Customer Service Representative<p>We are seeking a Customer Service Representative in the Import & Distribution industry, based in South San Francisco, California. This role offers a contract to permanent employment opportunity, where you will be an integral part of our team, managing customer interactions, maintaining their records, and ensuring their orders are processed efficiently. </p><p><br></p><p>Responsibilities:</p><p>• Manage incoming phone calls, ensuring they are screened and forwarded appropriately</p><p>• Welcome guests including customers, vendors, and visitors with a detail oriented demeanor</p><p>• Efficiently handle customer orders received via phone or fax, ensuring they are processed correctly</p><p>• Respond to customer inquiries regarding product availability and delivery schedules</p><p>• Maintain up-to-date company sales catalogs for easy reference</p><p>• Ensure all invoices are double-checked, alphabetized, and filed systematically</p><p>• Handle additional tasks as required to ensure smooth operations</p><p>• Utilize your skills in Microsoft Word and Order Entry for efficient data management and customer service.</p>Accounting Manager/Supervisor<p>We are seeking an Accounting Manager/Supervisor to join our team located in Watsonville, California. In this role, you will be in charge of various financial duties, including managing the accounting staff, ensuring adherence to GAAP standards, and providing financial reports for the company.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the Accounting Department, which includes an Accounts Receivable & Credit Specialist, Accounts Payable Clerk, and Inventory Management Clerk.</p><p>• Ensure the accounting staff is well-trained, organized and efficient in time management.</p><p>• Participate in monthly close and consolidation processes, including cash reconciliations and account analysis.</p><p>• Prepare and post journal entries to the General Ledger.</p><p>• Ensure timely preparation and presentation of monthly commission reports.</p><p>• Review transactions for adherence to GAAP and recommend business process improvements.</p><p>• Assist in the preparation of monthly and annual financial reporting packages.</p><p>• Provide recommendations for improving the organization's accounting operations.</p><p>• Assist in periodic budgeting/forecasting processes and annual CPA review and audit.</p><p>• Prepare governmental related returns and forms such as Payroll tax, Sales Tax, Property Tax, and Value Added Tax.</p><p>• Review credit balances, refunds, and adjustments, and apply adjustments to billing records.</p><p>• Ensure strict confidentiality of financial records.</p><p>• Work with external accounting and banking personnel for annual review processes.</p><p><br></p><p>Posted by Director of Recruiting </p>Hybrid - Staff Accountant<p>We are offering a temporary employment opportunity for a Staff Accountant based in Walnut Creek, California. The chosen candidate will play a crucial role in our finance function, working closely with various departments to ensure financial accuracy and efficiency. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Investigate and address Work In Progress (WIP) Credits to maintain financial accuracy</p><p>• Conduct research to resolve Unidentified and Unapplied Receipts </p><p>• Manage and record company credit card expenses </p><p>• Assist in month-end and year-end closing procedures by preparing journal entries and supporting schedules </p><p>• Maintain Rent Schedules and Contracts</p><p>• Reconcile Fixed Assets </p><p>• Handle local sales and property tax filings across multiple offices</p><p>• Assist in the evaluation, recommendation, and implementation of new financial accounting controls and procedures</p><p><br></p>Bilingual Office Assistant<p>At Robert Half, we are seeking to employ a Full-Time Bilingual Spanish Administrative Assistant/ Receptionist. This position provides a comprehensive benefits package. Key responsibilities include answering phone calls, performing data entry tasks, and providing assistance to both our customers and sales team.</p><p>The ideal candidate is personable and friendly in phone interactions and face-to-face with office visitors. An exceptional eye for detail and the ability to remain focused amidst distractions is crucial. We are seeking a spirited individual who thrives when multitasking in a vibrant and energetic environment.</p>Full Charge Bookkeeper<p>Are you looking to pivot your career and enjoy consulting? Robert Half is seeking a <strong>Full Charge Bookkeeper</strong> to manage financial records and transactions for a variety of clients. This role offers the chance to make a real impact, work across industries, and grow your skills in a dynamic environment.</p><p><br></p><p><strong>Why Join Us?</strong></p><ul><li><strong>Variety & Growth</strong>: Gain experience with diverse clients and sharpen your expertise.</li><li><strong>Impactful Work</strong>: Use your problem-solving skills and bookkeeping knowledge to help clients thrive.</li></ul><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p>Key Responsibilities:</p><ol><li>Manage all daily bookkeeping duties including tracking of expenses, income, sales receipts and payments.</li><li>Create and analyze financial reports and ensure all financial transactions are properly recorded.</li><li>Perform reconciliations of bank accounts and credit card accounts.</li><li>Maintain accurate financial records for tax purposes.</li><li>Conduct regular audits to ensure compliance with industry regulations.</li><li>Process payroll in a timely and accurate manner.</li><li>Develop and improve financial processes and systems.</li></ol>Financial Data AnalystWe are in search of a Financial Data Analyst to join our team in the agriculture industry located in Salinas, California. As a Financial Data Analyst, you will play a crucial role in analyzing financial data, formulating reports, and providing insights that will contribute to the future growth of our operations. <br><br>Responsibilities<br><br>• Analyze financial data, recognizing and interpreting trends, risks, and opportunities for improvement.<br>• Lead the annual forecasting process and provide monthly variance updates, ensuring timely communication, preparation, and delivery of these reports.<br>• Develop and maintain financial models, projections, and scenarios that will support strategic planning and decision-making processes.<br>• Conduct market and industry research and benchmarking to assess the company's performance and competitiveness in the agriculture industry.<br>• Offer financial guidance and support to various departments and projects, enriching areas such as sales, procurement, operations, etc.<br>• Aid in the design and implementation of dashboards as required.<br>• Perform ad hoc financial analysis and modeling to support management decisions.<br>• Handle the responsibility of processing customer credit applications accurately and efficiently.<br>• Maintain accurate customer credit records.Data CollectorWe are offering a unique opportunity for a Data Collector to be a part of our team. This role is crucial in our product development process, located in San Francisco, California. The Data Collector will be primarily involved in testing a mechanical gripping device, providing crucial feedback, and operating autonomously in various locations around San Francisco and South San Francisco. This opportunity offers a long-term contract position. <br><br>Responsibilities:<br>• Testing a mechanical gripping device by lifting household items<br>• Providing valuable feedback to the engineering team on the functionality of the device<br>• Working independently with minimal communication with the engineering team<br>• Travelling between various sites in San Francisco and South San Francisco, requiring the use of a personal vehicle<br>• Participating in a two-day training at headquarters before deployment to onsite locations<br>• Handling the physical aspect of the role, including standing for extended periods and lifting items overhead<br>• Operating the device, which includes a camera feature, for data collection purposes<br>• Ensuring the careful handling of household items, such as plates and glasses, using the device.Full Charge Bookkeeper<p>Are you a detail-driven, proactive professional with a passion for numbers and problem-solving? Robert Half is seeking a <strong>Full Charge Bookkeeper</strong> to oversee financial records and transactions for a variety of clients. This is your chance to bring your expertise in bookkeeping software and comprehensive accounting knowledge to a role where you’ll truly make an impact!</p><p><br></p><p><strong>🌟 What You’ll Do:</strong></p><ul><li><strong>Master the Details</strong>: Track expenses, income, sales receipts, and payments with precision.</li><li><strong>Analyze and Report</strong>: Create insightful financial reports and ensure all transactions are accurately recorded.</li><li><strong>Reconcile and Audit</strong>: Perform bank and credit card reconciliations and conduct regular audits for compliance.</li><li><strong>Streamline Processes</strong>: Improve financial systems and ensure smooth, timely payroll processing.</li><li><strong>Support Success</strong>: Maintain accurate financial records to guide our clients toward their goals.</li></ul><p>If you’re ready to be the backbone of financial accuracy and compliance for our clients, let’s connect!</p><p><br></p><p><strong>To Apply</strong>:</p><ul><li>Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly via email.