We are looking for an experienced Attorney to join our growing law firm in Lafayette, California. In this role, you will focus on community association law, a dynamic field that encompasses multiple legal disciplines such as contract law, real property, corporate law, housing regulations, torts, and insurance. This position offers an exciting opportunity for growth in a practice that serves a wide range of common interest developments.<br><br>Responsibilities:<br>• Handle a diverse caseload involving community association law, including contracts, real property, corporate law, and housing regulations.<br>• Draft and review legal documents such as motions, briefs, and discovery materials to support case strategies.<br>• Represent clients in court proceedings, mediation, and other legal forums with expertise and attention to detail.<br>• Provide legal counsel to clients, ensuring clear communication and strategic guidance.<br>• Conduct thorough legal research to support case preparation and client advisement.<br>• Collaborate with team members to develop innovative solutions for complex legal issues.<br>• Maintain accurate and timely records of billable hours to meet annual requirements.<br>• Stay updated on relevant laws and regulations affecting community association governance.<br>• Build strong relationships with clients to foster trust and long-term partnerships.
<p>We are seeking a detail-oriented Accounts Receivable <strong>(AR) Clerk </strong>to join our Full-Time Engagement Professionals (FTEP) program at Robert Half. As a full-time employee of Robert Half, you will be deployed to support clients with critical accounting projects or interim work needs. This unique opportunity offers the stability of a full-time position while providing exposure to various clients and industries.</p><p><br></p><p>To apply, please call Tawnia Kirshen at (925)274-5416 of you can find me on LinkedIn and send me your resume directly to my Robert Half email. Thank you! </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and manage accounts receivable transactions, including posting payments and generating invoices.</li><li>Monitor and maintain customer accounts to ensure timely collections and address any discrepancies.</li><li>Reconcile accounts receivable ledger to ensure accurate reporting and resolving inconsistencies.</li><li>Respond to client inquiries and maintain professional relationships with customers to facilitate payment resolution.</li><li>Assist in preparing financial reports related to receivables and perform analysis as needed.</li><li>Support month-end and year-end close processes for accounts receivable. Support Accounts Payable</li></ul>
<p>We are looking for a detail-oriented Project Accountant to join our team in Pleasant Hill, California. The ideal candidate will oversee financial processes related to project accounting, ensuring accuracy and compliance with company standards. This role requires a proactive individual with expertise in account reconciliation, billing, and financial reporting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process day-to-day accounting tasks, including accounts receivable/payable, job costing, banking, and PO/subcontract management.</li><li>Submit payroll to third-party provider; manage retirement and union payments, and update payroll-related records.</li><li>Enter invoices, issue AP checks, and handle 1099 preparation.</li><li>Oversee subcontractor billing and ensure up-to-date Certificates of Insurance (COIs).</li><li>Reconcile bank accounts monthly.</li><li>Maintain job cost accounting; prepare budgets, change orders, and Work-In-Progress (WIP) reports.</li><li>Track and record prepaid expenses (e.g., property taxes, insurance).</li><li>Support timely and accurate financial reporting on a monthly, quarterly, and annual basis; collaborate with CPA on required schedules.</li><li>Conduct monthly analysis of key financial metrics and implement improved reporting processes.</li><li>Provide financial insights and advice to ownership and management for process improvements.</li><li>Manage company cash flow and forecasting, reporting regularly to ownership.</li><li>Create annual budgets, rolling forecasts, and perform budget vs. actual variance analysis.</li><li>Assist with state business registrations, licenses, and various tax matters.</li><li>Coordinate with CPA firm for annual financial statement review and tax preparation.</li><li>Liaise with external parties including banks, bonding companies, insurance providers, and brokers.</li></ul><p><br></p>
