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. 

Responsibilities:

  • 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

Qualifications:

  • 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 Accountant

We often have clients who need both short and long-term temporary Accounting Assistance. Temping can be a great way to gain finance industry accounting experience. We look for temporary candidates who meet the following criteria:

  • Work with fund administrators on various accounting functions, including cash and account reconciliations, capital calls, distributions, and legal expenses
  • Review financial information (e.g., monthly flash NAVs, quarterly capital statements, fund-level expenses, year-end financial statements)
  • Work with the custodian and prime broker on middle office functions, including trade settlement and collateral / mark-to-market reconciliation
  • Interact with the Fund Managers on performance, accounting and administrative matters
  • Participate in the process of producing year-end audited financial statements
  • Participate in the process of delivering tax estimates and final K-1s
  • Prepare and review client correspondence and information requests
  • Assist in compliance matters
  • Assist in operational due diligence processes
  • Assist with Ad hoc projects to support investment / operations teams
  • Record monthly management company journal entries, review expense reports, cut checks and help manage other various accounting duties
 

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

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

Requirements:

  • 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

Executive Assistant - Menlo Park

Menlo Park-based investment firm is seeking an Executive Assistant to provide administrative support to the Chief Executive Officer and Partners. The Executive/Personal Assistant will support the CEO with both business and personal projects.
 

Qualifications:

•   Bachelor’s degree from a top university required

•   Strong communication skills

•   Extremely organized with keen attention to detail. Ability to multi-task effectively and      switch focus with ease

•   Professional, confident and gracious

•   Highly proficient computer skills (Outlook, Word, Excel)

•   Tech savvy. Apple proficiency a plus

•   Proactive and self-motivated

•   Ability to handle confidential company and personal information with the utmost      
     discretion

•   5+ years’ experience supporting C-Level executives preferred
 

Responsibilities:

•   Outlook calendar management and scheduling for CEO

•   Domestic and international travel coordination

•   Business and personal communications (email drafts, letters, etc.)

•   Filing and document management

•   Editing writing projects

•   Expense reports

•   Assists by answering CEO’s phone and helps with messages, etc.

•   Daily tasks as requested by CEO (reservations, event research, etc.)

•   Coordinates complex technology for CEO’s home and office, as well as on-the- road
     computer needs. Familiarity with Apple products a plus

•   Contact database management

•   Purchasing

•   “Startup” environment. Must be willing and able to do whatever it takes to get the
    job. Definite team player.

•   Personal support and communication CEO’s family, as needed

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.

Responsibilities:

  • 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

Skills:

  • 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

Junior Operations Analyst - Palo Alto

Independent, privately held investment advisor in Palo Alto is seeking a Junior Operations Analyst.

  • The role will work closely with other members of operations team (accounting, compliance, investor relations, and trading).
  • Work with Controller to complete monthly NAV process: reconciliation, allocations and capital account statements for investor entities.
  • Assist with maintaining internal books and records.
  • Work with Controller to complete annual audit, tax and regulatory filings for onshore and offshore entities.
  • Assist with compliance regulatory reporting including Form PF, 13F, 13G, Form ADV, etc.
  • Conduct periodic compliance checks to ensure adherence to the firms policies and procedures.
  • Ensure all documentation is up to date and conforms to current procedures.
  • Identify and execute strategic plans to increase workflow efficiencies.
  • Take ownership of special projects.

 

  • Qualifications:
  • Undergraduate degree.
  • 3 ‐ 5 years of accounting experience.
  •  Experience with hedge fund/investment partnership accounting.
  • CPA is a plus.
  •  Strong MS Excel Skills, VBA programming a plus.
  •  Interest in gaining knowledge in all functions of operations.
  •  High level thinking, ability to identify impact of decisions on different facets of the business.
  • Ability to work independently with strong attention detail.
  • Excellent interpersonal and communication skills.
  • Excellent organizational skills.
  • Has proven team commitment and strong work ethic.

 

Financial Planning Associate - San Mateo

A Financial Planning Associate supports Financial Advisors in serving existing clients. An FPA must have strong critical-thinking skills and work well within and across teams. A qualified candidate is a clear communicator, is detail-oriented, has a high degree of follow-through, handles multiple tasks efficiently, and thrives in a fast-paced working environment where every day is different.

Duties and Responsibilities

  • Inputs data into financial planning software and develops initial planning recommendations
  • Is responsible for all aspects of pre-client meeting activities (such as scheduling meetings and preparing meeting agendas and client portfolio presentations) as well as post-client meeting tasks (such as processing client meeting notes, entering data into the database, and setting tasks for client requests)
  • Provides dedicated support to Financial Advisors through collaboration and organization
  • Interacts with other team members and departments to provide excellent client service
  • Completes client and advisor requests and any special projects as assigned by manager

Qualifications

  • 1+yr experience in financial services in client service or paraplanning, CFP or desire to get CFP.

Client Service Associate- San Francisco

Opportunity

The Client Relations Specialist will assist the Senior Director and Client Relations Manager with the provision of services related to banking, insurance, charitable giving, reporting and analysis and other client relations activities.

 Essential Duties

· Support the Client Relations team in responding to daily, often high-volume, client requests      requiring exceptional responsiveness and attention to detail.

· Review client-related invoices, facilitate client approval, and coordinate/track payments by  the accounting team.

·Assist in providing banking services, including credit card applications and other banking  needs.

·Assist with providing hands-on transactional support for clients’ real estate and other significant transactions by working through established relationships with bankers, realtors, attorneys, escrow officers, mortgage brokers, insurance brokers and contractors; review various contracts, agreements and leases.

·Assist with arranging background checks for the clients’ potential domestic employees, establishing payroll and medical/dental insurance coverage. 

·Assist in managing insurance policies for the clients’ property and casualty insurance program.

·Assist with monitoring political contribution filings for clients and ensure that clients are in compliance with federal and state laws.

·Use client’s financial and investment data to prepare various schedules and analyses for management to facilitate decision-making. Coordinate with various departments, including accounting and tax teams, to gather information needed.

Education/Experience

·Minimum BA/BS with a preference for an emphasis in coursework in Finance, Business, or Accounting.

·Minimum 2 years of experience in the Financial Services industry or in a Family Office environment or a recent college graduate with relevant internships.