We are looking for a Compensation and Benefits Administrator to join an established client in the South Bay. This is a direct permanent offering an excellent opportunity to support key HR functions and enhance your skills. The role involves working closely with the HR Management team and being point of contact for Compensation and Benefits Administration. <br> Responsibilities: • Coordinate and manage Employee Compensation and Benefits • Assist in maintaining and updating Human Resources Information Systems (HRIS) to reflect current employee data. • Provide administrative support for various HR functions, including record-keeping and policy updates. • Collaborate with team members - HRIS system recording all Compensation and Benefit changes • Ensure adherence to company policies and employment regulations in all HR practices. • Prepare reports and summaries related to HR activities for management review. • Support the implementation of new HR initiatives to improve operational efficiency
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.<br><br>Responsibilities:<br>• Oversee recovery efforts for seriously delinquent accounts across multiple consumer lending products, including unsecured and secured loan portfolios.<br>• Contact borrowers using approved collection practices to secure payment, reduce losses, and maintain adherence to applicable regulations.<br>• Evaluate individual account circumstances and work with members to establish realistic repayment arrangements or submit modification and extension requests for review.<br>• Identify cases that require escalation and coordinate next steps related to repossession, foreclosure, legal review, or external recovery channels in line with company policy.<br>• Prepare documentation associated with charge-offs, account status updates, and placement of eligible accounts with collection agencies.<br>• Guide members toward appropriate financial assistance resources when additional support may improve repayment outcomes.<br>• Track portfolio activity, maintain accurate records in relevant systems, and manage follow-up actions to meet established recovery timelines and performance targets.<br>• Collaborate with internal partners and complete additional assigned tasks that support collections operations and account resolution efforts.
We are looking for an experienced Production Supervisor to guide onsite manufacturing activities in Hayward, California within the food processing industry. This Long-term Contract position is suited for a hands-on leader who can keep production moving efficiently while upholding strict quality, sanitation, and safety expectations. The role will oversee day-to-day floor operations, support a high-performing team, and help maintain dependable output in a fast-paced environment.<br><br>Responsibilities:<br>• Direct daily floor activity across production, packaging, sanitation, and related operations to maintain a steady and efficient workflow.<br>• Supervise, coach, and develop a team of approximately 12 employees, setting clear expectations and reinforcing accountability.<br>• Coordinate production plans and staffing priorities to meet volume targets while making effective use of labor and materials.<br>• Track operational results such as output, downtime, yield, and product quality, then take corrective action when performance gaps arise.<br>• Uphold food safety, quality control, and regulatory requirements throughout the manufacturing process.<br>• Work closely with quality, maintenance, and operations partners to address equipment issues, process interruptions, and other production challenges.<br>• Monitor raw material consumption and inventory accuracy to reduce waste and support uninterrupted production.<br>• Maintain a safe, clean, and organized work environment by enforcing workplace safety standards and sanitation practices.<br>• Identify opportunities to streamline processes and apply continuous improvement methods that increase efficiency and reduce downtime.
<p><strong>Facilities Coordinator Job Description</strong></p><p>We’re seeking a detail-oriented Facilities Coordinator to support the day-to-day operations of office spaces and ensure a safe, efficient, and well-maintained environment. This role partners with vendors, employees, and leadership to keep facilities running smoothly.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate facility operations, including maintenance, repairs, and vendor management</li><li>Manage service requests, work orders, and preventative maintenance schedules</li><li>Oversee office space planning, moves, and workplace setup</li><li>Ensure compliance with safety regulations, policies, and building standards</li><li>Track budgets, invoices, and facilities-related expenses</li></ul><p><br></p>
<p>We are looking for an AI Marketing Specialist to join a CPA firm on a Long-term Contract basis. This position will help shape market demand for AI-related services by creating and delivering campaigns that build a strong pipeline and strengthen industry visibility. The role works closely with marketing leaders, subject matter experts, and sales partners to turn complex service offerings into clear, compelling business messaging.</p><p><br></p><p>Responsibilities:</p><p>• Design and launch integrated demand generation initiatives across digital channels, email programs, webinars, and paid promotions to increase marketing leads and pipeline growth.</p><p>• Translate AI service capabilities into audience-focused messaging and value narratives by partnering with internal experts and marketing stakeholders.</p><p>• Develop and coordinate industry-relevant content such as case studies, insight pieces, videos, infographics, and social media assets that support campaign goals.</p><p>• Lead the planning and execution of webinars and events, including promotion strategy, attendee engagement, and delivery coordination with internal teams.</p><p>• Collaborate with sales, inbound marketing, and brand or creative partners to keep campaigns aligned, timely, and consistent with organizational standards.</p><p>• Monitor campaign results across channels, analyze engagement and conversion data, and recommend adjustments to improve performance.</p><p>• Manage several marketing initiatives at once using project management tools, maintaining clear schedules, responsibilities, and follow-up actions.</p><p>• Support follow-up planning with sales stakeholders to strengthen lead progression and improve conversion outcomes.</p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Thriving Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a<strong> generous 401(k) match</strong>, comprehensive health coverage,<strong> unlimited PTO</strong>, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Workplace Specialist Job Description</strong></p><p>We’re seeking a proactive Workplace Specialist to support a high-functioning office environment and elevate the employee experience. This role partners across teams to maintain seamless operations, optimize workplace processes, and ensure a welcoming, well-managed space.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee daily workplace operations, including facilities, vendors, and office services</li><li>Support employee experience initiatives such as onboarding, events, and workspace setup</li><li>Manage service requests, workplace systems, and office logistics</li><li>Ensure compliance with workplace policies, safety standards, and procedures</li><li>Identify opportunities to improve efficiency, organization, and overall office experience</li></ul><p><br></p>
