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423 results in Tracy, CA

Labor and Employment Attorney

Oakland, CA
onsite
Permanent / Full Time
160000 - 250000 USD / Yearly
Established California law firm is seeking a Labor and Employment Attorney to join their team. As part of the labor and employment team, you will primarily be tasked with conducting workplace investigations, handling employment litigation, and providing advice and counsel duties. This role is integral to maintaining our firm's compliance with California Labor Law and other relevant employment laws. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Conduct detailed investigations into workplace incidents and disputes• Handle a variety of employment litigation cases, including but not limited to discrimination, harassment, retaliation, and whistleblower claims• Provide legal advice and counsel on matters related to FLSA and wage and hour claims, including class and collective action lawsuits• Draft motions, pleadings, and legal memoranda with a keen eye for detail and accuracy• Take and defend depositions in a professional and thorough manner• Manage discovery-related activities in an organized and timely fashion• Assist in ADA/FEHA compliance and disability accommodation matters• Participate in labor negotiations, grievances, and arbitrations as needed• Handle administrative hearings and appeals with precision and diligence• Utilize skills in arbitration and 'Conduct Investigations' to ensure fair and legal workplace practices.
2026-04-21T00:00:00Z

Executive Assistant

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Provide high-level administrative support to senior leadership, including scheduling, communications, and confidential project coordination. Responsibilities:<ul><li>Manage executive calendars and travel arrangements</li><li>Prepare meeting materials and reports</li><li>Coordinate executive communications</li><li>Handle confidential information with discretion</li><li>Support special projects and workflow management</li></ul>
2026-04-24T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-04-24T00:00:00Z

Senior Financial Analyst (Sales Finance)

San Leandro, CA
onsite
Permanent / Full Time
105000 - 115000 USD / Yearly
We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies. Responsibilities:<ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
2026-04-24T00:00:00Z

Sr. Accountant

Union City, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
We are looking for an experienced Senior Accountant to join our team in Union City, California. This role is ideal for someone who excels in managing financial records and supporting month-end processes. You will play a key role in maintaining the integrity of our accounting systems and ensuring compliance with financial standards. Responsibilities:• Help manage and review the general ledger close cycle and support preparation of financial statements.• Participate in month-end and quarter-end close activities, including review and analysis.• Provide support for sales tax filings, quarterly reports, and annual 1099 processing.• Create both routine and ad hoc journal entries, maintain close documentation, run financial reports, and perform account reconciliations.• Assist with internal, external, and regulatory audit requests.• Document, maintain, and refresh internal controls and accounting procedures.• Partner with cross-functional teams to address accounting questions and needs.• Coordinate with other departments to ensure timely and accurate expense, revenue, and accrual postings.• Support special initiatives such as GAAP implementations, subsidiary-to-GL reconciliations, fixed asset tracking, and budget and CapEx planning.• Maintain working knowledge of ASC 606, ASC 842, and basic retail inventory concepts.• Identify opportunities to streamline processes and improve efficiency.• Take on additional projects as business priorities evolve.
2026-04-29T00:00:00Z

Paralegal

Emeryville, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for a skilled Paralegal to join a litigation team in Emeryville, California. This position supports attorneys from initial case development through trial, with a strong focus on document review, deadline management, and coordination across courts and third parties. The ideal candidate brings sound judgment, strong organizational ability, and experience handling complex matters in a fast-moving legal setting. Responsibilities: • Analyze and condense medical, billing, and other case-related records into clear summaries for attorney review. • Prepare, send, and monitor subpoenas for documents, witnesses, and court matters across various jurisdictions. • Work with courts, healthcare providers, expert witnesses, and external organizations to secure records and supporting materials. • Oversee litigation calendars and track filing dates, court deadlines, and follow-up tasks to keep matters progressing on schedule. • Assemble pleadings, discovery materials, exhibit sets, deposition summaries, and trial notebooks for active cases. • Support attorneys before depositions and hearings by organizing witness information, exhibits, and related case documents. • Submit legal filings to county and state courts, including electronic filing when required by the jurisdiction. • Maintain orderly electronic and paper case files so documents are accessible, complete, and up to date. • Assist with trial logistics by preparing exhibits, coordinating materials, and ensuring readiness for hearings and courtroom proceedings. • Communicate professionally with clients, opposing counsel, court staff, service providers, and other case contacts.
2026-04-28T00:00:00Z

