We are looking for a skilled Controller to oversee and manage the financial operations of our organization in Walnut Creek, California. This role is critical in ensuring the accuracy of accounting records, maintaining compliance with financial regulations, and providing strategic insights to support business growth. The ideal candidate will possess strong leadership skills and have a deep understanding of accounting practices and financial management.<br><br>Responsibilities:<br>• Supervise daily accounting functions, including general ledger activities, payroll processing, and bank reconciliations.<br>• Ensure compliance with company policies and regulatory standards in maintaining accurate accounting records.<br>• Lead month-end and year-end closing processes, ensuring all financial data is reconciled and accurately recorded.<br>• Design, implement, and monitor internal controls to safeguard assets and enhance the reliability of financial reporting.<br>• Oversee tax compliance and the preparation of regulatory filings to meet legal requirements.<br>• Manage corporate governance and enforce adherence to financial policies and procedures.<br>• Monitor and manage cash flow to ensure operational liquidity and support capital expenditures.<br>• Provide data-driven financial insights and recommendations to assist with strategic planning and business decisions.<br>• Handle additional tasks and responsibilities as directed by the Managing Partners.
<p>We are looking for a detail-oriented SBA Loan Processor to join our team on a contract basis in Walnut Creek, California. In this role, you will play a critical part in ensuring the accuracy, compliance, and efficiency of loan processing and administration. The ideal candidate will have experience in SBA 7(a) loans and a strong background in loan documentation and financial analysis.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Collect, organize, and verify borrower documentation, including financial statements, tax filings, and collateral details.</p><p>• Review and ensure accuracy of SBA forms and documentation required for loan processing.</p><p>• Prepare audit-ready loan files that comply with underwriting and regulatory standards.</p><p>• Analyze borrower financials to determine eligibility and address any discrepancies or missing information.</p><p>• Maintain and update loan documents in the loan origination system with proper naming conventions and version control.</p><p>• Oversee loan file checklists and ensure accurate status tracking throughout the loan process.</p><p>• Input and update loan data in SBA platforms and servicing systems as needed.</p><p>• Support the creation and maintenance of department procedures, templates, and standard operating processes.</p><p>• Monitor post-closing loan files to ensure compliance with collateral, insurance, and financial covenants.</p><p>• Assist with guaranty purchase package preparation, including file remediation and documentation collection.</p>
<p>We are looking for a detail-oriented Controller to oversee document control and ensure the accuracy and organization of critical records. This role requires expertise in managing, scanning, and compiling various documents while maintaining compliance with established standards. You will play a crucial part in maintaining efficient and secure document workflows.</p><p><br></p><p>Responsibilities:</p><p>• Lead the property management accounting team and improve policies, procedures, and controls.</p><p>• Review and approve all accounting work for accuracy and compliance; serve as the main escalation point.</p><p>• Train, mentor, and manage staff while partnering with senior leadership on financial operations.</p><p>• Ensure full CA DRE trust accounting compliance, including proper handling, segregation, reconciliation, and audit readiness.</p><p>• Manage trust and operating bank recs, tenant/owner ledgers, security deposits, AR aging, and balance‑sheet reconciliations; resolve discrepancies quickly.</p><p>• Oversee rent posting, billings, deposits, notices, late fees, CAM billing, and all tenant ledger adjustments.</p><p>• Manage AP processing in AvidXchange and Rent Manager, invoice coding/approvals, check runs, credit card reconciliations, vendor issues, and 1099 reporting.</p><p>• Review journal entries, oversee mortgage payments, manage monthly close and reporting, maintain organized financial records, and lead process‑improvement projects.</p>
We are looking for an experienced Financial Controller to lead and oversee the finance operations of our organization in Livermore, California. This position requires a strategic leader who can ensure accurate financial reporting, maintain compliance with regulatory standards, and drive budgeting and forecasting initiatives. You will play a vital role in supporting executive decision-making while managing a team of dedicated finance professionals and collaborating across multiple departments.<br><br>Responsibilities:<br>• Collaborate with operations, sales, and service teams to align financial strategies with organizational objectives.<br>• Provide financial analysis and recommendations to guide capital investments and major purchasing decisions.<br>• Lead, mentor, and develop the accounting team while fostering a culture of communication and transparency.<br>• Prepare and oversee monthly, quarterly, and annual financial statements in compliance with established standards.<br>• Manage cash flow, working capital, and liquidity to support current and future business needs.<br>• Supervise accounts payable, accounts receivable, payroll, and general ledger operations.<br>• Oversee cost accounting, inventory valuation, and revenue recognition processes for various divisions.<br>• Develop and manage annual budgets and rolling forecasts, providing variance analysis to support decisions.<br>• Implement and maintain strong internal controls and accounting policies to safeguard financial integrity.<br>• Drive process improvements and automation initiatives to enhance financial systems and operational efficiency.
