP</strong> for ERP system functions, including financial reporting, data entry, and troubleshooting.</li><li>Collaborate with the IT and Finance teams to improve system integrations, configurations, and automation efforts.</li><li><strong>Audit & Compliance:</strong></li><li>Oversee documentation for internal and external audits, ensuring compliance with SOX, GAAP, and company-specific regulations</li><li>Support tax and compliance teams by providing accurate records and assistance as needed.</li><li><strong>Process Improvement:</strong></li><li>Identify opportunities for process optimization within the finance function.</li><li>Recommend and implement best practices for accounting systems and workflows to improve efficiency, accuracy, and scalability.</li></ul>
<p>Are you detail-oriented, organized, and experienced in handling financial data? We’re seeking a dedicated Accounting Clerk who will be responsible for matching invoices with purchase orders and performing data entry tasks, primarily using QuickBooks software.</p><ul><li>Review, match, and verify invoices against purchase orders to ensure accuracy and compliance with company policies.</li><li>Accurately input financial transactions into QuickBooks and maintain up-to-date records.</li><li>Identify and resolve discrepancies between invoices and purchase orders. Communicate with vendors or internal teams as needed.</li><li>Organize and maintain physical and digital records of invoices, purchase orders, and related documentation.</li><li>Assist with other general accounting and clerical tasks as needed, such as account reconciliations and report generation.</li></ul><p><br></p>
<p>Our client is looking for a skilled Litigation Attorney to join their team in<strong> California</strong> -- <strong>Bay Area or Los Angele</strong>s. The ideal candidate will bring expertise in civil litigation and a proactive approach to managing diverse cases, including medical malpractice. This role offers the opportunity to collaborate with a dedicated team and hone your legal skills in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle a variety of civil litigation cases from inception to resolution, ensuring all processes meet high standards of attention to detail.</p><p>• Develop and implement effective case strategies to achieve favorable client outcomes.</p><p>• Represent clients in court proceedings, depositions, and mediations with professionalism and expertise.</p><p>• Conduct thorough legal research and draft compelling pleadings, motions, and other legal documents.</p><p>• Collaborate with team members to share insights and ensure comprehensive case preparation.</p><p>• Manage client communications, offering clear updates and guidance throughout the legal process.</p><p>• Utilize knowledge of medical malpractice litigation or demonstrate a willingness to learn and excel in this area.</p><p>• Maintain compliance with all legal and ethical standards while managing multiple deadlines and priorities effectively.</p>
We are looking for a skilled Legal Event/Marketing Coordinator to oversee and execute a variety of marketing, event planning, and legal writing tasks. This position is based in San Francisco, California, and involves collaborating with consultants, coordinating office events, and managing content creation initiatives. The ideal candidate will bring strong organizational skills, exceptional writing abilities, and a keen understanding of legal concepts.<br><br>Responsibilities:<br>• Collaborate with external consultants to manage social media campaigns, marketing initiatives, and the creation of promotional materials.<br>• Plan and coordinate office events, including focus groups, monthly training sessions, and attorney retreats.<br>• Communicate with vendors to negotiate contracts and secure favorable rates for venues, catering, and other event needs.<br>• Draft and edit synopses for legal cases to be included in a semi-annual torts newsletter.<br>• Oversee the design, printing, and distribution of marketing and event-related materials by liaising with design consultants.<br>• Ensure all written content adheres to a high standard, including proofreading and editing for clarity and accuracy.<br>• Manage logistics for office events, ensuring smooth execution from planning to completion.<br>• Provide ongoing support for internal marketing efforts, ensuring consistency in messaging and branding.
