<p>We are looking for an experienced IT Support Analyst to join our team on a short- term contract basis out of Oakland, Ca. In IT Support role, you will provide technical assistance to a primarily remote workforce, ensuring seamless operations across macOS and Windows environments. Based in Oakland, California, this IT Support position offers an exciting opportunity to contribute to the FinTech industry while leveraging your IT support expertise. This IT Support role is an onsite position. </p><p><br></p><p>Responsibilities:</p><p>• Deliver Level 1 and Level 2 IT support services for remote users, addressing hardware, software, and access-related issues.</p><p>• Troubleshoot and resolve technical problems with macOS and Windows laptops, including operating systems and applications.</p><p>• Manage identity and access management tools, such as Okta, to ensure secure and efficient user access.</p><p>• Utilize Jira Service Desk to document, track, and resolve support tickets effectively.</p><p>• Provide support for Google Workspace applications, assisting with tasks related to Gmail, Drive, Calendar, and basic administrative functions.</p><p>• Conduct basic network troubleshooting to resolve connectivity issues, including Wi-Fi and VPN configurations.</p><p>• Oversee the shipping, receiving, configuration, and tracking of laptops and peripherals.</p><p>• Assist with employee onboarding and offboarding processes, including hardware lifecycle management.</p><p>• Ensure thorough documentation and adherence to IT best practices throughout all support activities.</p>
<p>We are seeking a bilingual (Japanese/English) Desktop Support Specialist to join our IT team. The ideal candidate will provide technical support for end users, including hardware, software, and network issues, with a strong focus on supporting Japanese-speaking employees or clients. This role requires excellent troubleshooting skills, customer service, and fluency in both Japanese and English.</p><p><br></p><p>Responsibilities:</p><p>• Deliver technical support for software, hardware, and network systems, ensuring timely issue resolution.</p><p>• Provide specialized assistance to Japanese-speaking users, addressing their IT needs effectively.</p><p>• Manage and maintain system configurations, ensuring optimal performance and user accessibility.</p><p>• Troubleshoot and resolve issues related to Active Directory, backup technologies, and configuration management.</p><p>• Support mobile devices, including Android and Apple products, ensuring seamless functionality.</p><p>• Collaborate with team members to implement and manage Cisco and Citrix technologies.</p><p>• Perform regular maintenance and updates for Dell hardware and other computer systems.</p><p>• Ensure proper documentation of support activities and resolutions for future reference.</p><p>• Monitor and address system alerts to prevent potential disruptions.</p><p>• Deliver excellent customer service while adhering to company standards and best practices.</p>
<p><strong>Job Posting: Accounts Receivable Specialist</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $26 - $31 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced <strong>Accounts Receivable Specialist</strong> to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you.</p><p> </p><p><strong>Key Responsibilities</strong></p><p> </p><ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul><p><br></p>
<p><strong>Job Posting: Accounts Receivable Specialist</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $25 - $32 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced <strong>Accounts Receivable Specialist</strong> to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul><p><br></p>
We are looking for an experienced and strategic leader to join our team as the Vice President of IT Operations. In this role, you will oversee the planning, execution, and optimization of core IT functions, including infrastructure, networks, service desk operations, and store technologies. Your leadership will ensure seamless technology services that support the company’s retail stores, warehouses, and corporate teams while driving innovation and operational excellence. This is a high-impact opportunity to shape the future of IT operations and contribute to the success of our growing organization.<br><br>Responsibilities:<br>• Develop and implement a comprehensive IT operations strategy aligned with the company’s long-term goals.<br>• Create detailed roadmaps for infrastructure, service management, and store systems to support organizational objectives.<br>• Collaborate with executive leaders to ensure IT readiness for business growth and expansion.<br>• Oversee the management of enterprise-wide infrastructure services, including cloud platforms, data centers, networks, and retail systems.<br>• Ensure consistent uptime and performance across all production environments, particularly during peak retail periods.<br>• Drive the adoption of service management frameworks to enhance incident, change, and problem resolution processes.<br>• Lead the transformation of service desk operations, incorporating automation and self-service capabilities.<br>• Build and mentor a high-performing team, fostering skill development in areas such as cloud operations, automation, and field support.<br>• Manage vendor relationships and ensure service level agreements are met to deliver measurable outcomes.<br>• Optimize operational budgets, balancing capital and operational expenses while driving efficiency across IT operations.
