9 results for Operations Associate in San Ramon, CA

Operations Associate | Wealth Management Firm

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>
2026-03-12T00:00:00Z

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

Oakland, CA
remote
Permanent
150000 - 200000 USD / Yearly
Established law firm is seeking an Associate Attorney to join their dynamic team. This remote role offers an opportunity to engage in challenging civil litigation cases, focusing on combating insurance fraud and advocating for justice on behalf of our clients. The ideal candidate will bring strong analytical and writing skills, a collaborative mindset, and a willingness to take on significant responsibilities from the outset. This person MUST RESIDE IN CALIFORNIA, TEXAS, OR WASHINGTON & have an active California bar license. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Represent clients in civil litigation cases, with a primary focus on insurance fraud matters.• Conduct legal research, draft pleadings, and prepare comprehensive legal documents.• Participate in depositions, including both conducting and defending them effectively.• Manage the discovery process, including drafting and responding to discovery requests.• Collaborate with team members to develop and execute litigation strategies.• Handle pre-trial and trial responsibilities, including preparing evidence and presenting cases in court.• Communicate and negotiate with opposing counsel to seek resolutions or settlements when appropriate.• Maintain up-to-date knowledge of relevant laws and regulations affecting insurance fraud cases.• Foster strong client relationships through regular communication and updates on case progress.
2026-02-12T00:00:00Z

Associate

Walnut Creek, CA
onsite
Permanent
110000 - 160000 USD / Yearly
We are looking for a skilled Litigation Attorney to join an established law firm in Walnut Creek, California. This role offers an exciting opportunity to work with a highly respected firm specializing in construction litigation. If you thrive in a collaborative environment and are passionate about delivering exceptional legal solutions, we encourage you to apply. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Handle various aspects of litigation, including preparing pleadings, drafting motions, and managing discovery processes.• Conduct legal research and analysis to support case strategies and provide informed recommendations to clients.• Represent clients in mediation and dispute resolution proceedings to achieve favorable settlements.• Take and defend depositions with professionalism and attention to detail.• Collaborate with team members to develop comprehensive legal strategies and solutions.• Manage settlement agreements and ensure compliance with negotiated terms.• Provide legal guidance and representation in matters related to community association law.• Argue motions effectively in court to support case objectives.• Maintain clear and persuasive communication with clients and stakeholders to address their legal needs.• Stay updated on relevant legal developments and apply knowledge to enhance case outcomes.
2026-02-12T00:00:00Z

Associate

Napa, CA
onsite
Permanent
110000 - 160000 USD / Yearly
A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal professional who wants to further their career in a collaborative, client-focused environment. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Key Responsibilities:<ul><li>Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents.</li><li>Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas.</li><li>Represent clients in probate and trust administration proceedings.</li><li>Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies.</li><li>Stay current on developments in estate and tax law to ensure best practices and client service.</li><li>Participate in firm business development and client relationship management efforts as needed.</li></ul>
2026-03-13T00:00:00Z

Associate

Walnut Creek, CA
onsite
Permanent
110000 - 200000 USD / Yearly
National law firm is seeking an attorney to join their team. This role is centered around litigation law, particularly within the areas of toxic tort, complex product liability, general liability, and commercial litigation. You will be responsible for handling local and national accounts throughout the state of California, managing a litigation caseload, and preparing for and participating in trials. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities• Manage a litigation caseload, ensuring all aspects of each case are attended to in a timely and organized manner• Conduct depositions, preparing witnesses for deposition and trial• Review and analyze discovery requests, preparing and responding to discovery responses and pleadings• Prepare court filings and service to counsel, utilizing e-filing where applicable• Prepare for and provide support during trials• Maintain accurate time records, ensuring all work is accounted for• Utilize your skills in defending depositions, trial experience, and civil litigation to effectively carry out your duties• Analyze complex matters, drawing on your ability to work independently and multi-task• Exhibit superior research and writing skills, using these to benefit the team and our clients.
2026-02-12T00:00:00Z

Associate

Hayward, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Boutique law firm is seeking a dedicated Associate to join their firm. In this role, you will focus on employment litigation, primarily on the defense side, while contributing to other legal matters as needed. They pride themselves on maintaining a balanced work environment that emphasizes quality advocacy, professionalism, and collaboration. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Handle employment litigation cases, including drafting motions, conducting legal research, and preparing court filings.• Represent clients in depositions, hearings, and other legal proceedings with professionalism and strategic insight.• Collaborate with colleagues to develop case strategies and ensure effective representation of clients.• Maintain clear and consistent communication with clients to address their needs and provide updates on case progress.• Write and edit legal documents with precision and attention to detail, ensuring high-quality deliverables.• Conduct thorough analysis of employment law matters, offering strategic advice and solutions to clients.• Participate in firm initiatives that promote diversity, collaboration, and work-life balance.• Stay informed about changes in employment law and related legal practices to ensure compliance and effectiveness.• Uphold ethical standards and client-centered advocacy in all aspects of your work.
2026-02-12T00:00:00Z

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