2 results for Associate Director Operations Wealth Management in San Francisco, CA
Associate Director of Operations<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Associate Director of Operations</p><p><strong>Employment Type:</strong> Full-Time/Direct Hire</p><p><strong>Location: </strong>San Francisco (FiDi); 3 days in office</p><p><strong>Salary: </strong>$130-150k base + Bonus</p><p> </p><p>This wealth advisory firm offers personalized financial management services to individuals, families, and institutional clients. With approximately $1.2 billion in assets under management, the firm provides strategic investment solutions aimed at helping clients achieve their long-term financial objectives.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Lead a team of five professionals across Client Service, Operations, and Trading to meet both client and firm requirements.</li><li>Supervise the execution of daily, monthly, quarterly, and annual transactions, ensuring compliance with regulatory standards and maintaining accuracy and timeliness.</li><li>Support the team in collaborating with various custodians and external data providers.</li><li>Evaluate Advisor requests from different locations, allocating team resources as necessary.</li><li>Collaborate with the Director of Operations to enhance and implement processes for client onboarding, performance reporting, and transaction reconciliation related to both new and ongoing investment activities.</li></ul><p><br></p>Assistant Property ManagerWe are in search of a diligent Assistant Property Manager to join our team in the property management industry located in Santa Rosa, California. As the Assistant Property Manager, your primary role will be to assist in the smooth operation of various residential and commercial properties, ensuring high-quality service to tenants and clients. <br><br>Responsibilities:<br>• Professionally address tenant inquiries, requests, and complaints in a timely manner to maintain high customer satisfaction levels<br>• Facilitate lease administration tasks such as lease renewals, terminations, and processing of rental applications<br>• Assist in the daily operations of the property which includes scheduling maintenance and repairs, liaising with vendors, and conducting routine inspections<br>• Ensure accurate records of property operations, vendor contracts, and adherence to housing and safety regulations are maintained<br>• Oversee building security systems and uphold overall safety standards<br>• Assist in collecting rent payments, overseeing accounts receivable, and tracking delinquency reports<br>• Support the property manager in preparing annual budgets and financial reports<br>• Coordinate with accounting departments to process invoices and ensure vendors are paid on time<br>• Help in creating marketing materials and showcasing properties to prospective tenants<br>• Manage property listings on various platforms and handle leasing documents<br>• Conduct market research to inform competitive property pricing and strategies to reduce vacancies<br>• Prepare comprehensive reports on property performance and tenant satisfaction<br>• Maintain organized records of contracts, tenant files, and incident reports<br>• Provide general administrative support to property managers such as scheduling appointments and preparing correspondence.
