Robert Half International Associate - Large Wealth and Asset Manager in Foster City, California
Our client is an independent and employee owned Registered Investment Advisor seeking to transform traditional wealth management. They are a client-first firm and their quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with their clients. They will continue to originate ideas that capitalize on market opportunities, pool assets to drive cost-savings, and materially coinvest alongside their clients.
This highly operational role will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the necessary foundation to successfully grow within the
company. Duties and responsibilities include, but are not limited to:
- Support the Partners and their team by providing operational functions such as:
o Money movement (i.e. wire and journals)
o Account creation and maintenance
o Ad hoc project management
o Portfolio performance updates
o Database management
Communicate with clients regarding transactions, such as asset transfers and account opening
Participate in educational sessions with the senior team members to expand the Associate’s
knowledge of the markets and our business
1-2 years of relevant work experience in financial services
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
For immediate consideration, please reach out to Charles O'Brien of Robert Half Financial Services on LinkedIn
Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.
Questions? Call your local office at 1.888.490.5461. 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.
Location: Foster City, CA
Date Posted: February 22, 2021
Employment Type: Full-time
Job Reference: 00412-9502860504
Staffing Area: Full-Time Accounting u0026 Finance