Accounts Payable Specialist

Martinez, CA
onsite
Permanent / Full Time
25.5 - 32.5 USD / Hourly
Join Robert Half’s Full-Time Engagement Professionals team as an Accounts Payable Specialist. In this permanent role, you’ll manage outgoing payments, process high-volume invoices, reconcile vendor accounts, and help ensure accurate, timely financial reporting. You’ll also gain experience across a range of clients and industries—while enjoying the stability, benefits, and support of full-time employment with Robert Half. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Job Duties:· Process and verify invoices for accuracy and proper authorization· Match purchase orders, receipts, and invoices· Ensure timely and accurate payment of vendor bills· Reconcile vendor statements and resolve discrepancies· Maintain organized and up-to-date financial records· Assist with month-end closing and reporting· Communicate with vendors regarding payment status or issues· Prepare and process electronic transfers and payments· Support audits by providing necessary documentation· Follow internal controls and company policies for AP procedures
2026-04-22T00:00:00Z

Full Charge Bookkeeper

San Leandro, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
The Bookkeeper is responsible for: <ul><li>Managing daily transactions, oversight of accounts and answers questions for the client. </li><li>This includes data input, vendor payments and ensuring accuracy of invoices or credits, client -family misc. payments of bills and expenses </li><li>Review of bank accounts and transactions/postings/credits/deposits and transfers, GL review, entries, reconciling accounts, credit card reconciliations, property taxes, review and oversight of budgets and monthly reports for client. </li><li>Providing information to client on transactions, transferring funds, communication with vendors and providing information as requested or to resolve discrepancies. </li><li>Proficiency with and use of QuickBooks and Excel is Required. </li></ul>  This position is ideal for a candidate that has worked in public accounting or has exposure to multiple entities and transactions; with a Degree in Accounting or Related studies, QuickBooks proficiency and Bilingual in both English and Spanish, This is a great work environment and offers excellent employee benefits.
2026-04-24T00:00:00Z

Payroll Specialist

Concord, CA
onsite
Temporary / Contract
33.5 - 40.5 USD / Hourly
We are seeking an experienced Payroll Specialist to manage and process salaried payroll for US employees. This role requires proficiency in Workday and advanced Excel skills, including pivot tables and VLOOKUPs, to ensure accurate and timely bi-weekly payroll processing (on the 15th and 30th). The ideal candidate thrives in detail-oriented environments and possesses strong analytical and communication skills. Key Responsibilities:<ul><li>Process bi-weekly payroll in Workday, ensuring payments on the 15th and 30th.</li><li>Maintain and update payroll records, employee allowances, benefits, and bonuses according to company policies.</li><li>Perform reconciliations and resolve discrepancies in payroll data.</li><li>Utilize intermediate Excel functions (pivot tables, VLOOKUPs) to analyze payroll data and generate custom reports for management and compliance purposes.</li><li>Ensure compliance with federal, state/provincial, and local payroll regulations; stay updated on relevant changes.</li><li>Handle payroll adjustments, deductions, garnishments, and terminations efficiently.</li><li>Collaborate with HR and benefit teams on employee onboarding/offboarding and changes affecting payroll.</li><li>Respond to employee payroll inquiries and provide excellent customer service.</li><li>Support audit and month-end processes by providing payroll-related documentation.</li><li>Contribute to system and process improvements for payroll operations.</li></ul>
2026-04-17T00:00:00Z

Loan Adjustor

Sunnyvale, CA
onsite
Temporary / Contract
27.55 - 29 USD / Hourly
We are looking for an experienced Loan Adjustor to support delinquency management and recovery efforts for a financial services team in Sunnyvale, California. This Long-term Contract position focuses on resolving past-due consumer loan accounts through compliant collection practices, thoughtful member communication, and effective repayment solutions. The ideal candidate brings strong judgment, knowledge of lending and recovery regulations, and the ability to manage a high-volume workload while maintaining a service-oriented approach. Responsibilities: • Oversee recovery efforts for seriously delinquent accounts across multiple consumer lending products, including unsecured and secured loan portfolios. • Contact borrowers using approved collection practices to secure payment, reduce losses, and maintain adherence to applicable regulations. • Evaluate individual account circumstances and work with members to establish realistic repayment arrangements or submit modification and extension requests for review. • Identify cases that require escalation and coordinate next steps related to repossession, foreclosure, legal review, or external recovery channels in line with company policy. • Prepare documentation associated with charge-offs, account status updates, and placement of eligible accounts with collection agencies. • Guide members toward appropriate financial assistance resources when additional support may improve repayment outcomes. • Track portfolio activity, maintain accurate records in relevant systems, and manage follow-up actions to meet established recovery timelines and performance targets. • Collaborate with internal partners and complete additional assigned tasks that support collections operations and account resolution efforts.
2026-05-01T00:00:00Z

