<p><strong>Looking for Tax Credit and Hud experience!</strong></p><p><br></p><p>We are looking for a detail-oriented Administrative Assistant to support daily operations in a dynamic environment. This role involves managing communication channels, organizing schedules, and ensuring the accuracy of administrative tasks. Based in South San Francisco, California, this is a long-term contract position ideal for someone with strong organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Handle and respond to inbound calls, ensuring clear and attentive communication and prompt resolution of inquiries.</p><p>• Provide excellent customer service by addressing client needs and maintaining positive relationships.</p><p>• Perform accurate data entry tasks to maintain up-to-date and organized records.</p><p>• Manage email correspondence, including drafting, responding, and organizing messages.</p><p>• Coordinate and manage inbound and outbound calls to support operational workflows.</p><p>• Utilize Microsoft Office tools, including Excel, Word, PowerPoint, and Outlook, for various administrative tasks.</p><p>• Schedule appointments and maintain calendars to ensure efficient time management.</p><p>• Support team members by preparing documents, presentations, and reports as needed.</p><p>• Assist in organizing meetings and events by coordinating logistics and resources.</p>
We are looking for a skilled and detail-oriented Project Assistant to join our team on a contract basis in Santa Clara, California. This role requires a motivated individual to support project managers with administrative tasks while ensuring smooth operations within the construction industry. The ideal candidate will excel in organization, communication, and problem-solving, with a keen ability to manage payroll and job cost processes effectively.<br><br>Responsibilities:<br>• Coordinate with the human resources team to update and manage employee information.<br>• Maintain detailed job cost and payroll expense spreadsheets to ensure accuracy.<br>• Generate reports for audits and compliance purposes.<br>• Set up new projects and manage change order requests, including tracking their progress.<br>• Handle the application and renewal of business licenses to ensure regulatory compliance.<br>• Request, send, and track certificates of insurance for project needs.<br>• Organize weekly safety meetings and compile safety data sheets efficiently.<br>• Support project managers with ordering materials such as glass, windows, and doors.<br>• Monitor and manage administrative tasks related to construction projects.<br>• Provide assistance with other duties as required to streamline project operations.
We are looking for a detail-oriented Administrative Assistant to join a non-profit organization in Berkeley, California. This Contract to permanent position involves providing essential administrative and event coordination support, ensuring smooth operations and exceptional service. The role combines administrative tasks with event setup coordination, offering a dynamic and collaborative work environment.<br><br>Responsibilities:<br>• Coordinate room reservations, manage client communications, and provide accurate quotes.<br>• Organize and maintain spreadsheets and calendars using Google Suite to ensure efficient scheduling.<br>• Confirm reservations and ensure all details are accurate and up-to-date.<br>• Collaborate with setup teams and facilities staff to ensure event spaces are prepared according to client specifications.<br>• Provide on-site support during events, addressing any issues and assisting as needed.<br>• Handle multiple events weekly, including managing overlapping schedules and logistics.<br>• Occasionally work flexible hours, including evenings or weekends, to meet event needs.<br>• Work remotely for administrative tasks while being present on-site for event coordination.<br>• Maintain strong customer service standards and clear communication with all stakeholders.<br>• Adapt to ad hoc tasks and provide support across different teams as required.
<p>Robert Half's insurance industry client in Walnut Creek, CA is seeking a contract-to-permanent Senior. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Senior Administrative Assistant duties include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Senior Administrative Assistant position, submit your resume today!</p>
We are looking for an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
<p>We are seeking a highly organized and motivated Bilingual Spanish Administrative Assistant to support our office operations and act as a key liaison for our Spanish-speaking clients and partners. You will play a vital role in ensuring clear communication and efficient administrative processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for Spanish- and English-speaking clients by phone, email, and in-person</li><li>Translate and prepare documents and correspondence between English and Spanish</li><li>Assist with scheduling meetings, maintaining calendars, and organizing office events</li><li>Perform data entry, filing, and recordkeeping with high accuracy</li><li>Prepare reports, presentations, and communications as needed</li><li>Support the team with ad hoc administrative tasks and projects</li></ul>
<p>Robert Half's client is seeking an Administrative Assistant to join a non-profit organization in Martinez, California. In this PART-TIME, contract position, you will play a vital role in supporting office operations, handling public inquiries, and ensuring accurate documentation and records management. This opportunity is ideal for someone who thrives in a fast-paced environment and enjoys multitasking while maintaining high levels of organization.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Respond to public inquiries, route requests to appropriate departments, and provide excellent customer service.</p><p>• Manage claims processing by logging, coordinating, and tracking deadlines while maintaining accurate documentation.</p><p>• Handle requests under the California Public Records Act by clarifying inquiries, coordinating searches, and preparing responsive records.</p><p>• Organize, index, and maintain records through filing, scanning, and retention tracking according to established schedules.</p><p>• Provide administrative support such as preparing documents, entering data, scheduling appointments, and maintaining office logs.</p><p>• Assist with clerical accounting tasks, including processing invoices, purchase requests, and reimbursements while maintaining accurate records.</p><p>• Utilize office software and document management systems, ensuring confidentiality of sensitive information.</p><p>• Support the City Clerk with daily office functions and ensure compliance with policies and standards.</p><p>• Maintain clear and effective communication and business correspondence in all interactions.</p><p>• Prioritize tasks effectively and work independently while managing multiple deadlines.</p><p><br></p><p>If you are interested in this part-time Administrative Assistant position, please submit your resume today for immediate consideration.</p>
We are looking for an Assistant Controller to join our team in Santa Clara, California. In this role, you will assist the Controller in managing accounting operations, financial reporting, and internal controls. This position requires strong attention to detail, expertise in construction accounting, and a collaborative approach to working with various departments.<br><br>Responsibilities:<br>• Lead and support monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting.<br>• Prepare and analyze financial statements in compliance with industry standards and organizational requirements.<br>• Manage job cost accounting tasks, including tracking schedules, cost-to-complete calculations, and percentage-of-completion reports.<br>• Perform reconciliations for general ledger accounts and balance sheet items to maintain data accuracy.<br>• Contribute to cash flow forecasting and budgeting to support organizational financial planning.<br>• Oversee revenue recognition and contract accounting processes to ensure compliance with relevant guidelines.<br>• Collaborate with project managers to evaluate job performance, profitability, and variance analysis.<br>• Develop and enhance internal controls, accounting policies, and procedures to improve operational efficiency.<br>• Coordinate audits, tax preparation, and external reporting to meet regulatory and compliance obligations.<br>• Supervise and guide accounting staff, supporting growth and effective team collaboration.
<p>We are looking for a Bilingual Chinese Administrative Assistant who can facilitate smooth office operations and effective communication between Chinese- and English-speaking stakeholders.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist clients and visitors in both Mandarin and English</li><li>Translate and interpret communications, documents, and reports</li><li>Maintain digital and physical filing systems</li><li>Manage calendars, meeting invites, and travel arrangements</li><li>Support teams with data entry and administrative projects</li><li>Liaise with vendors and prepare purchase orders as needed</li></ul>
<p><strong>Administrative Assistant – Job Description</strong></p><p>The Administrative Assistant provides day-to-day office support by managing communications, scheduling, preparing documents, and maintaining organized records to ensure smooth business operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer phones, emails, and greet visitors</li><li>Schedule meetings and manage calendars</li><li>Prepare documents, reports, and correspondence</li><li>Maintain filing systems and office supplies</li><li>Assist staff with general administrative tasks</li></ul><p><br></p>
<p>We are looking for an experienced Senior Administrative Assistant to join our team in Milpitas, California. This is a Contract position within the construction industry, requiring a proactive and detail-oriented individual to provide high-level administrative support to multiple leaders. The ideal candidate will excel in coordinating office operations, managing budgets, and ensuring seamless workflows while contributing to a positive and efficient work environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide high-level administrative support to multiple leaders, including managing complex calendars and coordinating meetings and schedules.</p><p>• Prepare presentations, draft communications, and support stakeholder coordination while navigating dynamic and fast-paced situations.</p><p>• Oversee daily office operations, including space planning, office moves, and maintaining a professional and welcoming work environment.</p><p>• Manage office budgets, track expenses, and handle procurement processes in coordination with vendors and facilities partners.</p><p>• Develop, maintain, and improve office management systems, workflows, and tools to enhance efficiency and scalability.</p><p>• Partner with People and Communications teams to support office events, employee engagement initiatives, and travel coordination.</p><p>• Serve as a primary on-site resource, providing hands-on administrative and operational support, with occasional travel to other locations as needed.</p><p>• Support expense reporting, document management, research, and project follow-up to ensure smooth and effective operations.</p>