<p>We are seeking a Patient Administrative Specialist to join our team in Palo Alto, California, providing essential support in patient registration and administrative operations within an outpatient clinical setting. This Patient Administrative Specialist is a contract position, ideal for someone with strong organizational skills and a commitment to excellent patient care. In this Patient Administrative Specialist role, you will play a key part in ensuring smooth coordination of patient services, including scheduling surgeries and managing front desk functions.</p><p><br></p><p>Responsibilities:</p><ul><li>Schedule outpatient neurosurgical procedures (spine, cranial, and minimally invasive procedures).</li><li>Coordinate surgical dates with surgeons and operating rooms</li><li>Enter complete and accurate case details into scheduling systems.</li><li>Confirm surgeon availability, equipment needs, implants, and special instrumentation. Preoperative Coordination</li><li>Ensure all required preoperative testing is ordered and completed (labs, imaging, medical clearance).</li><li>Coordinate with primary care providers and specialists for surgical clearance.</li><li>Confirm consent forms and documentation are completed.</li><li>Verify that history & physical (H& P) documentation meets facility requirements.</li></ul>
<p><strong>Accounts Receivable Specialist – Construction Accounting Experience</strong></p><p> </p><p><strong>Employment Type:</strong> Contract</p><p><strong>Compensation:</strong> $25 - $32 </p><p> </p><p><strong>About the Role</strong></p><p>Are you an experienced <strong>Accounts Receivable Specialist</strong> with a background in <strong>construction accounting</strong>? Robert Half is partnering with a top-tier construction company in the Livermore area to find a skilled and talented accounts receivable specialist to join their team. This is your opportunity to bring your talents to a dynamic, fast-paced environment and support projects that shape local communities.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the accounts receivable process, including invoicing, collections, and cash application to ensure timely and accurate processing.</li><li>Monitor accounts for discrepancies, research client account issues, and resolve billing inquiries.</li><li>Reconcile client accounts, including project-based billing for construction contracts and retained earnings.</li><li>Prepare AR aging reports and track outstanding payments to maintain company cash flow targets.</li><li>Partner with the project management and accounting teams to verify compliance with construction contracts, lien waivers, and retainage requirements.</li><li>Ensure adherence to GAAP and construction accounting standards in AR functions.</li></ul><p><br></p>
We are looking for a Patient Administrative Specialist to join our team in Palo Alto, California. In this role, you will play a vital part in ensuring smooth administrative operations within the outpatient clinical setting. This is a long-term contract position, offering the opportunity to support patients and healthcare providers through effective coordination and communication.<br><br>Responsibilities:<br>• Manage front desk operations, including patient check-in and check-out processes.<br>• Welcome patients, addressing their inquiries regarding appointments, payments, and schedules.<br>• Coordinate with healthcare providers to manage scheduling preferences and respond to urgent patient needs.<br>• Maintain clinic databases, including information and paging directories, while processing internal forms.<br>• Provide support to doctors and patients by utilizing reference tools and documentation.<br>• Handle non-clinical patient messages and CRMs, escalating concerns when necessary.<br>• Organize and distribute incoming faxes, mail, and clinic-specific documentation.<br>• Ensure compliance with organizational service standards and department expectations.<br>• Assist with surgery scheduling and other administrative tasks related to daily clinic operations.<br>• Deliver exceptional customer service while managing multiple priorities effectively.
