<p><strong>About the Firm</strong></p><p>Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep, tailored relationships with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm’s culture emphasizes collaboration, customization, and long-term impact.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Services Associate</strong> will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior support staff and senior client-facing directors, offering a unique opportunity to grow into a leadership position while shaping internal processes and contributing to the firm’s continued scalability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions/redemptions, money movements, and reporting.</li><li>Coordinate wires, funding requests, and operational workflows for family office clients.</li><li>Support philanthropic operations for client-run foundations.</li><li>Monitor and assist with tax-related workflows and liaise with external accountants.</li><li>Review and approve investment performance reports.</li><li>Maintain CRM systems and organize client documentation for intuitive team access.</li><li>Partner with senior client service leaders to execute strategic initiatives.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Jennifer Fukumae</strong> is partnering with an established multi-family office based in San Francisco is seeking a <strong>Client Associate</strong> to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.</p><p><br></p><p><strong>Client Associate – Multi Family Office</strong></p><p>📍 San Francisco (Steps from Montgomery BART) | Hybrid</p><p>💰 $100,000–$130,000 base (DOE) + Bonus</p><p><br></p><p><strong>About the Firm:</strong></p><ul><li>Headquartered in San Francisco with easy BART access</li><li>Serves a sophisticated UHNW client base with personalized, high-touch service</li><li>Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management</li><li>Emphasizes professional development, mentorship, and continuous improvement</li></ul><p> </p><p><strong>About the Role:</strong></p><p>The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the day-to-day contact for a portfolio of UHNW clients</li><li>Execute requests promptly and with a high level of accuracy</li><li>Collaborate with firm leadership on bespoke planning and investment strategies</li><li>Serve as a guide and mentor to junior associates and analysts</li><li>Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning</li><li>Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)</li><li>Support new investment allocations, liquidity planning, and account structuring</li><li>Contribute to firm-wide initiatives and special projects</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a skilled and detail-oriented Receptionist IV to join our team in Sunnyvale, California. This is a long-term contract position that requires a meticulous individual with exceptional organizational and communication skills. The role is key to ensuring smooth daily operations and providing outstanding service to visitors, employees, and external partners.<br><br>Responsibilities:<br>• Greet visitors, including vendors, job applicants, and customers, ensuring a welcoming and positive experience.<br>• Coordinate transportation services for guests as needed.<br>• Perform daily stocking and maintenance of office kitchens, ensuring supplies are replenished and spaces are tidy.<br>• Conduct regular floor walks to monitor and address facility needs.<br>• Manage weekly ordering of office supplies and handle shipping and receiving tasks efficiently.<br>• Oversee onboarding and offboarding processes for employees, ensuring all procedures are followed.<br>• Operate the switchboard to route incoming calls and place outgoing calls accurately.<br>• Supervise visitor management processes to maintain security and organization.<br>• Follow established guidelines and instructions to execute job functions effectively.<br>• Collaborate with supervisors or managers for task prioritization and reporting.
<p>We are looking for an organized and detail-oriented Receptionist to join our well-established firm and collegial team in either our East Bay or Peninsula location. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth communication and efficient administrative support. If you have strong interpersonal skills and a knack for multitasking, we encourage you to apply. This is a hybrid position with excellent benefits and stellar long term growth opportunities! </p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly, providing a welcoming and organized environment.</p><p>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.</p><p>• Handle email correspondence promptly and professionally, ensuring clear communication.</p><p>• Perform accurate data entry tasks to maintain updated records and databases.</p><p>• Schedule appointments and manage calendars to ensure efficient time management.</p><p>• Organize and maintain files for easy access and retrieval of important information.</p><p>• Coordinate with team members to support daily office operations.</p><p>• Utilize Microsoft Word, Excel, and Outlook to prepare documents and manage communications.</p><p>• Assist in general office tasks to ensure smooth workflow and productivity.</p><p>• Provide exceptional customer service to address inquiries and resolve issues.</p>
