<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p>Key responsibilities include:</p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p>
We are looking for a skilled Corporate Associate Attorney to join our detail-oriented services team in Sacramento, California. The ideal candidate will have 1–4 years of experience handling corporate and business transactions, including mergers and acquisitions, entity formations, financing arrangements, and drafting complex commercial agreements. This role offers the opportunity to work closely with senior attorneys and clients from a variety of industries, contributing to their growth and success.<br><br>Responsibilities:<br>• Provide legal counsel and representation on corporate transactions, including mergers and acquisitions, entity formations, reorganizations, and sales.<br>• Draft, review, and negotiate various transactional documents, such as purchase agreements, shareholder agreements, operating agreements, and commercial contracts.<br>• Conduct thorough legal and due diligence reviews to support corporate transactions and ensure compliance.<br>• Assist with financing transactions by preparing and reviewing loan documents and related agreements.<br>• Collaborate with attorneys across practice groups, including tax and real estate, to address specialized client needs.<br>• Manage multiple assignments and priorities effectively while adhering to deadlines in a dynamic environment.<br>• Communicate clearly and effectively with clients, opposing counsel, and internal teams to facilitate successful outcomes.<br>• Stay updated on changes in corporate law and emerging industry trends to provide informed legal advice.
<p>Our client, a well-established plaintiff-side labor and employment law firm, is seeking a Legal Assistant to join its collaborative team. This position offers the opportunity to support attorneys representing labor unions and employees in a variety of workplace, public sector, and labor-related matters.</p><p><br></p><p>The ideal candidate is eager to take on substantive legal work while also assisting with the day-to-day support responsibilities that help keep matters moving efficiently. This is a contract-to-hire opportunity with conversion based on performance, fit, and business needs.</p><p><br></p><p>The candidate will be expected to report on-site in Emeryville for the first 90 days, and then transition to a hybrid schedule.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support attorneys handling labor and employment disputes, grievance matters, administrative proceedings, and civil litigation</li><li>Draft correspondence, pleadings, discovery requests and responses, subpoenas, and other legal documents</li><li>Conduct legal, factual, and public records research</li><li>Assist with document collection, review, organization, and production</li><li>Prepare exhibits, hearing binders, arbitration materials, and case files</li><li>Track deadlines and maintain case calendars</li><li>Coordinate filings with courts, administrative agencies, and related entities</li><li>Communicate with clients, union representatives, opposing counsel, and third parties regarding case-related matters</li><li>Assist with witness interviews, case preparation, and hearing or trial support</li><li>Provide administrative and secretarial support as needed, including scheduling, document formatting, expense processing, and file management</li></ul>
We are looking for a highly organized Legal Secretary to support attorneys with litigation, intellectual property, and administrative matters in Redwood City, California. This position plays a key role in keeping case activity, filings, scheduling, and client communications running smoothly while maintaining accuracy and confidentiality. The ideal candidate brings strong judgment, excellent communication skills, and the ability to manage multiple priorities in a fast-paced legal environment.<br><br>Responsibilities:<br>• Submit court filings electronically in state, federal, and appellate venues while ensuring documents meet procedural requirements.<br>• Maintain calendars for hearings, filing dates, trademark matters, and other critical case milestones to help attorneys stay ahead of deadlines.<br>• Prepare engagement documents, client correspondence, and other legal support materials with a high level of accuracy and care.<br>• Arrange logistics for depositions, trials, meetings, travel, and related events, including preparation of agendas and supporting documents.<br>• Handle attorney admissions, memberships, continuing education records, and required registrations in an organized manner.<br>• File and track materials with relevant agencies and courts, and keep both physical and digital case records current and accessible.<br>• Support billing and financial administration by processing expenses, assisting with invoices, and helping reconcile related records.<br>• Conduct basic legal or business research, summarize findings, and assist with reports, outreach, and other administrative projects as needed.<br>• Open new matters, assist with conflict review processes, and provide backup coverage for other legal support team members when required.
