Description Ready to Take the Next Step? Let’s Connect! If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you! Operations Associate Boutique Wealth Management | UHNW Clients | High‑Standards Environment About the Firm A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm places a strong emphasis on precision, polish, and an exceptional client experience. You’ll be joining a small, collaborative team that values integrity, meticulous work, and a personal approach to client service. Position Overview The Operations Associate supports key operational functions across trading, reporting, data integrity, and account management. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent high‑quality experience for both advisors and clients. This role is ideal for someone who enjoys problem‑solving, process improvement, and working in a boutique, high‑touch environment. Key Responsibilities Trading & Investment Operations + Execute trades across custodial and trading platforms + Monitor and resolve trade issues; ensure timely and accurate settlement Data Management & Reconciliation + Maintain accurate data across portfolio reporting systems, CRM, and custodial platforms + Reconcile transactions, cost basis, and holdings across all client accounts Account Administration + Support account setup, transfers, and data feed management + Ensure accounts are correctly linked and updated across systems Reporting & Internal Support + Prepare and distribute quarterly performance reports + Support advisors and internal teams with ad‑hoc operational projects + Work with compliance resources to maintain required documentation and operational standards Process Improvement + Identify and implement improvements to enhance operational efficiency and accuracy + Contribute to refining the firm’s operational infrastructure as the organization grows Who Will Thrive Here + Operations professionals who value precision and high‑quality work + Individuals who enjoy being central to a firm’s daily workflow and client infrastructure + Those who excel in small‑team, high‑standards environments + Candidates who take ownership, think proactively, and enjoy improving processes Requirements Ready to Learn More? If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals! Qualifications Required + 2–6+ years of operations experience in a financial advisory or wealth management setting + Exceptional attention to detail and organizational skills + Strong written and verbal communication + High integrity, discretion, and a client‑first mindset + Proficiency with Microsoft Office Preferred + Experience with custodial platforms (e.g., Schwab Advisor Center) + Familiarity with CRM or reporting tools (e.g., Wealthbox, Black Diamond) + Bachelor’s degree in business, finance, or related field + Interest in financial planning or investment management concepts 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. 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .