Temporary Executive/Administrative Assistant (6 months)

Our client is seeking two long-term temporary Executive/Administrative Assistants. The positions will run from Monday, May 28, 2018 through Friday, November 30, 2018. The ideal candidates will hold a high school diploma and/or a Bachelor’s Degree. This is a full-time (40 hours per week) position.


  • Provides administrative support in a complex team environment to a senior group or Executive
  • Coordinates complex, senior-level internal/ external meetings and conference calls
  • Handles a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
  • Supports internal and external managers or clients
  • Responds and follows up on client requests
  • Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
  • Coordinates a high volume of domestic and international travel arrangements and processes expense reports
  • Maintains understanding of firm policies and handles certain issues independently
  • Responsible for participation in general administrative


  • Requires excellent interpersonal and communication skills
  • High attention to detail
  • Ability to maintain high standards despite pressing deadlines
  • Ability to solve problems quickly and efficiently
  • Strong knowledge of general business, corporate and government cultures
  • Ability to handle highly sensitive, confidential and non-routine information
  • Self-starter with excellent anticipation skills; problem solving; follow up
  • Demonstrated dependability and sense of urgency about getting results
  • Demonstrates high degree of integrity and confidentiality
  • Strong organizational skills
  • Comfortable working with people at all organizational levels
  • Comfortable working in a sometimes hectic, high pressure environment
  • Ability to display a consistent, professional degree of communication
  • Ability to work well under pressure, adapt to unexpected events, and prioritize and multi- task in a deadline driven environment
  • Must be able to prioritize a variety of time-sensitive tasks
  • Must have excellent judgment; independent thinker and resourceful
  • Strong proficiency in MS Word, Excel, PowerPoint and Outlook
  • Team player with a positive attitude
  • Highest degree of integrity, professionalism, diplomacy and discretion require

Temporary Recruiting Coordinator

We often have clients who need both short and long-term temporary Recruiting Coordinator Assistance. Temping can be a great way to gain finance industry accounting experience. As a temporary Recruiting Coordinator, you will be an ambassador of the recruiting process, ensuring a professional and smooth candidate experience. 


  • Oversee all coordination and logistics of interview scheduling for phone and onsite interviews
  • Manage candidate flow and accurately track candidates throughout our process
  • Ensure seamless coordination of candidates across interview days
  • Meticulously track candidates throughout the interview process
  • Proactively manage recruiting calendars and interview schedules
  • Coordinate and confirm interview schedules with candidates and hiring managers
  • Partner with Recruiters and the business to extend offers and track offer acceptances to ensure traction against recruiting regional goals
  • Partner with coodrinator to seamlessly process new hire paperwork and ensure smooth and successful on-boarding of new hires


  • You have 1-3 years of experience recruiting coordination (or HR coordination)
  • Bachelor's degree preferred
  • You thrive in high-volume, fast-paced and feedback driven environments
  • People describe you as exceptionally organized and a guru of multi-tasking projects
  • You have exceptional attention to detail and critical thinking abilities
  • You are solutions oriented in solving problems and addressing roadblocks
  • You’re highly self-motivated, have a stellar work ethic
  • You possess top-notch interpersonal, written and oral communication skills
  • You have demonstrated experience with Google Spreadsheet (and the ability to create and manipulate complex formulas is a strong plus)

Temporary Administrative Assistant/Receptionist

We often have clients who need both short and long-term temporary Administrative and/or Reception Assistance. We look for temporary candidates who meet the following criteria:

Duties & Responsibilities:

  • Answer and screen all calls and manage executive’s phone traffic; compose and edit correspondence; distribute daily mail
  • Responsible for maintaining multiple executive’s calendars (independently managing conflicts) including: coordinating executive calendars, appointments, lunches and special functions as well as client meetings and closing dinners
  •  Effectively use firm travel and expense policies and procedures to complete all aspects of travel and meeting arrangements and ensure accuracy for travelers
  • Prepare expense reports with adherence to firm rules and regulations
  • Maintain files, database  and contacts and ensure files are organized and always up to date
  • Assist with light accounting duties (i.e. wires, tax payments)
  • Stock kitchen with drinks and snacks as well as maintain office supplies
  • Pick up lunch each day for the team
  • Adhere to highest degree of professional standards and strict confidentiality in matters that require discretion

Job Qualifications:

  • College degree, preferably accounting or finance
  • 1-4 years of administrative support experience in finance/asset management experience a plus Excellent interpersonal and organizational skills; strong written English communication skills; 
  •  Able to work independently and in a team environment with a professional and diplomatic demeanor
  • Ability to prioritize among multiple tasks and projects
  • Thorough knowledge and proficiency with MS Word, Excel, PowerPoint and Outlook

Temporary Executive Assistant

We often have clients who need both short and long-term temporary Executive Assistance. We look for temporary candidates who meet the following criteria.


  • Interaction with high-level executives and press
  • Set up meetings, events and company offsite meetings in conference rooms
  • Provide admin support as needed
  • Provide support with event and meeting planning
  • Heavy calendaring and follow up
  • Domestic and international travel arrangements
  • Set up video conference and presentations as needed
  • General administrative tasks such as filing, photocopying etc.
  • Answer phones
  • Greet guests
  • Database entry
  • Screen calls, emails and other correspondence from entrepreneurs and other     organizations and respond as appropriate


  • Mac office skills
  • Great customer service skills
  • Friendly phone manner
  • Basic knowledge of Microsoft Word, Excel, Gmail & internet
  • Ability to multi-task
  • Detail oriented
  • Well organized
  • Excellent communication and organizational skills
  • Some knowledge of international business (foreign currency, time zones, etc.)
  • Discretion and high confidentiality
  • A fun personality
  • International sophistication
  • Excellent interpersonal and diplomatic skills

Preferred Qualifications:

  • 2-5 years of experience in an Administrative role
  • BS or BA degree
  • Long held personal interest in finance, technology, and/or startups

Operations Associate – San Francisco, CA

Our client is in need of a full-time Operations Associate. The position requires a candidate who is detail oriented, comfortable greeting clients, and willing to help all departments. The ideal candidate is someone who takes a proactive approach to problem solving, has excellent time management skills, has a sharp eye for organization, is comfortable taking immediate ownership of their work, and has the ability to multitask with a sense of urgency. Our client is a growing boutique wealth management firm, focusing on sophisticated portfolio management and active financial plans for high net worth families and institutions. The Operations Associate will be working with portfolio managers and have exposure to a number of high-level employees within the company.

The position is ideal for a candidate who would like to grow within not only the company, but the position through administrative tasks, client service, operations, and marketing.

Responsibilities include, but are not limited to:

  • Marketing/Operational Support
  • Client Services
  • Work closely with Portfolio Manager
  • Collecting and distributing mail
  • Answering phones and transferring calls
  • Greeting clients
  • Providing backup support for office staff as needed
  • Executing special projects and duties, as assigned


  • 4‐year college degree preferred
  • Previous experience in finance or other professional services environment ideal
  • Excellent verbal and written communication skills
  • Proficient with Microsoft Office Suite
    • Comfortable with Outlook and advanced Excel experience
  • Experience with Salesforce: not required, but great
  • Professional appearance and demeanor
  • Acute attention to detail
  • Ability to work on complex projects with general direction and minimal guidance
  • Ability to manage priorities and workflow
  • Ability to work independently
  • Demonstrates ability to plan and organize projects
  • Demonstrates a high level of professionalism in dealing with confidential and sensitive information

Senior C&I Underwriter, AVP -- Oakland

The AVP, Senior C&I Underwriter is responsible for the underwriting and coordination in closing of commercial and industrial loans, including owner occupied commercial real estate, in compliance to the company’s lending policies and procedures. Credit exposures can range in complexity and loan sizes, with this position capable to effectively execute large and complex relationships. S/he is also responsible for spreading, managing, and maintaining financial background on present and prospective customers which includes performing special financial statement analysis involving complex and interlocking relationships.

Essential Duties:

  • Underwrites and coordinates in closing ranges of C&I loan structures and complexities
  • Spreads, manages, and maintains the financial backgrounds of present and prospective customers
  • Performs special financial statements analysis involving complex and interlocking relationship
  • Assists lending officers on credit and loan matters involving unusual situations
  • May assist in the preparation of any reports required from Credit Administration
  • May train selected personnel or new hires in credit operation and/or financial statement analysis
  • Provides support in quality control and consistency in underwriting of new and existing business by being the subject matter expert on forms, process, and execution database and underwriting process
  • Partners with RM in customer calls for generating new businesses and expansion of existing core clientele as needed
  • Provides financial decision for RMs and participant in building client relationship
  • Responsible for underwriting complex transaction and preparing term sheets
  • Performs portfolio management functions for timely loan renewals, as requested
  • Act as liaison between C&I team and Credit Administration
  • Contributes to ensure underwriting process operate efficiently and generates more closing and income to the company
  • Works closely with lending officer in all aspects of the loan request, structuring, and appraisal reviews
  • Mentors junior underwriters and analysts
  • Monitors borrower financial performance and covenants
  • Identifies risk factors and determine appropriates risk rating
  • Assists/prepares written credit memoranda and ancillary forms for complex credit facilities
  • Foster open dialogue and strong relationship with Credit Administration, Loan Operations, and other groups involvedin the supporting line of business
  • Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities
  • Completes all online compliance training as assigned within specified due dates

