Banking And Financial Services Jobs in Cotati, CA
180 positions found
Client Service Representative
Location: Novato, CA (Onsite)
Employment Type: Direct Hire
Industry: Financial Services
About the Company
Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.
Position Overview
The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.
The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.
Key Responsibilities
- Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
- Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
- Assist with client onboarding, account updates, and service requests
- Coordinate electronic document processing, including e‐signatures and compliance documentation
- Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
- Collaborate with internal team members to update and process client account changes
- Handle client inquiries and concerns with professionalism, initiative, and discretion
- Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation
Qualifications & Skills
- Previous experience in client service, administrative support, or account management
- Experience in wealth management, financial services, or private client environments strongly preferred
- Proficiency with CRM systems; Redtail CRM experience highly desirable
- Strong organizational and time‐management skills with the ability to prioritize effectively
- Excellent verbal and written communication skills with a strong customer‐service mindset
- High level of professionalism, discretion, and attention to detail
- Ability to work independently while collaborating in a team‐oriented office environment
- Familiarity with financial industry compliance standards is a plus
This customer service focused team member is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping.
They will be responsible for taking orders, coordinating activities in the Store, providing pricing and product information, and recommending appropriate FedEx Office products and services.
The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority.
GENERAL DUTIES AND RESPONSIBILITIES: (This is a representative list of the general duties the position may be asked to perform, and is not intended to be all-inclusive) People Follows instructions of supervisors and assists other team members in performing store functions Assists in the training of store team members Service Demonstrates consultative behaviors in a retail environment to understand each customer’s individualized need Provides customer expertise in printing, signs and graphics and shipping product lines and can recommend appropriate FedEx Office products and services Provides an outstanding customer service experience by using consultative skills to anticipate customer needs, suggest alternatives, and find solutions to meet customer needs Ensures all customer problems are resolved quickly and to the satisfaction of the customer Takes complex customer orders using order systems and provides accurate pricing information Assembles parcels and prepares goods for shipping by wrapping items in insulation, inserting items into shipping containers, weighing packages, and affixing labels to parcels Sets up and operates printing, binding, and other related equipment using customer supplied original media and documents Maintains a safe, clean and orderly retail Store Profit Ensures confidentiality of customer data and careful handling of documents, media, and packages Processes financial transactions using a Point of Sale terminal (POS),including handling cash and making change Cleans, repairs, and stocks all retail store printing and shipping equipment and supplies to provide optimal performance and availability Stays current on retail Store merchandising materials and ensures proper display of all retail area product and signage Takes preemptive action to prevent errors and waste Completes required financial paperwork and may assist with financial reporting including daily sales, close-outs and bank deposits Follows FedEx Office standard operating procedures as well as adhering to legal, HR, safety , customer service and security policies and procedures Self-Management Performs multiple tasks at the same time Looks for opportunities to improve knowledge and skills within the retail Store Able to operate with minimal supervision Adheres to all FedEx Office team member and retail store standards, as outlined in the team member handbook All other duties as needed or required MINIMUM QUALIFICATIONS AND REQUIREMENTS: High school diploma or equivalent education 6+ months of specialized experience Excellent verbal and written communication skills ESSENTIAL FUNCTIONS: Ability to stand during entire shift, excluding meal and rest periods Ability to move and lift 55 pounds Ability, on a consistent basis, to bend/twist at the waist and knees Ability, on a consistent basis, to communicate effectively with customers, vendors, and other team members Ability, on a consistent basis, to perform work activities requiring cooperation and instruction Ability, on a consistent basis, to function in a fast-paced environment, under substantial pressure Ability, on a consistent basis, to maintain attention and concentration for extended periods of time Ability, on a consistent basis, to work with minimal supervision Ability, on a consistent basis, to report regularly to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting could include regular attendance at a physical location and/or maintaining established business hours depending on the scope and nature of the position Preferred Qualifications: Pay Transparency: This compensation range is provided as a reasonable estimate of the current starting salary range for this role across all potential locations.
If this opportunity includes multiple job levels, the salary information represents the job level minimum and the job level maximum.
Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law.
An employee may be eligible for additional pay, premiums, or bonus potential.
The Company offers eligible employees health, vision and dental insurance, retirement, and tuition reimbursement.
Pay: $19.70
- $23.17/hr Additional Details: LA County: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance , and the California Fair Chance Act.
FedEx complies with criminal history and Security Threat Assessment (STA) screening requirements defined by the Transportation Security Administration (TSA) for positions requiring security identification display area (SIDA) access, Department of Transportation (DOT) Federal Motor Carrier Safety Administration (FMCSA) regulations for commercial driving positions, Department of Defense Facility Security Office standard procedures in covered facilities, and all other laws, regulations, or executive orders, including those required by federal, state, or local government contract, or which the Attorney General determines to be essential for an employer to do business with an agency or department of the federal, state, or local government.
Quality Driven Management strives to deliver market-leading customer experience, business excellence, and financial return through a Quality-oriented culture and day-to-day application of Quality science.
Suggests areas for improvement in internal processes along with possible solutions.
Works with management to reduce company costs/wastes, and to optimize profitability in areas of responsibility.
Applies Quality concepts presented at training during daily activities.
Supports FedEx Office Quality initiatives.
FedEx Office is an Equal Opportunity Employer including, Vets/Disability.
Know Your Rights Pay Transparency FedEx Office will provide reasonable accommodations to qualified individuals with disabilities, including throughout the application and hiring process, if requested.
Applicants who require reasonable accommodations in the application or hiring process should email .
FedEx Office will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, and the New York City Fair Chance Act.
The existence of a criminal record is not an automatic or absolute bar to employment and a candidate’s criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.
If you are applying in Philadelphia, PA, you can click here to learn about Philadelphia’s fair chance hiring law.
For more information, click here .
Manages staff in providing delivery of high quality, patient-focused, and cost-effective pulmonary care services in a widely diverse culture across the CSA.
Accountable for service area and across the continuum of care.
Ensures compliance with federal, state, and local regulations.
One of Swoons top clients in the Artificial Intelligence space is hiring a Professional Services Sourcing manager to join their team out of San Francisco, CA!
Details:
Location: Hybrid - San Francisco
Rate: $80-$95/hour W2
Duration: 6 months to start with chance of extension
This person will bridge strategic category leadership and day-to-day sourcing execution. This role sits between category coordination and category strategy, with a stronger tilt toward sourcing ownership, supplier strategy, and cross-functional deal execution. It will also be involved in M&A activities, helping to integrate the vendors of acquired companies.
Day to Day:
- Lead end-to-end sourcing for professional services engagements, from intake through negotiation, contracting, and award.
- Negotiate MSAs and ISAs with a wide range of professional services firms and align commercial terms to OpenAI's risk and governance standards.
- Build and run competitive processes (RFP/RFQ), including scope shaping, bid evaluation, and commercial recommendation development.
- Partner with Legal, Finance, Security, and Extended Workfoce teams to structure agreements that balance speed, flexibility, compliance, and value.
- Standardize sourcing playbooks, rate card approaches, and service taxonomy to reduce fragmentation across the category.
- Build playbooks and repeatable frameworks for M&A-related sourcing and contract integration activities.
Requirements:
- 8+ years of experience in sourcing, category management, procurement, or commercial operations in fast-scaling environments.
- Strong sourcing and negotiation experience across professional services, consulting, or contingent/advisory spend.
- Experience in M&A post merger integration of contracts
- Experience balancing strategic category goals with high-volume, hands-on sourcing execution.
Fleet Mechanic III - Petaluma, CA
About the Role
- Perform scheduled preventative maintenance and necessary repairs to automobiles, trucks (light and heavy), trailers, vans and forklifts.
- Disassembles and overhauls motors, transmissions, clutches, rear ends and electrical systems.
- Complete all necessary documents, including vehicle records.
- Manage ordering and inventory of parts.
- Will act as a mentor to the class I & II mechanics.
Shift and Schedule
- Full-time
- Monday-Friday
- 7:00am until finished
- Flexibility to work overtime as needed
About You
We are looking for a self-motivated individual who enjoys working in a fast-paced environment. You have great communication skills. You are a problem solver with technical aptitude and a willingness to keep learning. Please apply now if you are the person we're searching for!
Total Rewards:
- Pay starting at $34.09 per hour. The employee will move to a higher rate of $35.92 per hour in the quarter after their 6 month anniversary.
