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17 results for Property Manager in Walnut Creek, CA

Property Administrator
  • San Francisco, CA
  • onsite
  • Temporary to Hire
  • 24.7 - 28.6 USD / Hourly
  • We are looking for a detail-oriented Property Administrator to support affordable housing operations for a non-profit organization in San Francisco, California. This contract opportunity with permanent potential is ideal for someone who can balance compliance accuracy, resident-facing coordination, and day-to-day administrative support in a property management environment. The person in this role will help maintain occupancy records, support leasing activity, and contribute to reporting and audit readiness while ensuring adherence to housing regulations.<br><br>Responsibilities:<br>• Monitor resident files and occupancy records to help ensure compliance with applicable income restrictions, rent limits, and program guidelines.<br>• Evaluate documentation for new residents and renewal certifications, confirming completeness and accuracy before final approval.<br>• Track recertification timelines, audit milestones, and other compliance deadlines to keep required activities on schedule.<br>• Prepare supporting materials for internal reviews, external audits, and routine reporting, and assist with updates to policies and operational documents.<br>• Provide administrative support for leasing functions, including reviewing lease paperwork, coordinating background screening steps, and maintaining related records.<br>• Communicate with residents, applicants, and internal teams to gather missing information, resolve documentation issues, and support a positive customer experience.<br>• Maintain organized electronic and manual files within property management systems and standard office tools to support efficient recordkeeping.<br>• Assist with outreach and marketing efforts that support occupancy goals while aligning with affordable housing requirements and fair housing standards.
  • 2026-05-21T00:00:00Z
Property Administrator
  • Napa, CA
  • onsite
  • Temporary / Contract
  • 23 - 25 USD / Hourly
  • We are looking for a Property Administrator to support housing operations for a non-profit organization in Napa, California. This Long-term Contract position focuses on resident intake, occupancy coordination, compliance administration, and day-to-day property support. The ideal candidate will bring strong knowledge of affordable housing programs, stay organized in a fast-paced environment, and provide attentive service to applicants and residents alike.<br><br>Responsibilities:<br>• Evaluate housing applications to confirm eligibility, manage applicant waitlists, and coordinate unit tours for prospective residents.<br>• Process incoming residents in accordance with established affordable housing and property program requirements while maintaining accurate and orderly files.<br>• Prepare lease documentation, explain occupancy terms to new residents, and complete all related move-in paperwork thoroughly and on time.<br>• Conduct regular inspections of the property each day to maintain management visibility and monitor overall curb appeal and community conditions.<br>• Track vacant unit readiness by following up with maintenance teams and vendors, and review turnover progress daily to help reduce downtime.<br>• Minimize vacancy exposure by advancing multiple applicants with relevant experience when notice to vacate is received from current residents.<br>• Distribute rental charges, collect rent payments and security deposits, and forward required documentation to the accounting team.<br>• Partner with accounting staff on tenant status updates and complete recurring weekly, monthly, and compliance reporting, including annual resident recertifications.<br>• Participate in required training programs, including occasional sessions that may involve overnight travel.
  • 2026-05-12T00:00:00Z
Property Administrator
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 23.75 - 25 USD / Hourly
  • <p>We are looking for a detail-oriented Property Administrator to support day-to-day property operations in San Francisco, California. This Contract position is ideal for someone who can balance administrative coordination, tenant support, and leasing-related activities across residential and commercial properties. The role requires strong organization, clear communication, and confidence working with property management systems such as Yardi.</p><p><br></p><p>Responsibilities:</p><p>• Oversee administrative tasks that support the smooth operation of residential and commercial properties, including record maintenance and document management.</p><p>• Coordinate leasing activities by preparing materials, assisting with tenant inquiries, and supporting the application and move-in process.</p><p>• Maintain accurate property, tenant, and vendor information in Yardi and other internal systems to ensure reliable reporting and tracking.</p><p>• Serve as a point of contact for residents, tenants, and service providers by responding to questions and directing issues to the appropriate teams.</p><p>• Assist with rent-related documentation, lease files, and compliance records to help keep property operations organized and up to date.</p><p>• Support property managers with scheduling, correspondence, and follow-up on maintenance requests, inspections, and vendor services.</p><p>• Help monitor occupancy and availability information while contributing to leasing efforts that improve retention and fill vacancies.</p><p>• Prepare routine operational reports and summaries to support property management decision-making and daily oversight.</p><p><br></p><p>** If you&#39;re interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00410-0013438265**</p><p><br></p>
  • 2026-05-21T00:00:00Z
Asset Manager
  • Stockton, CA
  • onsite
  • Temporary / Contract
  • 27.55 - 31.9 USD / Hourly
  • <p>We are looking for an experienced Asset Manager to support the performance and compliance of a non-profit housing portfolio in Tracy, California. This Long-term Contract opportunity is ideal for a property management specialist who can balance occupancy goals, regulatory adherence, resident service, and site presentation. The role requires strong oversight of leasing activity, inspections, records management, and policy execution to help ensure each property operates effectively and in alignment with housing standards.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily property management activities across assigned sites to promote efficient operations, strong resident support, and consistent performance.</p><p>• Apply housing regulations and program requirements to admissions, occupancy, and ongoing property administration while helping maintain organizational compliance.</p><p>• Administer occupancy policies and operating procedures, identify areas for improvement, recommend updates, and support staff training on approved changes.</p><p>• Strengthen leasing results by contributing to outreach and marketing efforts designed to expand the applicant pool and attract prospective residents.</p><p>• Uphold fair housing standards, review resident or applicant requests for informal review, and ensure each matter is handled according to established procedures.</p><p>• Monitor property appearance by touring communities regularly, confirming curb appeal standards are met, and addressing lease compliance concerns when observed.</p><p>• Maintain organized property records and tenant files so documentation remains accurate, accessible, and audit-ready.</p><p>• Track incidents and insurance-related matters in accordance with risk management expectations and required reporting practices.</p><p>• Drive key portfolio targets, including high occupancy levels, timely unit turnover, strong rent collection performance, and completion of annual physical and housekeeping inspections.</p><p>• Evaluate maintenance-related vendor needs and provide informed recommendations for service contract arrangements.</p>
  • 2026-05-19T00:00:00Z
Assistant Property Manager
  • Livermore, CA
  • onsite
  • Temporary to Hire
  • 26 - 27 USD / Hourly
  • <p>We are looking for an organized and service-focused Assistant Property Manager to support daily office and property administration activities in Livermore, California. This contract opportunity with potential for a permanent role is ideal for someone who enjoys balancing front-office coordination with resident, vendor, and visitor support in a detail-oriented property management environment. The role requires strong communication skills, sound judgment, and the ability to keep office operations running smoothly while assisting with a range of administrative tasks.</p><p><br></p><p>Assistant Property Manager Responsibilities:</p><p>• Oversee front office activities to maintain an efficient, welcoming, and well-organized administrative environment.</p><p>• Direct incoming digital and physical correspondence to the appropriate recipients and assist with outbound shipping and mailing needs.</p><p>• Accept and organize deliveries for office materials and equipment, ensuring items are received and distributed properly.</p><p>• Serve as a primary point of contact for visitors, vendors, and callers by answering questions and connecting them with the appropriate housing or organizational resources.</p><p>• Monitor entry access using the building communication system and admit only approved employees and screened guests.</p><p>• Coordinate support for shared office needs, including meal orders and replenishment of refreshments and common-area supplies.</p><p>• Provide administrative assistance for meetings, community activities, and special projects as requested by management.</p><p>• Handle additional operational and clerical duties that contribute to effective property and office support.</p><p><br></p><p>If you are interested in this Assistant Property Manager role, please submit your resume today.</p>