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF</strong></p><p><br></p><p>Robert Half has an exciting opportunity for an experienced Senior Accountant to join a reputable Real Estate & Property company. You will use your knowledge and skills to prepare and consolidate financial statements, analyze and reconcile accounts, analyze cash flow, build budgets and forecasts, prepare audits, and manage internal control maintenance and regulatory reporting. The challenging, fast-paced work environment requires top-notch analytical skills. The company boasts excellent compensation and benefits and offers potential for advancement.</p><p><br></p><p><strong>Primary Duties & Responsibilities:</strong></p><ul><li> Monthly close:</li><li>Preparation of monthly reporting packages for the assigned properties, including the following:</li><li> Bank Reconciliations for each of the bank accounts</li><li> Cash Balance Reports, Accruals schedule, Management Fee Calculations</li><li> Roll Forwards and Closing Support schedules for each Account with activity and balances on the balance sheet of the properties</li><li> Revenue, Straight line rent calculations, Percentage rent, and other income</li><li> Trial Balance and Flux analysis</li><li> Closing Yardi Entries, and elimination entries</li><li>Monthly investor reporting: cash reporting, hotel operations financial reporting (as required)</li><li>Quarterly investor reporting, including preparation of financial reporting templates, debt reporting templates, and Asset Management reporting.</li><li>Monthly, quarterly, annual lender reporting, Annual audit</li><li>Provide PBC items to auditors and assist in answering any questions</li><li>Financial statement preparation</li><li> Annual budgeting process, analyze budget, review budgets prepared by Asset Management & Property Management teams</li><li>Cash projection for quarterly distributions / monthly capital calls</li><li>Discuss with Construction Accounting upcoming cash needs, and recommend properties that will require capital call</li><li>Prepare journal entries to record capital call funding</li></ul><p><br></p><p><br></p><p><br></p>
<p>Reputable law firm is seeking a workers compensation attorney to join their Bay Area team. This role offers remote flexibility and excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Litigate workers' compensation cases </p><p>• Make court appearances as required</p><p>• Conduct depositions as part of the litigation process</p><p>• Handle your own caseload, depending on your level of experience</p><p>• Work with a high level of independence, while also collaborating with our team when necessary.</p>
We are looking for an experienced Sr. Compliance Analyst to review marketing materials for a leading Fintech organization. This is a contract position lasting 12 weeks, offering the opportunity to contribute to a fast-paced and innovative team. The ideal candidate will have expertise in consumer compliance regulations and a proven track record in the financial technology sector.<br><br>Responsibilities:<br>• Conduct detailed reviews of marketing materials to ensure compliance with applicable consumer protection regulations, including Reg E and Reg Z.<br>• Collaborate with cross-functional teams using tools such as Slack, JIRA, and Figma to address compliance concerns effectively.<br>• Identify and mitigate risks associated with UDAAP (Unfair, Deceptive, or Abusive Acts or Practices) in marketing content.<br>• Provide guidance on regulatory requirements and best practices to ensure adherence to industry standards.<br>• Maintain thorough documentation of compliance reviews and recommendations for internal record-keeping.<br>• Stay updated on changes in regulatory guidelines and assess their impact on marketing strategies.<br>• Work with compliance software to streamline review processes and ensure accuracy.<br>• Assist in developing and refining compliance frameworks to support marketing initiatives.<br>• Ensure timely completion of compliance reviews within the project timeline.<br>• Communicate findings and recommendations clearly to stakeholders across the organization.
<p>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</li></ul><p><br></p>
<p>We are looking for a dedicated Case Manager Admin to join our team in San Francisco, California, on a contract basis. In this role, you will provide comprehensive case management services to a diverse population of formerly homeless adults, many of whom face challenges related to mental health, substance use, or medical issues. This position requires strong organizational skills, compassion, and the ability to collaborate with tenants and various stakeholders to promote housing stability and community engagement.</p><p><br></p><p>Responsibilities:</p><p>• Conduct initial and ongoing needs assessments, outreach visits, and follow-ups to ensure tenants receive appropriate services.</p><p>• Build rapport with tenants and intervene effectively to address housing and life challenges.</p><p>• Assist tenants with securing and maintaining benefits and meeting rent payment obligations.</p><p>• Address unit habitability concerns and collaborate with hotel staff during inspections and pest control visits.</p><p>• Organize community-building events, tenant groups, and social activities to foster a supportive environment.</p><p>• Refer tenants to suitable job placement programs and other resources based on individual needs.</p><p>• Respond to tenant crises, offering de-escalation support and working with relevant departments and providers.</p><p>• Maintain accurate and organized tenant case files, ensuring confidentiality and compliance with regulations.</p><p>• Participate in agency-wide initiatives, such as energy program and income recertification efforts.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at Allison.jacques - at - roberthalf - .com with your word resume and reference job ID#*00410-0013301322*</p>
