Associate- Operations Private Funds Group- Exciting Wealth

Associate- Operations Private Funds Group- Exciting Wealth

03 Jul 2022
California, Larkspur, 94939 Larkspur USA

Associate- Operations Private Funds Group- Exciting Wealth

Description HIRING ASAP IF YOU ARE INTERESTED AND FOR PROMPT REPLY, PLEASE EMAIL YOUR RESUME TO MY LINKEDIN AT JAYVELLE CASTANEDA. THANK YOU ­­CLIENT:Successful global boutique wealth management firm. Their team of advisors offers a full range of wealth planning strategies and deep knowledge of investments to help individuals, multigenerational families, endowments, and foundations achieve financial peace of mind.ROLE: Associate- Operations (Private Funds Group).This role centers on ensuring an exceptional customer experience for Wealth Management clients receiving private alternative investment allocations as directed by their Advisor. Associate attains understanding of private alternative investment products. Collaborate with various internal teams, custodians, and private alternative investment security. QUALIFICATIONS- 1-2 years of work experience in financial services industry or academic background in finance. Excellent written and verbal communication skills High degree of individual initiative and job ownership to achieve goals without close supervision Excellent organizational and time-management skills; ability to multi-task and reprioritize work on an ongoing basis Excellent attention to detail and high quality of work MUST have experience and strong knowledge and hands on Excel, Word and PowerPoint. Bachelor’s Degree preferred- High School Graduate ok.Requirements RESPONSIBILITIES:Respond to client and advisory team requests related to private alternative investments.

Monitor reporting and transaction processing at the custodian, ensuring that client online views and statement reflect correct information.

Prepare, deliver, and follow up on required documentation.

Complete special projects as needed.

Why work here?Career path is open to Advisor or Client Service Manager.

Work for a reputable Wealth Management Firm.

Great Culture.

Open to non-degree candidates.

IF YOU WOULD LIKE TO KNOW THE SALARY AND COMPANY, PLEASE EMAIL ME AT MY LINKEDIN AT JAYVELLE CASTANEDA. THANK YOU.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.Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app ( and get 1-tap apply, instant notifications for AI-matched jobs, and more.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 authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.© 2022 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use ( .

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