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Operations Associate - RIA Firm

Job

Robert Half

Mill Valley, CA (In Person)

Full-Time

Posted 7 weeks ago (Updated 6 weeks ago) • Actively hiring

Expires 5/27/2026

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Job Description

Jennifer Fukumae with Robert Half's Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families. The firm has an average client relationship exceeding $15M and is seeking an Operations Associate to support their team!
ResponsibilitiesTrade Execution:
Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.
Data Oversight:
Maintain accurate data across portfolio reporting systems, CRM, and custodians.
Reconciliation:
Review and reconcile transactions, cost basis, and holdings across client accounts.
Account Support:
Assist with account setup and system integrations, ensuring proper configuration and data flow.
Client Reporting:
Prepare and distribute quarterly performance reports.
Operational Support:
Provide general support to advisors and contribute to process improvements and efficiency initiatives.

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