Client Associate/Sr. Client Associate

Our client needs a Client Associate and a Sr. Client Associate. This is an opportunity to work for a reputable RIA down in the peninsula. We are looking for a polished candidate capable of sophisticated client services through complex estate trust and financial planning. The Client Associate is 60-75k and the Sr. Client Associate is 75-100k depending on experience. There is growth potential for both roles.

 

Requirements (include, but are not limited to):

  • BA in Finance or related field

  • Previous RIA experience preferred

  • Strong collaborative skills

  • Candidates in the south bay or peninsula preferred

    • Client will not look at candidates with a commute longer than 1 hour

  • For Client Associate: will look at stellar new-grade

  • For Sr. Client Associate: 1-4 years of experience

 

Please submit your resume for additional details and full job description.

Sr. Associate/Manager

Our client needs a Sr. Associate/Manager. This is an opportunity to work with Accounting Residency and a Leadership Advisory Firm. We are looking to fill multiple roles in San Francisco, San Jose, and Los Angeles.

 

Requirements (include, but are not limited to):

  • BA in Accounting, Economics, or related field/experience

  • At least 3 years in Big 4 – two busy seasons in Audit, regardless of industry of focus

  • Big 4 preferred, public accounting welcome

    • More senior candidates welcome

    • CPA preferred

    • Our client will consider (and potential sponsor) candidates who intend to obtain their CPA

  • Competitive salary with travel reimbursement and paid overtime

  • Paid credentialing programs for leadership development

 

Please submit your resume for additional details and full job description.

HR Recruiter

Our client is seeking an HR Recruiter. This role requires experience with full-cycle recruiting and will be recruiting for both all levels and positions. This HR Recruiter will be on a team of 2-4 recruiters and is responsible for other HR responsibilities, as assigned.

 

Position Requirements (include, but are not limited to):

  • Minimum of 5 years of HR Recruitment experience – PHR, SPHR, SHRM-SCP or other HR certifications are a plus

  • Undergraduate degree preferred

  • Proficiency in Microsoft Office Suite and applicant tracking systems

  • Excellent written and verbal communication

  • Detail oriented, organized, analytical, and confidential

  • Ability to work both individually and on a team

  • Some travel required

Please submit your resume for additional details and full job description.

Administrative Assistant/Front Office Coordinator

We have many clients seeking Administrative Assistants/Front Office Coordinators. The ideal candidate is dependable, highly organized, and positive. Candidates must be able to perform effectively in a fast-paced environment, recognize the importance of teamwork, and provide professional services.

 

Experience and Requirements (include, but are not limited to):

  • 1-2 years of experience working in a professional environment

  • Bachelor’s Degree

  • High-level of accuracy, attention to detail, and organization

  • Strong, effective verbal and written communication

  • Ability to handle confidential information with discretion and good judgment

  • Ability to work independently and on a team

  • Professional, polished, and positive

  • Proficiency in Microsoft Office Suite, G-Suite, and Outlook

Please submit your resume for additional details and full job description.

Executive Assistant

We have many clients in need of top-notch Executive Assistants. These Executive Assistants will provide administrative support for Managing Directors, Principals and VP’s. The ideal candidate is detail-oriented, tech savvy, efficient, and a strong communicator.


Experience and Skills (include, but are not limited to):

  • 1-5 years of relevant work experience

  • Bachelor’s degree preferred

  • Able to maintain a high-level of confidentiality with information

  • Able to work both independently and with a team

  • Able to multi-task, maintain attention to detail, and maintain professional demeanor and positive attitude

  • Excellent written and verbal communication

  • Ability to problem-solve and find solutions

  • Proficiency in Microsoft Office Suite, G-Suite, and Outlook

Please submit your resume for additional details and full job description.

Fund Accountant

Our client is seeking a Fund Accountant. This role will assist with daily fund operations and reconciliations. This position is also responsible for interacting and liaising with fund administrators and prime brokers.

  Requirements (include, but are not limited to):

  • A degree in accounting, finance, or economics

  • The candidate will have a minimum of 1-3 years of experience in hedge fund accounting, general accounting, tax, or audit

  • Excellent written and verbal communication skills

  • Proficient in Microsoft Office Suite -- specifically Excel

Please submit your resume for additional details and full job description.