We are looking for an experienced Legal Secretary to join our team in Oakland, California. This role requires someone who excels in supporting litigation processes, managing schedules, and handling legal documentation with precision. The ideal candidate is detail-oriented, organized, and capable of working collaboratively in a hybrid work environment.<br><br>Responsibilities:<br>• Handle electronic filing (e-filing) with courts, ensuring accuracy and timely submission.<br>• Manage manual calendaring tasks, including tracking deadlines and scheduling court appearances.<br>• Conduct conflict checks to ensure compliance and avoid scheduling conflicts.<br>• Prepare and format legal documents, including tables of authorities (TOAs) and tables of contents (TOCs).<br>• Collaborate with attorneys to facilitate smooth litigation processes and provide administrative support.<br>• Maintain accurate records of legal proceedings and filings.<br>• Coordinate trial preparation tasks when required, supporting attorneys with necessary documentation and logistics.<br>• Communicate effectively with court personnel and other legal professionals to resolve filing issues.<br>• Assist with dictation tasks and transcription as needed.
<p>We are looking for a skilled Legal Secretary to join our team in Emeryville, California. In this role, you will support our legal professionals in managing litigation cases, ensuring smooth coordination of administrative and legal processes. The ideal candidate will bring extensive experience in litigation and e-filing, along with a proactive approach to organizational and communication tasks. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and format legal documents and pleadings for submission in state and federal courts through e-filing systems.</p><p>• Maintain and monitor case calendars, ensuring all deadlines and court appearances are accurately tracked.</p><p>• Organize and manage both physical and electronic case files, including discovery materials and correspondence.</p><p>• Draft, proofread, and finalize legal correspondence, including letters and memoranda.</p><p>• Coordinate with attorneys, clients, and court staff to update case statuses and ensure procedural compliance.</p><p>• Assist in trial preparation by compiling exhibits, creating witness lists, and assembling trial binders.</p><p>• Schedule and organize meetings, depositions, and conference calls, as well as arrange travel plans when necessary.</p><p>• Respond promptly to attorney and client inquiries, proactively managing workflows to meet critical deadlines.</p>
We are looking for an experienced Legal Secretary to support litigation attorneys in a fast-paced services environment in California. This role is ideal for someone who brings strong organizational skills, excellent written communication, and a sharp eye for detail to legal administrative work. The position involves managing critical deadlines, preparing court-related documents, and helping attorneys stay organized and responsive throughout the litigation process.<br><br>Responsibilities:<br>• Coordinate attorney calendars, schedule meetings, and track important court dates and filing deadlines.<br>• Prepare, format, and submit legal documents through electronic court filing systems in accordance with court rules.<br>• Review correspondence, pleadings, and other legal materials for accuracy, grammar, and formatting before distribution or filing.<br>• Transcribe dictated notes, legal content, and attorney instructions into clear and accurate documents.<br>• Maintain organized case files and ensure records, pleadings, and supporting materials are updated and easy to retrieve.<br>• Communicate with courts, clients, and internal team members regarding scheduling, filings, and document requirements.<br>• Provide day-to-day administrative support to litigation attorneys to help move matters forward efficiently.
<p>We are looking for a detail-oriented Legal Secretary to provide immediate on-site support for a busy legal team in Oakland, California that handles plaintiff-side personal injury matters. This contract-to-hire position is ideal for someone who can keep case activity organized, manage deadlines accurately, and handle court-related filings with confidence. The role will primarily assist attorneys with day-to-day administrative and legal support, including work that may involve personal injury matters.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare, review, and submit legal documents through electronic filing systems in accordance with court deadlines and procedural requirements.</p><p>• Maintain attorney calendars by tracking hearings, filing dates, appointments, and other critical case milestones.</p><p>• Coordinate court filings and related documentation to help ensure matters move forward efficiently and on schedule.</p><p>• Provide administrative and legal support to attorneys by organizing case materials, correspondence, and records.</p><p>• Monitor deadlines and follow up on time-sensitive tasks to support accurate and timely case management.</p><p>• Communicate professionally with courts, clients, and internal team members regarding scheduling and document handling.</p><p>• Assist with legal matters that may include personal injury cases, depending on team needs and assignment priorities </p>
<p>Robert Half is working with a reputable law firm seeking a Legal Secretary to support a Managing Partner in a busy litigation practice. This is a contract-to-hire opportunity for a highly organized professional who can manage multiple priorities, work independently, and deliver accurate, high-quality work in a fast-paced environment. The ideal candidate is detail-oriented, proactive, and interested in a long-term opportunity with growth potential.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide high-level administrative and litigation support to a Managing Partner.</li><li>Prepare, edit, and proofread legal correspondence, letters, and other documents.</li><li>Manage attorney time entry and billing submissions.</li><li>Review, organize, and process documents using legal practice management systems, including Prevail.</li><li>Coordinate attorney calendars, deadlines, and daily workflow.</li><li>Maintain organized files and handle confidential information with discretion.</li><li>Prioritize and manage multiple assignments in a fast-paced environment.</li><li>Take ownership of tasks and work independently with minimal supervision.</li><li>Ensure all work product is accurate, professional, and completed in a timely manner.</li></ul>
<p>We are looking for a skilled Legal Secretary to join our team in San Francisco, California. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and format legal documents in compliance with local court rules.</p><p>• Submit filings electronically and physically to the appropriate courts.</p><p>• Maintain and update case and trial lists on a regular basis.</p><p>• Coordinate trial preparation tasks, including creating binders, indices, and exhibits.</p><p>• Schedule meetings, depositions, and conference rooms, ensuring all technological needs are arranged.</p><p>• Communicate professionally with clients, vendors, and opposing counsel.</p><p>• Process invoices and ensure timely submission to the accounting department.</p><p>• Manage calendars by recording events in ProLaw and Microsoft Outlook, while calculating and monitoring legal deadlines.</p><p>• Keep files organized and up to date in electronic formats, adhering to firm policies.</p><p>• Assist with general office tasks such as sorting mail, maintaining common areas, and ordering supplies.</p>
We are looking for an experienced Legal Secretary to support a civil litigation practice in California. This role is ideal for a highly organized, detail-oriented individual who can manage court-related documentation, maintain critical deadlines, and communicate effectively with attorneys, clients, and external parties. The successful candidate will bring strong knowledge of filing procedures, calendaring requirements, and document preparation standards in a fast-paced legal environment.<br><br>Responsibilities:<br>• Manage day-to-day communication with clients, opposing counsel, court personnel, and internal team members to keep matters moving efficiently.<br>• Prepare, revise, and format legal documents in accordance with applicable court rules and filing standards.<br>• Draft litigation materials such as pleadings and discovery documents under attorney direction.<br>• Submit documents through electronic filing systems and complete physical court filings when required for state and federal matters.<br>• Maintain organized electronic case records, monitor litigation databases, and ensure firm procedures are followed consistently.<br>• Track and calculate filing dates and other key deadlines using local, state, federal, and appellate rules.<br>• Coordinate attorney schedules by managing court appearances, meetings, and case-related deadlines.<br>• Arrange litigation logistics, including depositions, inspections, and other case events, while keeping stakeholders informed of upcoming obligations.<br>• Provide administrative and trial preparation support throughout all stages of civil litigation and assist colleagues with coverage as needed.
We are looking for an experienced Legal Secretary to support a busy litigation practice in San Francisco, California. This position is ideal for someone who thrives in a demanding legal setting, brings strong commercial litigation knowledge, and can manage priorities with confidence and precision. The successful candidate will play a key role in keeping matters organized, filings on track, and attorneys well supported in a sophisticated, partner-driven environment.<br><br>Responsibilities:<br>• Prepare, format, and revise litigation materials such as pleadings, motions, discovery documents, correspondence, and other court-related submissions.<br>• Handle electronic filing for matters in state and federal courts, including trial and appellate filings, while ensuring compliance with applicable rules and deadlines.<br>• Maintain organized electronic matter files and manage document workflows within the firm's records and document management systems.<br>• Coordinate new matter intake and support ongoing file administration to ensure records remain accurate, accessible, and up to date.<br>• Assist with attorney time entry, billing support, travel arrangements, and expense processing as part of daily practice operations.<br>• Manage calendars and track important litigation deadlines, court dates, and related scheduling needs for assigned attorneys.<br>• Communicate professionally with clients, attorneys, court personnel, and internal staff to support efficient handling of active matters.<br>• Provide dependable administrative and litigation support in a high-volume practice, taking initiative and maintaining ownership of assigned work.
