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Robert Half Logo Robert Half · Finance

Operations Associate

United States, Mill Valley · Job Posted April 11, 2026
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Job Description

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.

Job Responsibility

  • Trade 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

Requirements

  • 2–6+ years of operations experience within a wealth management or financial advisory environment
  • Exceptional attention to detail and strong organizational capabilities
  • Clear, professional written and verbal communication skills
  • High degree of integrity, discretion, and client-service orientation

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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