Results for Broker Assistant Jobs in Walnut Creek, CA

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Project Assistant

Martinez, CA
onsite
Temporary to Hire
27 - 30 USD / Hourly
We are looking for a Project Assistant to support construction operations in Martinez, California through accurate coordination, documentation, and administrative oversight. This is a temporary to hire position and works closely with project management and field teams to provide administrative, project, and cost accounting support to throughout the construction process. This role partners closely with field personnel, project managers, accounting, and clients to ensure accurate project tracking, billing, documentation, and personnel records. Project Assistant Key Responsibilities: Project Accounting & Billing-<ul><li>Audit labor hours across internal and client systems to ensure accuracy.</li><li>Track and allocate labor, equipment, materials, and project-related costs.</li><li>Generate invoices and support project billing processes.</li><li>Process updates related to new hires, labor rates, and employee classifications.</li><li>Reconcile project records and assist with customer payment tracking.</li></ul>Personnel Administration-<ul><li>Process onboarding and site access requests for new personnel.</li><li>Maintain employee records, certifications, and organizational charts.</li><li>Prepare manpower and staffing reports as needed.</li></ul>Project & Site Support-<ul><li>Maintain project documentation, packing slips, invoices, and records.</li><li>Support project tracking, reporting, and document control activities.</li><li>Manage office supply inventory and assist with general site administration.</li><li>Provide administrative support to both field and office teams.</li></ul>Qualifications:<ul><li>Strong organizational, multitasking, and follow-up skills.</li><li>Excellent attention to detail and accuracy.</li><li>Effective written and verbal communication skills.</li><li>Ability to work independently and meet deadlines in a fast-paced environment.</li><li>Customer-focused, collaborative, and team-oriented mindset.</li><li>Experience in construction administration, project coordination, billing, payroll, accounting support, or document control is preferred.</li></ul>If you are interested in this Project Assistant role, please apply today to be considered.
2026-10-19T00:00:00Z

Project Assistant

South San Francisco, CA
onsite
Temporary to Hire
26.6 - 30.8 USD / Hourly
Are you organized, detail-oriented, and looking for an opportunity to build a career in construction estimating? Robert Half is partnering with Pribuss Engineering, a respected engineering and construction organization in South San Francisco, to identify an Estimating Coordinator to join their team.This is an excellent opportunity for someone who enjoys working with numbers, documents, vendors, and project details — and wants to learn the ins and outs of plumbing estimating and commercial construction from experienced professionals. What You'll DoAs an Estimating Coordinator, you'll provide critical administrative and organizational support to the Plumbing Estimating team while developing hands-on knowledge of construction estimating. Responsibilities will include:<ul><li>Support the Plumbing Estimating Department with day-to-day administrative and organizational needs.</li><li>Organize, review, and maintain construction plans, specifications, bid documents, and estimating files.</li><li>Prepare and maintain estimating spreadsheets, material lists, quote logs, and bid documentation using Microsoft Excel and other estimating tools.</li><li>Request, collect, organize, and track quotes from vendors, suppliers, subcontractors, and other partners.</li><li>Assist with preparing bid packages, scope summaries, and supporting documentation for project estimates.</li><li>Learn to read construction plans and specifications and identify plumbing-related scope and requirements.</li><li>Assist with basic plumbing takeoffs and quantity counts using Bluebeam and other estimating software as your skills develop.</li><li>Maintain bid calendars, deadlines, quote logs, and other department tracking systems.</li><li>Communicate with vendors, suppliers, subcontractors, and internal team members to gather information and follow up on outstanding items.</li><li>Upload and organize project documentation using platforms such as Procore and BuildingConnected.</li><li>Provide data entry, document control, and general administrative support to ensure estimates are complete and accurate.</li><li>Develop knowledge of plumbing systems, construction methods, material costs, labor production, and the California Plumbing Code through hands-on training and mentorship.</li><li>Take on increasingly advanced estimating responsibilities as your knowledge and experience grow.</li></ul>
2026-10-15T00:00:00Z

Project Assistant

San Francisco, CA
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a dependable Project Assistant to support document handling and administrative project coordination in San Francisco, California. This is a Contract position suited for someone who is organized, detail-oriented, and comfortable working in an office setting on a part-time schedule. The role will focus on processing incoming mail, digitizing materials, and helping maintain orderly workflows that support project activities. Responsibilities: • Receive incoming mail, open envelopes, and organize contents so materials are ready for review and distribution • Prepare paper documents for digital recordkeeping by flattening, sorting, and scanning files with accuracy • Maintain clear tracking of assigned tasks and deadlines to help keep project activities on schedule • Support construction-related project administration by organizing documents and assisting with routine coordination needs • Update and manage records so project information remains accessible, current, and easy to retrieve • Work on-site two days per week and complete assigned duties within the established hourly schedule • Assist with scheduling activities and basic project management support as needed by the team
2026-10-22T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-10-20T00:00:00Z

Associate Wealth Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-23T00:00:00Z

5 results for Broker Assistant in Walnut Creek, CA