We are looking for an experienced Legal Secretary to support a busy commercial litigation practice. This role is well suited for a confident, detail-oriented individual who can manage competing priorities, maintain accuracy under pressure, and contribute effectively in a high-volume, partner-driven environment. The ideal candidate brings strong litigation support experience, takes initiative without constant direction, and is ready to assume ownership of daily responsibilities from the start.<br><br>Responsibilities:<br>• Prepare, review, and submit court filings in state and federal courts, ensuring all documents meet procedural rules and deadlines.<br>• Maintain complex litigation calendars by tracking hearings, filing dates, court appearances, and other case-related milestones.<br>• Support attorneys with document preparation, revisions, formatting, and transcription from dictated material as needed.<br>• Coordinate case materials, correspondence, and legal records so files remain organized, current, and readily accessible.<br>• Monitor multiple active matters at once and adjust priorities quickly to meet urgent deadlines in a fast-paced practice.<br>• Communicate with attorneys, court personnel, and internal teams to facilitate efficient handling of litigation matters.<br>• Take ownership of assigned work by anticipating needs, following through on deliverables, and helping keep matters on schedule.
<p>We are looking for a detail-oriented Legal Secretary to support litigation matters in Redwood City, California. This role focuses on preparing court-ready documents, coordinating filings, and maintaining organized case materials while working closely with attorneys, paralegals, and litigation support colleagues. The ideal candidate brings strong knowledge of filing procedures, excellent document formatting skills, and the ability to manage deadlines in a fast-paced legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Draft, revise, proofread, and finalize litigation documents such as motions, briefs, and related court submissions before filing.</p><p>• Produce accurate tables of contents and tables of authorities, and apply advanced formatting tools to ensure consistency across legal documents.</p><p>• Prepare final filing sets in PDF format, including bookmarking, pagination, and layout adjustments that meet court submission requirements.</p><p>• Partner with paralegals and legal team members to assemble exhibits, appendices, and supporting records for filings and case materials.</p><p>• Monitor applicable court rules, filing procedures, and judge-specific requirements to help maintain compliance across matters.</p><p>• Keep case information records current by updating deadlines, court details, captions, and service lists with accuracy.</p><p>• Manage the storage and organization of draft and final documents within litigation document management systems while preserving accessibility and security.</p><p>• Support shared litigation workflows by responding to team assignments, assisting with filing requests, and helping coordinate coverage for urgent or after-hours submissions.</p><p>• Follow established litigation support procedures and practice guidelines to promote consistency, quality, and compliance in daily work.</p>
<p>We are looking for a skilled Legal Secretary to join a midsized firm in the East Bay. This role requires a detail-oriented individual with substantial experience in litigation matters, ideally with exposure to labor and employment cases. You will play a critical role in supporting attorneys through administrative tasks, document preparation, court filings, and calendar management. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Draft and format legal documents, including correspondence, reports, pleadings, and memoranda, using word processing software.</p><p>• File legal documents electronically and physically with district and federal courts, as well as administrative agencies, ensuring compliance with rules and deadlines.</p><p>• Manage schedules and deadlines by maintaining calendar and docket systems, sending reminders, and organizing appointments.</p><p>• Handle incoming phone calls, take detailed messages, and route calls appropriately.</p><p>• Coordinate outgoing mail and deliveries to ensure timely distribution.</p><p>• Organize and maintain client files, ensuring all documents are appropriately indexed and accessible.</p><p>• Assist with travel arrangements, including booking flights, accommodations, and other logistics.</p><p>• Conduct research on state and federal court rules and procedures as needed.</p><p>• Train new team members on office procedures and specialized software.</p><p>• Communicate with courts, clients, co-counsel, opposing counsel, and arbitrators to schedule hearings, arbitrations, and other events.</p>
