Description Operations Associate – Wealth Management Firm A well-established, client-focused wealth management firm with decades of experience supporting individuals, families, businesses, and foundations is seeking an Operations Associate to join its dynamic Operations team. With a collaborative culture and a commitment to excellence, the firm provides personalized financial solutions, strategic planning, and operational support to help clients navigate their financial lives. This role offers a unique opportunity to work closely across multiple departments including Investments, Client Service, and Wealth Advisory teams. The ideal candidate is detail-oriented, systems-minded, and self-driven about long-term operations work. Role Overview The Operations Associate plays a crucial role in maintaining and enhancing the firm’s operational infrastructure. Responsibilities range from daily operational tasks to quarterly reporting and project execution. The position offers development opportunities and the chance to lead initiatives that improve efficiency and client service. Key Responsibilities General Operations + Reconcile trading and portfolio accounting systems + Own transactional data integrity within the accounting platform + Manage client onboarding in trading and CRM systems + Execute and refine workflows across operational platforms + Produce standard and customized client reports + Conduct quality control for newly established accounts + Perform audits and ensure data consistency Quarter-End Processing + Collaborate with client service and advisory teams for accurate reporting + Classify portfolio transactions and ensure timely performance reporting + Support billing processes Alternative Investments + Maintain data on alternative assets and update valuations + Reconcile capital calls and distributions + Assist in calculating management fees on illiquid investments Project Support + Help manage the firm’s client-facing portal (user setup, troubleshooting) + Participate in data clean-up and process improvement projects + Support bulk document uploads and periodic portal updates Compensation & Benefits + Empowering management style focused on trust and autonomy + Flexible work arrangements (Bay Area offices or remote flexibility depending on location) + Competitive salary with discretionary annual bonus (target range: 10–20%) + Full medical and dental coverage + Quarterly 401(k) contributions + Financial support for development (licenses, certifications, advanced degrees) + Free Friday lunches and stocked office kitchen + Monthly cell phone stipend and commuter benefits Requirements Ideal Candidate Qualifications + 1–2 years of experience in wealth management operations, ideally within a Registered Investment Advisor (RIA), brokerage, or family office environment + Proficiency with Microsoft Excel (advanced knowledge preferred) + Basic understanding of portfolio accounting and performance reporting + Genuine interest in operations as a long-term career path + Team-oriented with a collaborative mindset + Familiarity with financial systems such as RedBlack, Addepar, Orion, Salesforce, or other CRM and portfolio management tools (not required but helpful) Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .