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Wealth Management Operations - Associate

Expired Job

Robert Half Finance & Accounting San Mateo , CA 94404

Posted 3 months ago

For immediate consideration, please email your resume to . An exceptional Registered Investment Advisor with approximately $1.5Billion under management and a growing 32 person team is looking for another Senior Operations Associate to join the team! The average tenure of employee's here is 8 years, and their people seem to really love it there. ? The firm was organized in 2003 and they serve the investment needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans.

Their clients receive institutional-grade investment management and comprehensive advice with respect to their financial futures. The firm also serves as the manager of separate accounts for other independent financial advisors and a no-load equity mutual fund. ? ? One of the great things about this company is that you're not locked to one repetitive task, you can move around take on projects and explore other facets of the business to continue to develop. ? They care about its people and their community. ? Benefits: Full medical/dental/vision, Safe Harbor 401k contribution, Bonus and Profit Sharing!

For immediate consideration, please email your resume to . ? QUALIFICATIONS:? ? 1+ years of wealth management Operations experience ? Experience with Tamarac CRM and AdvisorView is a plus Team Player, Self-Starter and desire to put the clients' best interests first

Employment Type: Full-time

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Wealth Management Operations - Associate

Expired Job

Robert Half Finance & Accounting