7 results for Operations Associate Established Ria in Palo Alto, CA

Operations Associate | Boutique RIA Firm

Mill Valley, CA
onsite
Permanent
90000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a boutique wealth management firm seeking an Operations Associate to join their team! This firm specializes in servicing ultra-high-net-worth families, with an average client relationship exceeding $15M. Responsibilities<ul><li>Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li>Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li>Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li>Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li>Client Reporting: Prepare and distribute quarterly performance reports.</li><li>Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul>
2026-02-25T00:00:00Z

Operations Associate | Wealth Management Firn

Mountain View, CA
onsite
Permanent
110000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families. The firm has an average client relationship exceeding $15M. They are seeking an Operations Associate to support their team! Responsibilities <ul><li>Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li>Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li>Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li>Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li>Client Reporting: Prepare and distribute quarterly performance reports.</li><li>Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul>
2026-03-02T00:00:00Z

Operations Associate at Wealth Management Firm

Mill Valley, CA
onsite
Permanent
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus Our client is a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Operations Associate for Boutique Family Office

Mill Valley, CA
onsite
Permanent
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus Our client is a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Associate Advisor | San Ramon RIA Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
We are partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Our approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M. Responsibilities:<ul><li>Develop customized financial plans and investment strategies using company software.</li><li>Assist with onboarding new clients and foster relationships, particularly with CPA firms for investment management support.</li><li>Participate in client meetings, taking detailed notes and following up on action items.</li><li>Serve as a primary point of contact for client communication, providing high-level support.</li><li>Build trust with clients by engaging directly, with a focus on relationship-building before offering investment recommendations.</li><li>Manage the CRM and track client interactions.</li><li>Handle client documentation from start of opening to account maintenance.</li><li>Prepare meetings and client presentations.</li></ul>
2026-03-09T00:00:00Z

Operations & Finance Associate

Redwood City, CA
onsite
Temporary
24 - 26 USD / Hourly
We are looking for a detail-oriented Operations & Finance Associate to join our team on a contract basis in Redwood City, California. In this role, you will play an integral part in maintaining smooth office operations and providing essential financial and administrative support. If you thrive in a dynamic environment, enjoy ensuring systems and processes run efficiently, and are skilled in handling confidential information, we encourage you to apply. This is a part-time role 2-3 days a week and up to 24 hours per week. Responsibilities:• Process domestic and international wire transfers by preparing necessary documentation for review and approval.• Monitor and report weekly bank balances to ensure accurate financial tracking.• Organize and categorize expenses using QuickBooks Online to maintain accurate financial records.• Oversee office systems and technology, including ensuring AV equipment and Zoom setups are ready for use.• Prepare and reset meeting spaces to maintain a tidy and organized environment.• Manage office supplies and kitchen inventory to ensure the workspace remains organized and fully stocked.• Coordinate lunch orders and refreshments for meetings and events.• Compile and submit travel and expense reports for firm partners.• Support finance-related tasks such as capital calls, distributions, and other operational duties.• Perform general administrative tasks and address ad hoc operational needs to ensure efficient office functionality.
2026-03-06T00:00:00Z

Real Estate Associate

San Francisco, CA
onsite
Temporary
29 - 29 USD / Hourly
We are looking for a dedicated Real Estate Associate to join our team in San Francisco, CA. This contract position offers the opportunity to contribute to the management of property operations, tenant coordination, and building-related tasks. The ideal candidate will bring expertise in customer service and administrative support while ensuring seamless day-to-day operations. Responsibilities:• Coordinate tenant move-ins and move-outs, ensuring all processes are completed smoothly and efficiently.• Collaborate with the security, janitorial, and engineering teams to address building-related tasks and maintain property standards.• Monitor and manage work orders, including re-dispatching them as needed to ensure timely completion.• Provide administrative support by utilizing Microsoft Office tools such as Excel, Word, and Outlook.• Communicate effectively with tenants and vendors to resolve inquiries and maintain positive relationships.• Assist with basic accounting tasks, including data entry and maintaining financial records.• Leverage commercial property management experience to oversee operational activities.• Ensure compliance with organizational processes and protocols while delivering excellent customer service.• Utilize work order systems to organize and track maintenance and repair activities.• Support marketing and operational initiatives to enhance property management efficiency.
2026-02-25T00:00:00Z