<p>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
<p><strong>Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Jose, 100% onsite</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you. <strong>Apply now</strong> to take the next step in your career and please ping <strong>Jennifer Fukumae </strong>on LinkedIn to have a conversation about the role!</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul>
<p><b>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </b></p><p><br></p><p><b>Our client </b>is recruiting for a <strong>Client Service Associate </strong>at a growing<strong>, </strong>client-focused<strong> Registered Investment Advisor (RIA)</strong>. This is a full-time permanent role based in <strong>San Mateo County </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA helps individuals and families reach financial wellness with care and clarity. This role is perfect for someone who enjoys building relationships and wants to make a real impact in people’s financial lives.</p><p> </p><p>You'll be part of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent work-life balance. With strong growth, consistent investment performance, and profit-sharing opportunities, this is a great place to build a lasting career.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Serve as the first point of contact for clients with professionalism and warmth</li><li>Manage client service requests and support Wealth Advisors</li><li>Prepare and process account paperwork accurately and on time</li><li>Handle account maintenance (transfers, RMDs, client instructions)</li><li>Monitor daily custodian alerts and follow up as needed</li><li>Support client onboarding, account setup, and CRM updates</li><li>Help coordinate meetings and maintain service calendars</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>A Finance team is seeking an experienced Project Manager to support cross-functional system improvements and initiatives within the Order to Cash Accounting and Operations space. This collaborative role interfaces with core stakeholders. This is a long term contract that is 100% remote. Prefer someone who can work East Coast hours.</p><p><br></p><p>What You'll Do:</p><ul><li>Plan, lead, and deliver multiple cross-functional system projects, typically small to medium in scale (1–6 months end-to-end).</li><li>Represent the Revenue Controllership business function across initiatives impacting Order to Cash systems and operations, with occasional overlap into Tax and General Ledger Accounting.</li><li>Manage all aspects of the project lifecycle, including intake, ideation, planning, documentation, and execution.</li><li>Produce comprehensive project documentation such as business requirements, timelines, user acceptance testing plans, and change management materials.</li><li>Present requirements to technical teams and partner closely with IT to ensure alignment and clarity on timelines and solution design.</li><li>Coordinate and manage solution testing efforts.</li><li>Collaborate with stakeholders to develop and deliver change management and training materials.</li><li>Develop subject matter expertise in systems and operations relevant to each project—this is not a generalist PM role.</li><li>Track milestones, escalate risks/issues, and provide regular status updates.</li><li>Lead retrospectives and reporting for system defects impacting the Revenue Controllership function.</li></ul>
<p>We are looking for a meticulous and organized Accounts Payable Clerk to join our team in Seaside, California. As part of a non-profit organization dedicated to supporting education, you will play a vital role in managing financial transactions and ensuring accurate vendor disbursements. This position offers an opportunity to contribute to a collaborative and mission-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor payments, reimbursements, and disbursements for staff, faculty, and students in accordance with organizational policies.</p><p>• Verify and match purchase orders with invoices, ensuring accuracy before entering them into accounting software.</p><p>• Maintain detailed records of all accounts payable transactions, adhering to departmental deadlines.</p><p>• Review and code invoices appropriately to ensure proper allocation of expenses.</p><p>• Prepare and execute check runs, ensuring timely payments to vendors and other stakeholders.</p><p>• Collaborate with internal departments to resolve discrepancies and clarify invoice issues.</p><p>• Assist in month-end closing activities related to accounts payable.</p><p>• Ensure compliance with financial regulations and organizational procedures in all aspects of accounts payable.</p><p>• Contribute to process improvement initiatives to enhance the efficiency of the accounts payable function.</p><p>• Perform additional administrative tasks as needed to support the accounting team.</p><p><br></p><p>Posted by Staffing Director Scott Moore</p>
<p>San Francisco Civil Litigation Firm Seeks Associate Attorney</p><p><br></p><p>We are a civil litigation firm seeking a motivated and detail-oriented attorney to join our team. We offer a diverse caseload with opportunities to gain experience in various areas of civil litigation, including public entity defense and construction defect. </p><p><br></p><p>Responsibilities:</p><ul><li>Handle all aspects of assigned cases, including drafting pleadings, conducting and defending depositions, managing discovery, and attending court hearings.</li><li>Provide timely and accurate advice and counsel to clients.</li><li>Work independently and collaboratively with senior attorneys and support staff.</li><li>Maintain a high level of organization and efficiency while managing a diverse caseload.</li><li>Additional responsibilities may include document review, legal research, and motion practice.</li></ul><p><br></p>
