Operations Associate – San Francisco, CA

Our client is in need of a full-time Operations Associate. The position requires a candidate who is detail oriented, comfortable greeting clients, and willing to help all departments. The ideal candidate is someone who takes a proactive approach to problem solving, has excellent time management skills, has a sharp eye for organization, is comfortable taking immediate ownership of their work, and has the ability to multitask with a sense of urgency. Our client is a growing boutique wealth management firm, focusing on sophisticated portfolio management and active financial plans for high net worth families and institutions. The Operations Associate will be working with portfolio managers and have exposure to a number of high-level employees within the company.

The position is ideal for a candidate who would like to grow within not only the company, but the position through administrative tasks, client service, operations, and marketing.

Responsibilities include, but are not limited to:

  • Marketing/Operational Support
  • Client Services
  • Work closely with Portfolio Manager
  • Collecting and distributing mail
  • Answering phones and transferring calls
  • Greeting clients
  • Providing backup support for office staff as needed
  • Executing special projects and duties, as assigned


  • 4‐year college degree preferred
  • Previous experience in finance or other professional services environment ideal
  • Excellent verbal and written communication skills
  • Proficient with Microsoft Office Suite
    • Comfortable with Outlook and advanced Excel experience
  • Experience with Salesforce: not required, but great
  • Professional appearance and demeanor
  • Acute attention to detail
  • Ability to work on complex projects with general direction and minimal guidance
  • Ability to manage priorities and workflow
  • Ability to work independently
  • Demonstrates ability to plan and organize projects
  • Demonstrates a high level of professionalism in dealing with confidential and sensitive information