Robert Half Finance & Accounting Senior Operations Associate - Wealth Management in San Mateo, California
For more information and consideration please contact Lisa Friedrich at 415 434 1900 or Lisa.Friedrich@roberthalf.com Our client is a well established and fast growing Wealth Management firm (RIA) with over $1.5 billion AUM. Due to growth they are looking for a Senior Operations Associate to join their team in San Mateo. In this position you will be providing day-to-day support to high net worth clients, onboard new clients, handle money transfers, generate monthly reports and serve a liaison to the Custodians (Schwab and Fidelity)
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.
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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.
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Req ID: 00412-9501128997
Functional Role: Operations Manager/Director/VP
City: San Mateo
Postal Code: 94010
Requirements: The ideal candidate has 1.5+ years of operations experience within a wealth management firm, a very detail oriented mindset, a plus would be Custodian experience and Tamarac CRM or AdvisorView plus