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24 results for Project Assistant in Walnut Creek Ca

Project Assistant We are offering a short term contract employment opportunity for a Project Assistant in Rohnert Park, California. The Project Assistant will play a vital role in providing support services to our project managers and teams, ensuring smooth execution of enterprise-wide projects. <br><br>Responsibilities:<br>• Coordinate and manage meetings, including collecting and distributing materials for use at meetings, taking meeting minutes, and following up on actionable items.<br>• Provide administrative support such as preparing and revising contracts, drafting letters and documents, distributing mail, maintaining calendars, and arranging meetings.<br>• Work closely with project participants to identify and resolve issues. <br>• Assist in preparing project proposals, timeframes, and schedules.<br>• Maintain comprehensive project documentation, plans, and reports.<br>• Use Microsoft Excel, Microsoft Outlook, and Quickbooks for data entry and managing timelines.<br>• Offer customer service by resolving customer inquiries and monitoring customer accounts. <br>• Maintain accurate customer credit records and process customer credit applications accurately and efficiently.<br>• Coordinate between various departments to ensure smooth project execution. Assistant Construction Project Manager – Maritime Industry <p><strong><u>INDUSTRY EXSPERIENCE REQUIRED</u> – Maritime</strong></p><p><br></p><p><strong>Job Description:</strong></p><p>The Assistant Project Manager will support project teams in coordinating and managing ship repair, maintenance, and construction projects. This role involves working closely with Project Managers, vendors, and clients to ensure projects are completed safely, on time, and within budget.</p><p>Responsibilities include:</p><ul><li>Assisting in planning, scheduling, and executing ship repair and construction projects.</li><li>Monitoring project progress, budgets, and deadlines.</li><li>Preparing project documentation, reports, and updates for stakeholders.</li><li>Collaborating with cross-functional teams, including engineers, technicians, and subcontractors.</li><li>Ensuring compliance with safety and environmental regulations.</li><li>Supporting procurement and materials management for ongoing projects.</li><li>Facilitating communication between clients, vendors, and internal teams.</li><li>Troubleshooting and resolving project-related issues.</li></ul> Administrative Assistant <p>Robert Half has a long term temp to hire position with a reputable coastal construction company. Our client has been in business for 25 years now. They provide commercial tenant improvements and apartment complex management services, as well as the finest quality custom homes, residential remodeling, and residential renovations. They are small but mighty team that have plans for expansion in the next five years. Please find the job description below and if interested, apply now! We are looking to get someone started in February. Do not wait, apply now!</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Perform data entry tasks to maintain project documentation</li><li>Support the front desk operations by answering phones and directing inquiries </li><li>Aid in event planning for project-related meetings or gatherings </li><li>Assist and back up each dept from Controller/Accounting to Projects and guys in the field </li><li>Provide general office support including filing, organizing, maintaining records and much more depending on the day </li><li>Maintain and distribute project plans. • Maintain/update project records. </li><li>Creates and distributes meeting minutes. • Orders and tracks materials </li><li>Assists the project team with site safety documentation and coordination. </li><li>Assist Project Accountant with filing, data entry, and other assigned tasks </li><li>Assist Project Manager with assigned tasks.</li></ul> Construction Admin Assistant <p>Robert Half is currently seeking a Construction Admin for a position located in Oakland, CA. This role focuses on assisting with administrative work in relation to construction projects, both public and private. The ideal candidate will have the following responsibilities:</p><p><br></p><p><strong>Key Duties and Responsibilities:</strong></p><ul><li>Undertaking daily operational tasks</li><li>Providing clerical and administrative support</li><li>Editing, proofreading, and finalizing documents</li><li>Setting up and maintaining files for assigned projects</li><li>Administering contracts: processing change orders, insurance documentation, CA 20-day preliminary notices, and other construction compliance documents</li><li>Assisting in billing by processing invoices through the accounting department</li><li>Maintaining the construction project schedule/calendar</li><li>Ordering office supplies and performing additional tasks as necessary</li></ul><p><br></p> Office Assistant We are offering a contract for a permanent position in Santa Clara, California for an experienced Office Assistant. Your role will be integral to our operations within the construction industry, where you will handle a variety of administrative tasks, ensure accurate record keeping and assist in project coordination.<br><br>Responsibilities:<br>• Manage data entry tasks with precision and efficiency<br>• Handle email correspondence professionally and promptly<br>• Keep files organized and up-to-date<br>• Operate fax machines and other office equipment as required<br>• Handle order entries accurately and efficiently<br>• Assist with project coordination and execution<br>• Scan documents and maintain digital records meticulously Administrative Assistant We are offering a permanent employment opportunity for an Administrative Assistant. Based in Oakland, California, the role involves various administrative tasks within our team. The successful candidate will be responsible for implementing various programs and projects, maintaining detail oriented relationships, and handling administrative record keeping. <br><br>Responsibilities:<br><br>• Implementing and overseeing various programs and projects<br>• Maintaining accurate financial records and implementing office administrative practices<br>• Handling document review and processing, ensuring compliance with regulations and procedures<br>• Maintaining detail oriented relationships with colleagues and clients<br>• Utilizing word processing information systems and other computer applications related to the work<br>• Planning, organizing, and prioritizing work to meet critical deadlines<br>• Researching, preparing, and handling various materials for reports and correspondence<br>• Supervising and directing others on a project or day-to-day basis<br>• Upholding the company's Standards of Behavior and Scope of Services<br>• Using the Epic Software for various administrative tasks. Executive Assistant <p>A leading Marketing Solutions Organization is seeking to hire a contract Executive Assistant. This position reports to: CEO. This role is remote and is projected to be 2-4 months of work. Do not miss out/Apply today!</p><p><br></p><p>We are seeking a highly organized and professional Remote Executive Assistant to support our fast-paced marketing solutions organization on a contractual basis. The successful candidate will perform various administrative tasks, leading to organizational efficiency and optimal time utilization for the CEO. This role requires excellent organizational skills, a proactive approach, and confidentiality.</p><p><br></p><p>Job Responsibilities:</p><ul><li>Provide administrative support to the CEO by assisting in the coordination of schedules, arranging meetings, managing emails and correspondence, and ensuring tasks are followed upon </li><li> Manage and maintain the CEO's calendar, including scheduling and confirming appointments, meetings, and travel arrangements. </li><li> Prepare necessary documentation including memos, reports, and presentations. </li><li>Assist in preparing agendas and minutes of the meetings for the top management. </li><li>Effectively & accurately communicate relevant project information to the CEO. </li><li>Liaise with internal teams, clients, and partners on the CEO's behalf. </li><li>Handle sensitive data with a high degree of discretion and confidentiality. </li><li>Assist with special projects and perform other duties as assigned.</li></ul> Administrative Assistant <p>Our client in Livermore is actively searching for a competent and diligent Administrative Assistant to perform a variety of administrative tasks. This is a temporary position with potential for hire depending upon the performance and fit. Work hours are M-F 8AM-5PM.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>1. Answering phones, handling inquiries and routing calls as necessary.</p><p>2. Performing accurate data entry tasks.</p><p>3. Managing office email correspondence. Making sure visiting staff have desks set up.</p><p>4. Distributing mail within the office and handling outgoing posts.</p><p>5. Organizing and maintaining an inventory of office supplies and placing orders as needed.</p><p>6. Planning and coordinating events including monthly recognition luncheons and other office activities.</p><p>7. Taking charge of a large project involving reviewing paper documents from various departments, determining their importance and deciding whether to retain or discard them.</p><p>8. Updating the emergency binder regularly and ensuring it is complete and accurate.</p><p>9. Creating and distributing flyers for upcoming events.</p><p>10. Driving to run errands.</p><p><br></p><p><br></p><p>Qualifications:</p><p>The ideal candidate will be a dependable, personable, detail oriented, and well-organized individual with some administrative experience. Excellent communication skills and the ability to multitask under pressure are a must. Familiarity with office procedures and basic office equipment will be beneficial. Proficiency in MS Office Suite and data entry software is expected.</p><p><br></p><p>If you are interested in this Administrative Assistant position, apply today! </p> Assistant Controller - VC Firm with GREAT Benefits <p><strong>Please reach out to Ren Friedman via Linkedin with your updated resume to be considered for the opportunity below. Or email ren.friedman at roberthalf with your updated resume. </strong></p><p><br></p><p>Our client is a leading VC firm in San Francisco. They are seeking a strong and hands on Assistant Fund Controller to be based in the SF Bay area and available to go into the office once or twice a week. The ideal candidate will have a proven track record of success and advancement in prior roles and will be a person who has demonstrated strong technical fund and problem solving skills and is also someone who has a great appetite for knowledge and professional growth.</p><p><strong>Responsibilities:</strong></p><ul><li>Perform fund accounting work in our accounting systems</li><li>Responsible for detailed equity accounting and analysis, including complex partnership equity accounting analysis and management fee / carried interest computations</li><li>Active role in fund reporting including preparation of quarterly financial statements, performance returns, and LP-specific statements. Also prepare annual GAAP financial statements and coordination of audits with external auditors</li><li>Involvement with operational duties including capital calls, capital distributions, and liquidity management</li><li>Assist with ad-hoc requests, investor questions, and frequent interaction with our marketing / client management and legal departments</li><li>Frequent project coordination work</li><li>Assist in driving accounting, reporting and business process simplification and efficiency initiatives</li></ul> Legal Assistant <p>A reputable legal team is seeking a skilled Legal Document Specialist to join their team. This role requires a meticulous and detail-oriented individual who will handle key responsibilities in document organization and management. The position is hybrid, with the expectation of three in-office days (Tuesday-Thursday) and consistent hours of 8:30 AM to 5:00 PM, Monday through Friday, for the first year. The ideal candidate will have a background in corporate law, excellent organizational skills, and the ability to adapt to a professional, quiet work environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Collect, organize, and retrieve legal documents from offsite storage.</li><li>Verify the completeness of records and ensure all documents are available in the electronic database.</li><li>Scan and organize documents into the document management system.</li><li>Manage both paper and electronic documentation related to closing bibles and corporate documents.</li><li>Support legal executives and managers with corporate law-related tasks.</li></ul> Administrative Assistant Managing Communication:<br><br>Answering and directing phone calls<br>Handling emails and scheduling appointments<br>Managing office correspondence (letters, emails, packages, etc.)<br>Scheduling and Calendar Management:<br><br>Organizing meetings, appointments, and travel arrangements<br>Managing and updating calendars for executives or departments<br>Document Preparation:<br><br>Drafting, formatting, and editing documents, reports, and presentations<br>Handling filing systems, including both paper and digital files<br>Maintaining records and tracking office documents<br>Office Management:<br><br>Ordering office supplies and managing inventory<br>Ensuring that the office environment is organized and tidy<br>Coordinating office maintenance and managing vendor relationships<br>Data Entry and Database Management:<br><br>Inputting data into spreadsheets or databases<br>Tracking and updating customer information or internal company data<br>Supporting Other Teams:<br><br>Assisting with event planning and coordination<br>Preparing materials or presentations for meetings<br>Providing administrative support to other departments as needed<br>Customer Service:<br><br>Greeting visitors and clients<br>Providing basic information about the company or its services<br>Managing customer inquiries and ensuring a positive experience<br>Skills and Qualifications:<br>Organization: Strong organizational and multitasking abilities are critical.<br>Communication: Clear and professional communication skills, both verbal and written.<br>Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) or Google Workspace.<br>Attention to Detail: Accuracy in documentation, scheduling, and data entry.<br>Problem-solving: Ability to resolve issues independently or escalate them when necessary.<br>Time Management: Ability to prioritize tasks and manage time efficiently.<br>Key Tools/Software:<br>Office Suites: Microsoft Office or Google Workspace<br>Project Management Tools: Trello, Asana, Monday.com (depending on the company)<br>Communication Platforms: Slack, Zoom, Microsoft Teams<br>Document Storage Systems: Google Drive, Dropbox, or company-specific systems<br>Scheduling Tools: Outlook Calendar, Google Calendar Legal Administrative Assistant <p>Established law firm in looking to hire a legal Administrative Assistant in their Silicon Valley office! The firm is headquartered in New York with offices in Silicon Valley, Washington, DC, and Paris and foster a strong culture of involvement in public and community service. As a legal Administrative Assistant, you'll be assigned to multiple intellectual property litigation attorneys to support them through the litigation lifecycle. This position is on-site and requires full-time in Redwood Shores. The ideal candidate will have at least one year of office experience, ideally in an administrative capacity, and an interest in the legal field; prior legal industry experience is a plus but not required as training will be provided.</p><p><br></p><p><strong><u>Responsibilities: </u></strong></p><p><br></p><p>● Supporting multiple litigation attorneys and paralegals</p><p>● E-filing documents with Federal and State courts</p><p>● Drafting, editing and formatting correspondence, briefs, pleadings, TOA’s, TOC’s and other legal documents</p><p>● Drafting caption pages and shells for discovery and motions</p><p>● Reviewing court websites for Local Court Rules</p><p>● Calendaring and maintaining files </p><p>● Scheduling depositions</p><p>● Entering check requests, expense reports and attorney’s timesheets</p><p>● Assisting with catering requests and travel as needed for trials</p><p>● Providing backup receptionist coverage as needed </p> Legal Assistant <p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><ul><li>Perform high volume data entry accurately and efficiently.</li><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p><p><br></p> Administrative Assistant <p>We are offering an exciting opportunity for an Administrative Assistant with a boutique litigation firm, based in Oakland, California. This role involves supporting our team by managing various administrative tasks, playing a crucial role in maintaining the smooth running of our office.</p><p><br></p><p>Responsibilities:</p><p>• Managing specific tasks and responsibilities to support the Office Manager</p><p>• Handling office supplies and inventory, and placing orders when necessary</p><p>• Ensuring efficient filing systems and records management</p><p>• Distributing incoming mail and packages appropriately</p><p>• Coordinating maintenance and repairs for office equipment and suite with building management</p><p>• Scheduling meetings and managing calendars for the team</p><p>• Assisting with accounts receivable, billing, and invoicing tasks</p><p>• Assisting with accounts payable when required</p><p>• Supporting the onboarding and training of new employees</p><p>• Assisting with staff performance reviews and implementation of office policies and procedures</p><p>• Participating in office-wide events and projects</p><p>• Assisting with firm operational expenses alongside the bookkeeper</p><p>• Addressing employee concerns and conflicts effectively.</p> Assistant Controller We are offering an exciting opportunity for an Assistant Controller in the Food & Food Processing industry, based in Fairfield, California. As an Assistant Controller, you will have a crucial role in managing and analyzing all aspects of the company's financial operations, including financial statement preparation and cash management.<br><br>Responsibilities:<br><br>• Manage and deliver timely and accurate reporting of monthly financials and daily cash management.<br>• Conduct monthly balance sheet reconciliations and review financials for accuracy.<br>• Oversee cash management activities, including generating weekly payment selections, performing international wire transfers, and maintaining lines of credit.<br>• Generate and report on monthly margins and customer profit and loss statements.<br>• Coordinate bank audits and year-end reviews.<br>• Oversee both the Accounts Receivable and Accounts Payable functions, with the Accounting Manager reporting directly to this position.<br>• File quarterly sales and use taxes, adhering to applicable regulations, policies, and procedures.<br>• Assist in maintaining internal controls and communicate regularly with the Controller, providing accurate information to resolve issues and make recommendations.<br>• Collaborate effectively with team members, employees, and internal departments, as well as external vendors or customers.<br>• Understand and resolve system questions from the accounting staff regarding the ERP system.<br>• Assist with the annual budget process, as required.<br>• Perform other duties, projects, tasks, and reconciliations as assigned. Administrative Assistant - HR Support <p>We are seeking someone who can provide HR support that might extend beyond an initial contract period. As an administrative assistant, your responsibilities will include:</p><p><br></p><p>·      Providing comprehensive HR support during our transition phase and our merging processes. </p><p>·      Assisting HR Manager/Team in the coordination and execution of various HR-related tasks and projects. </p><p>·      Processing paperwork, maintaining documentation, and supporting HR initiatives. </p><p>·      Collaborating with HR team members and other departments to ensure seamless integration of the new site. </p><p>·      Navigating HR matters with discretion, tact, and strict confidentiality. </p><p>·      Performing administrative tasks including scheduling, correspondence, and reporting.</p><p>·      Ensuring accurate and timely communication within the organization; answering inquiries via phone, email, or in-person.</p> Assistant Controller <p>Robyn Rosemon with Robert Half is on the lookout for an Assistant Controller. This role involves ensuring the integrity and accuracy of financial reports, overseeing the analysis and summary of the company’s financial results, and providing management with effective measurement tools. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure strict adherence to US GAAP, company policies, procedures, and sound financial management practices during the preparation of financial information</p><p>• Stay updated on current financial reporting issues</p><p>• Oversee Month-End close reporting, including the preparation or review of monthly closing entries and reconciliation, as well as cost accounting</p><p>• Support in the documentation and monitoring of accounting processes and internal controls</p><p>• Develop and execute training programs for all departmental employees, including cross-training of positions</p><p>• Make suggestions for increasing efficiency within the department</p><p>• Assist other users with troubleshooting and problem resolutions</p><p>• Maintain Fixed Asset accounting records and liaise with managers to monitor progress on capital projects</p><p>• Collaborate with key managers on Capex Planning and Management</p><p>• Demonstrate an attitude of teamwork, working collaboratively with peers to identify positive solutions to problems or issues</p><p>• Show care and responsibility for the resources provided and contribute towards our efforts for social responsibility and being environmentally conscious</p><p>• Act with integrity, honesty, and fairness, working towards achieving personal achievement rather than public attention.</p><p><br></p><p>For consideration, please reach out to Robyn Rosemon via LinkedIn </p> Assistant Controller <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p> Administrative Coordinator We are searching for a diligent Administrative Coordinator in San Jose, California, United States. As part of a dynamic real estate industry, the position offers the opportunity to support a management team responsible for overseeing multiple properties in California. This role provides an engaging contract to hire employment opportunity and is an integral part of our team's operations.<br><br>Responsibilities:<br><br>• Act as the first point of contact for queries from tenants, vendors, and customers.<br>• Order and manage office supplies as necessary.<br>• Support the Property Manager, Chief Engineer, and Security Director with administrative tasks, including creation of work orders, scheduling contract work, drafting contracts, and tracking vendor insurance.<br>• Coordinate and maintain the property management contract database.<br>• Assist with the non-commercial activity application program.<br>• Manage Open/Close notices and issue Notice of Non-Responsibility as needed.<br>• Review security reports and forward to appropriate personnel as instructed.<br>• Work with the Accounting and Operations teams as the main contact for accounts payable bill upload and coding, account research, and setting up vendors.<br>• Assist the Property Manager and Assistant Manager in preparing annual budgets and other financial reports.<br>• Maintain tenant and vendor contact list, as well as the MallCast database.<br>• Generate tenant notifications via memo for food court maintenance, property events, operational reminders, and general property repairs.