Legal Assistant

Our client is seeking a Legal Assistant. The Legal Assistant is responsible for overseeing the administration of all legal documents. This position manages all legal requirements associated with estates, trusts, wills, etc. This candidate will be responsible for analyzing contracts and ensuring all key components are included & legal requirements are met.

 

Qualifications (include, but are not limited to): 

  • 3-5 years of legal assistant experience in a law firm or corporate legal department

  • Knowledge of trust and estate law preferred

  • Knowledge of contracting principles and best practices preferred

  • Excellent legal writing skills

  • Proficient in Microsoft Office products

  • Strong organizational skills and the ability to work in a team environment


Please submit your resume for additional details and full job description.

Compliance Analyst

Innovations PSI is working with two clients in need of Compliance candidates. These are amazing opportunities to work on buy-side compliance. We are interested in seeing all levels of experience. 

Qualifications may include (but are not limited to):

  • Undergraduate degree

  • Proficiency with Microsoft Office, including strong Excel skills

  • Exceptional organizational skills with a strong attention to detail

  • Strong written and oral communication skills

  • Able to balance long-term projects against daily tasks

  • Proven ability to work within and meet deadlines

  • Excellent interpersonal skills: ability to work well in a cross-functional team

  • Detail-oriented, proactive, organized 

  • Hedge Fund experience is a plus (for one of the two roles)

Please submit your resume for additional details and full job description.

Temporary Recruiting Coordinator

We have clients who need both short and long-term temporary Recruiting Coordinator assistance. As a temporary Recruiting Coordinator, you will be an ambassador of the recruiting process, ensuring a professional and smooth candidate experience. Our clients are looking for candidates in the San Francisco Bay Area who are comfortable taking initiative and are professional. 

Temporary work can be a great way to gain corporate experience, bridge gaps in employment, get to know a variety of industries and possibly land your next full-time role, as many temp roles convert to full-time positions! Whether you’re a recent college graduate, between jobs, or simply looking to explore different opportunities, we can find jobs that best suit your skills and ambitions. To be considered for temporary roles, candidates must possess a strong background with a consistent work history in professional environments, solid computer skills, and a strong work ethic – Bachelor’s Degree preferred. At Innovations, we view temporary positions as a way to launch careers to new heights and help great candidates and companies make connections!

Qualifications:

  • 1-3 years of experience in recruiting coordination (or HR coordination)

  • Bachelor's degree preferred

  • You thrive in high-volume, fast-paced and feedback driven environments

  • Exceptionally organized and comfortable handling many projects, multi-tasking

  • Exceptional attention to detail and critical thinking abilities

  • Solution-oriented in solving problems and addressing roadblocks

  • Self-motivated with a stellar work ethic

  • Strong interpersonal, written, and oral communication skills

  • Proficiency in Microsoft Suite, G-Suite, and Outlook

Please submit your resume for additional details and full job description.

Temporary Administrative Assistant/Front Desk Coordinator

We have clients who need both short and long-term temporary Administrative and/or Front Desk Coordinator assistance. Our clients are looking for candidates in the San Francisco Bay Area who are comfortable taking initiative and are professional. 

Temporary work can be a great way to gain corporate experience, bridge gaps in employment, get to know a variety of industries and possibly land your next full-time role, as many temp roles convert to full-time positions! Whether you’re a recent college graduate, between jobs, or simply looking to explore different opportunities, we can find jobs that best suit your skills and ambitions. To be considered for temporary roles, candidates must possess a strong background with a consistent work history in professional environments, solid computer skills, and a strong work ethic – Bachelor’s Degree preferred. At Innovations, we view temporary positions as a way to launch careers to new heights and help great candidates and companies make connections!

Job Qualifications:

  • College degree, preferably accounting or finance

  • Minimum 2 years of administrative support experience in finance/asset management experience is a plus

  • Excellent interpersonal and organizational skills

  • Strong verbal and written communication

  •  Able to work independently and in a team environment with a professional and diplomatic demeanor

  • Ability to prioritize among multiple tasks and projects

  • Proficiency in MS Word, Excel, PowerPoint, G-Suite, and Outlook

Please submit your resume for additional details and full job description.