<p>Our client is seeking to hire two (2) Receptionists for their Redwood City, CA operations. These roles have possibilities to become contract to hire and requires onsite work daily. You will have perks such as access to a gym and fitness classes. Apply today to join this winning team!</p><p><br></p><p><strong>Position Overview:</strong></p><p><br></p><p>As a Receptionist, you will play a key role in ensuring the smooth operation of daily office activities, offering both administrative and front desk support.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><ul><li>Serve as the welcoming point of contact for clients, visitors, and employees, consistently creating a positive experience.</li><li>Answer and route incoming telephone calls promptly and in accordance with company procedures, directing inquiries to the proper departments.</li><li>Distribute mail and process both incoming and outgoing packages, coordinating courier pickups and deliveries, and promptly resolving any related issues.</li><li>Issue and track security badges to visitors and staff as required.</li><li>Maintain clear and accurate flow of communications and correspondence within the office.</li><li>Monitor office supply levels and process requisition orders as needed.</li><li>Support the Facility Manager and Facility Coordinator with clerical and administrative duties related to building operations.</li><li>Respond to routine client and general questions, escalating complex matters to the appropriate contacts.</li><li>Participate in training and facility programs to continually develop your professional skills.</li><li>Maintain a tidy, organized, and secure work environment.</li><li>Uphold all company and client policies, practices, and procedures.</li></ul><p><br></p>
<p><strong>Job Posting: Payroll Specialist</strong></p><p> </p><p><strong>Employment Type:</strong> Contract</p><p><strong>Compensation:</strong> $34 - $40 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to find an experienced <strong>Payroll Specialist</strong>. In this role, you will play a crucial part in ensuring employees are compensated accurately and on time while maintaining compliance with payroll regulations. This is a fantastic opportunity to advance your payroll career while working closely with a supportive and collaborative team.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Process semi-monthly, biweekly, or weekly payroll for employees, ensuring accuracy and timeliness.</li><li>Maintain payroll records, including wage adjustments, benefit deductions, and tax withholding.</li><li>Review and reconcile payroll reports to ensure compliance with labor laws and regulations.</li><li>Respond promptly to employee inquiries about payroll, deductions, or tax issues.</li><li>Assist with annual reporting requirements, including W-2 and 1099 processing.</li><li>Calculate and process bonuses, overtime, and commissions where applicable.</li><li>Collaborate with HR to ensure accurate onboarding of employee information.</li><li>Stay updated on payroll laws and regulations, including applicable state or regional requirements.</li><li>Assist with audits and liaise with external auditors or agencies when necessary.</li></ul><p><br></p>
We are looking for a Patient Administrative Specialist to join our team in Pleasanton, California. In this role, you will play a key part in ensuring the smooth operation of front office tasks, including patient coordination, surgery scheduling, and administrative support within an outpatient clinical setting. This is a Long-term Contract position, offering an opportunity to contribute to high-quality patient care and efficient clinic management.<br><br>Responsibilities:<br>• Oversee front desk operations, including patient check-in and check-out processes.<br>• Welcome patients warmly and address their inquiries regarding appointments, payments, and schedules.<br>• Coordinate with healthcare providers to manage scheduling preferences and address urgent patient needs.<br>• Utilize reference documents and tools to provide support between doctors and patients.<br>• Perform various administrative tasks such as maintaining databases, processing forms, and managing paging directories.<br>• Respond to non-clinical inquiries from patients and escalate issues as necessary.<br>• Handle clinic-specific documentation, including filing, distributing faxes, and managing mail.<br>• Ensure high standards of service by meeting or exceeding organizational and departmental expectations.<br>• Assist with CRM tasks and escalate complex issues appropriately.<br>• Support daily clinic operations through effective communication and coordination.
<p><strong>Job Posting: Accounts Payable Clerk</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $26 – $30 per hour</p><p> </p><p><strong>About the Role</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client’s accounting team.</p><p>In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in QuickBooks and/or Sage accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
<p> </p><p><strong>Accounts Payable Clerk</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $26 – $31 per hour</p><p> </p><p><strong>About the Role</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client’s accounting team.</p><p>In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in QuickBooks and/or Sage accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
Job Title: Financial Accounting Specialist (Payroll, AP/AR, and Benefits) Location: Concord, CA Salary: $30.77–$35.10 hourly Employment Type: Contract-to-permanent placement About the Role Are you an accounting detail oriented looking for a dynamic role where you can make an impact? Our client, a well-established public-sector/member-based organization, is seeking a Financial Accounting Specialist to join their Finance team. This is a hands-on position where you will manage end-to-end payroll, accounts payable and receivable, and employee benefits programs. This is a great opportunity to develop cross-functional expertise, work directly with employees and vendors, and contribute to the smooth financial operations of the organization. Key Responsibilities Process end-to-end payroll, including deductions, garnishments, W-2s, and compliance reporting Manage accounts payable and receivable, including invoice processing, vendor payments, check/EFT entries, and reconciliations Administer employee benefits programs, including medical, dental, vision, retirement, and other insurance plans Maintain accurate financial records and respond to employee or vendor inquiries Prepare financial reports, reconciliations, and special projects to support the Finance team’s strategic goals Assist with continuous process improvements to increase efficiency and accuracy
<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>
<p>A growing carrier-side insurance litigation/coverage firm is seeking a highly organized contract-to-hire Part-Time Litigation Secretary (20 hours per week) to support its expanding caseload. This is an overflow support position driven by increased motion work and filings—not a traditional desk role—offering flexibility and long-term potential for the right candidate. This is an excellent opportunity for a seasoned litigation professional who thrives in a detail-driven, fast-paced environment and enjoys motion-heavy work.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, format, and finalize motions and supporting documents</li><li>Prepare Tables of Contents (TOCs) and Tables of Authorities (TOAs)</li><li>E-file in state and federal courts in compliance with court rules</li><li>Maintain and manage litigation calendaring (court deadlines, hearings, filings)</li><li>Provide general litigation support to attorneys</li><li>Assist with billing support (Clio) and document formatting (MS Office Suite)</li></ul>
<p>We are looking for a detail-oriented Front Desk/Admin to support daily office operations in Sunnyvale, California. This is a long-term contract position ideal for someone who thrives in a fast-paced environment and excels in multitasking. The role involves managing administrative tasks, ensuring smooth communication, and maintaining organizational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support by managing schedules, organizing meetings, and coordinating communications.</p><p>• Answer inbound calls professionally and direct inquiries to the appropriate departments.</p><p>• Perform accurate data entry tasks to maintain and update company records.</p><p>• Handle receptionist duties, including welcoming visitors and ensuring they are directed appropriately.</p><p>• Assist in maintaining office supplies and inventory to ensure operational needs are met.</p><p>• Prepare and distribute correspondence, reports, and documentation as needed.</p><p>• Support other team members with administrative tasks to enhance productivity.</p><p>• Ensure compliance with company policies and procedures in all administrative activities.</p><p>• Collaborate with different departments to facilitate smooth workflow and communication.</p>
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>We are working with a large tech company in Palo Alto, CA that is looking for an interim Topline FP& A Manager consultant that partners closely with senior leadership to support revenue growth and commercial strategy across the business. This team provides critical financial insight across bookings, recurring revenue, billing, and margin performance, helping leaders understand trends, evaluate trade-offs, and make informed decisions. Through strong cross-functional collaboration, the team influences planning processes, operational discipline, and long-term financial outcomes. This is a long-term contract position, offering a unique opportunity to collaborate with cross-functional teams and contribute to high-impact decision-making processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><strong>Revenue & Growth Planning</strong></p><ul><li>Own and enhance detailed financial models supporting revenue, ARR, billings, and gross margin performance</li><li>Develop inputs and analysis for annual budgets, rolling forecasts, and long-range planning cycles</li><li>Analyze monthly performance to assess business momentum and forecast accuracy</li></ul><p><strong>Scenario Analysis & Decision Support</strong></p><ul><li>Build and evaluate scenario models related to pricing changes, product launches, and go-to-market initiatives</li><li>Partner with cross-functional teams to assess revenue risks and opportunities throughout the quarter</li><li>Support quarter-end forecasting efforts by synthesizing inputs from sales operations, deal desk, order management, and product teams</li></ul><p><br></p>
