Description Job Title: Operations Associate Location: San Francisco Schedule: Hybrid (3 days per week — Tuesday, Thursday + one flexible day) Salary: $90,000 – $100,000 Base + Discretionary Bonus Company Details: We are partnering with a well-established wealth management firm with deep roots in the Bay Area, serving individuals, families, businesses, endowments, and foundations for over four decades. The firm is dedicated to simplifying the complexities of wealth and life for its clients, offering tailored services that empower clients to maximize their financial well-being and legacy. The team values collaboration, thoughtful problem solving, and long-term client success. Responsibilities: General Operations + Reconcile portfolio accounting and trading systems to ensure accuracy + Manage transactional data within the portfolio accounting system + Facilitate new client account setup and coordinate cross-department communication + Execute operational workflows using CRM, portfolio accounting, and trading platforms + Generate and customize client reports with attention to detail + Perform quality control on newly established accounts and maintain data integrity through regular audits Quarter-End Processes + Collaborate with client service and advisory teams on quarterly reporting deliverables + Classify performance transactions within portfolio systems + Execute quarter-end procedures including performance reporting and billing Alternative Investments + Maintain alternative investment transaction records, valuations, and capital statement reconciliations + Calculate management fees for illiquid alternatives Project Management + Support and maintain client-facing portals, including account creation, user management, and troubleshooting + Lead periodic data cleanup and upload projects + Coordinate documentation uploads and client portal enhancements Requirements + 1–2 years of experience in wealth management operations at an RIA, brokerage, or family office + Advanced proficiency with Microsoft Excel + Basic understanding of portfolio accounting and performance reporting + Genuine interest in long-term operational work; not seeking a transition into client advisory or portfolio management roles + Collaborative and solutions-oriented mindset + Familiarity with platforms such as RedBlack, Addepar, Orion, Salesforce, or other CRM systems is a plus but not required Excited about this opportunity? Apply now and connect with Jennifer Fukumae on LinkedIn for faster consideration. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .