<p>AI legal start up is looking for an experienced Senior Plaintiff Associate/ Legal Counsel to join the team on a REMOTE basis. </p><p><br></p><p>Responsibilities:</p><p>• Assess the viability of mass tort and class action cases while enhancing the functionality of the case assessment system.</p><p>• Build and maintain strategic partnerships with plaintiff firms to generate new revenue opportunities.</p><p>• Convert market insights into actionable product requirements for litigation-focused tools.</p><p>• Conduct in-depth research on liability theories, damages calculations, and procedural strategies.</p><p>• Allocate time across business development for case sourcing, case intelligence engine development, and auditing case assessments, with a gradual emphasis on business development and product innovation.</p><p>• Collaborate with product and engineering teams to refine legal tech solutions.</p><p>• Provide expert guidance on complex legal issues to internal teams.</p><p>• Contribute to achieving organizational goals through impactful litigation strategies.</p><p>• Stay informed about trends in legal technology and mass tort litigation to enhance organizational capabilities.</p>
<p><strong>Client Relationship Associate– Growing RIA | San Ramon | Onsite Day</strong></p><p>Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a <strong>Client Relationship Associate</strong> to support their advisory and investment teams.</p><p>This is a great opportunity for someone who thrives in a <strong>fast-paced, detail-driven environment</strong>, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers <strong>strong mentorship and long-term stability</strong>.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Act as the <strong>central hub for trade execution</strong>, processing advisor-submitted requests with accuracy and speed</li><li>Manage and execute <strong>40–80 trades daily</strong> across platforms such as <strong>Schwab and Fidelity</strong></li><li>Ensure <strong>data accuracy and clean trade entry</strong> across all transactions</li><li>Collaborate directly with custodians’ trading desks to <strong>resolve discrepancies and execution issues</strong></li><li>Monitor daily trading activity and <strong>escalate any operational or risk-related concerns</strong></li><li>Partner with the investment team on <strong>reporting, ad hoc analysis, and process improvements</strong></li><li>Help enhance and streamline trading workflows as the firm continues to scale</li></ul><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>Our client, a high‑performing trust, estate, and tax law firm based in Walnut Creek, California is seeking an Associate Attorney with 2 years of experience, with working knowledge in trust and estate litigation who is detail‑oriented, intellectually rigorous, and committed to developing mastery in trust and tax law. This role is well suited for an attorney who wants direct mentorship, substantial responsibility, and accelerated professional growth.</p><p><br></p><p>You will work closely with the Managing Attorney on strategy while independently handling drafting, discovery, and routine court appearances for sophisticated trust, estate, and tax matters, including fiduciary litigation, estate and trust administration, tax planning, and related business issues. The position offers structured feedback and hands‑on guidance designed to develop strong judgment, technical skill, and professional confidence. This is a Contract-To-Hire role, with conversion based on performance and fit. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage trust, estate, and probate litigation matters, including trust disputes, will contests, and fiduciary actions</li><li>Conduct legal research and draft pleadings, motions, and related court filings</li><li>Conduct hearings and participate in trial preparations</li><li>Draft and respond to discovery requests</li><li>Engage in law and motion practice</li><li>Represent clients in court appearances, mediations, and settlement negotiations</li><li>Advise clients throughout the lifecycle of a matter and communicate developments clearly and promptly</li><li>Collaborate with senior attorneys to develop effective legal strategies</li><li>Stay current on California trust, probate, and tax law</li><li>Participate in firm meetings and professional development activities</li></ul><p><br></p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>We are looking for a detail-oriented Paralegal to support a busy legal team in Oakland, California. This is an ongoing contract to fill in for an employee on leave. This is ideal for someone with hands-on civil litigation experience, particularly in personal injury matters, who can help keep cases moving efficiently from pre-trial preparation through key filing and scheduling activities. The role offers a hybrid work arrangement with an expectation of on-site presence as needed, especially during active trial preparation periods. You will work closely with a small legal support team and contribute to timely, organized legal support across multiple upcoming trials.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate pre-trial activity by organizing timelines, tracking deadlines, and helping attorneys prepare case materials for upcoming hearings and trials.</li><li>Arrange logistics for expert witnesses and depositions, including scheduling, document coordination, and communication with involved parties.</li><li>Prepare, format, and submit court filings while ensuring documents meet procedural and jurisdictional requirements.</li><li>Maintain calendars for litigation matters, monitor important dates, and help keep case activity aligned with court and client schedules.</li><li>Assist with discovery-related tasks and provide higher-level case support when matters require additional follow-up or documentation.</li><li>Support the exchange, organization, and management of case documents between attorneys, clients, experts, and outside parties.</li><li>Help facilitate client and deposition scheduling to ensure smooth coordination across multiple active matters.</li><li>Work on-site as needed during critical trial preparation periods and collaborate with the legal team in a hybrid office environment.</li></ul>