</li></ul><ol><li>Take the first step toward an exciting opportunity with Robert Half. I can’t wait to hear from you!</li></ol>Controller<p>We are offering an exciting opportunity in the construction industry based in San Leandro, California. The role we have available is for a Controller, where you will be tasked with overseeing and managing a variety of accounting functions.</p><p><br></p><p>Responsibilities:</p><ul><li><strong>Accounting Operations</strong>: Oversees accounts payable/receivable, payroll, cash management, equipment and job costing, ensuring timely and accurate financial reporting, budgeting, and forecasting for effective decision-making.</li><li><strong>Compliance</strong>: Ensures compliance with local, state, and federal regulations, tax filings, and reporting. Implements internal controls to protect assets and maintain financial data accuracy.</li><li><strong>Process and Improvements</strong>: Leads the creation and optimization of accounting systems and tools (e.g., Trello boards, templates) to track progress and improve operational efficiency. Identifies and implements process improvements across accounting functions.</li><li><strong>Project Accounting</strong>: Collaborates with construction management to manage job costing, progress billing, and financial analysis, ensuring projects align with company goals.</li><li><strong>Human Resources</strong>: Works with HR to ensure smooth and compliant payroll operations, and supports employee lifecycle management (onboarding, reviews, offboarding).</li><li><strong>Financial Reporting and Audits</strong>: Prepares timely financial reports (rolling budget, WIP schedule, backlog, sales pipeline, monthly financials) for leadership. Supports annual audits, bank reconciliations, and vendor compliance to ensure smooth workflows for stakeholders.</li></ul>Senior ControllerWe are seeking a Senior Controller to join our team based in Salinas, California. The Senior Controller will play a central role in our company, overseeing financial activities, preparing accurate financial statements, and ensuring compliance with accounting procedures. This role is crucial in our organization, and the successful candidate will be instrumental in managing and improving our financial processes.<br><br>Responsibilities:<br>• Oversee the timely preparation and accuracy of financial statements.<br>• Collaborate with accounting and management teams to ensure processes and procedures are effectively implemented and followed.<br>• Supervise, train, and coach accounting staff for efficient and accurate work completion.<br>• Ensure all accounts on the balance sheet are reconciled for accurate financial reporting.<br>• Assist in the monthly close-out process and the preparation of annual budgets.<br>• Closely monitor and maintain the fixed assets system.<br>• Review and submit annual 1099s and prepare quarterly and annual sales and use tax filings.<br>• Monitor Account Receivable balances and report any discrepancies or concerns to the Director of Accounting & Tax.<br>• Compile and analyze financial information to prepare entries to general ledger accounts and document business transactions.<br>• Prepare financial statements and other reports to summarize and interpret current and projected company financial positions.<br>• Prepare work papers and supporting schedules for the annual financial review.<br>• Interface with IT to resolve system issues and assist with testing ERP system upgrades.Financial Reporting Manager<p>Yuzo Shimura with Robert Half is in search of a Financial Reporting Manager to join his client's team in the Financial Services industry. The role involves guiding the daily operations of the Accounting department, ensuring precise and prompt processing of all departmental tasks. You will also play a key role in staff development, ensuring service provided to employees is both courteous and efficient.</p><p><br></p><p>Responsibilities: </p><p>• Develop written procedures to ensure operational efficiency and compliance with accounting activities within the organization.</p><p>• Act as mentor for employees by coaching and offering feedback to help improve performance.</p><p>• Supervise the preparation of general ledger and subledger account reconciliations by the Accounting staff, ensuring accounts are balanced and outstanding items are cleared within set deadlines.</p><p>• Assist with month-end processing, income and expense review, and financial statement preparation.</p><p>• Act as back-up for all Accounting desks including Accounts Payable, Fixed Assets, Investment Accounting.</p><p>• Assist in the review of the quarterly Call Report and preparation of financial information gathering for auditors, examiners, and regulators.</p><p>• Train and supervise the daily work of accounting employees, addressing questions, concerns, and assisting with job-related problems.