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

Associate Financial Advisor - RIA

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-06-24T00:00:00Z

Risk and Insurance Assistant

Santa Clara, CA
onsite
Temporary / Contract
31.6635 - 36.663 USD / Hourly
We are looking for a Risk and Insurance Assistant to support administrative and coordination activities across risk, compliance, and insurance programs in Santa Clara, California. This Long-term Contract position is ideal for someone who can manage multiple processes, maintain accurate records, and work closely with campus partners, insurance representatives, and internal leadership. The role focuses on keeping key programs organized, compliant, and responsive while helping the Risk Management Office operate efficiently. Responsibilities: • Administer daily activities for operational risk programs, including support for driver eligibility reviews and youth protection compliance processes. • Review and process program requests, maintain documentation, and monitor completion of certifications, renewals, and related compliance requirements. • Coordinate training schedules, background screening steps, and required records with internal departments to ensure timely program participation. • Track outstanding compliance items, follow up with stakeholders, and bring policy or eligibility concerns to the attention of risk management leadership. • Manage claims-related administration by organizing intake details, maintaining case documentation, and monitoring status updates across insurance matters. • Act as a point of coordination between campus teams, insurance carriers, and third-party administrators to support clear communication and timely issue resolution. • Assist with insurance program administration by collecting renewal information, preparing supporting materials, and maintaining policy and coverage records. • Help oversee office operations by supporting certificate requests, routing risk-related inquiries, maintaining program files, and guiding student assistants as needed. • Contribute to risk management projects, resource development, and departmental efforts to strengthen procedures and reduce operational exposure.
2026-07-02T00:00:00Z