<p>We are looking for a detail-oriented Bookkeeper to support accounting and property administration activities for a portfolio of commercial properties in California. This contract opportunity with potential for a permanent role is ideal for someone who enjoys managing day-to-day financial operations, maintaining accurate records, and coordinating tenant-related administrative tasks. The role focuses heavily on bookkeeping while also helping keep property financial data, insurance documentation, and reporting organized across multiple locations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage routine accounts payable and accounts receivable activities for multiple properties, ensuring invoices, payments, and receipts are processed accurately and on schedule.</p><p>• Maintain financial records for a portfolio of approximately 35 properties, keeping ledgers current and supporting consistent day-to-day bookkeeping operations.</p><p>• Prepare and review account and bank reconciliations to identify discrepancies, resolve issues promptly, and preserve accurate reporting.</p><p>• Oversee tenant insurance tracking by monitoring renewals, collecting documentation, and keeping compliance records up to date.</p><p>• Assist with property-level financial administration, including organizing supporting documents and maintaining accurate accounting files.</p><p>• Use Yardi and other accounting tools to enter transactions, update records, and support property management reporting needs.</p><p>• Generate checks and coordinate monthly payment activity for each property while following established accounting procedures.</p><p>• Support ongoing accounting accuracy by reviewing balances, verifying entries, and helping maintain organized financial workflows.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
<p>We are looking for an experienced Front Desk Coordinator to support daily office operations for a client in California. This fully onsite role is a Long-term Contract opportunity and is ideal for someone who enjoys being the first point of contact for visitors while keeping front office tasks organized and on track. The schedule for the Front Desk Coordinator position is Tuesday through Saturday, and the position suits someone who is detail oriented, can stay composed in a busy setting, handle multiple priorities, and provide thoughtful support to customers with a positive approach.</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors and customers courteously, creating a positive first impression at the front desk.</p><p>• Manage incoming phone calls, route them to the appropriate departments, and take accurate messages when needed.</p><p>• Assist customers by researching requested information and providing clear, timely responses.</p><p>• Sort, distribute, and process incoming and outgoing mail to maintain smooth daily office workflow.</p><p>• Perform data entry tasks with accuracy and maintain organized digital and physical records.</p><p>• Support file organization and document management to ensure information is easy to retrieve.</p><p>• Address customer concerns with patience and care, including situations involving frustrated or upset individuals.</p><p>• Balance multiple front desk and administrative priorities effectively in a fast-paced onsite environment.</p><p><br></p><p>If you are interested in a role as a Front Desk Coordinator, apply now!</p>
<p>Our client is seeking a Benefits Coordinator for a short-term contract assignment expected to run through the end of 2026. This role will primarily support U.S. leave of absence administration, with a strong preference for experience handling California leaves and added value for multi-state leave knowledge.</p><p><br></p><p>The right person will have experience managing employee leaves directly or working alongside a third-party leave administrator, plus solid Excel and reconciliation skills.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process employee leaves of absence in Workday, including entry, tracking, and extensions</li><li>Guide employees on upcoming leaves, including available time-off and pay replacement options based on company policy and state requirements</li><li>Complete California Paid Family Leave and Employment Development Department paperwork for employees going out on leave</li><li>Track and reconcile missed benefit premium deductions related to new hires, life events, and returns from leave</li><li>Code benefits invoices and submit them for payment processing</li><li>Work closely with Payroll, Accounting, and internal HR contacts</li><li>Help with additional benefits-related tasks as needed</li></ul>
Are you an experienced Accounts Payable Specialist with expertise in Sage Intacct? Robert Half is seeking a detail-oriented and tech-savvy detail oriented to support accounts payable functions for one of our clients. The ideal candidate will have strong proficiency with Sage Intacct, exceptional organizational skills, and a solid understanding of accounting processes. This is an excellent opportunity to work with a growing company in a dynamic and collaborative environment. Responsibilities: Process high-volume invoices in Sage Intacct, ensuring accuracy and adherence to company policies. Match invoices with purchase orders and resolve any discrepancies in a timely manner. Manage vendor relationships, including maintaining accurate vendor records and reconciling vendor statements. Generate and process payments via checks, ACH, and wires through Sage Intacct's Accounts Payable module. Assist with the implementation and optimization of Sage Intacct functionalities to improve workflow efficiencies. Prepare accounts payable reports, including aging reports, and assist with audit preparation and requests. Support month-end and year-end close processes by reconciling accounts payable balances and preparing relevant schedules. Ensure compliance with accounting standards and all applicable regulations.
