Description Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Associate at a well-established wealth advisory firm. This is a full-time permanent role based in San Francisco with a flexible Hybrid schedule. The firm serves high-net-worth clients, including tech executives and entrepreneurs, with personalized planning and investment strategies. They prioritize growth, work-life balance, and teamwork. Benefits include competitive pay, a bonus, full medical and dental coverage, 401(k) contributions, free lunches, a stocked kitchen, a phone stipend, and commuter perks. Responsibilities: + Reconcile portfolio and trading systems + Manage client onboarding and transactions + Complete workflows in CRM and accounting systems + Create client reports and maintain accurate data + Collaborate with client service and advisor teams + Calculate fees and manage client portal *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Requirements + 2+ years in wealth management operations (RIA, family office, brokerage) no exceptions! + Strong Excel skills and basic portfolio accounting knowledge + Interest in growing a long-term career in operations + Good communication and teamwork + Experience with tools like RedBlack, Addepar, Orion, or Salesforce is a plus Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there. 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) .