Logistics Specialist

Oakland, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Coordinate shipments, inventory movement, and logistics processes to support efficient operations and timely delivery. Responsibilities:<ul><li>Coordinate inbound and outbound shipments</li><li>Track inventory and delivery schedules</li><li>Work with vendors and internal teams</li><li>Resolve shipping discrepancies and delays</li><li>Maintain logistics documentation and reports</li></ul>
2026-04-24T00:00:00Z

Attorney

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
A growing national firm is seeking an Associate to join their team in the Bay Area. This position will involve managing a litigation caseload and preparing for trial. You will be working in a dynamic environment where you will be expected to independently manage tasks and contribute to the team. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Independently manage a litigation caseload, from case inception to trial• Conduct depositions and prepare witnesses for deposition and trial• Review and analyze discovery requests and respond accordingly• Prepare and respond to discovery responses and pleadings• Prepare court filings and ensure service to counsel; experience with e-filing is a plus• Assist in trial preparation and provide support during trials• Maintain accurate time records relating to case management• Use skills such as defending depositions, trial preparation, drafting motions, and arguing motions to effectively handle cases• Utilize civil litigation experience to navigate complex legal matters.
2026-04-21T00:00:00Z

Attorney/Lawyer

Oakland, CA
remote
Permanent / Full Time
100000 - 150000 USD / Yearly
Mid-sized law firm with multiple locations in California is offering an exciting opportunity for an experienced Attorney. This role can be HYBRID REMOTE OR FULLY REMOTE, BUT THIS PERSON MUST RESIDE IN CALIFORNIA. This role involves representing clients in subrogation matters. You will be working in a congenial atmosphere that is busy yet welcoming. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities: • Represent clients effectively in subrogation and worker's compensation cases• Utilize civil litigation skills to handle legal matters• Draft and argue motions as part of the legal process• Exhibit strong analytical skills through thorough research and examination of cases• Provide high quality, cost-effective legal representation for clients• Manage a diverse community of clients, attorneys, and staff• Utilize subrogation claim knowledge in legal proceedings• Apply civil litigation experience to handle complex cases• Travel occasionally as required by cases or clients• Maintain good standing with the California State Bar.
2026-04-21T00:00:00Z

Entry Level Analyst

Concord, CA
onsite
Temporary / Contract
23.275 - 26.95 USD / Hourly
We are looking for an Accounts Receivable Analyst to join our client on a Contract to hire basis in Contra Costa County. This role supports account analysis, billing activity, and payment application. The ideal candidate brings strong Excel skills, sound accounting knowledge, and the ability to manage high-volume financial data with accuracy and professionalism. Responsibilities:• Manage large and complex data in Microsoft Excel - using formulas • Record incoming payments • Prepare and issue invoices and resolve variances, shortages, or unresolved balances.• Transfer, receive, organize, and maintain electronic files and related records • Reconcile cash receipts against bank reporting and compile accurate totals for general ledger updates and month-end accounting support.• Investigate outstanding receivable balances, calculate related charges such as damages or adjustments, and assemble backup for billing support.
2026-04-29T00:00:00Z

Assistant General Counsel, Clinical Contracts

Menlo Park, CA
remote
Permanent / Full Time
230000 - 280000 USD / Yearly
We are looking for experienced Assistant General Counsel specializing in clinical contracts. In this role, you will oversee contract management processes, ensuring agreements across various departments align with company goals and regulatory requirements. This position offers an opportunity to collaborate with diverse teams, safeguard the company from legal risks, and contribute to operational success. Responsibilities:• Provide expert legal guidance in the negotiation, review, and execution of contracts across departments, including clinical operations, research and development, medical affairs, and finance.• Develop, update, and implement company policies and procedures related to contract review, ensuring compliance with legal standards and operational efficiency.• Draft and negotiate a variety of agreements, such as clinical trial contracts, strategic collaborations, vendor agreements, and confidentiality agreements.• Supervise entry-level legal staff, addressing escalated contract issues and ensuring adherence to departmental guidelines.• Act as the primary legal liaison between internal teams and external entities, resolving contractual matters effectively and escalating issues when necessary.• Respond promptly to complex inquiries regarding contractual obligations and propose solutions that balance business goals and risk mitigation.• Collaborate with specialized legal counsel and compliance teams to address intellectual property, regulatory, and commercial concerns within agreements.• Identify potential risks in contracts and recommend strategies to minimize exposure while supporting business objectives.• Ensure training and support for relevant departments on updated contract policies and procedures.• Continuously improve contract management processes to enhance efficiency and effectiveness.
2026-04-02T00:00:00Z