- Benefits, subject to eligibility, and collective bargaining agreements (where applicable): Medical, Dental and Vision, Paid Time Off, 401(k) program with employer match, Child & Elder Care, Adoption Benefits, Paid Parental Leave, Fertility Benefits, Employee Resource Groups, Breastmilk Shipping Services, Dependent Scholarship Program, Tuition Reimbursement, Education Assistance, Employee Assistance Program, Personalized Wellness Platform, and more!
Requirements:
- High school diploma or general equivalency diploma (GED) preferred
- Valid driver's license
- Lift, push, and pull a minimum of 50 pounds repeatedly
- 3 years of fleet experience with the ability to work on all types of power units, trailers, and material handling equipment
- 3 years of previous experience working on hydraulics, electrical, suspension, and breaks.
- 2 years of experience using a computer to run diagnostics on fleet vehicles
- Able to supply own set of tools
- Will be required to achieve within the first year of employment with Keurig Dr Pepper: Automotive Service Excellence (ASE) Heavy and Medium duty certification, DOT Commercial Driver's License (CDL A), DOT brake and annual inspection certification, A/C Certification, Forklift Operator License
Company Overview:
Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partner brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!
Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?
We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.
Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
A.I. Disclosure:
KDP uses artificial intelligence to assist with initial resume screening and candidate matching. This technology helps us efficiently identify candidates whose qualifications align with our open roles. If you prefer not to have your application processed using artificial intelligence, you may opt out by emailing your resume and qualifications directly to in lieu of clicking Apply. Please include the job title and location or Job ID # in the email subject line.
Fleet Mechanic III - Petaluma, CA
About the Role
- Perform scheduled preventative maintenance and necessary repairs to automobiles, trucks (light and heavy), trailers, vans and forklifts.
- Disassembles and overhauls motors, transmissions, clutches, rear ends and electrical systems.
- Complete all necessary documents, including vehicle records.
- Manage ordering and inventory of parts.
- Will act as a mentor to the class I & II mechanics.
Shift and Schedule
- Full-time
- Monday-Friday
- 7:00am until finished
- Flexibility to work overtime as needed
About You
We are looking for a self-motivated individual who enjoys working in a fast-paced environment. You have great communication skills. You are a problem solver with technical aptitude and a willingness to keep learning. Please apply now if you are the person we're searching for!
Total Rewards:
- Pay starting at $34.09 per hour. The employee will move to a higher rate of $35.92 per hour in the quarter after their 6 month anniversary.
- Benefits, subject to eligibility, and collective bargaining agreements (where applicable): Medical, Dental and Vision, Paid Time Off, 401(k) program with employer match, Child & Elder Care, Adoption Benefits, Paid Parental Leave, Fertility Benefits, Employee Resource Groups, Breastmilk Shipping Services, Dependent Scholarship Program, Tuition Reimbursement, Education Assistance, Employee Assistance Program, Personalized Wellness Platform, and more!
Requirements:
- High school diploma or general equivalency diploma (GED) preferred
- Valid driver's license
- Lift, push, and pull a minimum of 50 pounds repeatedly
- 3 years of fleet experience with the ability to work on all types of power units, trailers, and material handling equipment
- 3 years of previous experience working on hydraulics, electrical, suspension, and breaks.
- 2 years of experience using a computer to run diagnostics on fleet vehicles
- Able to supply own set of tools
- Will be required to achieve within the first year of employment with Keurig Dr Pepper: Automotive Service Excellence (ASE) Heavy and Medium duty certification, DOT Commercial Driver's License (CDL A), DOT brake and annual inspection certification, A/C Certification, Forklift Operator License
Company Overview:
Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partner brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!
Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?
We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.
Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
A.I. Disclosure:
KDP uses artificial intelligence to assist with initial resume screening and candidate matching. This technology helps us efficiently identify candidates whose qualifications align with our open roles. If you prefer not to have your application processed using artificial intelligence, you may opt out by emailing your resume and qualifications directly to in lieu of clicking Apply. Please include the job title and location or Job ID # in the email subject line.
Acquisitions Analyst – Real Estate Investments
San Francisco, CA (Hybrid / Onsite several days per week – Financial District)
We're partnering with a well‐capitalized, fast‐growing real estate investment firm to hire an Acquisitions Analyst for a newly created role driven by recent acquisitions and portfolio growth. This is an excellent opportunity for someone early in their career who wants hands‐on exposure to real estate investing and underwriting while working closely with a tight‐knit, high‐performing investment team.
