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Operations Associate

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Robert Half

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Location:
United States , Mill Valley

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Operations Associate supports key operational functions across trading, reporting, data integrity, and account management. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent high‑quality experience for both advisors and clients.

Job Responsibility:

  • Execute trades across custodial and trading platforms
  • Monitor and resolve trade issues
  • ensure timely and accurate settlement
  • Maintain accurate data across portfolio reporting systems, CRM, and custodial platforms
  • Reconcile transactions, cost basis, and holdings across all client accounts
  • Support account setup, transfers, and data feed management
  • Ensure accounts are correctly linked and updated across systems
  • Prepare and distribute quarterly performance reports
  • Support advisors and internal teams with ad‑hoc operational projects
  • Work with compliance resources to maintain required documentation and operational standards
  • Identify and implement improvements to enhance operational efficiency and accuracy
  • Contribute to refining the firm’s operational infrastructure as the organization grows

Requirements:

  • 2–6+ years of operations experience in a financial advisory or wealth management setting
  • Exceptional attention to detail and organizational skills
  • Strong written and verbal communication
  • High integrity, discretion, and a client‑first mindset
  • Proficiency with Microsoft Office

Nice to have:

  • Experience with custodial platforms (e.g., Schwab Advisor Center)
  • Familiarity with CRM or reporting tools (e.g., Wealthbox, Black Diamond)
  • Bachelor’s degree in business, finance, or related field
  • Interest in financial planning or investment management concepts
What we offer:
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
January 22, 2026

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