Office Manager

Berkeley, CA
onsite
Temporary / Contract
28 - 31 USD / Hourly
We are looking for a dependable Office Manager to support overnight hotel operations. This is a long-term contract position within the hospitality industry, ideal for someone who can lead with confidence during late-night hours while providing attentive guest service. The person in this role will oversee front office activity, handle operational matters independently, and help keep overnight reporting and administrative processes accurate and organized. Responsibilities: • Direct overnight front office activities to ensure the property runs smoothly and efficiently throughout the shift. • Act as the primary on-site leader during overnight hours, making timely decisions to resolve guest concerns and operational issues. • Assist with nightly audit tasks and verify that end-of-day records and reports are completed accurately. • Provide courteous, attentive service to guests while maintaining a calm presence in a fast-paced hotel environment. • Observe front desk workflows, address service disruptions, and coordinate appropriate solutions as issues arise. • Maintain precise documentation and review overnight transactions and reports for completeness and consistency. • Complete onboarding and hands-on training alongside an existing part-time team member to learn overnight procedures. • Use hotel management systems to support front desk and reporting needs, including Opera Cloud when applicable. • Support general office coordination tasks, including administrative follow-up and supply-related oversight as needed.
2026-04-29T00:00:00Z

Sr. Data Entry Clerk

Oakland, CA
onsite
Temporary / Contract
35.625 - 41.25 USD / Hourly
We are looking for an experienced Sr. Data Entry Clerk to support membership operations for a government organization in Oakland, California. This Long-term Contract position will lead day-to-day data integrity efforts, guide a small team, and help ensure membership and payment records are handled accurately and efficiently. The role combines hands-on review work with staff oversight, policy interpretation, and cross-functional coordination to resolve issues and improve operational consistency. Responsibilities: • Lead and support a team of five membership specialists, providing daily direction, feedback, and coverage for operational questions. • Review membership records and data entry activity to maintain high accuracy standards and consistent processing practices. • Oversee dues payment handling and examine reconciliation results to identify discrepancies or processing concerns. • Conduct audits and quality checks across membership updates, payment activity, and related recordkeeping tasks. • Interpret membership rules and eligibility guidelines, serving as a point of reference for policy-related questions. • Coach employees through performance expectations, routine challenges, and corrective discussions when needed. • Assist newer team members with onboarding support while continuing to guide experienced staff on complex cases. • Handle escalated member concerns, communicate directly with individuals on unresolved matters, and work toward effective resolution. • Collaborate with internal teams and external partners on database issues, system troubleshooting, reporting needs, and process improvements, including work related to organizational system changes.
2026-04-30T00:00:00Z

Accounts Payable Specialist

Concord, CA
onsite
Permanent / Full Time
25.5 - 30.5 USD / Hourly
Join Robert Half’s Full-Time Engagement Professionals team as an Accounts Payable Specialist. In this permanent role, you’ll manage outgoing payments, process high-volume invoices, reconcile vendor accounts, and help ensure accurate, timely financial reporting. You’ll also gain experience across a range of clients and industries—while enjoying the stability, benefits, and support of full-time employment with Robert Half. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Job Duties:· Process and verify invoices for accuracy and proper authorization· Match purchase orders, receipts, and invoices· Ensure timely and accurate payment of vendor bills· Reconcile vendor statements and resolve discrepancies· Maintain organized and up-to-date financial records· Assist with month-end closing and reporting· Communicate with vendors regarding payment status or issues· Prepare and process electronic transfers and payments· Support audits by providing necessary documentation· Follow internal controls and company policies for AP procedures
2026-04-22T00:00:00Z

