<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p><br></p><p>Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead client onboarding for a seamless experience</li><li>Manage account setups, transfers, and workflows</li><li>Assist clients with portals and planning tools</li><li>Prepare proposals, reports, and follow-ups</li><li>Maintain accurate client records in CRM systems</li><li>Support operations, compliance, and marketing activities</li><li>Oversee team tasks, training, payroll, and performance</li><li>Plan and execute client events, ensuring brand and compliance alignment</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are seeking a highly organized and proactive Executive Assistant to provide comprehensive administrative support to our executive leadership team. The ideal candidate will thrive in a fast-paced environment, demonstrate strong judgment and discretion, and act as a trusted partner in ensuring the smooth day-to-day operations of the executive office.</p><ul><li>Manage complex calendars, schedule meetings, and coordinate logistics across multiple time zones.</li><li>Arrange and oversee domestic and international travel, including itineraries, accommodations, and expense reporting.</li><li>Organize and coordinate on-site and off-site meetings, board meetings, and company events.</li><li>Support special projects and initiatives that require research, coordination, and cross-functional collaboration.</li></ul><p><br></p>
<p>We are seeking a highly organized and proactive Executive Assistant to provide comprehensive administrative support to our executive leadership team. The ideal candidate will thrive in a fast-paced environment, demonstrate strong judgment and discretion, and act as a trusted partner in ensuring the smooth day-to-day operations of the executive office.</p><ul><li>Manage complex calendars, schedule meetings, and coordinate logistics across multiple time zones.</li><li>Arrange and oversee domestic and international travel, including itineraries, accommodations, and expense reporting.</li><li>Organize and coordinate on-site and off-site meetings, board meetings, and company events.</li><li>Support special projects and initiatives that require research, coordination, and cross-functional collaboration.</li></ul><p><br></p>
<p>We are seeking a highly organized and proactive Executive Assistant to provide comprehensive administrative support to our executive leadership team. The ideal candidate will thrive in a fast-paced environment, demonstrate strong judgment and discretion, and act as a trusted partner in ensuring the smooth day-to-day operations of the executive office.</p><ul><li>Manage complex calendars, schedule meetings, and coordinate logistics across multiple time zones.</li><li>Arrange and oversee domestic and international travel, including itineraries, accommodations, and expense reporting.</li><li>Organize and coordinate on-site and off-site meetings, board meetings, and company events.</li><li>Support special projects and initiatives that require research, coordination, and cross-functional collaboration.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