<p>We are looking for a detail-oriented bilingual Spanish Administrative Assistant to join our team in Pittsburg, California. This is a Contract-to-permanent position, offering the opportunity to contribute to essential administrative tasks while supporting organizational operations. The ideal candidate will bring strong organizational skills and the ability to manage multiple priorities efficiently.</p><p><br></p><p>Duties</p><p> Attend mandatory staff meetings.</p><p> Process all incoming court papers/referrals.</p><p> Audit Client files.</p><p> Answer phones, faxes and email as required.</p><p> Daily data entry, extraction, and attendance on all clients.</p><p> Maintain all correspondence.</p><p> Maintain class rosters.</p><p> Assign Intake appointments.</p><p> Inputting DMV Terminations, Completions, and Certifications</p><p> Other duties as required.</p><p><br></p><p>Qualifications</p><p> Good organizational skills including timely filing of paperwork.</p><p> Computer and phone skills a must.</p><p> Must be Culturally competent.</p><p> Understanding of recovery terminology.</p><p> Good written and verbal skills.</p><p> Medical clearance.</p><p> Experience with ADM Software a plus!</p><p><br></p><p>You must be bilingual in English and Spanish to be considered. Submit your resume today! </p>
<p>Reputable law firm is seeking a workers compensation attorney to join their Bay Area team. This role offers remote flexibility and excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Litigate workers' compensation cases </p><p>• Make court appearances as required</p><p>• Conduct depositions as part of the litigation process</p><p>• Handle your own caseload, depending on your level of experience</p><p>• Work with a high level of independence, while also collaborating with our team when necessary.</p>
<p>Our client is seeking a Receptionist for a short term role. If you have excellent communication skills, are highly organized, and enjoy delivering great customer service, we’d love to have you on our team!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors, clients, and employees in a courteous and professional manner.</li><li>Answer and direct phone calls, emails, and other inquiries to the appropriate departments.</li><li>Assist with scheduling meetings, appointments, and maintaining conference room calendars.</li><li>Monitor and manage front desk activities, including mail distribution, package handling, and office supply inventory.</li><li>Provide information about the company, its services, and policies to clients and guests.</li><li>Maintain a clean, organized, and orderly reception area.</li><li>Assist with administrative tasks, including data entry, filing, and document preparation, as needed.</li><li>Collaborate with other departments to ensure smooth daily operations.</li></ul>
<p>Are you passionate about helping individuals navigate housing challenges and committed to providing exceptional customer service? This role offers the opportunity to make a difference in the lives of those seeking housing assistance while leveraging your organizational, interpersonal, and analytical skills. We are seeking a detail-oriented and compassionate Housing Program Specialist to join our team!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Conduct interviews with clients or applicants for public housing assistance and assist them with completing required application and declaration forms.</li><li>Gather information from previous landlords, social service departments, and other agencies to verify applicant circumstances.</li><li>Assess eligibility factors against established criteria and make determinations regarding eligibility.</li><li>Maintain accurate client records and files, document and verify client changes, and oversee annual participant activities. Duties include annual reexaminations, interim reexaminations, terminations, and portability processes.</li><li>Calculate housing allowances to establish rent levels, determine continuation, modifications, or terminations of assistance programs.</li><li>Issue housing vouchers and lead briefings for unit transfers or moves.</li><li>Ensure accurate data entry for monitoring annual activities, generating reports, HUD documentation, lease creation, contract documents, and other related notices.</li><li>Facilitate meetings with applicants, participants, landlords, and staff and mediate conflicts in compliance with housing regulations.</li><li>Deliver courteous and confidential customer service by answering inquiries about Housing Authority services through various communication channels.</li><li>Prepare and manage various forms and necessary documents required by Federal, State, and County governments. Respond to correspondence and inquiries regarding housing programs.</li><li>Provide interpretations of program regulations and communicate relevant information to applicants, participants, landlords, and the general public.</li><li>Operate office equipment, including personal computers and modern office software, to perform essential duties efficiently.</li><li>Perform related duties as assigned.</li></ul>
<p>We’re looking for a <strong>Property Manager</strong> with affordable housing experience, but most importantly, we want someone with a warm, approachable personality who enjoys working with people. If you’re ready to lead with kindness and expertise, keep reading!</p><p><br></p><p>As our Property Manager, you’ll be the go-to person for everything related to the smooth operation of our affordable housing properties. With a mix of strategic thinking and day-to-day connection with residents and team members, this role is equal parts leadership and heart. We need someone who can navigate compliance and financials just as easily as they can earn trust and build solid relationships with tenants, staff, and the community.</p>