<p>Our client in San Francisco is seeking a full-time Litigation Associate with four to seven years of substantive litigation experience, including meaningful wage and hour experience. The Associate handles cases in all phases of litigation including legal research, drafting pleadings and discovery, attending hearings and depositions, arguing motions, and assisting with trial preparation. This role primarily supports the Firm’s Labor & Employment practice group, with support to the Firm’s broader Litigation practice group. The ideal candidate will have experience defending employers in wage and hour matters (including PAGA and class actions), including experience calculating damages. The candidate should also have experience defending discrimination, harassment, and retaliation claims in court, arbitration, and before administrative agencies (including the Labor Commissioner and the EEOC), with responsibility for pleadings, motion practice, and discovery. </p><p><br></p><p>The associate will have the opportunity to work on sophisticated, complex litigation matters and will collaborate closely with experienced litigators and trial lawyers. This role offers meaningful responsibility and hands-on experience across all phases of litigation, with the opportunity to develop strategic, practical advocacy skills. The successful candidate will have a distinguished academic background and exceptional research, writing, analytical, and interpersonal skills.</p><p><br></p><p>RESPONSIBILITIES</p><p>• Handle litigation matters through all phases, including pre-litigation strategy, pleadings, discovery, law and motion practice, mediation, trial preparation, and post-trial proceedings</p><p>• Draft high-quality pleadings, motions, briefs, and discovery requests and responses, including dispositive motions such as demurrers and motions for summary judgment</p><p>• Participate in conducting and defending depositions, preparing witnesses for depositions and hearings, and respond to written discovery requests</p><p>• Appear at hearings, case management conferences, mediations, and arbitrations</p><p>• Support matters involving complex employment matters, including wage and hour class actions, PAGA representative actions, and various other employment disputes</p><p>• Assist shareholders advising employer clients on a range of employment law compliance issues, including conducting legal research, participating in pre-litigation investigations (including witness interviews), and reviewing and drafting employee policies and handbooks</p><p>• Collaborate closely with partners to develop litigation strategy and advance cases toward resolution</p><p>• Prepare matters for mediation and trial, including developing case themes, coordinating key tasks, and collaborating with experts as needed</p><p>• Communicate regularly with clients, opposing counsel, courts, and third-party vendors to advance cases efficiently</p><p><br></p><p><br></p>
We are looking for an experienced Senior Employment Attorney to join a legal team serving clients in California. This position focuses on guiding employers through complex workplace matters, handling disputes, and delivering practical legal advice that helps reduce risk. The ideal candidate brings deep knowledge of California labor and employment law, sound judgment, and the ability to lead sophisticated matters while building strong client relationships.<br><br>Responsibilities:<br>• Lead labor and employment disputes through all phases, from early assessment and strategy development to settlement or final resolution.<br>• Advocate for clients in arbitration proceedings, agency matters, and other employment-related hearings.<br>• Direct workplace investigations involving employee complaints, policy concerns, and sensitive personnel issues, while preparing clear findings and recommendations.<br>• Advise employers on labor and employment questions, offering practical guidance on compliance, risk management, and day-to-day workplace decisions.<br>• Design and present training sessions for clients on employment practices, legal developments, and preventive compliance measures.<br>• Build trusted relationships with clients by serving as a strategic advisor on ongoing workplace and personnel matters.<br>• Review, draft, and refine legal arguments, case filings, and other written work product to support effective representation.<br>• Support the growth of the legal team by coaching entry-level attorneys, sharing subject matter knowledge, and providing guidance on case strategy.