<p>We are looking for an experienced and detail-oriented Real Estate Paralegal to join an established team in San Francisco, California. This role focuses on supporting commercial real estate transactions, including title and survey reviews, lease summaries, and closing coordination. If you thrive in a dynamic environment and enjoy working on complex projects, this position offers an excellent opportunity to grow your career. This role can be primarily REMOTE as long as the candidate resides in California, Colorado, and/or Texas. 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>• Conduct thorough reviews and analyses of title and survey documents to identify and address issues, negotiating revisions as needed.</p><p>• Prepare and draft transaction-related documents, including leases, estoppels, SNDAs, and loan agreements.</p><p>• Coordinate and manage closing activities, including collecting and delivering signatures, preparing closing instructions, and liaising with escrow and title companies.</p><p>• Assist in the formation of entities, drafting operating agreements, and obtaining relevant certificates and good standing documentation.</p><p>• Summarize and maintain timelines for critical events in purchase and sale agreements to ensure deadlines are met.</p><p>• Handle due diligence reviews and manage post-closing activities, including the collection and distribution of transaction materials and preparation of closing binders.</p><p>• Collaborate on finance-related tasks such as loan modifications, title work, and documentation for real estate financing.</p><p>• Incorporate online tools to enhance efficiency and accuracy in workflow management.</p><p>• Provide training and guidance to new staff and attorneys on processes and best practices.</p><p>• Support administrative tasks, including updating case files, organizing documents, and managing mailings and scanning.</p>
<p>A growing boutique law firm is seeking a Paralegal to support both trust administration and litigation matters. This role is ideal for someone who can independently manage files, track deadlines, and move cases forward within a structured, process-driven environment. You will work closely with attorneys and staff, contributing to both substantive legal work and overall case management. This role is fully on-site five days a week in Mountain View.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support trust administration matters from intake through distribution</li><li>Prepare notices, inventories, and related documents</li><li>Track deadlines and follow established workflows</li><li>Communicate with clients to gather information and documentation</li><li>Assist with discovery, filings, and case logistics</li><li>Track litigation deadlines and maintain organized case files</li><li>Prepare exhibits, binders, and supporting materials</li><li>Maintain electronic files in a case management system</li><li>Coordinate with attorneys and staff to keep matters progressing</li></ul><p><br></p>
<p>We are seeking a diligent Paralegal to join our legal team located in San Francisco, California. In this role, you will be responsible for assisting attorneys with various aspects of family law cases, conducting legal research, and ensuring the efficient management of client files. This role will also require you to prepare legal documents, schedule meetings, and perform administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Assist in the management of family law cases, including divorce, child custody, and spousal support cases</p><p>• Draft and prepare legal documents, including pleadings, motions, and affidavits</p><p>• Schedule and manage client meetings and court appearances</p><p>• Effectively communicate with clients, opposing counsel, and court personnel</p><p>• Assist attorneys in trial preparation, including the organization of exhibits and witness lists</p><p>• Attend court hearings and provide assistance to attorneys during proceedings</p><p>• Perform various administrative tasks such as filing and data entry</p><p>• Utilize legal case management software for case tracking and management.</p><p>• Maintain and organize client files and case documents in an efficient manner</p>
We are looking for a skilled Paralegal to join a litigation team in Emeryville, California. This position supports attorneys from initial case development through trial, with a strong focus on document review, deadline management, and coordination across courts and third parties. The ideal candidate brings sound judgment, strong organizational ability, and experience handling complex matters in a fast-moving legal setting.<br><br>Responsibilities:<br>• Analyze and condense medical, billing, and other case-related records into clear summaries for attorney review.<br>• Prepare, send, and monitor subpoenas for documents, witnesses, and court matters across various jurisdictions.<br>• Work with courts, healthcare providers, expert witnesses, and external organizations to secure records and supporting materials.<br>• Oversee litigation calendars and track filing dates, court deadlines, and follow-up tasks to keep matters progressing on schedule.<br>• Assemble pleadings, discovery materials, exhibit sets, deposition summaries, and trial notebooks for active cases.<br>• Support attorneys before depositions and hearings by organizing witness information, exhibits, and related case documents.<br>• Submit legal filings to county and state courts, including electronic filing when required by the jurisdiction.<br>• Maintain orderly electronic and paper case files so documents are accessible, complete, and up to date.<br>• Assist with trial logistics by preparing exhibits, coordinating materials, and ensuring readiness for hearings and courtroom proceedings.<br>• Communicate professionally with clients, opposing counsel, court staff, service providers, and other case contacts.