<p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><br></p><p><strong>Compensation:</strong> $95,000–$115,000, commensurate with experience</p><p><strong>Location:</strong> San Francisco, CA (hybrid work structure)</p><p> </p><p><strong>Core Responsibilities</strong></p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and enhance internal and external dashboards to provide visibility into asset performance</li><li>Contribute to investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by </li></ul><p><br></p>
<p><strong>The Full-Time Engagement Professionals Team at Robert Half </strong>is <strong>seeking </strong>a <strong>Senior Accountant</strong> to join our full-time team and support a variety of client projects across <strong>Contra Costa County, the Tri-Valley,</strong> and occasionally remote.</p><p>If you thrive on variety, enjoy working across industries, and want to make a real impact through meaningful work — this could be the perfect next step in your accounting career.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p> Job Duties:</p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support junior accounting staff.</li></ul>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>An innovative early-stage venture capital firm focused on frontier technologies is seeking a <strong>Finance Associate – Tax</strong> to join its finance and operations team. This high-impact role offers hands-on experience across fund operations, tax compliance, and strategic initiatives, with exposure to emerging sectors such as crypto, AI, and next-gen platforms.</p><p><br></p><p>This position is ideal for a self-motivated with strong tax expertise, sharp attention to detail, and a passion for working in fast-moving, technology-driven environments.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Tax & Compliance</strong></p><ul><li>Manage the full tax compliance process for funds, general partners, and the management company</li><li>Review tax filings prepared by advisors, including returns, K-1s, and foreign disclosures</li><li>Oversee estimated tax calculations and ensure timely payments</li><li>Conduct tax research and validate third-party recommendations</li><li>Respond to investor tax inquiries and lead ad hoc tax research initiatives</li></ul><p><strong>Finance & Operations</strong></p><ul><li>Review quarterly fund financials and NAV reports produced by fund administrators</li><li>Support annual audits and financial statement reviews</li><li>Track fund performance, valuations, and investment activity</li><li>Assist with day-to-day operations including capital calls, distributions, and accounts payable</li><li>Respond to investor requests and support finance-related inquiries</li><li>Participate in cross-functional projects aimed at enhancing financial systems and processes</li></ul><p><strong>What We Offer</strong></p><ul><li>A collaborative, mission-driven culture at the intersection of finance and emerging technology</li><li>Exposure to senior leadership and high-level strategic decision-making</li><li>The opportunity to help build scalable, tech-enabled financial infrastructure</li><li>A flexible hybrid or remote work model that supports work-life balance</li></ul>
<p>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Accountant </strong>at an Established <strong>Thriving Real Estate Company</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The client specializes in transforming large, complex properties into vibrant mixed-use communities. Every project is different, offering variety and the chance to work on high-impact developments that shape entire neighborhoods.</p><p> </p><p>You’ll be part of a <strong>collaborative team</strong> that values creative thinking, problem-solving, and long-term growth. The company offers a stable environment with <strong>strong team tenure</strong> and plenty of opportunities to take ownership.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly, quarterly, and annual financial statements</li><li>Handle reconciliations, variance analysis, and month-end close</li><li>Record daily transactions and ensure accurate accruals</li><li>Review contracts and apply the correct accounting treatment</li><li>Track project gains using the percentage-of-completion method</li><li>Work closely with project managers to support budgeting and reporting</li><li>Manage job cost closeouts, fixed assets, and tax payments</li><li>Support audits, tax prep, and other ad hoc reporting as needed</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a dedicated Office Manager with expertise in healthcare operations to oversee the daily management of clinic activities in Emeryville, California. This Contract-to-Permanent position involves ensuring smooth workflows, delivering exceptional patient experiences, and fostering collaboration among staff and physicians. The ideal candidate will bring strong organizational skills and a commitment to driving efficiency and excellence in a healthcare setting.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and manage the day-to-day operations of one or more clinic locations, ensuring high-quality patient care and satisfaction.</p><p>• Partner with site physicians to address operational needs, streamline workflows, and enhance service delivery.</p><p>• Monitor clinic budgets, control expenditures, and prepare detailed financial reports to ensure financial efficiency.</p><p>• Supervise and coach staff to maintain high performance standards and foster growth.</p><p>• Implement and audit standard operating procedures to ensure compliance and optimal resource utilization.</p><p>• Manage revenue cycle operations, including charge reconciliation, to meet financial targets and present monthly revenue reports.</p><p>• Address concerns raised by staff, providers, and patients, promoting a culture of trust and collaborative problem-solving.</p><p>• Evaluate patient satisfaction survey results and develop strategies for continuous improvement.</p><p>• Handle hiring, staffing, and performance evaluations to build a strong, motivated team.</p><p>• Maintain strict confidentiality and uphold ethical standards in all interactions.</p><p><br></p><p>If you are interested in this role please apply immediately and call us at (510) 470-7450</p>
<p>Reputable mid-sized firm is seeking a senior real estate litigation attorney with an interest in advancing their career in a growing industry to join them. Do you have a love for the legal field? This highly ranked firm is looking for a licensed attorney. The permanent Attorney can work remotely from anywhere in CA. </p><p><br></p><p>Your responsibilities</p><p><br></p><p>- Analyze and summarize legal documents</p><p><br></p><p>- Legal research and drafting of a wide range of legal documents</p><p><br></p><p>- Communicate with clients and opposing counsel</p><p><br></p><p>- Supporting attorneys and staff within the practice groups department</p>
<p>Are you a driven, detail-oriented HR professional looking to elevate your career? Robert Half is partnering with organizations to find an experienced <strong>Human Resources (HR) Specialist</strong> who thrives in dynamic environments and excels in managing diverse HR functions. If you're passionate about making a tangible impact and enjoy working with people at all levels of an organization, we encourage you to apply!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Employee Onboarding and Offboarding:</strong> Coordinate orientation and onboarding sessions for new hires, ensuring a seamless integration into the organization, and manage all paperwork for employee exits.</li><li><strong>HR Policy Management:</strong> Assist in developing, implementing, and reviewing HR policies to ensure compliance with company standards and federal/state laws.</li><li><strong>Recruitment Support:</strong> Partner with hiring managers to post job positions, screen resumes, and schedule interviews. Work to source and secure top talent to meet organizational needs.</li><li><strong>Employee Relations:</strong> Act as a point of contact to address employee inquiries, mediate workplace conflicts, and promote employee satisfaction.</li><li><strong>Data Management:</strong> Maintain and update employee records in HR systems, ensuring accuracy and confidentiality of sensitive information.</li><li><strong>Compliance and Reporting:</strong> Prepare and maintain compliance-related documents, such as EEO, ADA, and other regulatory requirements. Provide HR metrics and reports to senior management as needed.</li><li><strong>Benefits Administration:</strong> Assist employees with benefit plans, answer questions regarding enrollment, and troubleshoot issues with service providers.</li></ul><p><br></p>
<p>San Francisco Civil Litigation Firm Seeks Associate Attorney</p><p><br></p><p>We are a civil litigation firm seeking a motivated and detail-oriented attorney to join our team. We offer a diverse caseload with opportunities to gain experience in various areas of civil litigation, including public entity defense and construction defect. </p><p><br></p><p>Responsibilities:</p><ul><li>Handle all aspects of assigned cases, including drafting pleadings, conducting and defending depositions, managing discovery, and attending court hearings.</li><li>Provide timely and accurate advice and counsel to clients.</li><li>Work independently and collaboratively with senior attorneys and support staff.</li><li>Maintain a high level of organization and efficiency while managing a diverse caseload.</li><li>Additional responsibilities may include document review, legal research, and motion practice.</li></ul><p><br></p>