</p><p>• Cross-train Accounting staff to ensure all positions are supported during vacations and illnesses and to promote employee growth and development.</p><p>• Assist with software upgrade reviewing and testing, and approve AP and GL posting batches.</p><p>• Assist with the sales and use tax filing to the State Board of Equalization.</p><p><br></p><p>If you are interested in this role, please reach out to Yuzo Shimura via LinkedIn</p>BI Data Architect III – Client & Customer Data Management<p>The BI Data Architect III will be responsible for managing and optimizing client and customer data, ensuring alignment with the DAMA governance framework and industry best practices. This role will develop and implement data management strategies, focusing on master data, metadata, and enterprise ontologies to support business intelligence, analytics, and reporting.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Client & Customer Data Management: Lead efforts in organizing and maintaining customer and client data, including the development of semantic models, data hierarchies, and metric definitions for enterprise-wide analytics.</li><li>Data Governance & Compliance: Implement DAMA-aligned governance frameworks to ensure high-quality, secure, and compliant data management. Conduct audits, enforce policies, and educate teams on best practices.</li><li>Reltio MDM Implementation: Oversee the implementation and optimization of Reltio for master data management (MDM), ensuring seamless integration with existing enterprise systems (Financial, CRM, Sales, HR, etc.).</li><li>Data Security & Privacy: Develop and enforce policies for data security, including GDPR, PII protection, and internal compliance frameworks. Partner with IT and business stakeholders to audit data access and implement controls.</li><li>Enterprise Data Architecture: Design and maintain metadata catalogs and ontologies, ensuring accurate data relationships and standardization across business units.</li><li>ETL & Data Pipelines: Manage data extraction, transformation, and loading (ETL) processes to streamline data flows across systems, enhancing data integrity and accessibility.</li><li>Data Quality & Automation: Lead efforts to build automated data validations and quality controls to improve confidence in reporting and analytics.</li><li>Stakeholder Collaboration: Partner with business analysts, IT, and leadership to identify data needs, improve sourcing strategies, and support enterprise data initiatives.</li></ul><p><br></p>Transactional Attorney<p>A boutique real estate law firm has an immediate opening for a skilled Transactional Attorney to join their small team on a long-term contract basis. This role focuses primarily on commercial real estate transactions, including commercial office space leasing, purchase and sale agreements, and other business contracts such as construction contracts. The firm offers an autonomous, fully remote work environment and encourages applications from attorneys licensed in any U.S. state in Pacific or Mountain Time zones.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft, redline, and negotiate commercial office space leases, purchase and sale agreements, and other business contracts.</li><li>Conduct legal research, analyze, and summarize legal documents.</li><li>Communicate with clients as needed.</li><li>Ensure compliance with real estate laws and contract best practices.</li><li>Support various corporate transactional projects as assigned.</li></ul><p><br></p>Transactional Attorney<p>A boutique real estate law firm has an immediate opening for a skilled Transactional Attorney to join their small team on a long-term contract basis. This role focuses primarily on commercial real estate transactions, including commercial office space leasing, purchase and sale agreements, and other business contracts such as construction contracts. The firm offers an autonomous, fully remote work environment and encourages applications from CA-licensed attorneys in Pacific and Mountain Time zones.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft, redline, and negotiate commercial office space leases, purchase and sale agreements, and other business contracts.</li><li>Conduct legal research, analyze, and summarize legal documents.</li><li>Communicate with clients as needed.</li><li>Ensure compliance with real estate laws and contract best practices.</li><li>Support various corporate transactional projects as assigned.