<p><strong>Overview</strong></p><p>Plaintiff side firm seeking an experienced Paralegal to support elder abuse litigation matters involving nursing home abuse and neglect. This role focuses on claims related to failure to provide adequate care, improper hospital transfers, and lack of follow up care. The Paralegal will provide direct 1:1 support to an attorney while managing a high responsibility litigation workload.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>• Support elder abuse litigation matters from intake through trial</p><p>• Focus on nursing home abuse, neglect, and substandard care claims</p><p>• Assist with cases involving improper hospital transfers and inadequate follow up care</p><p>• Conduct heavy legal research and manage discovery, including document review and production</p><p>• Draft and organize pleadings, motions, and discovery responses</p><p>• Maintain and monitor all litigation deadlines and key case dates</p><p>• Work independently while collaborating closely with another Paralegal and Clerks</p><p>• Provide dedicated support to assigned attorney (1:1 support model)</p>
We are looking for an experienced and detail-oriented Paralegal to join our team in San Francisco, California. This position offers an opportunity to work on meaningful cases, primarily in personal injury and sexual assault litigation, within a fully remote and collaborative environment. The ideal candidate will demonstrate initiative, reliability, and the ability to manage sensitive matters with professionalism and discretion.<br><br>Responsibilities:<br>• Manage discovery processes, including drafting and responding to interrogatories, document production, and filings.<br>• Assist in trial preparation by organizing evidence, preparing exhibits, and coordinating logistics.<br>• Maintain accurate and timely calendaring of deadlines, hearings, and other case-related events.<br>• Collaborate with attorneys to ensure thorough case management and strategic planning.<br>• Handle sensitive cases with professionalism and confidentiality, particularly those related to sexual assault.<br>• Communicate effectively with clients and team members to facilitate case progress.<br>• Utilize case management software to organize and track case details efficiently.<br>• Contribute to a small, fully remote team by demonstrating initiative and self-direction.<br>• Ensure all filings and court submissions meet required standards and deadlines.
<p><strong>Overview</strong></p><p>Our client is seeking a mid- to senior-level Paralegal to support a busy practice spanning civil litigation, personal injury and trust and estate litigation. This Paralegal role is ideal for candidates with direct experience in one or more of these areas who are looking to deepen their expertise in a dynamic, client-focused environment. The Paralegal will play a key role in case management, trial preparation, and supporting attorneys through all phases of litigation. This role is filly on-site, 5 days a week at the firm's Sunnyvale location. </p><p><strong> </strong></p><p><strong>Responsibilities</strong></p><ul><li>Manage case files from intake through resolution across civil litigation, personal injury, and trust and estate matters</li><li>Draft and prepare legal documents including pleadings, discovery, subpoenas, and correspondence</li><li>Coordinate and manage discovery, including document review, production, and organizing case materials</li><li>Assist with trial preparation, including exhibit preparation, witness coordination, and trial binders</li><li>Handle calendaring of deadlines, court dates, and filings in compliance with court rules</li><li>File documents in state and federal courts, including e-filing</li><li>Communicate with clients, opposing counsel, experts, and court personnel</li><li>Support attorneys with case strategy, timelines, and day-to-day case management</li><li>Maintain accurate and organized case records and documentation</li></ul><p><br></p>
<p>We are looking for a detail-oriented Paralegal to join an established law firm in Burlingame, California. This role involves coordinating litigation matters, maintaining organized case records, and assisting attorneys with day-to-day case activity. The ideal candidate brings strong administrative judgment, comfort with legal technology, and the ability to manage multiple deadlines in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and track an active caseload, ensuring files, deadlines, and case materials remain accurate and up to date.</p><p>• Prepare, organize, and submit legal documents through electronic filing systems in accordance with court requirements.</p><p>• Provide day-to-day support to attorneys by gathering documents, maintaining matter files, and assisting with case preparation.</p><p>• Maintain and update case information within legal databases and case management platforms to support efficient workflow.</p><p>• Assist with litigation activities such as document organization, drafting support, and deadline monitoring.</p><p>• Manage calendars related to hearings, filings, and key case milestones to help keep matters on schedule.</p><p>• Handle administrative and records-related tasks connected to claims, complaints, billing support, and matter tracking.</p>
<p>Bay Area law firm is seeking an experienced Insurance Litigation Paralegal to join their team in California. This position focuses on insurance coverage litigation and involves working remotely with a dynamic group of professionals. The ideal candidate will play a crucial role in supporting attorneys through all stages of litigation while ensuring efficiency and organization in complex cases.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive support to attorneys during all phases of insurance coverage litigation, including research, drafting pleadings, discovery, and trial preparation.</p><p>• Maintain and organize case files, exhibits, and litigation schedules to ensure smooth case management.</p><p>• Draft, review, and edit legal documents such as correspondence, motions, and pleadings.</p><p>• Facilitate communication with clients, witnesses, experts, and court personnel to coordinate case activities.</p><p>• Conduct in-depth legal research and summarize findings to assist attorneys in case strategy.</p><p>• Manage electronic discovery processes and maintain digital records efficiently.</p><p>• Monitor deadlines and ensure timely filing of court documents.</p><p>• Collaborate with the legal team to prepare trial exhibits and presentations.</p><p>• Stay updated on court filing requirements and legal procedures to ensure compliance.</p>
<p>A large company is seeking a Litigation Paralegal to join its in-house legal department. </p><p>Responsibilities</p><ul><li>Draft legal documents including correspondence, pleadings, discovery, and memoranda </li><li>E-filing</li><li>Prepare subpoenas, records requests, and government inquiries</li><li>Assist with discovery and document production</li><li>Assist with depositions, hearings, trial prep, and trial support</li><li>Draft redlines, tables of contents/authorities, cite checks, and proofreading</li><li>Manage calendars and track deadlines</li><li>Schedule depositions and hearings </li></ul>
<p>A well-established law firm specializing in <strong>Real Estate/Landlord-Tenant</strong> is seeking a motivated and experienced <strong>Paralegal</strong> to join their dynamic team. This is a full-time, hybrid or remote flexible opportunity where you'll play a vital role in assisting attorneys with all stages of litigation while working alongside seasoned legal professionals.</p><p><br></p><p>Responsibilities</p><p>• Conducting legal fact finding and basic legal research as needed</p><p>• Draft legal documents</p><p>• Assisting in managing cases, ensuring all details are handled in a timely manner</p><p>• Organizing pleadings and filing them electronically</p><p>• Coordinating and scheduling calendars to ensure all important dates and deadlines are accounted for</p><p>• Assisting attorneys in trial preparation to ensure all necessary documents and information are in order</p><p>• Maintaining case files, ensuring they are up to date and easily accessible</p><p>• Responding to ad-hoc requests and completing them as necessary</p>
<p>We are seeking a skilled Paralegal to join our team in our San Jose, California branch. The role involves working closely with attorneys in handling various aspects of litigation within the industry that requires a high level of attention to detail. This position offers an exciting opportunity to apply your skills in Civil Litigation, Motions, Briefs, and Trial Preparation.</p><p><br></p><p>Responsibilities:</p><p>• Assisting attorneys with the management and preparation of legal documents, including motions, complaints, and briefs.</p><p>• Handling client and witness interviews for hearing, deposition, and trial.</p><p>• Conducting thorough and accurate legal support work as permitted by the rules of the California State Bar.</p><p>• Utilizing exceptional communication and analytical skills to resolve complex legal issues.</p><p>• Working independently and collaboratively with the team to ensure legal tasks are completed efficiently.</p><p>• Managing evidence in an organized manner to assist attorneys in the litigation process.</p><p>• Utilizing creative thinking and problem-solving skills to tackle legal challenges.</p><p>• Maintaining a high level of performance and delivering measurable results.</p>
<p>A boutique San Francisco litigation firm has an urgent need for an experienced Litigation Paralegal to provide temporary onsite coverage for 2–3 weeks initially, with potential for extension depending on business needs.</p><p>In this role, you will be focused on keeping active cases moving through records collection, discovery support, document management, expert coordination, and trial preparation. The ideal candidate will have experience handling subpoenas, medical records, Bates stamping, document productions, and discovery workflows, including reviewing discovery responses to identify missing records, custodians, providers, experts, witnesses, or third parties requiring follow-up or subpoena support.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Order, track, and follow up on subpoena and medical records requests</li><li>Pull, organize, review, and Bates stamp litigation documents and productions</li><li>Coordinate with experts, vendors, record custodians, and outside parties regarding active litigation matters</li><li>Review incoming case-related communications and assist with litigation task follow-up and workflow management</li><li>Support active litigation matters from inception through trial and resolution</li><li>Prepare timelines, summaries, and organize case-related materials for attorney review</li><li>Coordinate and manage discovery, document productions, and large-volume eDiscovery workflows</li><li>Assist with expert discovery and related litigation support tasks</li><li>Conduct legal and factual research as needed</li><li>Support trial preparation, including exhibits, binders, pretrial filings, and case organization</li><li>Track deadlines and assist with compliance under California and Federal court rules</li><li>Communicate professionally with attorneys, clients, experts, court personnel, and vendors regarding active case matters</li></ul><p><br></p>
<p>We are looking for a detail-oriented Paralegal to join a growing boutique law firm in Menlo Park, California on a contract basis with the potential for a permanent position. In this role, you will work alongside attorneys on trust administration and litigation matters, helping keep files organized, deadlines on track, and matters progressing efficiently. This opportunity is well suited for someone who enjoys hands-on case support, direct client interaction, and working within a structured legal environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Guide trust administration matters through each phase, from opening files through final asset distribution, while maintaining accurate documentation throughout the process.</p><p>• Draft and assemble notices, inventories, correspondence, and other case-related materials needed to support estate and trust matters.</p><p>• Monitor key dates, court schedules, and matter-specific deadlines to help ensure timely completion of required actions.</p><p>• Support litigation activities by organizing discovery materials, preparing responses and requests, and coordinating document collection.</p><p>• Assist with court filings, service coordination, hearing preparation, and other logistical needs tied to active disputes.</p><p>• Compile records, exhibits, and hearing or mediation binders so attorneys are prepared for proceedings and client meetings.</p><p>• Maintain well-structured electronic case files in Clio or similar case management systems, with clear updates on status and next steps.</p><p>• Communicate with clients to gather information, request records, and provide follow-up needed to keep matters moving forward.</p><p>• Partner with attorneys and staff to reinforce established workflows, checklists, and operational procedures across matters.</p>
<p>A civil litigation firm in Oakland is seeking a Litigation Paralegal with at least three years of civil litigation experience to support its legal team. This is a contract-to-hire opportunity and will be fully onsite in Oakland during the contract phase</p><p><br></p><p>Responsibilities</p><ul><li>Provide litigation support through all phases of civil cases</li><li>Draft, review, and file pleadings, motions, and discovery</li><li>Manage discovery processes, including document review and productions</li><li>Assist with deposition preparation, trial preparation, and exhibits</li><li>Maintain case files, calendars, and litigation deadlines</li><li>Coordinate court filings in accordance with California court rules</li></ul><p><br></p>
<p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Senior Client Service Associate</strong> to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.</p><p>The position blends <strong>relationship management, financial planning support, and operational oversight</strong>, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.</p><p>This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul><p><strong>Financial Planning & Client Support</strong></p><ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul><p><strong>Operations & Administration</strong></p><ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul><p><strong>Compliance & Risk Oversight</strong></p><ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul><p><br></p>
<p>Real estate investment company has an immediate opening for a Legal Secretary to support the legal team with real estate transactions and a board range of administrative assistance. As a Legal Secretary with this team, you'll work closely with attorneys and paralegals to increase efficiency in the legal department. Major responsibilities include but are not limited to compiling documents for transactions, filing internally and externally with government agencies, preparing closing binders, and coordinating meetings. This position requires full-time on-site work in San Mateo, CA. </p><p><br></p><p><strong><u>ESSENTIAL DUTIES AND RESPONSIBILITIES:</u></strong></p><p>• Handle administrative processes and tasks for Legal Department staff, including Legal Department Deputy General Counsel/Group Vice President, Vice President, Associate General Counsel, three Paralegals, and Claims Specialist.</p><p>• Prepare and edit correspondence, legal documents, and real estate transaction and corporate documentation.</p><p>• Schedule meetings and conference calls, including reserving on-site conference rooms.</p><p>• Screen incoming calls to Legal Department as well as calls directed to the Legal Department in general.</p><p>• Enhance the Legal Department desk manual and electronic document management system.</p><p>• Accept service for and distribute to appropriate parties court documents, including summons and complaints, subpoenas, hearing notices, etc.</p><p>• Organize, index, and create property closing binders, including printing, scanning, and downloading related documents.</p><p>• Develop and maintain on-site Legal Department filing system, as well as off-site file storage shipping and retrieval system.</p><p>• Process check requests and expense reports for payment.</p><p>• Process Purchase Card Statements for Legal Department company credit card holders.</p><p>• Process invoices for payment, including working with the Accounting Department in the implementation of electronic processing, and communicating with third-party vendors regarding payment and/or other related issues.</p><p>• Open and distribute mail daily, including date-stamping, scanning, and copying, as needed.</p><p>• Prepare outgoing electronic and standard mail, including Certified Mail and FedEx shipping.</p><p>• Order miscellaneous Legal Department office supplies, as needed.</p><p>• Other duties or projects, as assigned.</p>
<p>A global immigration law firm is seeking an Attorney to support its San Francisco team on a contract basis. This role supports a high-volume caseload of employment-based immigration matters, with a primary focus on Non-Immigrant Visa (NIV) cases. Attorneys in this role will be responsible for reviewing, assessing, and finalizing petitions and supporting documentation in a fast-paced environment, working closely with internal teams to ensure accuracy and compliance. This role is fully remote, but attorneys must be available to work Pacific Time hours.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and assess non-immigrant visa petitions, including H-1B, L-1, TN, E-2, O-1, and related classifications </li><li>Draft and edit petitions, support letters, and legal briefs as needed </li><li>Conduct case assessments and advise internal stakeholders on immigration strategy and eligibility </li><li>Review supporting documentation to ensure accuracy, consistency, and compliance with immigration regulations </li><li>Respond to RFEs and other government inquiries as needed </li><li>Support a high-volume caseload in a fast-paced practice environment </li></ul><p><br></p>
<p>Growing AI company is seeking a Commercial Counsel with strong SaaS experience to support our sales team in negotiating and closing high-volume software-as-a-service transactions. This role will partner closely with sales, revenue, finance, security, and business stakeholders to provide practical legal guidance that helps drive revenue while managing risk. This position is 100% remote, so candidates from across the US are encouraged to apply. The ideal candidate will hold an active Bar license in any US jurisdiction and have at least 4-6+ years of experience supporting sales teams with SaaS agreement negotiation. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft, review, and negotiate a high volume of SaaS agreements, including MSAs, order forms, NDAs, DPAs, SLAs, and vendor paper. Based on general knowledge.</li><li>Partner directly with sales teams to help structure, negotiate, and close SaaS deals efficiently. Based on general knowledge.</li><li>Provide clear, business-focused legal advice on commercial terms, risk assessment, privacy, compliance, and contract strategy. Based on general knowledge.</li><li>Develop and improve contract templates, playbooks, fallback language, and negotiation processes to support scalable deal execution. Based on general knowledge.</li><li>Work cross-functionally with internal stakeholders, including sales, finance, product, procurement, and security teams. Based on general knowledge.</li><li>Support issue escalation and help resolve legal and commercial roadblocks during the sales cycle. Based on general knowledge.</li><li>Advise on contracting best practices within a fast-paced, high-growth technology environment. Based on general knowledge.</li></ul><p><br></p>