<p>We are looking for a dedicated Human Resources Representative with a strong background in labor relations to join our team in San Leandro, California. This long-term contract position offers a hybrid work environment, allowing flexibility to work from home 2-3 days a week. The ideal candidate will play a key role in supporting labor relations operations, ensuring compliance with labor laws and union agreements while maintaining confidentiality and professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support for labor relations programs, including scheduling meetings, coordinating Skelly hearings, and preparing agendas.</p><p>• Assist managers, employees, and union representatives with inquiries and processes when Labor Relations Analysts are unavailable.</p><p>• Conduct salary survey research to support labor negotiations and ensure competitive practices.</p><p>• Handle confidential union contract matters and correspondence, ensuring accurate documentation and timely communication.</p><p>• Collaborate with the Education Department to coordinate training sessions on newly negotiated agreements.</p><p>• Maintain calendars for staff, arranging appointments and managing schedules efficiently.</p><p>• Draft, compose, and edit correspondence and reports using word processing and spreadsheet applications.</p><p>• Perform clerical tasks such as scanning documents, handling incoming and outgoing mail, and maintaining organized records.</p><p>• Monitor compliance with labor laws and internal policies, addressing any discrepancies in a proactive manner.</p><p>• Support grievance meetings and negotiations by preparing relevant materials and ensuring smooth coordination.</p><p><br></p><p>If you are interested in this role, apply now and call us at (510)470-7450</p><p><br></p>
<p>We are looking for an experienced Medical Coder to join our team on a long-term contract basis. This fully remote position focuses on non-clinical coding within the health and information management domain, specializing in IR-Vascular-Cardiac Cath surgical coding. The ideal candidate will bring expertise in ensuring compliance, accuracy, and effective collaboration with providers.</p><p><br></p><p>Responsibilities:</p><p>• Perform service line coding to the payer level, ensuring accuracy and adherence to coding standards.</p><p>• Provide educational support to healthcare providers to improve coding practices and compliance.</p><p>• Review and correct physician coding to align with regulatory requirements and maintain compliance.</p><p>• Update and refine diagnosis codes based on documentation to ensure medical necessity and specificity.</p><p>• Collaborate with medical teams to support accurate surgical coding for IR-Vascular-Cardiac Cath procedures.</p><p>• Ensure coding documentation meets payer guidelines and supports proper medical coverage.</p><p>• Maintain up-to-date knowledge of coding regulations and industry standards.</p><p>• Conduct audits to identify and resolve discrepancies in coding practices.</p><p>• Communicate effectively with physicians and healthcare staff to address coding-related issues.</p><p>• Participate in ongoing training and skill development to enhance coding expertise.</p><p><br></p><p>If you are interested in this role please apply and call us ASAP at (510)470-7450</p>
<p>We are looking for a skilled Sales Operations Specialist t to join our team in San Francisco, California. This long-term contract position offers an opportunity to leverage your expertise in sales operations, order processing, and quoting within a dynamic environment. The role requires strong attention to detail and a proactive approach to managing sales processes and systems to ensure seamless operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage all aspects of order processing, including quoting, pricing configurations, and ensuring accuracy in sales transactions.</p><p>• Utilize Salesforce CPQ to maintain and update opportunities, accounts, and sales records effectively.</p><p>• Collaborate with internal teams to negotiate pricing and configurations, ensuring alignment with organizational goals.</p><p>• Prepare and manage monthly and quarterly forecasts using tools such as Epic Clarity.</p><p>• Support quarter-end and year-end activities, including overtime work during peak periods to meet booking deadlines.</p><p>• Monitor and maintain sales data in systems like Kugamon, ensuring consistency and reliability.</p><p>• Coordinate with stakeholders to troubleshoot and resolve any issues related to quoting and order management.</p><p>• Ensure compliance with company policies and standards during all sales operations.</p><p>• Participate in holiday work schedules, excluding specific holidays, to meet business demands.</p><p>• Provide insights and recommendations to optimize sales operations and improve workflows.</p>
<p><strong>NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission!</strong></p><p><strong> </strong></p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong>About the Firm:</strong></p><p><strong>A top-performing wealth management practice affiliated with a leading national broker-dealer is seeking an experienced Operations Manager</strong>. The firm offers a full suite of financial services including financial planning, retirement plan management, investment advisory, insurance, and brokerage solutions. Known for its client-centric approach, the firm builds long-term relationships through personalized, high-touch service.</p><p><br></p><p><strong>Position Overview:</strong></p><p>The Operations Manager (OM) is responsible for overseeing daily operations, ensuring a seamless client experience, and supporting team efficiency. This leadership role combines operational oversight, client service, HR management, and strategic planning. The ideal candidate has significant experience in the financial advisory space, ideally within a Registered Investment Advisor (RIA) firm, and a proven track record of managing and developing teams.