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 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 FortuneĀ® 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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Req ID: 00412-9501128997

Functional Role: Operations Manager/Director/VP

Country: USA

State: CA

City: San Mateo

Postal Code: 94010

Compensation: DOE

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