<p>The Bookkeeper is responsible for: </p><p> </p><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><p> </p><p>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. </p>
<p>We are looking for a detail-oriented Procurement Associate to join our team in Hayward, California. In this role, you will play a vital part in managing procurement processes, optimizing supply chain operations, and negotiating contracts to ensure the organization's purchasing activities align with strategic goals. This position offers an excellent opportunity to contribute to efficient resource management and drive cost-effective solutions.</p><p><br></p><p>Responsibilities:</p><p>• Gather and verify all product specs, ingredients, allergens, labels, and packaging from approved vendors</p><p>• Keep vendor documentation complete, current, and ready for nutrition review</p><p>• Update product records quickly when vendor information changes</p><p>• Enter purchase orders accurately and on schedule in the ERP/procurement system</p><p>• Support production and inventory planning with clean, timely data</p><p>• Flag and escalate order or delivery discrepancies</p><p>• Understand menu cycles, forecasts, and planning timelines</p><p>• Work with leadership to identify sourcing gaps, risks, and cost opportunities</p><p>• Track vendor reliability and item availability, escalating issues early</p><p>• Oversee third‑party storage and logistics to improve efficiency and control costs</p><p>• Monitor off‑site inventory to ensure FIFO use and reduce waste</p><p>• Coordinate deliveries with vendors and internal teams</p><p>• Perform other assigned responsibilities</p>
<p>Regional law firm based in San Jose, CA is seeking a detail-oriented Trademark Paralegal to support attorneys in the management of domestic and international trademark matters. This hybrid role requires regular on-site work and offers the opportunity to work closely with a collaborative legal team on all aspects of trademark portfolio management, prosecution, maintenance, enforcement, and related litigation support. The ideal candidate will bring strong organizational skills, a proactive approach, and experience handling high-volume trademark matters in a fast-paced law firm environment. </p><p><br></p><p><strong><u>Job Duties and Responsibilities</u></strong></p><p><br></p><ul><li>Assists attorneys with planning and managing clients’ trademark portfolios</li><li>Assists with the preparation, filing, prosecution and maintenance of trademark applications at U.S. PTO, including preparation of scanned images for use as specimens</li><li>Assists with the preparation, filing, prosecution and maintenance of trademark applications at WIPO (World Intellectual Property Organization)</li><li>Initiates foreign filings and corresponds with foreign agents concerning foreign applications</li><li>Utilizes ProLaw proficiently to docket action due dates; monitors prosecution deadlines and communicates appropriate responses</li><li>Prepares status charts/reports for and routine letters to clients</li><li>Conducts online trademark searches (U.S. PTO, common law, initiating watch services, etc.)</li><li>Organizes, maintains and updates client and firm files</li><li>Assists attorneys in drafting Office Action responses for US filings and drafting correspondence to clients and to local counsel regarding Office Actions in cases outside of the US.</li><li>Assists attorneys in trademark opposition/cancellation litigation, including performing factual research, drafting discovery and discovery responses, summarizing deposition transcripts, analyzing evidence and trial preparation</li></ul><p><br></p>
<p><strong>Overview</strong></p><p>A growing law firm is seeking a Family Law Attorney with 4+ years of experience to manage a caseload of complex family law matters. This role requires strong litigation skills, client management experience, and the ability to handle cases from intake through resolution. The ideal candidate is detail-oriented, compassionate, and confident in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage a full caseload of family law matters including divorce, custody, support, and property division</li><li>Draft and review pleadings, motions, discovery, and settlement agreements</li><li>Represent clients in court hearings, mediations, and settlement conferences</li><li>Advise clients on case strategy, timelines, and legal options</li><li>Conduct legal research and prepare case strategy</li><li>Collaborate with paralegals and support staff to ensure efficient case management</li><li>Maintain accurate case files and meet all deadlines</li></ul><p><br></p>
<p>We are looking for a skilled Content Writer to help shape digital experiences for several behavioral health brands. This Long-term Contract position will focus on creating clear, engaging web and editorial content that speaks effectively to healthcare audiences while reflecting each brand’s unique identity. The role calls for someone who can combine strategic thinking with strong execution to turn complex subject matter into accessible, audience-centered messaging.</p><p><br></p><p>Responsibilities:</p><p>• Create original website copy for multiple behavioral health brands, adapting messaging to suit different audiences and brand identities.</p><p>• Develop core messaging frameworks, content themes, and value propositions that strengthen each brand’s market presence.</p><p>• Maintain a consistent editorial approach by refining tone, style, and voice across digital and marketing materials.</p><p>• Write long-form articles, thought leadership pieces, and storytelling content that builds credibility and audience engagement.</p><p>• Align messaging across websites, campaigns, and other communication channels to support a cohesive brand experience.</p><p>• Produce organic social media content that reflects campaign goals and reinforces established brand voice.</p><p>• Partner with marketing, creative, and leadership stakeholders to deliver content that supports broader communications initiatives.</p><p>• Translate specialized healthcare and behavioral health topics into language that is clear, informative, and easy for target audiences to understand.</p>
