<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>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>
