- Coinbase (Los Angeles, CA)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. The * Family Office Security Manager* is responsible for overseeing all ... and nurture strong working relationships with members of the private family office and key cross-functional partners to ensure seamless coordination of security… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …LinkedIn to JC del Rosario - I'd love to connect! Accounting & Tax Manager - Family Office About the Firm A long‑established multi‑ family office ... model spanning investment advisory, tax and estate planning, risk management, family governance, and household financial operations. The Role As the Accounting… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …via email or LinkedIn for additional information or questions. Investment Accounting Controller| Family Office | Menlo Park | $Base + Bonus + Fantastic Benefits ... Step into high-net-worth investment management with a respected family office managing a diversified portfolio across public equities, private investments, real… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …seeking an Accounting & Tax Manager to support a sophisticated, multi‑entity family office . This role leads end‑to‑end accounting, reporting, investment ... administration, compliance, and tax functions across a diverse portfolio of entities. The ideal candidate brings deep technical expertise, strong leadership skills, and a service mindset suited for complex, high‑touch client environments. You will be a key… more
- BMO Financial Group (Newport Beach, CA)
- …+ Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + In-depth / ... expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. + In-depth / expert knowledge of risk management concepts. + Expert communication and relationship management skills. +… more
- BMO Financial Group (Los Angeles, CA)
- …+ Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Bachelor's ... Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis,… more
- Trinity Health (Fresno, CA)
- …the first point of contact and creates the first impression of the medical office . The Front Office Representative is an expert at providing excellent customer ... Two (2) years of prior experience as a health care front office assistant/receptionist is preferred. 3. Current American Heart Association (AHA) Healthcare Provider… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Controller is responsible for the effective and efficient financial operations of the family office . This role is accountable for ensuring the accuracy, ... reporting functions. This role involves managing the financial activities of the family office 's entities while providing strategic financial insights, proactive… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …TRAN AT ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/ FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL 200K-250K Responsibilities ... reporting -Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds -Maintain the general ledgers and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …via email or LinkedIn for additional information or questions. Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus Work with ... some of the Bay Area's most successful families. This multi- family office provides investment management, financial planning, lending strategies, and tailored … more