<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Accountant </strong>at a leading asset management firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule. Experience the best of both worlds with a dynamic startup vibe and seasoned expertise. Benefit from direct mentorship by our CEO & CFO, <strong>comprehensive family benefits</strong>, and thrilling team offsites.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and ensure compliance of financial statements and tax returns with laws and regulations.</li><li>Maintain accurate financial records.</li><li>Supervise accounts payable and receivable for timely processing and payment.</li><li>Manage corporate bank accounts.</li><li>Ensure compliance with corporate-side regulations and procedures.</li><li>Develop corporate finance policies for expense control and approval.</li><li>Handle regulatory reporting to SEC and Korean Financial Supervisory Service.</li><li>Support fund-side accounting and auditing tasks.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p><strong>Role: Senior Wealth Advisor</strong></p><p><strong>Location: San Francisco; hybrid (2 days in office)</strong></p><p><strong>Salary: $120-190k+ DOE + bonus + benefits </strong></p><p> </p><p>We’re excited to partner with a nationally recognized wealth management and financial advisory firm that provides comprehensive financial services to high-net-worth and ultra-high-net-worth individuals, families, and organizations. With over $110 billion in assets under management, this firm continues to grow and make a meaningful impact in the industry.</p><p> </p><p>As part of their continued success, they are looking to add a <strong>Senior Wealth Advisor</strong> to their team—someone who is passionate about delivering personalized financial strategies and helping clients achieve their long-term goals. This is an excellent opportunity to join a respected firm with a collaborative culture and strong commitment to client service.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a primary advisor high volume of clients, offering personalized financial planning and investment advice.</li><li>Lead end-to-end client meetings, including preparation, facilitation, and follow-up.</li><li>Develop customized investment strategies aligned with client goals.</li><li>Build lasting relationships through ongoing financial guidance and planning.</li><li>Respond promptly to client needs with a service-first mindset.</li><li>Mentor and support junior staff, contributing to team growth and performance.</li><li>Collaborate with Partners to ensure consistent client service and operational efficiency.</li><li>Maintain high ethical standards and ensure regulatory compliance.</li><li>Drive business growth by sourcing new clients and deepening existing relationships.</li><li>Independently manage client engagements and deliver comprehensive planning solutions.</li></ul><p> </p>
HR Manager Location: Watsonville, CA (Hybrid – 3 days onsite, 2 days remote) Company Overview: Join a thriving and well-established manufacturing company located in Watsonville, CA that values innovation, employee engagement, and growth. We are committed to creating a collaborative environment that offers development opportunities and a flexible hybrid work model to support work-life balance. Our team is passionate about delivering quality results and driving operational excellence while maintaining a culture of inclusivity and diversity. Job Summary: We are seeking a skilled and bilingual (Spanish preferred) HR Manager who is ready to drive key HR functions that support our employees and organizational goals. The HR Manager will lead and oversee all facets of human resources including employee relations, compliance, hiring processes, benefit functions, onboarding, and HR systems. This is an exciting leadership opportunity for an experienced HR detail oriented looking to grow their career in a dynamic work environment with hybrid options. Key Responsibilities: Employee Benefits Administration: Manage employee benefit plans including medical, dental, vision, retirement, and wellness programs. Ensure compliance with federal and state laws related to benefits and provide ongoing assistance during open enrollment periods. Compliance: Monitor employment laws, regulations, and company policies to ensure compliance. Lead periodic audits on HR compliance and oversee regulatory reporting processes. Support compliance training initiatives for employees and management. Employee Relations: Act as a trusted advisor to employees and management by addressing workplace concerns, conflict resolution, and employee engagement strategies. Identify and implement programs that enhance culture and foster a positive working environment. Recruitment and Hiring Processes: Oversee recruitment efforts, including sourcing talent, coordinating interviews, and onboarding new hires. Develop and strengthen strategies for attracting and retaining top talent, including enhancing employer branding. Onboarding: Lead and execute onboarding programs to welcome and integrate new employees effectively. Ensure all new permanent documentation and processes are completed efficiently. Posted by Recruiting Director Scott Moore
<p>Leading cybersecurity company has an immediate opening on its legal team! We are looking for a legal professional to join our team in Sunnyvale, California where you will play a vital role in managing legal operations and contract administration within a dynamic and fast-paced environment. This hybrid role requiring on-site work 3-4x per week in the office. If you're looking for a diverse position with room for growth, this is the opportunity for you! The ideal candidate will have a background in contract administration, legal operations, or as a corporate paralegal. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Review and process Non-Disclosure Agreements (NDAs) and evaluation contracts to ensure compliance with company legal standards.</p><p>• Collaborate with internal teams to ensure contracts align with organizational policies and objectives.</p><p>• Redline and negotiate contracts to achieve favorable terms while mitigating risks.</p><p>• Manage legal budgets, prepare reports, and track financial data related to legal operations.</p><p>• Support privacy initiatives by handling data subject access requests and maintaining compliance with regulations.</p><p>• Utilize tools such as DocuSign, Salesforce, and SharePoint to streamline contract management and documentation workflows.</p><p>• Contribute to the implementation and optimization of new systems for legal operations.</p><p>• Prioritize and manage a diverse workload, ensuring timely and accurate completion of tasks.</p><p>• Maintain accurate records and documentation to support legal and operational processes.</p>
<p>We are looking for a dedicated and detail-oriented Full Charge Bookkeeper to join our clients team in Castro Valley, California. This is a contract-to-permanent position, offering an excellent opportunity to contribute to a mission-driven organization. The ideal candidate will have strong bookkeeping expertise, exceptional organizational skills, and the ability to work collaboratively in a hybrid work environment, with a minimum of three days onsite weekly.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage comprehensive bookkeeping tasks, including accounts payable, tuition payments, donations, and grant income processing.</p><p>• Conduct monthly and annual financial closings while ensuring accuracy and compliance.</p><p>• Reconcile accounts and oversee intercompany transactions to maintain financial integrity.</p><p>• Utilize QuickBooks Online and Microsoft Excel for tracking, reporting, and analysis.</p><p>• Collaborate with forensic accounting teams and external stakeholders to prepare financial statements.</p><p>• Ensure timely and accurate payroll processing for approximately 125 employees using Paylocity.</p><p>• Support financial audits and clean-up efforts for historical data.</p><p>• Assist with tax filings and compliance to align with organizational standards.</p><p>• Provide detailed reports and financial insights to leadership and relevant stakeholders.</p>
We are looking for a dedicated Accounting Clerk to join our team in Antioch, California, on a Contract-to-Permanent basis. In this role, you will play an essential part in managing financial transactions, ensuring accurate recordkeeping, and supporting daily accounting operations. This is a hybrid position requiring in-office presence 2 to 3 days per week for cash deposit handling and other responsibilities.<br><br>Responsibilities:<br>• Process and record accounts payable transactions, ensuring timely and accurate payments.<br>• Reconcile financial accounts to maintain accurate and up-to-date financial records.<br>• Handle daily bank deposits and ensure proper documentation for cash transactions.<br>• Manage accounts receivable tasks, including invoicing and payment tracking.<br>• Perform data entry with precision, maintaining the integrity of financial information.<br>• Process and verify invoices, resolving any discrepancies promptly.<br>• Utilize QuickBooks and Microsoft Excel to support financial reporting and analysis.<br>• Collaborate with the team to ensure compliance with accounting policies and procedures.<br>• Assist in preparing financial reports and documentation as needed.
<p>We are looking for a dedicated Attorney to join our team in Redwood City, California. This role offers the opportunity to handle complex commercial litigation cases, including insurance coverage disputes and bad faith claims. The ideal candidate will thrive in a fast-paced environment while delivering high-quality legal research, writing, and advocacy. Open to a hybrid or fully remote schedule and offering an annual salary of up to $200k DOE with excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough legal research and draft motions, pleadings, and other legal documents.</p><p>• Manage cases involving complex commercial litigation, including insurance coverage and bad faith matters.</p><p>• Represent clients at court hearings, depositions, and trials based on experience level.</p><p>• Prepare for and defend depositions, ensuring thorough documentation and case preparation.</p><p>• Collaborate with team members to develop case strategies and deliver effective legal solutions.</p><p>• Engage in client communications to provide updates and legal advice regarding case progress.</p><p>• Maintain organized documentation and case files to ensure efficient management.</p><p>• Stay updated on relevant legal precedents and industry trends to strengthen case arguments.</p><p>• Participate in a hybrid or remote work arrangement supported by advanced technical tools.</p>
<p>A boutique law firm in San Francisco is seeking an experienced Litigation Legal Secretary to join its team on a contract-to-hire basis. This role supports attorneys handling complex litigation, including securities and antitrust class actions, and requires a high level of professionalism, discretion, and attention to detail. The ideal candidate will bring strong experience with state and federal e-filing, proficiency in NetDocs, and advanced skills in formatting pleadings, TOAs/TOCs, and discovery documents. The position offers a hybrid schedule with three set onsite days per week (Tuesday through Thursday). This is an excellent opportunity for a litigation secretary seeking a stable, long-term role with hybrid flexibility at a well-respected firm.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide high-level administrative and litigation support to multiple attorneys</li><li>Prepare, revise, and format a variety of legal documents, including pleadings, motions, TOAs/TOCs, discovery materials, and correspondence</li><li>File documents electronically in federal and state courts (including ECF and PACER)</li><li>Manage complex case calendars, deadlines, and docketing requirements</li><li>Coordinate attorney travel arrangements, meetings, and conference calls</li><li>Handle time entry, billing, expense reports, and other administrative tasks</li><li>Communicate effectively with clients, court personnel, and opposing counsel</li></ul><p><br></p>
We are looking for a skilled Paralegal to join our team in San Francisco, California. This role offers a hybrid work environment, allowing flexibility between remote and in-office work. The ideal candidate will bring expertise in litigation support, legal research, and document preparation, ensuring smooth operations within a dynamic legal setting.<br><br>Responsibilities:<br>• Prepare, draft, and review legal documents, including pleadings, motions, and other case-related materials.<br>• Conduct thorough legal research to support case strategies and decision-making.<br>• Manage case files, ensuring all documentation is accurate, organized, and readily accessible.<br>• Coordinate schedules, deadlines, and calendars for attorneys and legal teams to maintain workflow efficiency.<br>• Utilize case management software to track and update case progress and related billing functions.<br>• Handle claim administration processes, ensuring compliance with legal procedures and regulations.<br>• Assist in briefing and summarizing case details to support litigation efforts.<br>• Leverage tools such as Aderant, CompuLaw, and Adobe Acrobat for document preparation and management.<br>• Collaborate with team members to ensure effective communication and seamless case handling.<br>• Monitor Automated City Register Information System (ACRIS) for relevant case updates and data.
<p>Job Title: Patent Agent (Technology - Battery Manufacturing)</p><p>Location: Remote (Hybrid flexibility in Fremont, CA is preferred but not required)</p><p>Company Overview:</p><p>Join a cutting-edge battery technology company dedicated to advancing materials, chemistry, and electronics in the energy storage sector. We are seeking a detail-oriented, motivated, and proactive Patent Agent to contribute to our growing Intellectual Property (IP) team. This role offers flexibility for fully remote or hybrid scheduling, depending on the candidate's circumstances.</p><p>Key Responsibilities:</p><ul><li>Drafting and Filing: Draft, prepare, and file patent applications with the U.S. Patent and Trademark Office (USPTO).</li><li>Office Actions: Review and draft responses to office actions, ensuring compliance with USPTO requirements.</li><li>Interactions with the USPTO: Communicate with the USPTO and conduct examiner interviews as needed to prosecute patent applications effectively.</li><li>External Collaboration: Work with outside counsel on patent-related matters, ensuring alignment with internal IP strategy.</li><li>Inventor Engagement: Participate in inventor interviews and meetings, summarize invention disclosures, and contribute to identifying patentable innovations.</li><li>Docket Management: Assist in managing the IP docket, including tracking deadlines, maintaining accurate records, and monitoring outside counsel.</li><li>Strategic IP Reviews: Conduct Freedom-to-Operate (FTO) analyses and ensure filings align with the company’s internal guidelines and overarching IP strategy.</li><li>Departmental Support: Be prepared to perform some administrative and secretarial tasks, as the IP department is small and operates collaboratively.</li></ul><p><br></p>
<p>We are looking for a detail-oriented HYBRID Finance Sr Analyst to join our team on a long-term contract basis in Fremont, California. In this hybrid role, you will collaborate closely with the Finance Manager and other analysts to support financial operations, reporting, and reconciliation tasks. This position offers an excellent opportunity to leverage your expertise in financial analysis and cross-functional collaboration while contributing to process improvements and data-driven decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate purchase order approvals and maintain accurate tracking of invoices to ensure timely processing.</p><p>• Update and manage financial trackers and smart sheets in Excel, compiling savings reports and preparing pivoted financial summaries.</p><p>• Perform account reconciliations and validate invoice data for accuracy and completeness.</p><p>• Approve expense reports, ensuring proper coding and billing allocation.</p><p>• Support financial analysts with ad hoc analysis and contribute to custom reporting projects.</p><p>• Prepare detailed financial reports and summaries tailored for stakeholder use.</p><p>• Collaborate with cross-functional teams to enhance financial workflows and operational accuracy.</p><p>• Conduct in-depth analysis to identify financial discrepancies and recommend solutions.</p><p>• Assist in special projects requiring multi-tasking and analytical expertise.</p><p>• Demonstrate a strong understanding of financial principles and processes to drive efficiency.</p>
<p>Robert Half Technology is hiring an experienced Project Manager to lead high-impact clinical program initiatives related to quality improvement, documentation integrity, and performance-based payment programs. This position plays a hybrid role—part strategist, part implementer—partnering with nursing leaders, data analysts, and administrators to enhance the effectiveness of clinical operations. This is a contract to hire opportunity and is a hybrid onsite and remote position.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead the planning and implementation of projects supporting the Quality Incentive Program (QIP), HCC coding accuracy, and clinical documentation workflows.</li><li>Assess current program structures and identify inefficiencies, gaps in performance, and missed quality metrics.</li><li>Drive improvements in data validation, documentation practices, and measure tracking using dashboards and analytic tools.</li><li>Coordinate with Quality, Population Health, Finance, and Business Intelligence teams to streamline quality governance.</li><li>Facilitate recurring performance reviews, gap assessments, and stakeholder updates to maintain progress and alignment.</li><li>Promote a culture of accountability and continuous improvement by introducing structured processes and performance targets.</li><li>Develop workflows, SOPs, and governance models that clarify team responsibilities and enable more efficient collaboration.</li><li>Align projects with state and federal performance measures, including those tied to QIP, value-based care, and risk-adjusted payment programs.</li><li>Utilize project management tools and templates in accordance with enterprise PMO guidance.</li><li>Prepare reports, executive summaries, and documentation to support leadership decisions.</li></ul><p><br></p>
<p>A prominent plaintiff-focused litigation firm in San Francisco is seeking a driven Mid-Level Associate Attorney with 2 - 4 years of experience in complex litigation. This is an opportunity to join a team known for tackling high-stakes cases across a range of impactful areas. The firm excels in representing clients in complex disputes, including those involving antitrust and competition, consumer protection, environmental issues, human rights, data security, and commercial and financial matters.</p><p><br></p><p>In this role, the Associate will be deeply involved in all aspects of the litigation process. Responsibilities include:</p><ul><li>Evaluating potential claims and conducting thorough investigations.</li><li>Preparing key legal documents, such as memoranda, pleadings, and briefs.</li><li>Managing discovery, including taking and defending depositions.</li><li>Contributing to trial preparation and in-court proceedings.</li><li>Participating in settlement strategy and negotiations.</li></ul><p>While the Associate will contribute to antitrust litigation, they will also have the chance to gain experience in other areas of the firm’s practice.</p><p><br></p><p>The firm is seeking candidates who demonstrate:</p><ul><li>Strong teamwork and collaboration skills, combined with the ability to take initiative.</li><li>Excellent organizational skills and the capacity to manage multiple projects effectively.</li><li>A strong academic foundation, exceptional legal writing, and sharp analytical abilities.</li><li>The ability to thrive in a demanding, fast-paced environment.</li><li>A passion for complex problem-solving and a commitment to the firm’s mission.</li></ul><p>Qualifications:</p><ul><li>Juris Doctor (JD) degree.</li><li>2-4 years of litigation experience and/or federal clerkship experience.</li><li>Admission to the State Bar of California, or eligibility for prompt admission.</li></ul><p>Compensation and Benefits:</p><ul><li>Competitive salary range of $140,000 - $180,000 annually.</li><li>Comprehensive benefits package, including generous paid time off, parental leave, health coverage, and retirement plan options.</li><li>A hybrid work model with expectations of in-office presence a couple of days each week, plus some flexibility for remote work.</li></ul><p>The firm is dedicated to fostering a diverse and inclusive workplace and encourages applications from candidates from all backgrounds.</p><p><br></p>
<p><strong>Job Title:</strong> Associate Advisor</p><p><strong>Location:</strong> San Francisco, CA (Hybrid Tuesday–Thursday)</p><p><strong>Salary:</strong> Up to $149,000 + Bonus</p><p> </p><p><strong>Company Details:</strong></p><p>Our client is a planning-first Registered Investment Advisor (RIA) with offices nationwide, managing over $8 billion in assets. Their mission is to help clients, colleagues, and the global community live richer, more fulfilling lives.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for client communications</li><li>Review client portfolios and offer tailored recommendations</li><li>Prepare detailed materials for client meetings, including cash flow analyses and asset allocation reviews</li><li>Conduct occasional advanced financial analyses such as tax-loss harvesting, stock option strategies, and wealth transfer planning</li></ul><p> </p>
We are looking for a detail-oriented Accounting Assistant to join our team on a contract basis in Mountain View, California. This hybrid position requires onsite work 2-3 days per week and offers a unique opportunity for hands-on experience in finance and administrative tasks. Ideal for candidates pursuing or holding a degree in accounting or finance, this role provides exposure to structured operations and processes.<br><br>Responsibilities:<br>• Process and organize incoming physical mail related to finance and accounting, ensuring accurate distribution to relevant teams.<br>• Perform basic data entry and field mapping tasks using Microsoft Excel to support larger data-related projects.<br>• Conduct research and analysis to review expense report submissions and ensure compliance with company policies.<br>• Assist with accounts payable and accounts receivable processes, ensuring accuracy and timely completion.<br>• Maintain organized records of physical and digital documents, ensuring accessibility and security.<br>• Provide ad hoc support to finance, tax, payroll, and benefits teams as needed.<br>• Collaborate with team members to complete simple analyses and administrative tasks.<br>• Help streamline organizational processes by effectively managing multiple priorities and deadlines.<br>• Support the preparation of reports and documentation for financial operations.
<p>We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis.</p><p><br></p><p>Responsibilities:</p><p>• Carry out month-end closing procedures</p><p>• Conduct general ledger reconciliations</p><p>• Perform bank reconciliations to ensure financial accuracy</p><p>• Manage AP and billing operations for clients</p><p>• Conduct detailed accounting analysis for financial clarity</p><p>• Provide services to a diverse group of clients</p><p>• Utilize Excel for various accounting tasks</p><p>• Maintain and update client records regularly.</p>
<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Associate Planner</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Mountain View - Hybrid</p><p><strong>Comp</strong>: $90-$130k DOE</p><p> </p><p>We are partnering with a prestigious Silicon Valley Wealth Management firm, a Registered Investment Advisor with ~1B AUM, renowned for its innovative approach to financial planning and commitment to client success. They’re seeking a motivated Associate Planner to join their dynamic and growing team!</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li><li>Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.</li></ul><p> </p>
<p>Growing and established company is looking for an excellent Staff Accountant in Mountain View, California (hybrid 3/2 after training in-office). The position involves handling a wide range of accounting functions, including Accounts Payable (AP), Cash applications, Bank Reconciliations, and General Ledger maintenance. </p><p><br></p><p>Responsibilities </p><p>• Carry out the accurate and efficient processing of accounts payable and ensure they are correctly coded to the appropriate general ledger account. </p><p>• Oversee the transaction booking related to checking accounts, including cash withdrawals, broker account activities, and non-cash transactions such as loan-associated purchases.</p><p>• Maintain organized physical record retention systems, which includes filing documents into cabinets. </p><p>• Perform account and bank reconciliations to verify all payments have been duly recorded and all accounts are balanced.</p><p>• Assist in generating financial statements on a monthly and quarterly basis to clients, ensuring timeliness and accuracy. </p><p>• Prepare and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, or investment history spreadsheets. </p><p>• Generate and update client cash reports for monthly client deliverables and in-house review of client disbursements.</p>
We are looking for a Logistics Coordinator to join our team in Santa Clara, California. This Contract-to-permanent position offers the opportunity to manage semiconductor product shipments, ensure compliance with import/export regulations, and support accounting processes. The role is a hybrid position, combining logistics and administrative tasks, and requires a proactive individual with exceptional attention to detail and strong customer service skills.<br><br>Responsibilities:<br>• Oversee the coordination of semiconductor product shipments to meet customer requirements and timelines.<br>• Prepare and manage critical documentation such as invoices, purchase orders, and shipping records.<br>• Track and monitor delivery schedules, providing customers with regular updates on shipment status.<br>• Ensure compliance with import/export regulations, including verifying import duty rates and maintaining accurate documentation.<br>• Address and resolve customer concerns related to product delivery, billing, or order fulfillment.<br>• Manage accounts receivable and payable processes to ensure accurate and timely financial transactions.<br>• Generate and maintain monthly reports on sales, purchases, and inventory levels.<br>• Monitor inventory to ensure sufficient stock and accurate records are maintained.<br>• Collaborate with cross-functional teams to enhance operational efficiency and customer satisfaction.<br>• Support additional administrative tasks as needed to ensure smooth business operations.
<p><strong>Michelle Espejo with Robert Half Financial Services</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>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Operations Associate</strong> at a well-established<strong> wealth advisory firm</strong>. This is a full-time permanent role based in <strong>Palo Alto</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm serves high-net-worth clients, including tech executives and entrepreneurs, with personalized planning and investment strategies. They prioritize growth, work-life balance, and teamwork. Benefits include competitive pay, a bonus, full medical and dental coverage, 401(k) contributions, free lunches, a stocked kitchen, a phone stipend, and commuter perks.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Reconcile portfolio and trading systems</li><li>Manage client onboarding and transactions</li><li>Complete workflows in CRM and accounting systems</li><li>Create client reports and maintain accurate data</li><li>Collaborate with client service and advisor teams</li><li>Calculate fees and manage client portal</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Title: Controller/Assistant Controller (flexible title depending on experience) </strong></p><p><strong>Location: Menlo Park; Hybrid</strong></p><p><strong>Salary: $175-220k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half</strong> is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Maintain Fund and General Partner (GP) general ledgers, including recording quarterly expenses, accruals, intercompany payables/receivables, investment transactions, and partner allocations</li><li>Prepare quarterly and annual financial statements in accordance with applicable accounting standards</li><li>Partner with finance leadership to support audit and tax filings by coordinating with external service providers, researching technical accounting issues, and managing internal and external audit/tax processes</li><li>Monitor cash positions for assigned Funds to ensure appropriate liquidity management</li><li>Calculate, record, and process capital calls and distributions at both the Fund and Investment levels</li><li>Review reporting packages prepared by Fund Administration Accountants, including capital call/distribution notices, quarterly/annual financials, and investor requests</li><li>Collaborate with Investor Relations to address limited partner inquiries and support ongoing communication needs</li></ul>