  • 2026-05-22T00:00:00Z
Property Accountant
  • Petaluma, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 90000 USD / Yearly
  • <p>We are looking for a detail-oriented Property Accountant to support our client in Sonoma County. This role is responsible for maintaining accurate financial records, overseeing property-level accounting activities, and helping ensure compliance with lease terms and regulatory requirements. The ideal candidate brings strong real estate accounting experience, sound judgment, and the ability to manage multiple priorities in a deadline-driven environment.</p><p><br></p><p>• Oversee property tax activity by monitoring assessed values, recording accruals, and ensuring payments are completed on schedule.</p><p>• Authorize payment disbursements, including wire activity when needed, while maintaining accuracy across cash tracking records and supporting schedules.</p><p>• Examine lease agreements to identify relevant billing and accounting terms, then update property records and supporting documentation in Yardi and Excel.</p><p>• Administer retail and percentage rent calculations and prepare reconciliation packages for assigned properties, including adjustment support and tenant-facing backup.</p><p>• Process internal management fee transactions and prepare journal entries with complete documentation to support monthly accounting activity.</p><p>• Complete monthly bank reconciliations and review balance sheet accounts such as receivables, payables, prepaid items, and tenant security deposits.</p><p>• Assist with budgeting for items such as property taxes, insurance, business licenses, and other entity-related expenses during recurring planning cycles.</p><p>• Support new property onboarding by helping establish accounting records, compliance requirements, and operational readiness for acquired assets.</p><p>• Contribute to accounting process improvements by assisting with policy development, internal controls, staff training, and testing of new system capabilities.</p><p>• Provide cross-functional support for accounts payable and accounts receivable tasks as business needs require.</p>
  • 2026-05-14T00:00:00Z
Property Accountant
  • Hayward, CA
  • onsite
  • Temporary / Contract
  • 35 - 50 USD / Hourly
  • <p>We are looking for a detail-oriented Property Accountant to support a portfolio of residential or commercial properties in Hayward, California. This is a Contract position focused on financial reporting, reconciliations, and cash activity management, with an emphasis on accuracy and timely month-end close support. The ideal candidate brings hands-on accounting experience in property management environments and is comfortable working with Yardi and advanced Excel functions.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare recurring financial statements and supporting schedules for a portfolio of approximately 6 to 7 properties.</p><p>• Complete account reconciliations for multiple balance sheet accounts across each assigned property and investigate discrepancies as needed.</p><p>• Record cash activity accurately, including manual receipts, tenant-related payments, and housing authority deposits.</p><p>• Process check deposits in a timely manner and ensure all transactions are reflected correctly in the general ledger.</p><p>• Use Yardi to maintain property accounting records and support daily transactional accuracy.</p><p>• Build and update Excel-based reports using tools such as VLOOKUPs and pivot tables to analyze financial data and reconcile balances.</p><p>• Assist with month-end close activities, including accruals, general ledger review, and preparation of property-level financial results.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
  • 2026-05-21T00:00:00Z
Property Accountant
  • Foster City, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 90000 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>ACCOUNTANT - PROPERTY ACCOUNTANT</strong></p><p><br></p><p>Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.</p><p>Responsibilities:</p><p>-General ledger, month-end close of multiple entities/portfolios</p><p>-Prepare and review complex account reconciliation and journal entries</p><p>-Perform analytical review in support of the monthly close process.</p><p>-Prepare monthly analysis of account variances </p><p>-Prepare annual audit schedules</p><p><br></p>
  • 2026-05-15T00:00:00Z
Property Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 97000 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization&#39;s financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
  • 2026-05-15T00:00:00Z
Contracts Manager
  • San Jose, CA
  • remote
  • Temporary / Contract
  • 55 - 70 USD / Hourly
  • <p>Growing AI company is seeking a Contracts Manager to support our sales team in reviewing and negotiating SaaS agreements. This role will work closely with sales, business, and cross-functional stakeholders to manage the contract process, help move deals forward, and support efficient resolution of contract issues. The ideal candidate will have direct experience in a similar contracts management capacity within the technology industry. This position is remote so candidates from around the US are encouraged to apply. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review, draft, and negotiate a variety of commercial agreements, including SaaS agreements, master services agreements, order forms, nondisclosure agreements, and related customer-facing contracts</li><li>Partner closely with sales teams to support contract negotiations and help accelerate deal closure</li><li>Identify contractual risks, escalate legal or business issues as appropriate, and propose practical solutions</li><li>Manage contract workflows, redlines, approvals, and execution processes</li><li>Maintain and improve contract templates, clause libraries, and playbooks</li><li>Coordinate cross-functionally with legal, sales, security, finance, and business teams throughout the contracting process</li><li>Track contract status, key terms, and renewal or obligation dates as needed</li><li>Support process improvements related to contract lifecycle management and commercial operations</li></ul><p><br></p>
  • 2026-05-08T00:00:00Z
Maintenance Supervisor
  • Hayward, CA
  • onsite
  • Temporary / Contract
  • 27.7115 - 32.087 USD / Hourly
  • <p>We are looking for a Maintenance Supervisor to oversee maintenance operations within a food processing environment in the East Bay, California. This Long-term Contract position is ideal for someone who can combine hands-on technical knowledge with strong leadership to keep equipment running safely and efficiently. The role focuses on supporting production continuity, maintaining a clean and compliant facility, and coordinating maintenance priorities across multiple systems.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily maintenance activity for production equipment and facility systems, ensuring work is completed safely and with minimal disruption to operations.</p><p>• Lead preventive, predictive, and repair-based maintenance efforts across mechanical, electrical, pneumatic, and hydraulic equipment.</p><p>• Diagnose equipment malfunctions, coordinate timely repairs, and assist with the setup and integration of new machinery when needed.</p><p>• Organize, assign, and adjust work orders in response to production schedules, equipment conditions, and operational priorities.</p><p>• Maintain thorough service documentation, repair histories, and maintenance records to support performance tracking and compliance needs.</p><p>• Uphold workplace safety practices, including lockout procedures and confined space requirements, while reinforcing safe work habits across the team.</p><p>• Support regulatory and internal audit readiness by helping maintain compliance with food manufacturing, sanitation, and facility standards.</p><p>• Track spare parts usage, monitor inventory levels, and coordinate purchasing requests to avoid maintenance delays.</p><p>• Work closely with production, sanitation, and quality teams to resolve equipment concerns and improve reliability across the facility.</p><p>• Contribute to maintenance planning by helping build service schedules and identifying opportunities for equipment upgrades or capital improvements.</p>
  • 2026-05-11T00:00:00Z
Rental Assistance Program Manager
  • San Francisco, CA
  • onsite
  • Temporary to Hire
  • 25.65 - 29.7 USD / Hourly
  • We are looking for a Rental Assistance Program Manager to lead community engagement efforts that connect residents with housing-related resources and support services in California. This contract position with potential for a permanent opportunity is ideal for someone who combines strong administrative discipline with a hands-on approach to outreach, relationship building, and client support. The person in this role will work closely with community partners, internal teams, and prospective clients to expand program awareness, strengthen local connections, and help drive meaningful participation.<br><br>Responsibilities:<br>• Create and carry out outreach plans that increase awareness of rental assistance services and encourage community participation.<br>• Establish productive relationships with neighborhood groups, service providers, local businesses, and public agencies to expand referral networks and collaboration opportunities.<br>• Represent the organization at events, information sessions, and workshops, delivering clear presentations that promote available programs and services.<br>• Monitor outreach efforts by maintaining accurate activity records, assessing results, and preparing updates and reports for leadership review.<br>• Contribute to the development of communication materials such as flyers, newsletters, and presentation content to support public engagement.<br>• Serve as a point of contact for questions from clients, volunteers, and partner organizations, providing timely and thoughtful responses.<br>• Conduct direct outreach with new and existing clients, including traveling within the local service area to meet individuals near their residences when needed.<br>• Partner with internal staff to ensure outreach priorities support broader program goals and operational needs.<br>• Provide guidance and coaching to colleagues or direct reports when needed to improve performance, accountability, and service delivery.
  • 2026-05-21T00:00:00Z
Payroll Manager
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 60 - 65 USD / Hourly
  • We are looking for an experienced Payroll Manager to oversee accurate and timely payroll operations for a large, geographically diverse workforce based in San Francisco, California. This Long-term Contract position will support payroll administration for approximately 3,000 employees across domestic and international populations, requiring strong judgment, attention to detail, and clear communication. The ideal candidate brings a hands-on approach, thrives in a collaborative environment, and can manage complex payroll activities across multiple employee types and jurisdictions.<br><br>Responsibilities:<br>• Lead end-to-end payroll processing for a workforce of about 3,000 employees on a twice-monthly schedule, ensuring accuracy, timeliness, and compliance<br>• Administer payroll activities for employees across the United States and an international employee population spanning 13 countries<br>• Manage payroll for a predominantly salaried workforce while ensuring proper handling of hourly employee pay requirements<br>• Oversee payroll operations within Workday Payroll and support related payroll processes and reconciliations<br>• Partner with internal teams to address payroll questions, resolve discrepancies, and maintain a high level of service<br>• Assist with organizational payroll-related initiatives and process support as business needs evolve<br>• Review payroll data, deductions, taxes, and earnings to ensure alignment with company policies and regulatory requirements<br>• Communicate effectively with stakeholders at different levels while contributing as a practical, team-oriented individual focused on getting the work done
  • 2026-05-20T00:00:00Z
Payroll Manager
  • Mountain View, CA
  • onsite
  • Permanent / Full Time
  • 165000 - 185000 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PAYROLL MANAGER </strong></p><p>We are looking for an experienced and driven Payroll Manager to lead and enhance the payroll operations for a well-established healthcare organization. This role requires an individual with a strong background in payroll systems, compliance, and team leadership, who can embrace technological advancements and process improvements. The successful candidate will play a pivotal role in ensuring accurate and timely payroll processing while maintaining compliance with all applicable laws and regulations.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and mentor a team of 5 payroll specialists to ensure efficient and accurate payroll operations.</p><p>• Oversee payroll processing for the organization, ensuring compliance with federal, state, and local tax laws and labor regulations.</p><p>• Collaborate closely with HR and Finance departments to align compensation policies, benefits deductions, and reporting practices.</p><p>• Review, audit, and approve payroll reports and reconciliations for accuracy and completeness.</p><p>• Maintain and optimize payroll systems, recommending and implementing software upgrades as needed.</p><p>• Address and resolve employee payroll inquiries, discrepancies, and concerns in a timely manner.</p><p>• Ensure timely submission of payroll-related filings and reports to regulatory agencies.</p><p>• Develop and implement payroll policies and procedures to improve efficiency and ensure compliance.</p><p>• Stay updated on changes in payroll regulations and best practices to keep the organization compliant.</p>
  • 2026-05-04T00:00:00Z
Payroll Manager
  • Sunnyvale, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • We are looking for an experienced Payroll Manager to oversee and streamline payroll operations for a multi-state organization based in Sunnyvale, California. This role requires a strategic leader who can ensure accurate payroll processing, compliance with regulations, and effective management of benefits and leave of absence programs. If you have a proven track record in payroll management and are passionate about driving operational excellence, we encourage you to apply.<br><br>Responsibilities:<br>• Manage and process full-cycle payroll for over 500 employees across multiple states and Canada.<br>• Utilize ADP Workforce Now to ensure timely and accurate bi-monthly payroll processing.<br>• Oversee compliance with federal, state, and local payroll regulations, including multi-state payroll laws.<br>• Administer leave of absence payments and ensure proper tracking and reconciliation.<br>• Handle benefits payroll operations, including 401(k) contributions and benefits reconciliations.<br>• Collaborate with HR and finance teams to address payroll-related inquiries and resolve discrepancies.<br>• Lead efforts to improve payroll systems and processes, ensuring efficiency and accuracy.<br>• Monitor and implement changes in payroll regulations to maintain compliance.<br>• Prepare detailed payroll reports and analyses for management review.<br>• Provide guidance and training to payroll staff to enhance team performance.
  • 2026-05-15T00:00:00Z
Real Estate Accounting Manager - Hybrid 2-3 Days
  • Berkeley, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 170000 USD / Yearly
  • <p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Accounting Manager | Real Estate | East Bay | Hybrid; 2 days onsite (Free Parking)</strong></p><p> </p><p>A growing real estate organization with a diverse portfolio across development, property management, and corporate operations is seeking an Accounting Manager to join its high-performing finance team. This is a highly visible role offering broad exposure across multiple entities and properties, with strong partnership alongside leadership and key stakeholders.</p><p><br></p><p>The position is ideal for someone who enjoys a mix of hands-on accounting, financial reporting, budgeting/forecasting, process improvement, and team leadership within a complex real estate environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead month-end close and oversee financial reporting for assigned portfolios </li><li>Manage budgeting, forecasting, cash flow, and variance analysis </li><li>Prepare consolidated reporting for leadership, investors, lenders, and auditors </li><li>Oversee AP processes, billing activity, and transaction accuracy </li><li>Support investor reporting, audit coordination, and job cost analysis </li><li>Review contracts and evaluate accounting treatment for complex transactions </li><li>Improve processes, controls, and reporting efficiency </li><li>Supervise and mentor accounting and administrative staff </li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2026-05-22T00:00:00Z
Wealth Management - Relationship Manager
  • Redwood City, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 130000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite </strong></p><p> </p><p>Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.</p><p> </p><p>The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-05-15T00:00:00Z