<p>We are looking for a dedicated HR Coordinator to provide exceptional support to employees in a Remote role. In this role, you will address inquiries related to human resources benefits, employment processes, and organizational policies while ensuring a seamless experience for all employees. This is a long-term contract position where professionalism, confidentiality, and exceptional customer service are key.</p><p><br></p><p>Responsibilities:</p><p>• Respond to employee inquiries regarding HR benefits, policies, and employment-related matters with accuracy and professionalism.</p><p>• Log cases promptly and correctly into the case management system to track and resolve issues efficiently.</p><p>• Guide employees through various life-cycle processes, offering clarity and support at every stage.</p><p>• Assess and escalate complex issues to Tier 2 specialists for further resolution.</p><p>• Collaborate with team members to brainstorm and implement solutions to improve employee satisfaction.</p><p>• Utilize knowledge databases, policies, and procedures to provide accurate information to employees.</p><p>• Coordinate with internal partners, such as Payroll and Benefits teams, to ensure employees receive correct and timely information.</p><p>• Collect and validate necessary data to process manual employee transactions and ensure proper escalation when required.</p><p>• Maintain discretion and tact when handling sensitive or confidential employee information.</p><p>• Support inquiries related to company initiatives, crisis events, and annual programs.</p>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>
<p>We are looking for a proactive part-time Office Manager to oversee daily operations and maintain a well-organized workspace in San Francisco, California. This role combines administrative, operational, and visitor support responsibilities to ensure smooth office functions and an exceptional experience for staff and guests. As a long-term contract position, this opportunity is ideal for someone who thrives in a dynamic environment and is passionate about creating structure and efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Manage document workflows for executives, including printing, preparation, mailing, and coordinating services such as notary and apostille.</p><p>• Oversee visitor schedules, office reservations, and access card distribution while ensuring meeting spaces are properly prepared.</p><p>• Maintain a clean and organized office environment, including common areas, conference rooms, and kitchens.</p><p>• Monitor and manage office supplies, snacks, beverages, and storage areas to ensure availability and tidiness.</p><p>• Act as the primary point of contact for vendors, building management, and service providers, handling deliveries and coordinating facilities-related requests.</p><p>• Track office spending, manage recurring orders, and support purchasing decisions with basic budgeting knowledge.</p><p>• Assist with meetings and events by setting up rooms, arranging catering, and managing A/V equipment.</p><p>• Facilitate onboarding and offboarding processes, including desk setup, badge collection, and collaboration with HR and IT.</p><p>• Coordinate weekly breakfast and lunch programs while supporting office culture initiatives and social events.</p><p>• Respond promptly to employee and client requests, providing attentive and discreet assistance.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison at allison.jacques - at - roberthalf - .com with your word resume and reference job ID#00410-0013380307*</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>Operations Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</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 an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm emphasizes precision, polish, and an exceptional client experience.</p><p>You’ll be part of a small, collaborative team that values integrity, meticulous execution, and a personalized approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Operations Associate supports core operational functions across trading, reporting, data integrity, and account administration. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent, high‑quality experience for both advisors and clients.</p><p>This role is ideal for someone who enjoys problem‑solving, enhancing processes, and thriving in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor, troubleshoot, and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, the CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data‑feed management</li><li>Ensure accurate linking and updates across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Partner with compliance resources to maintain documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify opportunities to enhance operational efficiency and accuracy</li><li>Contribute to strengthening the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who perform well in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and seek to improve processes</li></ul>
We are looking for an experienced Sr. Receptionist to join our team in Los Gatos, California. This is a long-term contract position offering the opportunity to contribute to an engaging and dynamic environment. The role requires exceptional organizational skills and the ability to manage multiple tasks effectively, ensuring smooth day-to-day operations.<br><br>Responsibilities:<br>• Welcome and assist visitors, vendors, and internal employees in a detail-oriented and friendly manner.<br>• Coordinate and oversee vendor activities, including managing their entry and exit at various locations.<br>• Utilize Slack channels to communicate effectively across multiple departments and locations.<br>• Handle catering arrangements and scheduling requests to meet organizational needs.<br>• Travel between nearby campus buildings to support administrative tasks, all within a two-block radius.<br>• Operate and manage a multi-line phone system, ensuring calls are answered promptly and efficiently.<br>• Provide administrative support by maintaining schedules and managing office procedures.<br>• Facilitate communication using tools like Gmail and G Chat, ensuring timely responses and streamlined workflows.<br>• Assist with day-to-day office operations, ensuring the workplace runs smoothly and efficiently.
