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 Palo Alto 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.

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.

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.
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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.
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