<p>Operations Associate (Administrative Assistant)</p><p><br></p><p>• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed</p><p>• Assemble copies of Tax returns, assists with IRS notices.</p><p>• Provides input on evaluating and enhancing tax procedures.</p><p>• Prepare extensions for filing.</p><p>• Tax return preparation assistance</p><p>• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).</p><p>• Manage client document process.</p><p>• Scan tax returns and uploads to CCH Document and SurePrep.</p><p>• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).</p><p>• Manage client/entities organizational charts.</p><p>• Maintains PTIN and CAF numbers.</p><p>• Orders annual tax guides.</p><p>• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).</p><p>• Client Interaction (sign documents and notarize, which may require travel to client home/office).</p><p>• Maintain compliance logs (Officer/Manager designation for respective clients).</p><p>• Travel arrangement as requested.</p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• Strong organizational, time management and customer service skills.</p><p>• Detail-oriented.</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>• Ability to demonstrate a high level of professionalism.</p><p>• Ability to multi-task and work in a fast paced environment with tight deadlines.</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p>• Notary not required, but preferred.</p><p><br></p><p>Full-time on-site.</p>
<p>We are looking for an experienced Senior Loan Closer to join our clients team on a contract basis in San Francisco, California. In this role, you will manage the end-to-end loan closing process, ensuring accuracy, compliance, and timely execution. This position requires a strong understanding of commercial lending practices and attention to detail to support smooth and efficient loan closings.</p><p><br></p><p>Responsibilities:</p><ul><li>Act as the central point of coordination for residential and commercial loan closings, partnering with Relationship and Portfolio Managers to ensure borrower needs are fully understood and files are accurately prepared for finalization.</li><li>Review borrower financials and loan terms to validate eligibility, confirm accuracy of approval documentation, and ensure readiness for closing.</li><li>Oversee all closing activities, including document preparation, condition tracking, underwriting coordination, and deadline management to keep each transaction on schedule.</li><li>Maintain control of an active closing pipeline by monitoring progress, identifying discrepancies, ensuring compliance, and resolving issues before they impact funding.</li><li>Handle post‑closing requirements such as document retrieval, corrections, client follow‑ups, and coordination of any remaining loan actions, with occasional support for commercial transactions.</li></ul>
<p><strong>Job Summary</strong></p><p>We are seeking a detail-oriented and proactive Administrative Assistant with hands-on experience in the manufacturing industry to support our operations team. In this role, you'll play a key part in streamlining administrative processes while leveraging your manufacturing background to assist with production-related tasks, vendor coordination, and inventory management. If you thrive in a fast-paced environment and have a passion for efficiency in manufacturing settings, we want to hear from you!</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide administrative support to the operations and manufacturing teams, including scheduling meetings, managing calendars, and preparing reports.</li><li>Assist with manufacturing-specific tasks such as tracking production schedules, coordinating with suppliers, and maintaining inventory records.</li><li>Handle correspondence, including emails, phone calls, and document preparation related to manufacturing orders and compliance.</li><li>Organize and maintain filing systems for manufacturing documentation, blueprints, and quality control records.</li><li>Support data entry and analysis for production metrics using tools like Microsoft Excel or ERP systems.</li><li>Coordinate travel arrangements, event planning, and office supply procurement with a focus on cost-efficiency in a manufacturing context.</li><li>Collaborate with cross-functional teams to ensure smooth workflow between administrative and production functions.</li><li>Perform other duties as assigned to support overall business operations.</li></ul><p><br></p>