We are looking for a proactive HR Generalist to join a growing team in Sunnyvale, California in a contract-to-permanent capacity. This role supports day-to-day human resources operations across recruiting coordination, employee records, payroll and benefits administration, compliance, and engagement efforts. The ideal candidate brings strong organizational skills, sound judgment with confidential information, and experience working with HRIS platforms such as ADP Workforce Now.<br><br>Responsibilities:<br>• Manage recruiting support activities by coordinating interviews, assisting with candidate flow, facilitating background screenings, and preparing onboarding documents<br>• Maintain organized and accurate personnel records while updating employee information in HR systems, including ADP Workforce Now or comparable platforms<br>• Partner with payroll and benefits contacts to process employee changes, support enrollment updates, and help ensure timely and accurate transactions<br>• Assist with onboarding, offboarding, and other key employee lifecycle processes to create a smooth and compliant experience<br>• Support performance review cycles by tracking timelines, preparing documentation, and helping managers and employees navigate required steps<br>• Help administer separation processes by preparing appropriate records and ensuring documentation is handled properly and confidentially<br>• Contribute to employee engagement programs by coordinating events, recognition activities, and communication efforts that promote a positive workplace culture<br>• Prepare HR forms, correspondence, and reports while providing general administrative support to keep department operations running efficiently<br>• Monitor HR practices for alignment with federal and state employment requirements as well as established company policies and procedures
<p>An established IP Law Firm is looking for a Legal Administrative Assistant for their San Jose branch. The ideal candidate will manage and coordinate work tasks throughout the department and serve as the first point of contact for clients and staff. Applicants should have the ability to work in-office, 5 days per week</p><p><br></p><p>• Prepare memos, reports, presentations, and other documents; responsible for drafting and editing correspondence </p><p>• Schedule appointments, meetings, events, and manage calendars; coordinate meeting logistics and catering </p><p>• Answer phones, take and relay messages </p><p>• Coordinate and schedule travel </p><p>• Prepare and submit expense reports and reconcile credit card transactions </p><p>• Assist with submitting conflict checks and opening new matters </p><p>• Enter time charges </p><p>• Assist with onboarding tasks for new hires </p><p>• Maintain files (both physical and electronic) and ensure that client related documents and correspondence are saved in the firm's document management repository </p><p>• Actively contribute to team meetings and other team related activities </p><p>• Assist with various ad-hoc tasks such as: manage inbound and outbound mail, order office supplies, liaise with building management for facility related issues </p><p>• Perform other related duties and projects as assigned </p>
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
<p>We are looking for an entry-level licensed attorney to join a busy litigation team in Oakland, California. This is a fully onsite Long-term Contract opportunity with the potential to transition into a permanent role. The position is well suited for a recently barred attorney who wants hands-on experience supporting civil litigation matters from initial case development through resolution. Candidates should be prepared to share their salary expectations as part of the application process.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare motions, legal briefs, and other court filings with attention to accuracy, deadlines, and procedural requirements.</li><li>Support discovery activities by drafting responses, reviewing produced materials, and helping organize case evidence.</li><li>Conduct legal research and summarize findings to assist with case strategy, motion practice, and issue analysis.</li><li>Collaborate with attorneys and internal stakeholders to manage litigation matters and keep cases progressing on schedule.</li><li>Monitor court deadlines, maintain case documentation, and help ensure compliance with applicable rules and filing requirements.</li><li>Assist in evaluating claims, defenses, and supporting records to strengthen case preparation and litigation readiness.</li></ul>