<p>We are looking for a bilingual Spanish-speaking Office Greeter to join a non-profit organization in Hayward, California. This is a contract position expected to last 3-6 weeks, offering an opportunity to engage with visitors and employees in a welcoming and attentive manner. The role is ideal for someone with strong communication skills and a customer-focused mindset.</p><p><br></p><p>Greeter Responsibilities:</p><p>• Provide a friendly and attentive greeting to all visitors and employees at the contract entrance.</p><p>• Serve as an information hub, addressing general inquiries related to construction updates, drop box locations, and safe walking paths.</p><p>• Guide clients to the front desk along designated routes while ensuring their safety.</p><p>• Coordinate deliveries arriving at the garage gate and direct them appropriately to the front desk.</p><p>• Maintain a welcoming and organized reception area.</p><p>• Answer inbound calls and assist with outbound communications as needed.</p><p>• Perform basic order entry tasks with accuracy and efficiency.</p><p>• Support receptionist duties, including handling inquiries and providing information to guests.</p><p><br></p><p>If you are interested in this Greeter position, please submit your resume today!</p>
<p>We are seeking a <strong>Patient Account Representative</strong> to join a fast-paced and collaborative Patient Financial Services (PFS) team. The <strong>Patient Account Representative</strong> is responsible for accurate and timely billing, collections, payment processing, and account resolution for patient accounts. The <strong>Patient Account Representative </strong>will work under close supervision to perform routine and repetitive duties, but must be detail-oriented and proactive in handling account discrepancies and payer communications.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Follow up on unpaid accounts through payer websites or phone communication.</li><li>Investigate and resolve underpayments; file appeals when necessary.</li><li>Review and resolve claim denials and rejections.</li><li>Process bad debt transfers, adjustments, and contractual write-offs.</li><li>Review worklists in EPIC and resolve claim edits.</li><li>Rebill claims based on denial follow-ups.</li><li>Post payments and adjustments; manage undistributed payment worklists.</li><li>Process refunds and payment transfers between billing systems.</li><li>Enter charges and resolve charge issues; perform charge corrections.</li><li>Maintain professional communication with internal teams, payers, physicians, and patients.</li><li>Meet weekly productivity goals set by team leadership.</li><li>Support charity application processing and patient advocacy functions.</li><li>Handle incoming mail and assist with backlog organization.</li><li>Perform account lookups and EPIC navigation.</li><li>Review correspondence and determine appropriate next steps.</li></ul>
<p>We are looking for a skilled Receptionist to join our team in Santa Clara, CA. This is a long-term contract position that requires an individual with excellent attention to detail, strong communication skills, and the ability to provide outstanding customer service. In this role, you will be the first point of contact for visitors and callers, ensuring smooth day-to-day operations at the front desk.</p><p><br></p><p>Responsibilities:</p><p>• Maintain a welcoming and attentive presence at the reception area, ensuring all visitors feel comfortable and attended to.</p><p>• Answer incoming calls, route them appropriately, and provide information as needed.</p><p>• Greet and assist guests, clients, and visitors upon arrival, including providing directions or escorting them to meeting locations.</p><p>• Ensure all visitors are properly signed in and follow security protocols during check-in and check-out processes.</p><p>• Assist with badge creation and access setup for visitors and contract staff.</p><p>• Coordinate meeting room bookings, ensuring rooms are prepared and equipped for scheduled meetings.</p><p>• Respond to inquiries with a courteous and helpful attitude, reflecting high standards of customer service.</p><p>• Support administrative tasks such as file management, printing, and internet browsing as required.</p><p>• Collaborate with team members to ensure seamless operations and communication.</p><p>• Maintain an appearance that reflects years of experience and aligns with the company’s standards.</p>
<p>We are looking for a detail-oriented and friendly Receptionist to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring smooth and efficient communication. This position requires expertise in handling multi-line phone systems and delivering exceptional customer service.</p><p><br></p><p>Responsibilities:</p><p>• Manage and operate a multi-line phone system to direct incoming calls efficiently.</p><p>• Greet visitors and clients warmly, ensuring a positive and welcoming experience.</p><p>• Answer inbound calls promptly and professionally, addressing inquiries or redirecting as necessary.</p><p>• Maintain the reception area to ensure it is tidy and organized.</p><p>• Assist with administrative tasks, such as scheduling appointments or handling correspondence.</p><p>• Coordinate communication between departments to streamline processes.</p><p>• Handle switchboard operations for phone lines ranging from 1 to 10.</p><p>• Provide accurate information to visitors and callers regarding company services or personnel.</p><p>• Support part-time receptionist duties when needed.</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#*00410-0013289086*</p>
<p>Robert Half is seeking a Tax Preparer to join our clients team in the East Bay. This is a temp to hire opportunity which can begin immediately. </p><p><br></p><p>Responsibilities</p><p><br></p><ul><li>Prepare and review individual and business tax returns (1040, 1120, 1120S, 1065, etc.).</li><li>Conduct thorough interviews with clients to gather financial information.</li><li>Ensure compliance with federal, state, and local tax regulations.</li><li>Research tax issues and stay updated on current tax laws.</li><li>Communicate effectively with clients regarding tax filing requirements, refunds, and liabilities.</li><li>Maintain accurate documentation and confidentiality of sensitive information.</li><li>Support the accounting team with additional tasks as needed.</li></ul><p><br></p><p><br></p>
<p>We are looking for a Front Desk Coordinator to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors, providing a welcoming and detail-oriented presence. This position requires a customer-focused individual with excellent organizational skills and a courteous attitude.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist all visitors promptly and courteously as they enter or exit the premises.</p><p>• Monitor building entrances to ensure a secure and safe environment.</p><p>• Perform document scanning and maintain accurate records.</p><p>• Handle concierge-related tasks as assigned to support smooth daily operations.</p><p>• Maintain a neat and detail-oriented appearance and adhere to the business dress code.</p><p>• Manage time effectively to handle multiple responsibilities efficiently.</p><p>• Collaborate with team members to maintain a welcoming and organized front desk area.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013289434 **</p>
<p>Robert Half is working with a reputable Tax Firm in Foster City looking for a temp to hire Front Desk Receptionist. This is an on-site position Monday through Friday.. There is most certainly room for growth within the company too! We have had a proven track record with this client who has promoted 3 of our candidates into higher level roles. Great opportunity for someone looking to get that next step in their career.</p><p><br></p><p>Please find the description below and if interested, please apply immediately. Do not wait! Apply now!</p><p><br></p><p><strong>Job Description</strong></p><ul><li>Answering incoming calls </li><li>Ensuring all calendars are accurate and organized</li><li>Scheduling and organizing meetings and events</li><li>Greeting clients and visitors when they arrive at the office</li><li>Ensuring the office remains clean and organized</li><li>Operating and maintaining office equipment such as computers and copiers</li><li>Checking and maintaining office supply inventory, ordering new supplies as needed</li><li>Customer Service attitude meets the needs of those you serve</li><li>Willingness to be a team player & work in a team environment</li><li>Dependability and Independent Motivation</li></ul><p><br></p>
<p>We are looking for a dedicated Receptionist! This long-term contract position offers the opportunity to support an educational environment by providing exceptional administrative and customer service assistance. The ideal candidate will play a key role in maintaining smooth office operations and ensuring a welcoming experience for all visitors.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist visitors by providing directions and information in a thorough and friendly manner.</p><p>• Communicate effectively with Spanish-speaking families to address their inquiries and provide support.</p><p>• Manage incoming and outgoing mail, ensuring accurate distribution and record-keeping.</p><p>• Organize and maintain department paperwork, files, and documentation to ensure accessibility and efficiency.</p><p>• Assist with office processes such as registration, enrollment, and related administrative tasks.</p><p>• Operate a multi-line phone system to handle inbound calls and direct them appropriately.</p><p>• Collaborate with HR and the Data Specialist to complete daily administrative responsibilities.</p><p>• Maintain an organized and well-kept reception area that reflects the values of the organization.</p>
<p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate with office experience or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><br></p><ul><li>Perform high volume data entry accurately and efficiently.</li><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
<p>We are looking for a success-driven and detail-oriented Receptionist to join our team on a contract basis in San Francisco, California. This role will be at the forefront of managing a busy front desk and supporting a variety of administrative tasks. If you thrive in high-energy environments and excel in customer service, this position is a great opportunity to showcase your skills.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and screen visitors, vendors, and event participants with a friendly and detail-oriented demeanor.</p><p>• Offer general administrative assistance to support daily office operations.</p><p>• Collaborate with the facilities team to address any immediate needs or concerns.</p><p>• Coordinate catering efforts, including managing food setup for events and meetings.</p><p>• Utilize Microsoft Office Suite to complete scheduling, documentation, and communication tasks.</p><p>• Assist in planning and organizing onsite events to ensure smooth execution.</p><p>• Act as the first point of contact for inquiries and provide accurate information or guidance.</p><p>• Manage scheduling and meeting coordination for internal and external stakeholders.</p><p>• Maintain the reception area to ensure a clean and organized workspace.