E/L Accountant

Pleasant Hill, CA
onsite
Temporary / Contract
24.5 - 28 USD / Hourly
Our client is seeking a sharp, detail-oriented entry-level Accountant to join their team on a temp-to-hire basis. This is an excellent opportunity for a recent graduate with accounting or finance internship experience who is ready to take the next step in their career. You'll gain hands-on experience in a dynamic environment, working with experienced professionals and valuable accounting software. Please apply to be considered. Responsibilities:<ul><li>Assist with accounts payable and accounts receivable processing</li><li>Prepare and enter journal entries</li><li>Reconcile bank, credit card, and balance sheet accounts</li><li>Support month-end and year-end close activities</li><li>Perform data entry and maintain accounting records with accuracy and speed</li><li>Analyze financial data using intermediate Excel skills (pivot tables, VLOOKUPs, formulas)</li><li>Generate and review financial reports for accuracy and completeness</li><li>Collaborate across departments to resolve discrepancies</li><li>Assist with special projects and process improvements as needed</li><li>Support audit preparation and documentation requests</li></ul>
2026-04-21T00:00:00Z

Employment Litigation Attorney

Hayward, CA
remote
Temporary / Contract
75 - 85 USD / Hourly
Our client, who handles employment defense litigation matters, is looking for a fully-remote Employment Litigation Attorney with CA experience. This position is ideal for a California-licensed attorney with at least two years of focused experience handling workplace-related disputes and who is interested in a contract-to-hire structure. The attorney will contribute across key phases of litigation, including pleadings, motion practice, discovery, and trial preparation, while working a 40-hour schedule. Responsibilities:<ul><li>Manage employment litigation matters from initial case assessment through pre-trial activity in a remote work setting</li><li>Prepare persuasive motions, briefs, and other court filings that support case strategy and procedural deadlines</li><li>Oversee written discovery, draft responses and objections, and coordinate document production and review</li><li>Conduct legal research and translate findings into practical recommendations for ongoing employment disputes</li><li>Support trial readiness by organizing exhibits, summarizing evidence, and assisting with witness and hearing preparation</li><li>Collaborate with internal and external stakeholders to maintain progress across active litigation matters</li><li>Monitor case timelines, court requirements, and deliverables to ensure matters move forward efficiently</li></ul>
2026-04-30T00:00:00Z

Staff Accountant

Pleasant Hill, CA
onsite
Permanent / Full Time
30.5 - 37.5 USD / Hourly
Are you an accounting professional looking for a stable, dynamic role in the East Bay? Robert Half is hiring a Staff Accountant for our Full-Time Engagement Professionals program. This full-time opportunity offers the stability of permanent employment while giving you the chance to support diverse client projects and expand your experience across a range of environments. To apply, connect with me on LinkedIn (Tawnia Kirshen) and send your resume directly. I look forward to connecting! Key Responsibilities:· Perform month-end closings, reconciliations, bank reconciliations, journal entries and financial reporting.· Support accounts payable, accounts receivable, and general ledger functions.· Ensure compliance with accounting standards and company policies.· Assist with audits and special accounting projects as needed.· Collaborate with teams across various departments to meet deadlines and objectives effectively.
2026-04-22T00:00:00Z

Senior Wealth Associate

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Finance Manager at Venture Fund

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager| Venture Capital | Palo Alto| Hybrid | Base + Bonus + Profit Sharing Our client is a well-established venture capital firm backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders. Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale. Responsibilities<ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Operations Manager | RIA Firm | 2 days Walnut Creek office!

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire an Operations Manager to lead a team of talented Client Service Associates. This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience. If you are interested in learning more about the firm and team, please send Jennifer Fukumae a message on LinkedIn to schedule a conversation! Responsibilities<ul><li>Manage day-to-day operations supporting advisors and clients.</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting.</li><li>Identify and implement process improvements to support firm growth.</li><li>Oversee client onboarding, account administration, and transfers.</li><li>Ensure compliance with regulatory and internal standards.</li><li>Foster a culture of accuracy, efficiency, and proactive problem-solving.</li><li>Train, mentor, and hold the operations team accountable.</li><li>Oversee CRM, portfolio reporting, and workflow automation platforms.</li><li>Improve system integration, automation, and implement AI tools where applicable.</li></ul>
2026-04-17T00:00:00Z

Wealth Advisor for Established RIA Firm

Mountain View, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Step Into a Lead Planner Role — Real Client Exposure, Real GrowthJennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path. If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation. What You’ll Own<ul><li>Partner directly with senior advisors in client meetings and relationship management</li><li>Translate client goals and financial data into comprehensive planning strategies</li><li>Build and refine financial plans, investment frameworks, and client deliverables</li><li>Collaborate across investments, planning, and client service teams to execute strategies</li><li>Support implementation—working alongside CPAs, attorneys, and other external partners</li><li>Prepare polished presentations and communications for clients and prospects</li><li>Help enhance internal systems, workflows, and planning tools</li></ul>
2026-04-30T00:00:00Z

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