• Operations Specialist - Wealth Management

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

     

    Role: Operations Specialist - Wealth Management

     

    Salary: $80-100k + Bonus + Great Benefits!

     

    We’re excited to partner with a growing wealth management firm in a beautiful office located in San Francico's financial district! This boutique firm has $2.4 billion AUM and is seeking an Operations Specialist to assist with their back-office and client interaction! Great opportunity for someone who wants to support daily operations for both the firm and clients! You will be working directly under the Chief Operating Officer.

    Responsibilities:

    + Manage and update client accounts using Orion and RedBlack platforms

    + Support data integrity initiatives by performing confidential data reviews and cleanups

    + Contribute to client billing processes and reconciliation activities to ensure accuracy

    + Assist in the preparation and tracking of performance reports for internal and client use

    + Provide support on various compliance-related tasks and contribute to special projects as needed

    Requirements

    + Bachelor's degree or equivalent work experience

    + 2+ years in RIA Operations/Client Service/Bask-Office experience

    + Client Billing - very nice to have

    + Self-motivated with the initiative to work autonomously, while actively collaborating within a team environment

    + Meticulous with a focus on accuracy and a consistent track record of completing tasks efficiently

    + Skilled at managing multiple priorities with a results-driven mindset and a passion for achieving goals

     

    Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .