Robert Half Finance & Accounting Client Services in Oakland, California

For more information and consideration please call Matt Schmidt at 415.434.1900 or This firm is a prominent employee-owned investment manager with offices around the globe. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. They're known for excellent tenure, stability and a long-term focus. The hiring Advisor is exceptional! He runs a very successful book of $650M AUM primarily comprised of Private Clients and some smaller Institutional clients. The Role

  • Act as a liaison between Wealth Advisor, Portfolio Managers, Asset Management Business Control, Private Client Services.

  • Monitor trades, cash flow, debits, margin, tech shorts, performance, transfers, allocations, fees etc. by utilizing various in house portfolio systems.

  • Provide customized reporting and analysis to clients.

  • Assist with creation of Financial Plans.

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 once again was named first in our industry on FortuneĀ® magazine's list of "World's Most Admired Companies." (March 1, 2017), 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.

Ā© 2017 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

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Req ID: 00412-9500778022

Functional Role: Account Executive/Staffing Manager

Country: USA

State: CA

City: Oakland

Postal Code: 94611

Compensation: DOE

Requirements: For more information and consideration please call Matt Schmidt at 415.434.1900 or Ideal candidate:

  • Series 7 66

  • 3+ years' experience in the Wealth Management industry

  • Ability to take initiative and work with minimal supervision