Operations Specialist - Wealth Management

Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

Role: Operations Specialist - Wealth Management

Location: San Francisco; hybrid (3 days in office)

Salary: $80-100k + Bonus + Great Benefits!

Were excited to partner with a growing wealth management firm in a beautiful office located in San Francicos financial district! This boutique firm has $2.4 billion AUM and is seeking an Operations Specialist to assist with their back-office and client interaction! Great opportunity for someone who wants to support daily operations for both the firm and clients! You will be working directly under the Chief Operating Officer.

Responsibilities:

• Manage and update client accounts using Orion and RedBlack platforms
• Support data integrity initiatives by performing confidential data reviews and cleanups
• Contribute to client billing processes and reconciliation activities to ensure accuracy
• Assist in the preparation and tracking of performance reports for internal and client use
• Provide support on various compliance-related tasks and contribute to special projects as needed

• Bachelors degree or equivalent work experience
• 2+ years in RIA Operations/Client Service/Bask-Office experience
• Client Billing - very nice to have
• Self-motivated with the initiative to work autonomously, while actively collaborating within a team environment
• Meticulous with a focus on accuracy and a consistent track record of completing tasks efficiently
• Skilled at managing multiple priorities with a results-driven mindset and a passion for achieving goals

Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

Information :

• Company : Salesforce
• Position : Operations Specialist - Wealth Management
• Location : California
• Country : US