<p>We are looking for <strong>two </strong>dedicated and detail-oriented Sr. Administrative Assistant to join our team in Alameda, California. This long-term contract position offers an excellent opportunity to contribute to financial and grant management processes while working onsite in a collaborative environment. The ideal candidate will excel in handling budgeting, reporting, and compliance tasks with precision and efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Oversee financial aspects of grants, including creating budgets, forecasting expenditures, and allocating funds appropriately.</p><p>• Prepare and submit comprehensive financial reports to grantors, ensuring accuracy and adherence to funding guidelines.</p><p>• Monitor grant obligations and spending to maintain alignment with program objectives and deadlines.</p><p>• Collaborate with internal teams to ensure compliance with financial and grant-related regulations.</p><p>• Utilize accounting software and financial tools to track and manage financial data effectively.</p><p>• Support organizational operations by managing calendars, coordinating meetings, and handling inbound calls.</p><p>• Assist in streamlining budgeting processes and improving reporting systems to enhance operational efficiency.</p><p>• Maintain a high level of organization while managing multiple priorities and deadlines.</p><p>• Communicate effectively with stakeholders to provide updates on grant status and financial progress.</p><p>• Ensure timely submission of grant-related documentation and compliance with all funding requirements.</p>
<p><strong>Administrative Assistant – Job Description</strong></p><p>The Administrative Assistant provides day-to-day office support by managing communications, scheduling, preparing documents, and maintaining organized records to ensure smooth business operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer phones, emails, and greet visitors</li><li>Schedule meetings and manage calendars</li><li>Prepare documents, reports, and correspondence</li><li>Maintain filing systems and office supplies</li><li>Assist staff with general administrative tasks</li></ul><p><br></p>
<p>Our client, a distinguished historical location, is seeking a part-time Administrative Assistant on a contract basis in Oakland, California. This part-time role offers an exciting opportunity to contribute to the efficient management of donor databases and support administrative operations in a dynamic environment. The ideal candidate will have experience with donor management systems and a passion for maintaining organization and accuracy in administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Manage and update donor information using DonorPerfect and Raiser’s Edge systems.</p><p>• Perform accurate data entry to ensure the integrity of records and donor details.</p><p>• Provide general administrative support, including scheduling meetings and preparing reports.</p><p>• Assist in implementing new technology solutions to enhance administrative workflows.</p><p>• Respond to inquiries and maintain attentive and precise communication with donors and stakeholders.</p><p>• Organize and maintain office files, both digitally and physically, for easy access.</p><p>• Collaborate with team members to streamline processes and improve efficiency.</p><p>• Generate detailed reports and analytics related to donor contributions and trends.</p><p>• Support event planning and coordination efforts as needed.</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Oakland, California. In this role, you will play a key part in ensuring smooth office operations by managing administrative tasks and providing exceptional support to the team. The ideal candidate is organized, attentive to detail, and capable of handling various responsibilities in a fast-paced environment.<br><br>Responsibilities:<br>• Manage daily administrative functions, including scheduling, filing, and correspondence.<br>• Answer incoming calls promptly and courteously, directing inquiries to the appropriate team members.<br>• Handle data entry tasks with accuracy and attention to detail.<br>• Provide receptionist support by greeting visitors and ensuring a welcoming office environment.<br>• Maintain organized records and ensure proper documentation of office activities.<br>• Assist with preparing reports and presentations as needed.<br>• Support team members by coordinating meetings and managing calendar appointments.<br>• Monitor office supplies and coordinate replenishment when necessary.<br>• Ensure compliance with office policies and procedures.<br>• Collaborate with team members to improve administrative processes.
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p>Seeking a Legal Assistant or Legal Secretary with bilingual Spanish-speaking skills to provide essential administrative and clerical support to attorneys and the legal team. This role is in-office Monday through Friday and requires strong organizational skills, attention to detail, and proficiency with legal terminology and office technology. As the Legal Assistant you will ensure the efficient operation of the legal team, contributing to positive outcomes for both clients and legal professionals. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Translate legal documents, correspondence, and client communications between English and Spanish with accuracy and professionalism</li><li>Provide interpretation support during client meetings, phone calls, and court proceedings as needed</li><li>Assist attorneys in preparing and organizing case files, drafts, and filings in both languages</li><li>Communicate with clients and relay information to attorneys and staff</li><li>Schedule appointments, manage calendars, and coordinate meetings for Spanish-speaking clients</li><li>Maintain confidential records and ensure compliance with firm and legal privacy standards</li><li>Support other general legal assistant duties, including filing, scanning, and data entry</li></ul><p><br></p>
We are looking for a dynamic Sales Assistant to join our team in San Rafael, California. This Contract-to-permanent position is perfect for someone passionate about retail and eager to provide exceptional customer service while supporting a growing sales team. If you enjoy engaging with customers, managing inventory, and contributing to daily operations, this role offers an excellent opportunity to grow within the organization.<br><br>Responsibilities:<br>• Welcome customers warmly as they enter the showroom and assist with initial inquiries.<br>• Promote and sell small items, such as testing kits and chemical refills, ensuring customer needs are met.<br>• Manage incoming inventory shipments, including light lifting and organization.<br>• Guide visitors to the appropriate sales representatives for further assistance.<br>• Perform basic data entry tasks to maintain accurate records.<br>• Process customer payments through the system, ensuring accuracy and efficiency.<br>• Provide ad hoc support to the sales team, collaborating to meet daily goals.<br>• Maintain a detail-oriented appearance, adhering to the smart casual dress code.<br>• Work weekends as part of a five-day schedule to accommodate customer traffic.
<p>The Senior Administrative Assistant is responsible for high-level administrative support, working closely with executives and teams to ensure seamless daily operations. This position requires excellent judgment, multitasking, and communication skills.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex calendars and schedule meetings across multiple time zones</li><li>Coordinate travel arrangements and prepare expense reports</li><li>Draft, proofread, and format critical company correspondence</li><li>Prepare agendas and materials for meetings; record and distribute minutes</li><li>Conduct research and collect data for executive decision making</li><li>Mentor and support junior administrative staff</li></ul>
We are looking for a dedicated Legal Assistant to provide comprehensive support to attorneys and ensure the efficient operation of legal cases and firm processes. This role requires a proactive individual who excels in managing legal documentation, scheduling, correspondence, and trial preparation. The ideal candidate will possess strong organizational skills and a deep understanding of litigation procedures.<br><br>Responsibilities:<br>• Open and close legal cases by obtaining necessary contracts, authorizations, and case details, and ensure proper documentation is circulated.<br>• Draft, prepare, and send legal correspondence, including communications with clients and other relevant parties.<br>• Coordinate travel arrangements for attorneys and manage incoming mail and service documents appropriately.<br>• Order and organize investigation reports and medical records for case files.<br>• Transcribe dictation promptly and maintain attorney calendars for appointments, depositions, and court schedules.<br>• Create, maintain, and organize both physical and electronic case files, ensuring all documents are saved and routed correctly.<br>• Prepare and file complaints, motions, and other pleadings in state and federal courts, adhering to deadlines and filing requirements.<br>• Schedule court appearances, depositions, and client meetings, arranging for interpreters or videographers when necessary.<br>• Assist in trial preparation by organizing trial binders, exhibits, and other materials, and coordinating expert witnesses and jury instructions.<br>• Manage discovery processes, ensuring timely receipt and distribution to attorneys, paralegals, and clients.
We are looking for a highly organized and proactive Executive Assistant to support two founders of a dynamic startup in San Francisco, California. In this contract role with the potential for a long-term position, you will play a critical part in ensuring the smooth operation of daily activities, acting as a trusted partner in managing schedules, logistics, and communications. This position is ideal for someone who thrives in a fast-paced environment and is eager to grow alongside a rapidly scaling company.<br><br>Responsibilities:<br>• Manage complex calendars, scheduling, and email inboxes for two founders to ensure seamless daily operations.<br>• Coordinate travel arrangements, including booking flights, accommodations, and preparing itineraries.<br>• Organize logistics for meetings, including board and investor sessions, and provide executive-level communication support.<br>• Oversee office operations to maintain an efficient and productive work environment.<br>• Anticipate potential conflicts or challenges and proactively address them before they arise.<br>• Execute personal assistant tasks such as running errands and managing personal travel for the founders.<br>• Act as a reliable point of contact for sensitive matters, maintaining discretion and professionalism.<br>• Adapt to changing priorities and contexts, ensuring flexibility while maintaining high standards of organization.<br>• Assist in blending executive and personal assistant responsibilities to support founders effectively.
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
We are looking for a detail-oriented and proactive Executive Assistant to join our team in San Rafael, California. This role requires someone who can efficiently manage administrative tasks, communicate effectively across all levels, and handle sensitive information with discretion. If you thrive in a fast-paced environment and have exceptional organizational abilities, we invite you to apply.<br><br>Responsibilities:<br>• Coordinate schedules and manage calendars for senior executives to ensure seamless day-to-day operations.<br>• Prepare, edit, and organize correspondence, reports, and presentations with a high level of accuracy.<br>• Act as the primary point of contact for clients, vendors, and staff, ensuring clear and effective communication.<br>• Handle confidential information and financial transactions with discretion and integrity.<br>• Maintain and update document management systems, including NetDocuments or similar platforms.<br>• Monitor deadlines and prioritize tasks to meet tight schedules in a demanding environment.<br>• Assist with data entry and administrative tasks to support the organization’s operations.<br>• Answer inbound calls and provide receptionist duties when required.<br>• Stay updated on relevant software and tools utilized by the firm to enhance efficiency.<br>• Anticipate the needs of attorneys and partners, proactively addressing requirements to support their work.