We are looking for an Operations Coordinator to support day-to-day business functions and help keep cross-functional activities running smoothly in Oakland, California. This Long-term Contract position is ideal for someone who can balance competing priorities, improve operational consistency, and communicate effectively with a wide range of stakeholders. The role offers the opportunity to contribute to an organization with community-focused work while strengthening administrative and operational processes.<br><br>Responsibilities:<br>• Coordinate daily operational activities across multiple workstreams, ensuring tasks are tracked, prioritized, and completed on schedule.<br>• Maintain organized administrative processes, records, and documentation to support efficient internal operations.<br>• Partner with team members and stakeholders to streamline workflows and improve consistency across business functions.<br>• Prepare clear written communications, reports, and operational updates for internal audiences.<br>• Monitor timelines, identify issues early, and help resolve process challenges with practical solutions.<br>• Support meetings, scheduling, and follow-up actions to keep projects and operational initiatives moving forward.<br>• Use Google Workspace and other relevant systems to manage information, reporting, and team coordination.<br>• Contribute to a collaborative work environment by supporting teams that serve diverse communities and organizational partners.
<p>We are looking for a dedicated and detail-oriented Event Outreach Assistant to join our team in Oakland, California. This is a long-term contract opportunity within the non-profit sector, offering an excellent chance to contribute to impactful projects while expanding your attention to detail and organizational abilities. The ideal candidate will play a key role in supporting event outreach, administrative tasks, and project coordination.</p><p><br></p><p>Responsibilities:</p><p>• Conduct outreach to firms and organizations through cold calling to promote event attendance.</p><p>• Maintain and update organizational contact lists to ensure accurate and efficient communication.</p><p>• Assist in the preparation of documents and presentations, including PowerPoint materials.</p><p>• Provide administrative support such as scanning, organizing files, and managing timelines.</p><p>• Coordinate event-related tasks, ensuring smooth execution and adherence to schedules.</p><p>• Support project management efforts by tracking progress and ensuring deadlines are met.</p><p>• Collaborate with team members to ensure successful delivery of assigned tasks.</p><p>• Manage master schedules and timelines for various projects and events.</p><p>• Perform other duties as assigned to support organizational goals and objectives.</p>
<p><strong>Front Desk Coordinator Job Description</strong></p><p>We’re seeking a polished and organized Front Desk Coordinator to manage the reception area and ensure a seamless front office experience. This role serves as the face of the organization, providing exceptional service to guests and supporting daily operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Welcome visitors and manage front desk operations with a professional, customer-focused approach</li><li>Answer and route calls, emails, and inquiries promptly</li><li>Coordinate meeting rooms, schedules, and office logistics</li><li>Manage mail, deliveries, and office supplies</li><li>Provide administrative and operational support across teams</li></ul><p><br></p>
<p>We are seeking a detail-oriented and proactive Accounts Receivable Specialist to join our team. In this role, you will be responsible for managing all aspects of accounts receivable, ensuring accuracy and timely collection while supporting branch operations and collaborating with multiple stakeholders.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Track all receivables and maintain accurate records.</li><li>Approve new customers for accounts, working closely with branch managers across multiple locations.</li><li>Interface with branch managers to resolve issues with problem accounts.</li><li>Maintain and update customer portfolios with current information.</li><li>Process customer refunds as needed.</li><li>Recommend write-offs for bad debts and service charges after Credit Manager approval.</li><li>Send statements to outstanding customers as requested and as part of the collection process.</li><li>File Preliens when required.</li><li>Work with collections attorneys and agencies to manage delinquent accounts.</li><li>Assist with contract compliance and review accounts receivable ageing.</li><li>Pull and analyze Dunn & Bradstreet reports to assess customer credit risk.</li></ul><p>Please contact <strong>Dennis Brinkmann</strong> at <strong>925-271-4809</strong> for more information or to apply.</p><p><br></p><p><br></p>
<p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Senior Client Service Associate</strong> to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.</p><p>The position blends <strong>relationship management, financial planning support, and operational oversight</strong>, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.</p><p>This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul><p><strong>Financial Planning & Client Support</strong></p><ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul><p><strong>Operations & Administration</strong></p><ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul><p><strong>Compliance & Risk Oversight</strong></p><ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul><p><br></p>