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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. They are 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