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore whether this role is the right next step for you!</p><p><br></p><p><strong>Controller — Venture Capital Firm</strong></p><p><strong>About the Firm</strong></p><p>Our client is a leading venture capital firm investing in high-growth companies across enterprise software, fintech, and emerging innovation sectors. The team operates in a lean, entrepreneurial environment where collaboration, strategic thinking, and a long-term mindset are core values. This is a culture where professionals thrive in a fast-paced, dynamic setting and are committed to building scalable, lasting value across the portfolio.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking a <strong>Controller</strong> to work closely with the CFO across all finance, accounting, and operational functions. This is a high-impact, high-visibility position with broad ownership spanning financial reporting, fund operations, compliance, and strategic initiatives.</p><p>You’ll play a critical role in strengthening the firm’s financial infrastructure, optimizing processes, and driving operational excellence as the platform continues to scale. This is an outstanding opportunity for a venture-savvy finance leader eager to help build and shape a best-in-class finance function.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Reporting & Operations</strong></p><ul><li>Oversee all fund administration activities, including quarterly closes, audits, tax compliance, and ASC 820 valuation workflows</li><li>Lead financial operations for both the management company and funds: budgeting, cash-flow forecasting, and internal reporting</li><li>Maintain systems for deal tracking, legal documentation, portfolio monitoring, and fund performance analytics</li><li>Prepare financial materials for LP communications, internal dashboards, advisory board meetings, and executive reviews</li><li>Coordinate with outsourced accounting teams and fund administrators to ensure accuracy, timeliness, and strong internal controls</li><li>Manage treasury functions, including cash balances, capital calls, distributions, and carried-interest calculations</li><li>Support preparation of quarterly and annual financial statements, audit deliverables, and tax filings</li></ul><p><strong>Compliance & Investor Support</strong></p><ul><li>Partner with the CFO, CCO, and compliance teams on regulatory filings, annual reviews, and internal controls</li><li>Support fundraising efforts by preparing LP materials, managing data rooms, and responding to operational due-diligence requests</li><li>Collaborate with investment and investor relations teams to ensure timely and accurate communication with LPs</li><li>Maintain and enhance reporting packages for limited partners, including capital account statements, performance metrics, and fund summaries</li></ul>
<p>We are looking for a Workplace Experience Coordinator to join our team in Palo Alto, CA. In this contract position, you will play a vital role in ensuring smooth day-to-day operations within the workplace while delivering exceptional customer service to employees and visitors. This is an excellent opportunity for someone with strong organizational skills and a proactive mindset to contribute to a dynamic environment.</p><p><br></p><p>Job Summary</p><p>The <strong>Workplace Experience Coordinator</strong> is responsible for delivering a world-class customer service experience to employees, guests, and visitors within a designated building. This role serves as the first point of contact and supports daily workplace operations, events, and services. The position is part of the <strong>Workplace Experience</strong> function, focused on creating a welcoming, safe, and efficient workplace environment.</p><p>RKey Responsibilities</p><p>Front Desk & Customer Experience</p><ul><li>Serve as the first point of contact for all individuals entering the facility with a friendly and welcoming demeanor.</li><li>Greet visitors, issue visitor and parking passes, and follow established security protocols.</li><li>Answer telephone calls professionally and create a positive first impression.</li><li>Acknowledge and respond to inquiries or complaints from employees, guests, and coworkers, providing solutions in a customer service–driven manner.</li></ul><p>Workplace Operations & Services</p><ul><li>Coordinate and manage workplace services, including mail, office supplies, and onboarding support.</li><li>Arrange and confirm recreational, dining, and business activities on behalf of requestors.</li><li>Manage janitorial and maintenance work orders as needed.</li><li>Coordinate with vendors providing goods or services to the workplace.</li></ul><p>Events & Presentations</p><ul><li>Organize and manage on-site events, including securing event space, coordinating room setup and teardown, and ensuring delivery of supplies.</li><li>Create presentations and communicate effectively with groups of varying sizes.</li></ul><p>Safety, Security & Compliance</p><ul><li>Follow property-specific security and emergency procedures.</li><li>Notify appropriate parties to ensure the safety and well-being of all individuals in the building.</li></ul><p>Collaboration & Communication</p><ul><li>Explain detailed or complex information to team members when required.</li><li>Follow specific directions provided by management.</li><li>Perform clearly defined duties using established procedures to solve routine problems, with limited discretion.</li></ul>
