<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a fiduciary Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. The firm has grown to manage more than $1.48 billion in assets as of December 2022.</p><p> They are seeking a <strong>Finance Operations Associate</strong> to join their growing San Ramon team. This is an excellent opportunity to gain hands-on experience across finance, operations, and administration while supporting a collaborative and professional office environment. </p><p> </p><p><strong>Responsibilities </strong></p><ul><li><strong>Financial Reporting & Accounting</strong>: Assist with QuickBooks entries, reconciliations, and monthly reporting.</li><li><strong>Payroll Support</strong>: Help with payroll processing to ensure accuracy and timeliness.</li><li><strong>HR Administration</strong>: Support onboarding, benefits coordination, and other HR-related tasks.</li><li><strong>Office Administration</strong>: Manage supplies, scheduling, and day-to-day office needs.</li><li><strong>Technology Coordination</strong>: Provide basic IT troubleshooting and liaise with vendors as needed.</li><li><strong>Special Projects</strong>: Partner with the Office Manager and Operations Manager on ad hoc initiatives.</li></ul>

<p><strong>Qualifications</strong></p><ul><li>2+ years of experience in administrative, office, or operations-focused roles.</li><li>Highly organized with strong attention to detail.</li><li>Proficiency with <strong>Excel</strong>; experience with <strong>QuickBooks</strong> strongly preferred.</li><li>Familiarity with bill pay and/or accounts payable is a plus.</li><li>Comfortable wearing multiple hats and supporting a growing team.</li><li>Professional demeanor, strong interpersonal skills, and a “no task is too small” attitude.</li></ul><p><strong>Preferred Experience</strong></p><ul><li>At least 6 months years of experience in <strong>Financial Services</strong>, ideally within Wealth Management or another RIA firm.</li><li>Strong problem-solving skills and eagerness to learn.</li><li>Ability to work well independently and collaboratively.</li></ul><p><strong>Location</strong>: San Ramon, CA (onsite role with potential flexibility as you gain seniority)</p><p><strong>Position</strong>: Full-time, Finance Operations Associate</p><p><strong>Comp</strong>: $75,000-$90,000 + bonus + Great Benefits Package + PTO + Paid Holidays </p>

<p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>