</li></ul><p><br></p>Accounting and Treasury Supervisor<p>We are offering a contract employment opportunity for an Accounting and Treasury Supervisor in Menlo Park, California. This role primarily involves overseeing the day-to-day functions of our treasury operations, ensuring accurate financial records, and supervising the accounting staff. </p><p><br></p><p>Responsibilities</p><p>• Supervise the process of wire transfers and administer the Workday Banking Module </p><p>• Oversee the maintenance of accurate financial records, including department spending, KPIs, and cash flow forecasts</p><p>• Coordinate activities related to month-end and year-end close, such as review of journal entries, accruals, account reconciliations, and financial data for both internal and external reporting</p><p>• Ensure timely completion of monthly account reconciliations, with any reconciling items researched and resolved promptly</p><p>• Assist in the development and implementation of treasury policies and procedures</p><p>• Regularly utilize the ERP system for various tasks</p><p>• Oversee compliance with monthly, quarterly, and annual statutory requirements such as sale tax payments</p><p>• Ensure the safeguarding of assets through effective processes and procedures</p><p>• Provide monthly variance analysis and ad hoc reporting as required</p><p>• Prepare financial statement footnotes and disclosures in compliance with US-GAAP</p><p>• Manage and mentor general accounting staff, focusing on individual and group success</p><p>• Contribute to the development, implementation, and maintenance of systems, procedures, and policies for the group and the company</p><p>• Work closely with Operations groups regarding various financial transaction activities</p><p>• Assist in annual audit activities.</p>CFO<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>Corporate Paralegal<p>We are in search of a Corporate Paralegal to be a part of our team. Based in San Francisco, California, you will play a crucial role in dealing with commercial transactions and work closely with our legal team and other departments to ensure smooth operations and efficient management of legal processes.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Coordinate and assist in the management of leasing and finance transactions, including the drafting of corporate authorities and other legal documents.</p><p>• Work with the legal team across different locations to handle the purchase, sale, lease, and finance of commercial transactions. </p><p>• Collaborate with other departments such as technical, accounting, finance, and marketing for special projects.</p><p>• Support organizational leaders with business and administrative responsibilities while maintaining open communication with internal and external parties to manage expectations and meet deadlines.</p><p>• Assist in managing document management systems, which includes auditing, tracking, reviewing, organizing, and uploading closing documents and other transaction documents.</p><p>• Take responsibility for organizing and maintaining on-site document storage files, as well as sending out and maintaining off-site document storage files.</p><p>• Take on the task of creating, organizing, and maintaining corporate records as well as other job-related duties as necessary.</p>Finance Operations Associate, Venture Capital<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Finance Operations Associate</p><p> </p><p><strong>Location:</strong></p><p>Palo Alto, CA (Hybrid; 2 days per week in office)</p><p> </p><p><strong>Salary:</strong></p><p>$85,000 - $100,000 base + bonus (~1 month salary) + 25% profit share</p><p> </p><p><strong>About the Company:</strong></p><p>A highly successful venture capital firm based in Palo Alto, specializing in partnering with entrepreneurs and fostering breakthrough companies. The firm prides itself on its collaborative, team-oriented environment and its long history of developing cutting-edge ventures while maintaining a focus on integrity and professionalism.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate directly with the CFO and Director of the Family Office to oversee financial and operational tasks.</li><li>Manage administrative-level work as needed, while showing a willingness to roll up your sleeves and contribute in various capacities.</li><li>Handle detailed, organized processes involving confidential information with professionalism and dependability.</li><li>Assist with accounting, tax, finance, and operational needs in a fast-paced, team-oriented environment.</li><li>Serve as a highly trusted team member performing tasks to support the family office operations.</li></ul><p><br></p>VP Finance and Accounting, Venture Capital<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: VP of Finance and Accounting, Venture Capital</p><p>Location: Redwood City, CA </p><p>Salary: $250-$300k + Carry</p><p> </p><p>About the company: This company operates as a holding entity and an investment firm with multiple stages specializing in technology ventures. With a primary focus on the future of work, consumer technology, cybersecurity, and developer infrastructure, it invests in renowned companies. </p><p> </p><p>Key Responsibilities:</p><ul><li>Manage different fund structures and transitions from holding company to traditional fund structures.