This role offers meaningful responsibility, strong mentorship, and long‐term growth potential within a highly active investment platform.
What You'll Do
- Build and maintain detailed financial models to support acquisition underwriting and valuation
- Assist with sourcing and evaluating new real estate investment opportunities
- Perform market research and investment analysis to support deal decisions
- Support transaction pipeline tracking and reporting
- Assist with due diligence across financial, legal, and operational areas
- Prepare investment memos, presentations, and ad‐hoc analyses for internal stakeholders
- Collaborate cross‐functionally with investment, asset management, finance, and legal teams
- Support special projects as the platform continues to scale through acquisitions
What We're Looking For
- Bachelor's degree in Finance, Real Estate, Accounting, Economics, or related field
- 1–3 years of relevant experience in:
- Real estate
- Private equity
- Venture capital
- Financial services
- Investment banking or similar analytical roles
- Strong financial modeling and analytical skills
- Intellectual curiosity and interest in real estate investing
- Ability to work in a collaborative, fast‐paced environment
- Comfortable being onsite in San Francisco several days per week
Why This Role
- Newly created position due to acquisitions and growth
- Direct exposure to real estate investments and deal execution
- High‐visibility role working with experienced investment professionals
- Strong compensation and benefits
- Ideal for someone who wants to build a long‐term career in real estate investing
Compensation
- Base Salary: $80,000 – $100,000
- Bonus: Eligible
- Benefits: Comprehensive and competitive
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
A financial services company is seeking an experienced General Counsel to lead the company's legal and compliance functions. This role will serve as the organization's primary legal advisor and will oversee legal strategy, regulatory compliance, and risk management related to probate funding transactions.
The General Counsel will work closely with executive leadership to support the company's operations while ensuring compliance with applicable probate, financial services, and consumer protection regulations.
Responsibilities
- Serve as the company's chief legal advisor on all legal, regulatory, and compliance matters
- Provide legal guidance related to probate law, estate administration, and probate funding transactions
- Draft, review, and negotiate agreements related to probate advances, funding transactions, and vendor relationships
- Review probate filings, estate documentation, and court procedures relevant to funding transactions
- Advise leadership on legal risk associated with probate funding and related financial products
- Oversee compliance with state and federal lending regulations, consumer protection laws, and licensing requirements
- Work closely with operations and underwriting teams to ensure legally compliant funding structures and processes
- Manage outside counsel and oversee litigation matters as needed
- Develop internal policies, procedures, and compliance frameworks
- Provide legal guidance on business initiatives, market expansion, and new product offerings
- Support corporate governance and other company-level legal matters
Qualifications
- J.D. from an accredited law school; Active membership in the California State Bar
- 10–15 years of experience with a strong focus on probate law and estate administration
- Experience may be gained either at a law firm or in-house environment
- Experience reviewing probate filings, estate documentation, and court procedures
- Familiarity with financial services, lending, or funding transactions is a plus
- Strong drafting, negotiation, and legal advisory skills
- Ability to work directly with executive leadership and cross-functional teams
Compensation
- $225,000 – $250,000+ base salary, depending on experience
- Bonus eligibility
Benefits
- Competitive compensation package
- Medical, dental, and vision insurance
- 401(k) with employer contribution
- Paid time off (PTO) and paid holidays
- Flexible work arrangements (hybrid options depending on role)
- Collaborative and supportive team environment
- Opportunities for career growth and internal advancement
Location
San Francisco, CA
Hybrid schedule – minimum two days per week in office
PRC Baker Places is a non-profit organization dedicated to serving the San Francisco community through legal advocacy, workforce development, financial services, and residential treatment programs. We support formerly homeless adults living with co-occurring mental health and substance use disorders by providing a continuum of integrated direct care services. All of our programs are grounded in a social rehabilitation philosophy that integrates harm reduction and daily living skills within a safe and supportive environment.
Mission Statement: Our mission is to help people affected by HIV/AIDS, substance use, or mental health issues better realize opportunities by providing integrated legal, social and health services that address the broad range of social risk factors that impact wellness and limit potential.
Values that Guide Us: Accountability, Honesty, Integrity, Diversity & Inclusion, Respect
If you're passionate about making a real impact in your community, working in a dynamic, inclusive environment, and helping people rebuild their lives, PRC Baker Places is the place for you.