Minimum Requirements:

  • Bachelor degree in finance or an equivalent field of education and/or work experience combined
  • 5+ years of C&I underwriting and analysis experience; preferably in a financial institution and banking environment
  • Knowledge and experienced underwriting SBA and CRE loans preferred
  • Demonstrated expertise in core business of C&I and Commercial Banking
  • Familiar with or experienced using Moody’s Analytics and CreditQuest
  • Proven depth knowledge and experience in appraisal methodology and financial statement analysis
  • Computer literacy in Microsoft application: Word, Excel, and Outlook
  • Effective oral, written, and interpersonal communication skills
  • Demonstrated strong analytical and project management skills for various tasks and projects involving multiple facets and variables
  • Excellent organizational and time management skills
  • Worked with minimal to no supervision in performing duties
  • Market knowledge of C&I dynamics

HR Generalist/Recruiter -- San Francisco

The HR Generalist/Recruiter will be responsible for the entire recruiting process. This will include sourcing, screening, interviewing, and assigning applicants for positions within the company. This position requires working closely with hiring managers to check the eligibility of interested candidates, administer comprehensive interviews based on those qualifications, assess expertise and evaluate cultural fit of applicants. The role requires a strong understanding of all specialized functions within a Company as well as superior knowledge of successful recruiting practices and market trends.

Primary Responsibilities:

  • Manage the recruitment of assigned corporate and field positions by partnering with hiring managers to understand their staffing needs
  • Source and screen resumes for potential candidates using a variety of tools including Applicant Tracking System, LinkedIn, job boards, networking and employee referrals
  • Ensure all prospective talent is provided with a superior candidate experience and left with a positive impression of the brand
  • Conduct thorough interviews with ideal candidates using strong interviewing abilities
  • Write candidate assessments after completing initial screens
  • Build pipeline of talent for future openings
  • Partner with search firms as needed
  • Negotiate job offers to candidates, which may include complex components
  • Propose and implement ongoing improvements to recruitment process as well as all HR programs and initiatives
  • Manage requisitions and applicants in designated Applicant Tracking system keeping data up to date
  • Create ad hoc recruitment reporting to help inform budget decisions for recruitment resources and overall hiring trends

Job Qualifications:

  • Bachelor's degree or equivalent experience
  • 3-5 years of related recruiting/HR experience required, in a high-volume environment. Previous experience in retail or beauty environment is strongly preferred
  • Knowledge of human resources policy and procedure and federal and state laws regarding employment practices. Previous HR generalist experience is strongly preferred
  • Possess a wide range of experience on current external recruiting policies, practices and market trends
  • Excellent verbal and written communication skills as well as the ability to work with a wide range of internal and external customers
  • Ability to work both independently and in a team environment
  • Proven track record of bringing in the best possible talent
  • Must enjoy working in a fluid and fast paced environment and be a master of multi- tasking
  • Demonstrated experience recruiting at all levels of an organization from entry to senior level
  • Proven track record of successful relations with hiring managers and guiding managers through the hiring process with a strong sense of customer service
  • PC proficiency in MS Office and applicant tracking technologies

Client Services Representative -- San Francisco


Our client is in need of a Client Services Representative who will work closely with their Financial Advising team. This client-facing opportunity is both exciting and challenging. The ideal Client Services Representative will provide all aspects of client servicing while both expanding his or her current set of skills and providing unparalleled involvement with each aspect of the wealth management industry. Our client will sponsor required series 7 & 63 licenses.

