<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p> </p><p>As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p>We are seeking a detail-oriented <strong>Data Entry Clerk</strong> to join our team and ensure the accurate input, organization, and management of essential data. The ideal candidate will have strong attention to detail, excellent typing skills, and proficiency in data entry tools and software.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Enter and update information into databases and spreadsheets with a high degree of accuracy.</li><li>Review and check data for errors or inconsistencies before submission.</li><li>Maintain confidentiality of sensitive information and records.</li><li>Assist in generating reports and summarizing data for presentations.</li><li>Communicate with team members to verify details and process corrections if needed.</li></ul>
<p>We are looking for a detail-oriented Data Entry Clerk to join our team on a contract basis in San Francisco, California. This position involves managing data entry tasks, maintaining accurate records, and supporting operational workflows. The role is ideal for tech-savvy individuals with a keen eye for precision and an interest in contributing to project-based work.</p><p><br></p><p>This role will be Part-time - 16 hours per week</p><p>Tuesdays and Thursdays 9AM-5PM</p><p><br></p><p>Start 10/15/2025</p><p>End: 12/19/2025</p><p><br></p><p>Responsibilities:</p><p>• Configure and track devices, ensuring proper setup and functionality.</p><p>• Input Apple IDs and related data into Google Sheets and internal tracking systems.</p><p>• Maintain accurate and confidential records in compliance with privacy standards.</p><p>• Collaborate with project managers and team members to ensure smooth operations.</p><p>• Perform light administrative tasks alongside regular data entry duties.</p><p>• Troubleshoot basic iOS device issues, such as restarting or charging devices.</p><p>• Assist in the management and organization of project-related documentation.</p><p>• Support the research operations team by completing assigned tasks promptly and efficiently.</p><p>• Ensure adherence to business-smart dress code while working onsite.</p>
<p><strong>Job Posting #5: </strong></p><p>Location: Onsite or Remote – Flexible Work Model</p><p>Hours: Monday to Friday, 9 AM – 5 PM</p><p>Pay: $24 to $28/hour</p><p><strong>Overview:</strong></p><p>We are seeking a dual-role <strong>Grants & Admin Support Specialist</strong> to work closely with our grants team and managerial staff to improve operational efficiency. This role will include supporting grant compliance efforts as well as providing administrative expertise for day-to-day operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with grant submissions, compliance documentation, and progress tracking.</li><li>Provide calendar management, data entry, and communication support for the administrative team.</li><li>Coordinate meetings, take detailed minutes, and follow up on action items as required.</li><li>Develop and maintain filing systems to keep documentation organized and accessible.</li><li>Take on special assignments related to grant-funded projects and general office operations.</li></ul>