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Client Service & Financial Planning Support</strong></p><ul><li>Manage onboarding for new clients and coordinate planning workflows</li><li>Oversee account setup, transfers, and documentation</li><li>Maintain accurate records for beneficiaries, authorizations, and preferences</li></ul><p><strong>Appointment Preparation & Follow-Up</strong></p><ul><li>Prepare meeting materials, proposals, and required documentation</li><li>Track and complete post-meeting tasks such as transfers, deposits, and RMDs</li><li>Ensure client records are up to date across systems</li></ul><p><strong>Operations & Compliance</strong></p><ul><li>Lead weekly team meetings and manage SOPs and checklists</li><li>Monitor alerts and ensure adherence to compliance and operational protocols</li><li>Process checks, handle signature guarantees, and maintain documentation</li></ul><p><strong>Team Leadership & HR</strong></p><ul><li>Supervise and delegate tasks effectively among team members</li><li>Train new staff, conduct performance reviews, and support career development</li><li>Partner with leadership on hiring, onboarding, and team structure</li></ul><p><strong>Marketing & Client Events</strong></p><ul><li>Plan and execute client appreciation events (at least three per year)</li><li>Handle logistics including invitations, RSVPs, materials, and compliance reviews</li><li>Deliver exceptional service during in-person events</li></ul><p><strong>What We Offer:</strong></p><ul><li>Work-life balance: 8-hour days, no evenings or weekends</li><li>Office closure between Christmas and New Year’s Day</li><li>Supportive, team-focused work environment with close client relationships</li><li>Health, vision, and 401(k) match benefits</li><li>Opportunities for leadership, growth, and process improvement</li></ul>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p>A leading nonprofit organization is seeking a highly organized and professional <strong>Temporary Executive Assistant</strong> to support its senior leadership team. This position is ideal for candidates with a strong administrative background, excellent communication skills, and a passion for making a difference in the nonprofit sector.</p><p><br></p><p>As an Executive Assistant, you will play a pivotal role in ensuring the efficiency and productivity of the leadership team by handling a variety of administrative, logistical, and project-based tasks. This is a full-time, temporary role expected to last 6 months with the possibility of an extension based on organizational needs.</p><p><br></p><ul><li>Provide high-level administrative support to the Executive Director and other key executives.</li><li>Manage complex calendars, including scheduling meetings, coordinating appointments, and resolving scheduling conflicts.</li><li>Handle email correspondence, ensuring follow-up on important communications.</li><li>Prepare presentations, reports, agendas, meeting minutes, and other documentation as needed.</li><li>Coordinate travel arrangements, including booking flights, accommodations, and transportation.</li><li>Act as a liaison between internal teams, external stakeholders, and the executive team.</li><li>Assist with planning and logistics for board meetings, events, and fundraising initiatives.</li><li>Organize and maintain electronic and hard copy filing systems.</li><li>Conduct research and compile data to support decision-making processes.</li><li>Ensure confidential handling of sensitive information.</li></ul>
<p>We are looking for an organized and detail-oriented Receptionist to join our well-established firm and collegial team in either our East Bay or Peninsula location. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth communication and efficient administrative support. If you have strong interpersonal skills and a knack for multitasking, we encourage you to apply. This is a hybrid position with excellent benefits and stellar long term growth opportunities! </p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly, providing a welcoming and organized environment.</p><p>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.</p><p>• Handle email correspondence promptly and professionally, ensuring clear communication.</p><p>• Perform accurate data entry tasks to maintain updated records and databases.</p><p>• Schedule appointments and manage calendars to ensure efficient time management.</p><p>• Organize and maintain files for easy access and retrieval of important information.</p><p>• Coordinate with team members to support daily office operations.</p><p>• Utilize Microsoft Word, Excel, and Outlook to prepare documents and manage communications.</p><p>• Assist in general office tasks to ensure smooth workflow and productivity.</p><p>• Provide exceptional customer service to address inquiries and resolve issues.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Wealth Advisor </strong>at a <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
