<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>

<ul><li><strong>2–8+ years of experience in wealth management ideally with Ultra-High-Net-Worth client base.</strong></li><li><strong>MUST have recent <u>Wealth Management </u>experience. <u>No exceptions.</u></strong></li><li>Experience with custodians such as Schwab Advisor Center (preferred)</li><li>Familiarity with CRM or portfolio reporting tools (e.g., Wealthbox, Black Diamond) (preferred)</li><li>Strong attention to detail and organizational skills</li><li>Clear, professional communication skills</li><li>High integrity and a service-oriented mindset</li></ul><p><strong>Interested? </strong>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u>.</strong> Michelle is a Permanent Placement Recruiter at<strong> Robert Half Financial Services</strong>. </p>

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