<p><strong>Job Title:</strong> Operations Associate</p><p><strong>Location:</strong> Palo Alto</p><p><strong>Schedule:</strong> Hybrid (3 days per week — Tuesday, Thursday + one flexible day)</p><p><strong>Salary:</strong> $90,000 – $100,000 Base + Discretionary Bonus</p><p><br></p><p><strong>Company Details:</strong></p><p>We are partnering with a well-established wealth management firm with deep roots in the Bay Area, serving individuals, families, businesses, endowments, and foundations for over four decades. The firm is dedicated to simplifying the complexities of wealth and life for its clients, offering tailored services that empower clients to maximize their financial well-being and legacy. The team values collaboration, thoughtful problem solving, and long-term client success.</p><p> </p><p><strong>Responsibilities:</strong></p><p><em>General Operations</em></p><ul><li>Reconcile portfolio accounting and trading systems to ensure accuracy</li><li>Manage transactional data within the portfolio accounting system</li><li>Facilitate new client account setup and coordinate cross-department communication</li><li>Execute operational workflows using CRM, portfolio accounting, and trading platforms</li><li>Generate and customize client reports with attention to detail</li><li>Perform quality control on newly established accounts and maintain data integrity through regular audits</li></ul><p><em>Quarter-End Processes</em></p><ul><li>Collaborate with client service and advisory teams on quarterly reporting deliverables</li><li>Classify performance transactions within portfolio systems</li><li>Execute quarter-end procedures including performance reporting and billing</li></ul><p><em>Alternative Investments</em></p><ul><li>Maintain alternative investment transaction records, valuations, and capital statement reconciliations</li><li>Calculate management fees for illiquid alternatives</li></ul><p><em>Project Management</em></p><ul><li>Support and maintain client-facing portals, including account creation, user management, and troubleshooting</li><li>Lead periodic data cleanup and upload projects</li><li>Coordinate documentation uploads and client portal enhancements</li></ul><p> </p>
<p>We are seeking a dedicated <strong>Contract Lifecycle Management Specialist</strong> to lead efforts in organizing and implementing our client's organization's new Contract Lifecycle Management (CLM) system. In this role, you will work closely with various departments to gather, centralize, and manage existing contracts, ensuring they are accurately uploaded into the CLM system with associated metadata. You will also be responsible for training staff on system usage and creating long-term process documentation to sustain system operations effectively. The ideal candidate is detail-oriented, experienced in enterprise content management or CLM systems, and has the ability to build strong cross-departmental relationships. This position offers a unique opportunity to work in the healthcare industry, contributing to impactful initiatives. The Contract Lifecycle Management Specialist will be on hybrid schedule in Fremont, CA on a long term contract basis.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Contract Organization:</strong> Identify, gather, and centralize contracts across departments into the new CLM system.</li><li><strong>Metadata Management:</strong> Ensure contracts are accurately tagged and associated with relevant metadata for streamlined retrieval and compliance.</li><li><strong>Training Coordination:</strong> Provide system training to contract owners and managers, helping them understand system capabilities.</li><li><strong>Documentation Creation:</strong> Develop process documentation, training materials, and long-term operational guides to support continued system use.</li><li><strong>Collaboration:</strong> Work closely with analysts, legal departments, and other stakeholders to organize content, ensure compliance, and sustain system effectiveness.</li></ul><p><br></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Operations Associate</strong> at a well-established<strong> wealth advisory firm</strong>. This is a full-time permanent role based in <strong>Palo Alto</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm serves high-net-worth clients, including tech executives and entrepreneurs, with personalized planning and investment strategies. They prioritize growth, work-life balance, and teamwork. Benefits include competitive pay, a bonus, full medical and dental coverage, 401(k) contributions, free lunches, a stocked kitchen, a phone stipend, and commuter perks.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Reconcile portfolio and trading systems</li><li>Manage client onboarding and transactions</li><li>Complete workflows in CRM and accounting systems</li><li>Create client reports and maintain accurate data</li><li>Collaborate with client service and advisor teams</li><li>Calculate fees and manage client portal</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
