7 Results for Broker Assistant Jobs in Walnut Creek, CA

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Case Assistant

San Francisco, CA
remote
Temporary / Contract
25 - 26 USD / Hourly
National AmLaw 100 firm has an immediate opening for a Case Clerk to support its defense-side litigation teams on a fully remote contract basis. This role provides administrative and case support to attorneys and paralegals, with a focus on keeping documents, case files, and matter information organized and accessible.The ideal candidate has at least one year of administrative experience in a law firm setting, strong attention to detail, and the ability to manage competing requests in a busy litigation practice.This is an open-ended contract position that offers stability and meaningful, ongoing work with one of the country’s leading litigation firms, making it a fantastic opportunity for a dependable Case Clerk to establish and grow a career in the legal industry. Responsibilities<ul><li>Organize, file, and index correspondence, pleadings, and other case documents</li><li>Scan and save documents in iManage and route materials to attorneys and paralegals</li><li>Maintain electronic case files and retrieve documents as requested</li><li>Assist with assembling materials for court filings, depositions, mediations, arbitrations, and trial</li><li>Track case information and assist with calendars, scheduling, and deadlines as directed</li><li>Communicate professionally with attorneys, paralegals, clients, courts, counsel, and vendors as needed</li><li>Provide administrative support across active litigation matters, including data entry and preparation of correspondence</li></ul>
2026-09-25T00:00:00Z

Project Assistant

Santa Clara, CA
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for a dependable Project Assistant to support on-site event operations in Santa Clara, California. This is a Contract position suited for someone who enjoys helping guests, staying organized, and creating a smooth arrival experience for attendees. The ideal candidate brings a detail-oriented approach, strong communication skills, and the ability to handle registration-related tasks with accuracy and efficiency. Responsibilities: • Welcome attendees upon arrival and ensure an organized, positive check-in experience. • Prepare and issue event badges while supporting registration activities with attention to detail. • Guide visitors to meeting rooms, event spaces, and other designated areas throughout the venue. • Respond to routine attendee questions in a clear, courteous, and helpful manner. • Deliver attentive front-line support that reflects a high standard of customer service. • Use a laptop to access registration details, verify attendee information, and complete basic event support tasks.
2026-10-05T00:00:00Z

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>
2026-10-02T00:00:00Z

Project Assistant

Santa Clara, CA
onsite
Temporary / Contract
18.05 - 20.9 USD / Hourly
We are looking for an experienced and dependable Project Assistant to support on-site event operations in Santa Clara, California. This is a Contract position suited for someone who enjoys helping guests, staying organized in a fast-paced setting, and creating a smooth check-in experience. The ideal candidate brings strong interpersonal skills, a detail-oriented approach, and the ability to handle basic administrative event tasks with confidence. Responsibilities: • Welcome attendees upon arrival and ensure an efficient and courteous check-in process. • Prepare and issue event badges while providing hands-on support during registration activities. • Guide visitors to meeting rooms, event spaces, and other designated areas throughout the venue. • Respond to common attendee inquiries with clear, helpful, and effective communication. • Deliver a positive guest experience by maintaining a friendly and service-oriented approach at all times. • Support general event coordination tasks, including basic laptop-based administrative assistance as needed.
2026-10-05T00:00:00Z

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
2026-09-19T00:00:00Z

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.
2026-09-19T00:00:00Z

Program Assistant

Alameda, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
The Program Assistant supports day-to-day program operations, scheduling, reporting, and communication to help ensure services and projects run smoothly.Responsibilities:<ul><li>Provide administrative support to program staff and leadership</li><li>Coordinate calendars, meetings, and program events</li><li>Maintain records, files, and program documentation</li><li>Track deadlines, invoices, and reporting requirements</li><li>Respond to participant, client, or vendor inquiries</li><li>Assist with data entry and preparation of reports</li></ul>
2026-09-25T00:00:00Z

7 results for Broker Assistant in Walnut Creek, CA