</li><li>Oversee outsourced consulting on the management company and fund administrator relationships.</li><li>Handle growth challenges and prioritize tasks accordingly.</li><li>Roll up the sleeves, "peel the onion" as many layers deep as needed, and be the captain of the finance function.</li></ul><p> </p><p><br></p>Senior Valuations & Finance Analyst, Venture Capital<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Valuation & Finance Analyst</p><p>Location: Redwood City (Hybrid)</p><p>Salary: $130-$150k + Bonus</p><p> </p><p>About this Company: This organization, an investment adviser registered with the SEC, oversees over $1+ billion across several venture capital funds and their associated Special Purpose Vehicles (SPVs).</p><p> </p><p>Key Responsibilities:</p><ul><li>Review fund documentation and interpret terms for correct reporting and analysis.</li><li>Be responsible for portfolio valuation spreadsheets, recommending valuations for Level 3 investments.</li><li>Oversee NAV packages and assist in quarterly financial statement preparation for funds and SPVs.</li><li>Manage capital calls for management fees, fund expenses, and investments.</li><li>Develop spreadsheet models, analyses, and performance analyses in response to ad hoc information requests from investors and investment teams.</li></ul><p> </p><p><br></p>Controller, Venture Capital<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Controller</p><p> </p><p><strong>Location:</strong></p><p>Palo Alto, CA (Hybrid; 3 days per week in office)</p><p> </p><p><strong>Salary:</strong></p><p>$200,000 - $250,000 base + Bonus + Phantom Carry</p><p> </p><p><strong>About the Company:</strong></p><p>A leading venture capital firm with billions in assets under management that has been investing in transformative companies.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee quarterly closes, partner allocations, and the preparation of financial statements.</li><li>Lead the annual audit process, including managing audit requests and coordinating with external auditors.</li><li>Manage fund cash needs, drive capital activities such as capital calls and distributions, and oversee GP investment budgets.</li><li>Review and track performance calculations like IRR, DPI, and TVPI, benchmarking against industry standards.</li><li>Continuously improve accounting processes through the integration of new tools and technology.</li><li>Collaborate with the investment team and the Director of Portfolio Analytics on portfolio company valuations.</li><li>Serve as a liaison with fund investors for financial information requests.</li><li>Provide guidance and mentorship to a growing team, including direct management of a Senior Fund Accountant.</li></ul><p><br></p>Client Service Associate, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p><br></p>Client Service Associate, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p> </p><p><br></p>Wealth Advisor, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Wealth Advisor CFP, Wealth Management </p><p>Location: Peninsula, Hybrid Schedule</p><p>Salary: $150-170k + Bonus + Profit Sharing</p><p> </p><p>About the Company: Wealth Management firm specializing in serving clients in the professional services field. </p><p> </p><p>Key Responsibilities:</p><ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul><p> </p><p><br></p>Fund Accountant/Financial Analyst, Venture Capital<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Fund Accountant / Financial Analyst</p><p> </p><p><strong>Location:</strong></p><p>Palo Alto, CA (Hybrid: 2 days on-site)</p><p> </p><p><strong>Salary:</strong></p><p>$115,000 base + bonus + carry</p><p> </p><p><strong>About the Company:</strong></p><p>This organization acts as the venture capital division of a major company and invest in sectors like life sciences, healthcare, AI, Robotics.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review financial statements, close reporting packages, investment accounting, private company valuations, reconciliations, and journal entries.</li><li>Track investment data and exits with precision, producing and analyzing fund and portfolio reports.</li><li>Drive process improvement initiatives using cutting-edge tools like SQL and Apps Script to implement scalable solutions.</li><li>Support investments by reviewing portfolio company financials, creating pro-forma capitalization tables, and coordinating funding wire transfers.</li><li>Collaborate across teams, including legal, to meet tight deadlines and support the broader investment and reporting processes.</li></ul><p><br></p>