<br><br>Skills:<br>• Management System<br>• Microsoft Excel<br>• Microsoft Office Suites<br>• Microsoft Outlook<br>• Microsoft Word<br>• About Time<br>• Correspondence<br>• C-Suite<br>• Customer Service<br>• Data Entry Legal Secretary <p>Inhouse legal team is seeking a legal secretary/legal assistant to join their team. In this role, you will be responsible for providing high-level legal administrative support to our attorneys and paralegals. This includes processing legal documents, managing calendars, and handling a variety of legal projects. </p><p><br></p><p>Responsibilities:</p><p>• Provide support to attorneys by maintaining complex calendars, scheduling meetings, and arranging travel to avoid any scheduling conflicts.</p><p>• Gather, filter, and synthesize large quantities of client, matter, and other information for action by attorneys.</p><p>• Draft, edit, and modify documents including correspondence, pleadings, discovery, reports, agreements, presentations, spreadsheets, and proposals.</p><p>• Conduct legal or factual research of moderate scope, including fact gathering and retrieval of information.</p><p>• Handle a variety of legal processes, policies, programs, and issues on a project basis.</p><p>• Prepare reports and/or analysis summarizing information on the assigned issues.</p><p>• Serve as a knowledge manager for data, correspondence, matter files, reports, and all documentation associated with legal matters.</p> Administrative Assistant <p>We are currently seeking an organized and proactive Administrative Assistant on a contract basis with a non-profit client in Oakland. The successful candidate will play a critical role in ensuring efficient and smooth day-to-day operations of our office.</p><p><br></p><p>Responsibilities:</p><p>·      Answering and directing phone calls to relevant staff.</p><p>·      Organizing and scheduling appointments with admin software.</p><p>·      Booking meeting rooms and conference facilities.</p><p>·      Data entry and maintaining records and files.</p><p>·      Liaising with staff, suppliers, and clients.</p><p>·      Preparing documents and reports.</p><p>·      Assisting with special projects as needed.</p><p><br></p> Administrative Assistant <p>We are currently seeking an organized and proactive Administrative Assistant on a contract basis with a non-profit client in Oakland. The successful candidate will play a critical role in ensuring efficient and smooth day-to-day operations of our office.</p><p><br></p><p>Responsibilities:</p><p>·      Answering and directing phone calls to relevant staff.</p><p>·      Organizing and scheduling appointments with admin software.</p><p>·      Booking meeting rooms and conference facilities.</p><p>·      Data entry and maintaining records and files.</p><p>·      Liaising with staff, suppliers, and clients.</p><p>·      Preparing documents and reports.</p><p>·      Assisting with special projects as needed.</p><p><br></p> Tax Assistant We are offering a long term contract employment opportunity for a Tax Assistant in San Francisco, California. The chosen candidate will be part of our team that caters to a diverse range of clients, focusing on Sales & Use Tax compliance and providing administrative support to the Indirect Tax practice.<br><br>Responsibilities:<br><br>• Responsible for the preparation of sales & use tax returns, property tax returns, business license, and other tax returns<br>• Engage in administrative tasks and take on special projects as required<br>• Assist in the preparation of documents and/or extensions<br>• Maintain an electronic filing system by scanning documents<br>• Carry out account reconciliations as part of routine tasks<br>• Monitor customer accounts and take appropriate action when necessary. Product Counsel <p><strong>About the Role</strong></p><p>We are seeking a talented and proactive <strong>Product Counsel</strong> to join our team. In this role, you will work closely with Product, Engineering, Copy, and Design teams to provide legal guidance throughout the financial product development lifecycle. Reporting to an Assistant General Counsel, you will collaborate with cross-functional teams to assess legal risks and deliver practical, business-savvy solutions.</p><p>This is an exciting opportunity to contribute to innovative personal finance tools that empower consumers.</p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the Legal representative supporting Product, Engineering, Copy, and Design teams in creating compelling financial tools.</li><li>Assist Business Development and Partnerships teams with onboarding, handling business partner integrations, and addressing implementation needs.</li><li>Lead cross-functional projects to manage existing risks and proactively mitigate upcoming risks.</li><li>Analyze the business impact of new and evolving legal and regulatory requirements in the consumer financial products space.</li><li>Educate internal partners on regulatory issues in an accessible and clear manner.</li><li>Provide actionable, innovative legal guidance to address complex business challenges.</li><li>Make assertive decisions regarding risk management to achieve business goals.</li></ul><p><br></p>