</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#*00410-0013288450*</p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Job Posting: Tax Associate (In-Person Role)</strong></p><p>A growing financial services firm is seeking an experienced and motivated <strong>Tax Associate</strong> to join its collaborative team. This full-time, in-office position offers schedule flexibility, competitive compensation, and the opportunity to make a meaningful impact while working alongside seasoned professionals in a supportive and growth-oriented environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client engagements, and representing clients before tax authorities. The ideal candidate is a credentialed tax professional with strong technical skills, a commitment to excellence, and a collaborative mindset.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns, including 1040s, S-Corps, C-Corps, Partnerships, Fiduciary, and Non-Profit filings.</li><li>Provide high-quality, personalized service to clients.</li><li>Manage client engagements with professionalism and responsiveness.</li><li>Represent clients before the IRS and state tax agencies for audits, collections, and correspondence.</li><li>Conduct tax research and provide strategic guidance.</li><li>Maintain compliance with all relevant tax laws and regulations.</li><li>Contribute to process improvements and internal system enhancements.</li><li>Maintain organized and accurate records of client documents and communications.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Are you a creative, detail-oriented designer with a talent for simplifying complex ideas into visually compelling presentations? Do you thrive in a collaborative, close-knit team environment and enjoy traveling to different cities for meaningful work? Our client is seeking an innovative Presentation Designer to join their team and support litigation attorneys with high-quality presentations for mock trials.</p><p><br></p><p>*THIS ROLE REQUIRES TRAVEL (2-6 times/month)*</p><p><br></p><p>Responsibilities:</p><ul><li>Design clean, well-structured, elevated presentations tailored for audiences in high-stakes legal settings.</li><li>Take intricate legal concepts and transform them into clear, concise, and visually engaging slides that make complex ideas easy to understand.</li><li>Collaborate closely with the mock trial team to create and execute presentations that meet client objectives and deadlines.</li><li>Be a key contributor to mock trial events, traveling to West Coast cities several times a month to provide onsite support (overnight stays required).</li><li>Maintain a "can-do" attitude, proactively assisting with tasks outside design work as needed during mock trials, such as helping team members set up equipment.</li><li>Foster a collaborative, team-oriented environment while serving as a professional client-facing representative of the company.</li></ul>
<p>We are looking for a Paralegal to join our team in San Rafael or Oakland, CA. Minimum 3 days/ week in office. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and process a variety of legal documents including deeds, transfer letters, and affidavits of death</p><p>• Carry out thorough legal research on various issues related to Business Law and Real Estate</p><p>• Assist in the preparation of Business Formation documents, applying for EINs from the IRS, and handling designation of Registered Agent for Service of Process</p>
<p>A growing and client-focused financial services firm is seeking an experienced and motivated Tax Associate to join its collaborative team. This is a full-time, in-office role offering schedule flexibility, competitive compensation, and the opportunity to make a meaningful impact in a dynamic and professional environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Tax Associate, you will be responsible for preparing and reviewing a wide range of tax returns, managing client engagements, and representing clients before tax authorities. You’ll work closely with a team of seasoned professionals to deliver high-quality, personalized service and contribute to the continuous improvement of internal systems and processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns (1040s, S-Corps, C-Corps, Partnerships, Fiduciary, Non-Profit)</li><li>Represent clients before the IRS and state tax agencies for audits, collections, and correspondence</li><li>Conduct tax research and provide strategic guidance</li><li>Maintain compliance with tax laws and regulations</li><li>Manage client relationships with professionalism and responsiveness</li><li>Maintain organized and accurate records of client documents and communications</li><li>Contribute to process improvements and team collaboration</li></ul><p><strong>What We Offer:</strong></p><ul><li>Full-time position (January–December)</li><li>Competitive salary and benefits</li><li>Flexible scheduling within an in-office culture</li><li>Supportive, growth-oriented team environment</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Portfolio Administrator – Investment Operations</strong></p><p>A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio Administrator to join its growing team. This role is central to the delivery of high-quality investment management services and offers the opportunity to work closely with financial advisors and senior investment leadership.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, and organizations. With a strong emphasis on values-driven advising and long-term client relationships, the firm fosters a collaborative and supportive work environment that prioritizes the well-being of its clients, staff, and communities.