Robert Half Finance & Accounting Operations Associate - Ultra High Net Worth RIA in San Francisco, California

For consideration, please submit your resume to: jeffrey.colon@roberthalffs.com One of the fastest growing Wealth Management firms in the Bay Area is looking for a highly motivated fresh graduate, or someone with up to 2 years of experience to join their Operations team. This group has grown from $6 billion of AUM to over $13 billion in just over 5 years. Their clients include tech entrepreneurs, Venture Capital, Private Equity, Real Estate and law firm partners. The Operations Associate will join a tight knit team that works hard and plays hard. In this role, you will be expected to perform the following duties: - Account creation, transfers and billing, - Build out performance reports - Research client inquiries, manage communication and follow through on action items

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

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Req ID: 00412-9501193363

Functional Role: Portfolio Assistant

Country: USA

State: CA

City: San Francisco

Postal Code: 94111

Compensation: DOE

Requirements: Keys:

  • ½ years of related experience

  • A degree from a reputable university ideally in a related field of study.

  • Hungry, Motivated, Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business.

  • Takes ownership of their work and enjoys working collaboratively towards a common goal.