<p>Are you a business intelligence professional passionate about transforming data into actionable insights? Our client is seeking a self-motivated Database Applications Administrator to fill a key role focused on enterprise analytics and reporting. You will work closely with platforms including SAGE Intacct, Salesforce, and Snowflake, leading initiatives to extract, model, and visualize data that empowers stakeholders at all organizational levels.</p><p><br></p><p>This role is 100% remote, and is a contract-to-hire role.</p><p> </p><p>Principal Responsibilities:</p><ul><li>Design, build, and maintain business intelligence solutions (reports, dashboards, visualizations) using Power BI, Salesforce, and other tools.</li><li>Collaborate with stakeholders to collect requirements and deliver solutions tailored to business needs.</li><li>Extract, transform, and analyze data from Snowflake Data Warehouse and additional sources.</li><li>Guarantee data accuracy and consistency through thorough validation and quality control.</li><li>Provide training and end-user support for BI tools and reporting (as needed, in partnership with team).</li><li>Troubleshoot BI tool, report, and data pipeline issues to ensure reliability.</li><li>Document processes, best practices, and technical solutions for knowledge sharing.</li><li>Effectively manage concurrent projects and deliverables against strict timelines.</li><li>Remain agile and adaptable as priorities shift.</li><li>Support team on special projects and additional responsibilities as assigned.</li></ul>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Touch Service</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its close‑knit, growing team. The firm delivers institutional‑level investment guidance and a virtual family office experience to a select group of clients. With a small, collaborative team and a highly personalized service model, this role is essential in ensuring a seamless, detail‑driven client experience.</p><p>This opportunity is ideal for someone who thrives in a high‑integrity environment and enjoys combining client relationship support with operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate (or Senior CSA, depending on experience) plays a pivotal role in client service, account administration, and operational support. You will work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and precise handling of all client needs. Because of the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and support follow‑up execution</li><li>Maintain accurate and organized client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and timely completion</li><li>Assist with compliance procedures and documentation management</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and support CRM updates and task tracking</li><li>Collaborate with advisory and investment teams on planning and portfolio initiatives</li><li>Work with compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient, high‑quality daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and consistency</li><li>Individuals who enjoy being trusted partners to both clients and advisors</li><li>Those who perform well in a boutique, collaborative, and highly professional setting</li><li>Candidates who appreciate a role where accuracy, responsiveness, and exceptional client care are paramount</li></ul>
We are looking for a dedicated Receptionist to join our team on a contract basis in San Francisco, California. In this role, you will be the first point of contact for visitors and callers, ensuring smooth communication and exceptional service. The ideal candidate will thrive in a collaborative environment and possess strong organizational and communication skills.<br><br>Responsibilities:<br>• Greet and assist visitors with attention to detail and courtesy.<br>• Manage multi-line phone systems, including answering and transferring calls promptly.<br>• Maintain accurate records and handle sensitive or confidential documents securely.<br>• Collaborate with team members to complete assigned projects efficiently.<br>• Communicate effectively with managers and clients, addressing any job-related concerns or deadlines.<br>• Provide concierge-style services to ensure a seamless experience for guests.<br>• Organize and maintain the reception area to uphold a meticulous image.<br>• Operate switchboard systems efficiently to support office communications.<br>• Support additional administrative tasks as needed to meet organizational goals.
We are looking for a dedicated Customer Service Representative to join our team in San Francisco, California. This is a contract position where you will play a crucial role in providing exceptional customer support to business owners across various industries. The role involves working in-office Monday through Friday and may include flexible eight-hour shifts.<br><br>Responsibilities:<br>• Manage a high volume of inbound calls, ensuring prompt and attentive communication with business owners.<br>• Collect, record, and process detailed business and risk information accurately during live interactions.<br>• Identify unique or complex cases, escalate issues as needed, and document findings to improve operational processes.<br>• Collaborate with teams to support sales, service, and AI-driven initiatives by providing actionable insights.<br>• Utilize MacOS, Slack, and Adobe Acrobat Pro effectively to manage daily tasks and communications.<br>• Adapt to extended work hours or overtime when required to meet business needs.<br>• Maintain a high level of efficiency in a fast-paced environment.<br>• Ensure customer inquiries are resolved promptly while maintaining high service standards.<br>• Support bilingual communication in Spanish when needed, enhancing accessibility and customer satisfaction.
<p><strong>Customer Service Specialist</strong></p><p><strong>Description:</strong></p><p>Deliver excellent customer experiences by resolving inquiries, providing information, and promoting a positive company image.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Resolve product or service issues promptly and professionally</li><li>Document customer interactions and transactions</li><li>Provide information about products and services</li><li>Collaborate with internal teams for issue resolution</li></ul>
We are looking for a meticulous and organized Data Entry Clerk to join our team in San Jose, California. In this long-term contract position, you will play a vital role in ensuring accurate data management and administrative support for operational processes. The ideal candidate will have a keen eye for detail and a proactive approach to completing tasks efficiently.<br><br>Responsibilities:<br>• Accurately input and maintain data records in databases and systems.<br>• Perform numerical and alphanumeric data entry tasks with speed and precision.<br>• Organize and manage data to ensure accessibility and reliability.<br>• Generate reports and summaries based on data inputs and operational needs.<br>• Provide administrative support to streamline operations and processes.<br>• Collaborate with team members to ensure data integrity and consistency.<br>• Monitor and verify information to minimize errors and discrepancies.<br>• Handle sensitive data with confidentiality and professionalism.<br>• Assist in maintaining documentation and tracking updates effectively.
We are looking for a detail-oriented Data Entry Clerk to join our team on a contract basis in San Francisco, California. In this role, you will handle document coordination and ensure smooth workflows, resembling processes similar to transaction coordination in industries like real estate. This position requires precision, efficiency, and the ability to manage digital signatures and collaborate with external partners.<br><br>Responsibilities:<br>• Coordinate document workflows, including sending and managing digital signatures through platforms like DocuSign.<br>• Ensure accurate data entry and maintain meticulous records of transactions.<br>• Collaborate with insurance partners and other external stakeholders to facilitate document completion.<br>• Review and verify all data entries for accuracy before submission.<br>• Manage numeric and computer-based data entry tasks efficiently and within set deadlines.<br>• Resolve discrepancies in documentation and communicate effectively to address issues.<br>• Maintain organized digital files and ensure compliance with company protocols.<br>• Execute typing and administrative tasks to support transaction processes.<br>• Assist in improving workflow efficiency by identifying and recommending process enhancements.
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm seeking a <strong>Senior Client Service Associate. </strong>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p>Robert Half is working with a reputable kitchenware distributing company in Burlingame. They distribute Wolf, Sub-Zero, and Cove appliances through Northern California. They are looking for a customer service oriented and personable Receptionist to assist with a temp to hire opening!. The ideal candidate will deliver exceptional customer service while efficiently managing front desk operations and administrative tasks. This position requires excellent communication skills, reliability, and a proactive approach to maintaining a welcoming and organized workspace.</p><p><br></p><p>Please find the details below and if interested, apply now! Do not wait! We are looking to potentially start someone tomorrow.</p><p><br></p><p><strong><em>Providing the highest level of concierge style customer service to all clients and guests</em></strong></p><ul><li>Answering daily phone calls and routing to specific individuals within the company</li><li>Being an effective communicator who speaks clearly and is personable and welcoming when answering incoming calls</li><li>Providing excellent customer service to all</li><li>Maintaining a friendly and outgoing demeanor</li><li>Setting the example for others by being reliable and maintaining a clean and professional workspace</li><li>Being able to put people at ease when they are on the phone or speaking one-on-one with other staff members or customers</li><li>Receiving and sorting incoming mail and delivering to each department. Outgoing mail: Coordinate pick-up and delivery of express packages (FedEx, UPS, and others) </li><li>Maintaining and managing inventory of office supplies as needed.</li><li>Updating and maintaining reception procedures, inventory list, reception area, kitchen, and conference rooms</li><li>Following office workflow procedures to ensure maximum efficiency</li></ul>
<p>The first-impression expert who ensures every guest receives a warm welcome while keeping front desk operations running seamlessly. This role supports visitors, manages check-ins, and provides exceptional customer service with professionalism and efficiency.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Service Excellence</strong> — Creates a welcoming environment and handles inquiries with professionalism.</li><li><strong>Front Desk & Check‑In Management</strong> — Greets guests, manages sign‑ins, and directs visitors with ease.</li><li><strong>Communication & Organization</strong> — Clear communicator who keeps the front desk organized and running smoothly.</li></ul><p><br></p>
<p>The first-impression expert who ensures every guest receives a warm welcome while keeping front desk operations running seamlessly. This role supports visitors, manages check-ins, and provides exceptional customer service with professionalism and efficiency.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Service Excellence</strong> — Creates a welcoming environment and handles inquiries with professionalism.</li><li><strong>Front Desk & Check‑In Management</strong> — Greets guests, manages sign‑ins, and directs visitors with ease.</li><li><strong>Communication & Organization</strong> — Clear communicator who keeps the front desk organized and running smoothly.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Data Entry Clerk to join our team on a long-term contract basis in San Francisco, California. This role involves accurately managing and processing data to support day-to-day operations. If you thrive in roles that require precision and organization, we encourage you to apply.</p><p><br></p><p>This is a part-time role: 2 days per week 8AM-5PM </p><p><br></p><p><strong>Community Market Support (1 day/week):</strong></p><ul><li>Assist with day-of market setup, organization, and breakdown</li><li>Support client check-in and general customer service</li><li>Help with inventory tracking, restocking, and basic organization</li><li>Provide on-site support to staff and volunteers to ensure efficient flow</li></ul><p><strong>Data Entry & Administrative Support (1 day/week):</strong></p><ul><li>Enter and maintain accurate client data, applications, and program records</li><li>Support data cleanup, tracking, and reporting as needed</li><li>Assist with application processing and documentation follow-up</li><li>Ensure data accuracy, confidentiality, and compliance with organizational standards</li></ul><p>** If you'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#00416-0013369141**</p><p><br></p>
<p>Are you looking for an well-established wealth management firm with team values collaboration, thoughtful problem solving, and long-term client success?</p><p> </p><p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p>I’m working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence.</p><p>If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul><p><br></p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital point of contact for patients, assisting them with navigating healthcare services and ensuring a seamless experience. This long-term contract position requires a strong commitment to delivering exceptional service and maintaining high standards of attention to detail.</p><p><br></p><p><strong>This is a part-time position, Monday, Tuesday and Fridays 3:30p – 12a</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison to support patients before, during, and after their interactions with medical facilities.</p><p>• Assist patients and guests with transportation information, including details about campus shuttles.</p><p>• Coordinate and schedule physician appointments and care for both inpatient and outpatient services.</p><p>• Facilitate communication between patients, guests, and departments to address concerns and ensure proper follow-up.</p><p>• Provide guidance to patients navigating the healthcare system, ensuring clarity and ease during their experience.</p><p>• Uphold safety and quality standards while maintaining sensitivity to cultural diversity and patient rights.</p><p>• Support compliance with National Patient Safety Goals and participate in ongoing education and training.</p><p>• Execute patient care practices aligned with organizational standards and frameworks.</p><p>• Maintain accurate records and summaries of patient interactions to ensure seamless communication.</p><p>• Promote teamwork and respect within all interactions to enhance the patient and guest experience.</p>
<p><strong>Data Entry Specialist</strong></p><p><strong>Description:</strong></p><p>Ensure accurate and timely data processing and record-keeping for business operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Enter and update data with high accuracy</li><li>Verify and review information for errors</li><li>Maintain electronic and paper files</li><li>Assist with report generation and data analysis</li><li>Support other administrative tasks as needed</li></ul>
<p><strong>Front Desk Coordinator</strong></p><p><strong>Description:</strong></p><p>Be the first point of contact for visitors, providing a welcoming environment and supporting administrative functions at the front office.</p><p><strong>Responsibilities:</strong></p><ul><li>Greet and assist visitors and clients</li><li>Answer and direct incoming calls</li><li>Maintain an organized front office and reception area</li><li>Schedule appointments and update calendars</li><li>Handle mail and deliveries</li></ul>