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Portfolio Administrator will be responsible for managing portfolio reporting, trading, and rebalancing processes. This position requires a high level of technical proficiency, attention to detail, and the ability to work across multiple platforms and systems. The ideal candidate will also serve as a key internal resource for investment operations and support the Chief Investment Officer in various capacities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead portfolio reporting, rebalancing, and trade execution processes.</li><li>Serve as the internal expert on Tamarac/Envestnet platforms and custodial systems.</li><li>Manage data integrations between custodians and CRM systems.</li><li>Ensure accurate portfolio setup and account configuration.</li><li>Monitor portfolios for exceptions and maintain data integrity.</li><li>Collaborate with advisors and investment committee on portfolio models and settings.</li><li>Communicate with custodians to ensure timely and accurate trade execution.</li><li>Generate and distribute quarterly client reports.</li><li>Document and improve workflows, policies, and procedures.</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive base compensation and performance-based bonus.</li><li>401(k) with guaranteed firm contributions and profit-sharing.</li><li>Fully paid medical, dental, and long-term disability insurance for employees and dependents.</li><li>Support for professional education and licensing.</li><li>Generous PTO, market holidays, and paid volunteer time.</li><li>Collaborative and flexible hybrid work environment.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are offering an exciting opportunity for an Attorney to join our team in San Jose, California. This role is within a multi-service law firm and will focus on our Employment Law group. As a lawyer, you will provide advice and counsel to clients regarding various aspects of employment law.</p><p><br></p><p>Responsibilities:</p><p>• Provide advice to clients on matters related to employment law, including hiring, terminations, harassment, discrimination, and retaliation.</p><p>• Manage issues related to trade secrets, leaves of absence, and wage and hour law.</p><p>• Draft legal documents such as employee handbooks, nondisclosure agreements, arbitration agreements, and separation agreements.</p><p>• Litigate on matters related to wrongful termination, class and representative actions, discrimination, harassment, retaliation, wage and hour, and breach of contract.</p><p>• Use Adobe Acrobat, Case Management Software, and Document Management tools to manage and organize case materials.</p><p>• Conduct briefing, civil litigation, complaint handling, and depositions.</p><p>• Engage in arbitration and class action litigation.</p><p>• Handle issues related to employment discrimination, trade secrets, and retaliation.</p><p>• Ensure all activities are in compliance with the relevant laws and regulations.</p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
We are looking for a dedicated Property Administrator to join our team in Alameda, California. In this role, you will play a pivotal part in managing housing programs, ensuring compliance with regulations, and delivering exceptional support to clients and stakeholders. This is a long-term contract position ideal for someone with a strong background in property management and leasing.<br><br>Responsibilities:<br>• Determine client eligibility for housing programs by reviewing applications and verifying required documentation.<br>• Facilitate the leasing process, including tenant onboarding and lease agreement preparation.<br>• Conduct regular inspections of residential and commercial properties to ensure compliance with housing standards.<br>• Manage landlord and tenant relations by addressing concerns and resolving disputes professionally.<br>• Accurately calculate tenant income to determine rental rates and program eligibility.<br>• Ensure all housing activities align with agency and organizational regulations.<br>• Provide outreach and support to clients, offering guidance on housing resources and program requirements.<br>• Utilize Yardi software to maintain accurate records of property and tenant data.<br>• Collaborate with team members to improve housing program efficiency and effectiveness.
We are looking for a Medical Receptionist to join our team in Santa Cruz, California. In this contract role, you will play a vital part in ensuring the smooth operation of our healthcare facility by managing front desk activities and providing exceptional service to patients and staff. If you are bilingual, highly organized, and thrive in a fast-paced environment, we encourage you to apply.<br><br>Responsibilities:<br>• Greet patients and visitors warmly, ensuring a welcoming and organized environment.<br>• Schedule appointments and manage the calendar for medical staff efficiently.<br>• Handle incoming calls, emails, and messages while providing accurate information to inquiries.<br>• Maintain and update patient records using Microsoft Office and other software tools.<br>• Coordinate with healthcare professionals to ensure seamless communication and workflow.<br>• Process billing and insurance documentation with accuracy and attention to detail.<br>• Manage front desk supplies and ensure the area is organized and presentable.<br>• Address patient concerns and escalate issues to the appropriate personnel when necessary.<br>• Support administrative tasks, including data entry and document management.<br>• Uphold confidentiality and compliance with all healthcare regulations.
