Operations Associate - Join a Premier Boutique Wealth Management Firm

Robert Half is proud to partner with a prestigious boutique wealth management firm in Mill Valley, California, serving ultra-high-net-worth (UHNW) families and private foundations. We're seeking a meticulous Operations Associate to support critical functions in trading, reporting, data management, and account administration. This full-time role offers a competitive salary starting at $90,000, in a high-standards environment where precision and client excellence are paramount.

About the Role

In this pivotal position, you'll be the operational backbone of a selective, institutional-quality firm. Working closely with leadership and advisors, you'll ensure seamless daily workflows, accurate data integrity, and exceptional client experiences. Ideal for detail-oriented professionals who thrive in boutique settings, this role combines hands-on trading operations with strategic process improvements. If you excel in wealth management operations, enjoy problem-solving, and seek a collaborative team where your contributions directly impact UHNW clients, this opportunity in Mill Valley, CA, is your next career step.

The firm emphasizes integrity, polish, and personalized service, fostering a professional culture that's both demanding and rewarding. As an Operations Associate, you'll handle everything from trade execution to performance reporting, playing a central role in the firm's growth and operational excellence.

Key Responsibilities

Your day-to-day will span core operational pillars:

• Trading & Investment Operations: Execute trades across major custodial platforms like Schwab or Fidelity, monitor settlements, and resolve issues to prevent disruptions.
• Data Management & Reconciliation: Ensure data accuracy across CRM systems, portfolio tools, and custodians; perform daily reconciliations of transactions, cost basis, and holdings.
• Account Administration: Manage account setups, transfers, and data feeds, keeping all systems synchronized for flawless operations.
• Reporting & Internal Support: Generate quarterly performance reports, support advisors on projects, and partner with compliance for documentation adherence.
• Process Improvement: Proactively identify efficiencies, refine workflows, and scale operations as the firm expands its UHNW client base.

This role demands adaptability in a fast-paced, high-touch environment, with opportunities to innovate and own key processes.

Required Qualifications

To succeed, bring:

• 2-4 years in wealth management operations, trading, or back-office roles.
• Bachelor's degree in Finance, Accounting, Business, or equivalent.
• Technical proficiency in trading platforms, Excel (advanced functions, VBA a plus), CRM (e.g., Salesforce), and reporting software.
• Proven track record in data reconciliation and trade settlement.
• Impeccable attention to detail, ownership mentality, and proactive mindset.
• Strong communication skills for collaborating with advisors, compliance, and custodians.
• Thrives in small teams with high expectations; UHNW or institutional experience preferred.
• FINRA licensing (Series 7/65) advantageous but not required.

Candidates from Robert Half's network with operations experience in finance will receive priority consideration.

Why Join Us

At this Mill Valley firm, you'll enjoy more than just a job—you'll gain exposure to elite UHNW client service in a boutique atmosphere. Robert Half clients offer competitive compensation ($90K-$110K base, plus bonuses), comprehensive benefits including 401(k) matching, health coverage, PTO, and professional growth. Work in a stunning California location, with a supportive team valuing work-life balance and innovation.

SEO keywords: wealth management jobs Mill Valley CA, operations associate finance, trading operations careers, UHNW wealth firm hiring. Apply now through Robert Half for immediate consideration—elevate your career in precision-driven wealth management!