Job Title: Volunteer Director
Department: Operations/Development
Reports to: CPO
Position Overview
The Volunteer Director (Part-Time) is responsible for building, expanding, and leading PRC's volunteer strategy across multiple programs, including residential treatment sites, Healing Spaces volunteer activations, meal services, client engagement activities, corporate volunteer engagements, fundraising events, and administrative support.
This role combines strategic leadership with hands-on execution, overseeing the full volunteer lifecycle—from recruitment and training to event planning, on-site leadership, and post-event reporting. The Volunteer Director will serve as the primary steward of PRC's volunteer culture, ensuring volunteer experiences are mission-aligned, well-organized, trauma-informed, and impactful for both clients and community partners.
The ideal candidate is a mission-driven leader with strong relationship-building skills, excellent program and event management experience, and a passion for mobilizing individuals and corporate partners in support of PRC's work.
Primary Duties and Responsibilities
Strategic Volunteer Program Leadership
- Develop and implement PRC's agency-wide volunteer strategy aligned with organizational goals and program needs.
- Build and sustain partnerships with corporations, universities, community groups, and civic organizations to create long-term volunteer pipelines.
- Collaborate with program directors and site leadership to assess volunteer needs, define appropriate volunteer activities, and develop tailored support plans.
- Establish systems and best practices that support volunteer retention, recognition, and long-term engagement.
Volunteer Recruitment, Communication & Engagement
- Lead recruitment for individual, group, skill-based, corporate, and event-specific volunteers.
- Respond to volunteer inquiries and maintain consistent, professional communication throughout the volunteer lifecycle.
- Maintain relationships with long-standing volunteers while actively soliciting new volunteers.
- Create, distribute, and manage volunteer-related communications, including recruitment messaging, confirmations, reminders, and follow-up communications.
- Record and track volunteer engagement, participation, skills, and hours served.
- Address volunteer concerns, conflicts, or disputes with professionalism and care.
Healing Spaces & Volunteer Event Planning and Management
- Coordinate closely with program managers and site leadership to plan volunteer activations.
- Conduct initial planning conversations to assess site needs, wish lists, budget considerations, and feasibility.
- Determine which projects are appropriate for volunteer engagement, including safety, scope, and client impact.
- Schedule and lead site walk-throughs, site visits, and cross-departmental planning meetings.
- Partner with Communications to create promotional and recruitment collateral.
- Coordinate with Facilities to plan and complete pre-event preparation and post-event needs.
- Solicit in-kind donations and resources, including:
- Refreshments and snacks
- Event and project supplies
- Specialized skills or talent
- Furniture, materials, or gardening resources
- Arrange logistics for supply and donation pick-up and delivery.
- Collaborate with Development and data teams to ensure tax acknowledgments and donation tracking.
- Coordinate ordering of PRC-branded (or co-branded) volunteer apparel.
Event Planning Considerations Include:
- Site readiness (trash removal schedules, junk or furniture removal, hazard mitigation)
- Client participation opportunities when appropriate and safe
- Prior use of hauling or scavenger services
- Availability of volunteers to assist with hauling or off-site disposal
Day-of Event Leadership & On-Site Execution
- Arrive early to manage site setup and ensure readiness prior to volunteer arrival.
- Oversee:
- Refreshment setup (with attention to cleanliness and allergen awareness)
- Volunteer sign-in and consent form completion
- Personal item storage areas
- Event signage and sponsor recognition (as applicable)
- Prepare volunteer workstations and clearly label tools, supplies, and task areas.
- Ensure removal or protection of:
- PHI or confidential materials
- Client belongings
- Safety hazards
- Greet volunteers, orient them to the space, and review expectations, safety guidance, and photography consent.
- Lead volunteer welcome and opening remarks, including:
- Mission and impact overview
- Introduction of site staff
- Sponsor and donor recognition
- Assign tasks based on volunteer interest, skill level, and physical ability.
- Identify and support volunteer task leads when appropriate.
- Monitor volunteer and client safety throughout the event.
- Provide encouragement, guidance, and real-time problem-solving during activities.
- Oversee cleanup, inventory of supplies, return of borrowed items, and coordination of haul-away needs.
- Collect all consent forms and required documentation.
Post-Event Follow-Up & Reporting
- Schedule and lead post-event debriefs with key staff.
- Provide event summaries, photos, and highlights to Communications for internal and external storytelling.
- Send personalized thank-you communications to volunteers, sponsors, donors, and program staff.
- Record volunteer attendance, hours, and engagement data in CRM systems.
- Identify opportunities for improvement and initiate planning for future volunteer engagements.
Fundraising Event Volunteer Support
- Partner with Development and event producers to define volunteer needs for fundraising events, including:
- Setup and breakdown
- Registration and greeting
- Ushers and activation assistants
- Auction and raffle support
- Photographer and vendor liaison roles
- Prepare and distribute volunteer recruitment communications.
- Coordinate volunteer orientations and trainings.
- Develop contingency plans for volunteer no-shows or last-minute changes.
Compliance, Reporting & Administration
- Maintain accurate volunteer records, including hours served, engagement level, and skill sets.
- Support reporting needs for grants, donor relations, HR, and program evaluation.
- Collaborate with HR to ensure compliance with onboarding processes, policies, and confidentiality requirements.
Other Organizational Duties
- Represent PRC with professionalism, compassion, and mission alignment.
- Treat all clients, volunteers, and community partners with dignity and respect.
- Perform other leadership duties as assigned.
Minimum Qualifications
- Bachelor's degree preferred; equivalent experience considered.
- 5+ years of experience leading volunteer programs, preferably in social services, behavioral health, or nonprofit settings.
- Strong communication, organizational, and relationship-building skills.
- Ability to engage corporate partners and community groups.
- Demonstrated alignment with PRC's mission and values.
- Exhibit exemplary customer service, compassion, and care in the execution of all duties and interactions.
Compensation & Benefits
This is a volunteer leadership position and does not include financial compensation. PRC provides an employer-sponsored benefits package (medical, dental, and vision), invitations to partner and donor events, branded PRC apparel, and other non-monetary benefits in recognition of the role's impact and responsibility.
PLEASE READ THIS JOB ANNOUCEMENT IN ITS ENTIRETY. An Alameda County Job Application is required to be considered for ALL County recruitments.
Alameda County Health, Housing and Homelessness Services, Flexible Housing Subsidy Pool, is recruiting for a *provisional-project position:
PROGRAM SPECIALIST
Join our dynamic, motivated and compassionate team.
$93,496.00-$131,560.00 Annually
Plus, an excellent benefits package!
This is a provisional-project recruitment:
*Provisional Appointments: For a provisional appointment, a civil service exam is not required. However, to obtain a regular position, the appointee will need to compete successfully in a County Exam when open.
Project positions are generally for a specific, limited duration. Projects can last for five years but may be shorter depending on the project. Newly hired incumbents in project positions do not qualify for retirement.
This position requires CA residency.
*This position is located in Oakland CA, and is available for hybrid work.
Housing and Homelessness Services
Housing & Homelessness Services works to build a robust, integrated, and coordinated system for housing and homelessness services and acts as the County's point of contact on homelessness strategic planning and program development. Formerly the Office of Homeless Care and Coordination (OHCC), Housing & Homelessness Services (H&H) works to improve health and housing outcomes among people experiencing homelessness.
H&H operates within Alameda County Health and alongside other County agencies and departments, as well as cities, community-based organizations, and other Continuum of Care partners. Housing & Homelessness Services oversees Coordinated Entry and System Access services, the Homeless Management Information System (HMIS), and works with 50+ providers across more than 145 contracts to provide comprehensive crisis response/diversion, interim, and permanent housing services throughout the County's homelessness response system. Health Care for the Homeless (HCH), which also sits within Housing & Homelessness Services, is a federally designated health center program offering medical, mental health, dental, optometry, pharmacy, and case management services.
Learn more about us!
POSITION
Under direction, to provide program planning, technical assistance, review and evaluation functions to direct client service delivery programs where such services are provided by community-based organizations (CBO's), contract service providers and/or County staff in a wide variety of service areas; to act as County liaison with service providers and funding sources and ensure that program regulations and procedures are followed; and to do related work as required.
DISTINGUISHING FEATURES
This professional-level class provides technical programmatic services in a wide variety of client service areas; however, all positions are typically characterized by the following elements:
· The need for technical knowledge in the service delivery area to which assigned;
· The fact that client services are provided by CBO's, other contract providers and/or County staff; and
· The focus of responsibilities being related to program development and implementation, rather than to the provision of administrative or support to County departments.
EXAMPLES OF DUTIES
NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.
1. Develops and modifies techniques and formats to evaluate pilot or current program effectiveness and to determine the need for program modifications and/or new program development.
2. Researches program alternatives, funding sources, service delivery organizations and other elements for possible program inclusion; evaluates alternatives, prepares reports and makes recommendations.
3. Acts as the County liaison and provides coordination among community-based organizations and other service providers, County departments, State or other funding sources and community or business organizations; interacts with various planning councils or boards; answers questions and provides training and technical assistance as required.
4. Monitors assigned program or programs; ensures compliance with contract provisions and funding source regulations; recommends and facilitates implementation of procedural and operational changes to maximize service delivery and revenue reimbursement.
5. Compiles and maintains accurate records and files regarding program activities; prepares periodic and special statistical or narrative reports as required; may access multiple databases to prepare such reports.
6. Negotiates contracts with service providers; ensures that contracts are renewed in a timely manner; prepares, distributes and follows up on contract documentation.
7. Participates in departmental, Countywide and/or State planning processes; serves on a variety of committees and task forces.
8. Analyzes changes in regulations; evaluates the impact upon program operations and drafts policy and procedural changes as required.
9. Prepares a variety of correspondence, periodic and special reports, informational publications, program documentation, policies, procedures and other written materials.
10. Operates a variety of standard office equipment including a word processor and/or computer; may drive a county or personal vehicle to make site visits and attend meetings.
PROGRAM SPECIALIST
QUALIFICATIONS
Education:
The equivalent to graduation from an accredited four year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, a social science or a field related to the program area to which assigned.
(Additional experience as outlined below may be substituted for the education on a year-for-year basis.)
AND
Experience:
The equivalent to three years of full-time professional-level or supervisory work in the direct delivery of services to clients or the oversight of such services in the program area to which assigned, one year of which must have included program planning and evaluation, or in program administration, contract negotiations, grants management and similar financial services.
Substitution:
(Possession of a Master's degree in business, public administration, social science or a related field to the program area to which assigned from an accredited college or university, may be substituted for two years of the required experience.)
Licenses:
Specified positions may require possession of a valid California driver's license. Specified positions may also require licensure or certification in the programmatic area to which assigned
HOW TO APPLY
Deadline: TBD
Please submit a County of Alameda Job Application, resume and cover letter to:
Tyler Clark, ()
The application template is available online on Alameda County's Online Employment Center @
USERS can click on "Fill out the application" to fill out an application template. Once the application is completed, candidates can click on the "Review" tab to "Print My Application" or "SAVE as PDF". A PDF copy of the application must be submitting you to be considered for the position.
Alameda County HCSA is enriched with a diverse workforce. We believe the best way to deliver optimal programs and services to our communities is to hire and promote talents that are representative of the communities we serve. Diverse candidates are strongly encouraged to apply.
BENEFITS
In addition to a competitive salary, employees also enjoy an attractive benefits package with the following elements:
your Health & Well-Being
- Medical – HMO & PPO Plans
- Dental – HMO & PPO Plans
- Vision or Vision Reimbursement
- Share the Savings
- Basic Life Insurance
- Supplemental Life Insurance (with optional dependent coverage for eligible employees)
- Accidental Death and Dismemberment Insurance
- County Allowance Credit
- Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
- Short-Term Disability Insurance
- Long-Term Disability Insurance
- Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
- Employee Assistance Program
For your Financial Future
- Retirement Plan - (Defined Benefit Pension Plan)
- Deferred Compensation Plan (457 Plan or Roth Plan)
For your Work/Life Balance
- 12 paid holidays
- Floating Holidays
- Vacation and sick leave accrual
- Vacation purchase program
- Management Paid Leave**
- Catastrophic Sick Leave
- Group Auto/Home Insurance
- Pet Insurance
- Commuter Benefits Program
- Guaranteed Ride Home
- Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
- Employee Discount Program (e.g. theme parks, cell phone, etc.)
- Child Care Resources
- 1st United Services Credit Union
*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change.
** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.
*Click here to learn more about benefits.