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p>Key responsibilities include:</p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p>
<p>We are looking for an Employment Staff Attorney to provide high-quality legal representation and advocacy for low-income workers in San Rafael, California. </p><p><br></p><p>Responsibilities:</p><p>• Conduct intake meetings, assess facts, analyze legal issues, and perform thorough research to support case strategy and advice.</p><p>• Lead community presentations and participate in outreach activities that increase awareness of workplace rights and available legal resources.</p><p>• Negotiate with employers and opposing counsel to pursue favorable resolutions through settlement when appropriate.</p><p>• Advocate for clients in administrative proceedings and court matters, including support for broader litigation efforts aligned with organizational priorities.</p><p>• Provide direction, mentoring, and training to legal support staff, interns, and volunteers as needed.</p><p>• Partner with internal staff to maintain strong service delivery, track case progress, and uphold high standards of representation.</p><p>• Maintain accurate case files, time records, and outcome data to support compliance, reporting, fundraising, and program evaluation.</p>
<p>We are looking for a detail-oriented Paralegal/Legal Assistant to support an in-house litigation team. Company is based in South San Francisco, California. The ideal candidate will have 4+ years of litigation experience and strong case management experience. </p><p><br></p><p>Responsibilities:</p><p>• Oversee litigation files from initial complaint through resolution, helping maintain progress at each stage of the case.</p><p>• Coordinate calendars, monitor court deadlines, and ensure key dates, hearings, and filing requirements are tracked accurately.</p><p>• Prepare, review, and electronically submit pleadings and other legal documents to the appropriate courts.</p><p>• Draft case management conference statements and assist with related court-mandated submissions.</p><p>• Support discovery efforts by preparing written discovery, organizing responses, and following up on required documentation.</p><p>• Communicate with clients to gather information and records needed for discovery responses and ongoing case development.</p><p>• Assist with motion-related filings and help organize supporting responses and related documentation.</p><p>• Compile, format, and finalize court documents and filing materials in advance of hearings and trial preparation.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Financial Advisor | Wealth Management | San Francisco; Hybrid</strong></p><p> </p><p>A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.</p><p> </p><p>This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
We are looking for an accomplished Natural Resources Attorney to support complex matters involving environmental regulation, land use, and resource-related legal issues in Lafayette, California. This opportunity is suited for a lawyer who can provide practical guidance, manage sophisticated legal work, and collaborate effectively with clients and internal teams. The ideal candidate brings strong experience in natural resources law and a solid understanding of regulatory compliance in a dynamic legal environment.<br><br>Responsibilities:<br>• Advise clients on legal matters involving natural resources, environmental requirements, land use considerations, and related regulatory frameworks.<br>• Manage a range of legal matters from initial analysis through resolution, including strategy development, drafting, and client counseling.<br>• Interpret federal, state, and local regulations and translate complex legal obligations into clear, actionable guidance for clients.<br>• Prepare, review, and refine legal documents such as memoranda, agreements, filings, and other matter-related materials.<br>• Represent client interests in negotiations, administrative proceedings, and other interactions connected to environmental and resource issues.<br>• Work closely with colleagues across related practice areas to deliver coordinated legal solutions on multifaceted matters.<br>• Conduct thorough legal research and evaluate emerging developments that may affect client operations or project objectives.
<p>We are looking for an Immigration Staff Attorney to provide high-quality legal representation and guidance to immigrant community members in the North Bay area. </p><p><br></p><p>Responsibilities:</p><p>• Deliver immigration legal services to underserved community members through direct representation, case strategy, and client advocacy.</p><p>• Interview clients, assess case facts, and perform legal research to develop sound immigration case recommendations and filings.</p><p>• Provide community-based legal education, consultations, and brief service support through outreach clinics, intake events, and off-site service locations, including regular weekly coverage at a partner community organization.</p><p>• Maintain accurate case and program records to satisfy reporting obligations, ethical standards, outcome tracking, and organizational funding needs.</p><p>• Contribute to additional projects that support the growth and long-term success of the organization’s immigration legal services program.</p>
<p>A San Francisco–based law firm is seeking a professional and client-focused Legal Receptionist to serve as the first point of contact for attorneys, clients, and visitors. This is a contract-to-hire opportunity for someone who excels in a fast-paced, detail-oriented legal environment and takes pride in providing exceptional front-desk and administrative support. The Legal Receptionist will manage daily reception operations, maintain a welcoming office atmosphere, and support attorneys and legal staff with light administrative tasks to ensure smooth day-to-day operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Greet and assist clients, visitors, and vendors in a professional and courteous manner</li><li>Answer and route incoming phone calls, take accurate messages, and manage voicemail systems</li><li>Maintain lobby, conference rooms, and reception areas to ensure a polished and organized office environment</li><li>Coordinate conference room scheduling and assist with meeting setup as needed</li><li>Receive, sort, and distribute mail and courier deliveries</li><li>Assist with basic administrative tasks such as data entry, filing, scanning, and document preparation</li><li>Support attorneys, paralegals, and legal assistants with ad hoc administrative requests</li><li>Monitor office supplies and coordinate restocking as needed</li><li>Ensure compliance with firm confidentiality and professionalism standards</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><strong>Compensation: $115,000–$140,000 DOE</strong></p><p><br></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.</p><p>The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>