Job Qualifications:

  • Bachelor’s degree in business, finance or economics
  • 1-2 years of industry experience with series 7 and 63 desired OR college graduate with a strong GPA and relevant internships with proven accomplishments will be considered
  • Leadership experience
  • Ability to build and maintain internal and external relationships
  • Strong verbal and written communication skills
    • Both internal and external communication as this is a client-facing role
  • Strong verbal and written analytical skills
  • Detail-oriented in a fast paced environment
  • Ability to multitask and work under pressure
  • Microsoft Word and Excel proficiency
  • Team-player mentality

Job Description:

A Client Service Representative will support the Financial Advising Team. Specific position responsibilities may include:

  • Hands-on experience working closely with clients in all aspects of client servicing
  • Partner with Financial Advisors to both build their business and provide service and support functions
  • Analyzing financial information obtained from clients/prospects to determine strategies for achieving their investment objectives
  • Take part of a team environment working toward a common goal of providing exceptional client service
  • Interact and network with senior professionals throughout the firm to fuel your career success

Training Program:

The Client Service Representative will participate in a comprehensive and vigorous three-year training program. This program is designed to prepare said Client Service Representative for success in the Associate role as well as future career endeavors. The training curriculum will be delivered in both a formal classroom setting and on the job. The program may cover the following:

  • In-depth knowledge of the industry, as well as proprietary products, services, policies and procedures
  • Advanced knowledge of wealth planning analytics, investment management philosophies and financial management strategies
  • Management of the client experience through client service excellence and sales training
  • Behavioral training geared towards development of leadership skills and professional soft skills
  • Career management, one-on-one coaching and specialized skills training to achieve success beyond the Associate role

Administrative Assistant -- San Francisco

Our client is looking for an administrative assistant who will help support not only the Executive Assistant, but the Chief Administrative Officer. This candidate will need to have the following attributes.

Personal Attributes and Qualifications:

  • 3-5 years applicable work experience
  • 3 or more years out of college (4-year college degree preferred)
  • Very detail-oriented
  • Strong, proactive work ethic
  • Strong organizational skills
  • Numbers-oriented
  • Ability to multitask and effectively balance competing deadlines while staying organized
  • Takes pride of ownership
  • Wants to work in the hedge fund industry / financial services
  • Enjoys working in a small office environment
  • High level of proficiency in MS Office applications (Word, Excel, Outlook, PowerPoint)

The ideal candidate will be able to provide the following supportive duties in a number of directions.  

Supporting the Executive Assistant by:

  • Coordinate complex travel (domestic and international) arrangements including flights, hotel reservations, maps, directions and ground transportation. Applies to both professional and personal travel.
  • Book and confirm meetings and lunch/dinner reservations
  • Prepare expense reports for the Partners

Supporting the Office Administration team by:

  • Order and manage office supplies
  • Filing for partners and CAO as needed
  • Handle incoming phone calls as needed
  • Handle incoming/outgoing mail distribution and Federal Express packages
  • Photocopying/scanning/faxing as needed
  • Notify building security of visitors
  • Travel arrangements for partners as needed
  • Special projects as needed (i.e., holiday card mailing, annual holiday party)
  • Oversee office equipment maintenance
  • Microsoft Office Calendaring and Contact entry
  • Earnings call scheduling

Operations Support:

  • Assist in preparation of monthly client statements
  • Provide back-up trade reporting support to CAO

Marketing Support:

  • Investor Presentation production
  • Distribution of materials (internal and external)
  • Assist with preparation of select reports

Analyst -- San Francisco

The Registered Analyst position, on the Private Wealth Advisor Team, will assist with both developing and servicing their ultra-high net worth client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role -- i.e. Business Development, Business Management, Relationship Management or Investments. Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the PWA or PWA team, along with OMT, through specific goals, metrics, and behaviors related to the execution of the OPM function. 

The Non-Registered Analyst position is for a candidate lacking a registration and/or designation, until fully registered and designation achieved.

Specific Accountabilities:

  • Develop and service UHNW client segment and the next generations and beneficiaries
  • Develop, profile, and qualify new prospective clients through UHNW client acquisition model
  • Organize client events, referral alliances, and targeted seminars with a focus on strategic networking, sourcing and introductions
  • Implement customized wealth management strategies utilizing current tools and technologies for clients and prospects
  • Strategically analyze client base that is best served by the core strengths of the practice and introduce non-core clients to strategic partners
  • Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources
  • Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation )
  • Provide marketing and organizational support.  May support additional activities included in Good/Better/Best of OPM


  • Either Series 7 and 66 registrations or Series 7, 63, and 65 registrations
  • All state registrations in support of FA or FA Team’s client base
  • All product registrations in support of FA or FA Team’s client base
  • Obtain and/or maintain at least one firm approved designation from first bullet point
  • Safe Act Registered