<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>Director of Operations | Wealth Management Firm | Mill Valley; Hybrid</strong></p><p> </p><p>Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment.</p><p><strong> </strong></p><p>This is a client-focused firm where you'll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.</p><p><strong>Responsibilities</strong></p><ul><li>Lead the firm's operations and client service functions </li><li>Develop and improve workflows, processes, and operational best practices </li><li>Optimize technology, CRM systems, and software integrations </li><li>Oversee custodian operations, account administration, and asset movement </li><li>Manage key vendor relationships and operational infrastructure </li><li>Partner with HR and compliance on onboarding, employee initiatives, and regulatory processes </li><li>Lead strategic projects that improve scalability and operational efficiency </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced <strong>Operations Manager</strong>. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul><p><br></p>
We are looking for an Office Manager to oversee a busy workplace in Palo Alto, California and create a smooth, welcoming experience for employees and visitors alike. This Long-term Contract position is ideal for someone who enjoys balancing day-to-day office coordination with employee support in a fast-moving environment. The role requires a hands-on team member who can keep operations organized, respond quickly to changing needs, and help maintain a positive office culture.<br><br>Responsibilities:<br>• Direct day-to-day office activities for a site of roughly 60 team members, ensuring the workplace runs efficiently and effectively.<br>• Receive and distribute mail and deliveries, while tracking and fulfilling requests for workplace and administrative supplies.<br>• Keep shared spaces orderly, stocked, and fully operational so employees have a dependable and productive environment.<br>• Arrange meal service for the office, including regular lunch coordination and weekly catered events.<br>• Administer workplace and guest entry by supporting badge access and managing visitor check-in needs.<br>• Partner with external service providers and building contacts to resolve facility issues and support office-related requests.<br>• Greet employees, partners, and executive visitors in a welcoming and detail-focused manner, creating a positive first impression.<br>• Prepare and coordinate confidentiality documentation such as NDAs when required for visitors or meetings.<br>• Work closely with colleagues across other office locations and internal departments to align workplace support and communication.<br>• Strengthen employee engagement by contributing to a positive office atmosphere and using tools such as Slack, Google Workspace, and Mac-based systems to support daily operations.
<p>Key Responsibilities</p><ul><li>Manage daily office operations and administrative functions.</li><li>Maintain office supplies and coordinate with vendors for office needs.</li><li>Schedule meetings, manage calendars, and coordinate travel arrangements as needed.</li><li>Support onboarding of new employees and maintain employee records.</li><li>Assist with basic bookkeeping, invoice processing, and expense tracking.</li><li>Coordinate office maintenance and ensure a safe, organized work environment.</li><li>Answer phone calls, respond to emails, and manage incoming and outgoing mail.</li><li>Develop and maintain office policies and procedures.</li><li>Support leadership with administrative projects and reporting.</li><li>Foster a positive and professional office culture.</li></ul><p><br></p>
<p>We are looking for a dedicated Assistant Food and Beverage Manager to join our team in Berkeley, California. This is a Contract position within the hospitality industry, where you will play a key role in overseeing office operations and ensuring seamless coordination within the property. The ideal candidate will bring a blend of administrative expertise and hospitality management experience to support the team and deliver exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily office operations to ensure efficiency and compliance with company standards.</p><p>• Manage and coordinate food and beverage operations to maintain high-quality service.</p><p>• Lead and supervise the team, fostering a positive and productive work environment.</p><p>• Collaborate with union representatives and navigate union-specific requirements effectively.</p><p>• Develop and implement schedules, ensuring proper coverage for morning, swing, and weekend shifts.</p><p>• Handle administrative tasks, including hotel reservations and operational planning.</p><p>• Ensure all associates comply with parking registration requirements and related logistics.</p><p>• Monitor and maintain office supplies, equipment, and facilities.</p><p>• Assist in resolving operational challenges and improving processes to enhance overall productivity.</p><p>• Communicate with management and staff to ensure alignment with organizational goals.</p>
<p>Key Responsibilities</p><ul><li>Manage daily office operations and administrative functions.</li><li>Maintain office supplies and coordinate with vendors for office needs.</li><li>Schedule meetings, manage calendars, and coordinate travel arrangements as needed.</li><li>Support onboarding of new employees and maintain employee records.</li><li>Assist with basic bookkeeping, invoice processing, and expense tracking.</li><li>Coordinate office maintenance and ensure a safe, organized work environment.</li><li>Answer phone calls, respond to emails, and manage incoming and outgoing mail.</li><li>Develop and maintain office policies and procedures.</li><li>Support leadership with administrative projects and reporting.</li><li>Foster a positive and professional office culture.</li><li><br></li></ul><p><br></p>
<p><strong>Office Manager</strong></p><p><strong>Job Description:</strong></p><p>We are seeking an Office Manager to oversee day-to-day office operations, support staff, and maintain an efficient workplace environment. Office manager is listed among roles shaping hiring strategies in 2026. (Source: Q1 2026_The Demand for Skilled Talent.pdf)</p><p><strong>Responsibilities:</strong></p><ul><li>Manage office operations, supplies, and vendor relationships</li><li>Coordinate schedules, meetings, and internal communications</li><li>Support payroll, invoicing, expense tracking, or basic HR administration</li><li>Maintain office procedures and ensure operational efficiency</li><li>Assist leadership with reporting and special projects</li></ul>