Robert Half Investment Operations Associate - Awesome internal growth in Foster City, California
For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume.
Our client is a massive employee-owned RIA and asset manager whose values oriented culture helps to foster further connection and collaboration with clients. They have over $14B in assets under management.
They are looking for an operations professional to join the team in Foster City. This role will be an integral part of team, helping with management for the entire operational infrastructure of the business.
Pre-fill Private Placement Document (Alternative investments)
Process signed Private Placement Document (Alternative investments)
Customer-Relationship Management (CRM) data entry
Maintain/reconcile differences between custodian & CRM
Maintain files for compliance – including Know Your Customer (KYC) creation and maintenance
Generate New Account Paperwork and process signed paperwork
Work with custodians to ensure timely account opening
Provide continuous status updates and communication with associates
Process Assets Held Away for performance reporting data or trading groups
Key requirements include:
0-2 years of related experience, internships or a year of experience in similar function.
Hungry, Motivated, & Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business.
Takes ownership of their work and enjoys working collaboratively towards a common goal.
Salesforce and or Addepar experience a big plus
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.