Robert Half Finance & Accounting Operations Associate - Wealth Management Advisory Firm in San Mateo, California
For consideration, please submit your resume to: firstname.lastname@example.org A boutique RIA located on the Peninsula is looking to add a Senior Operations Associate to their growing team. This is a fantastic opportunity to join a tight-knit team that cares about one another and knows how to have fun. With a team of over 25 people and $1.5Billion of AUM, there will be no shortage of growth and learning opportunities. Duties of this role will include: - Be point person between trading platform and advisors: provide solutions to problems and answers to questions - Trading, portfolio rebalancing, money movement, journaling, removing and modifying restrictions - Be responsible for updating internal systems and refining policies and procedures
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.
All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
Req ID: 00412-9501127818
Functional Role: Operations Manager/Director/VP
City: San Mateo
Postal Code: 94010
Requirements: Skills - up to 2 years of operational experience in a wealth management firm (RIA experience is a plus) - Experience with CRM, Tamarac and AdvisorView a plus - Strong communicator and ability to multi-task