The Firm
Our firm is a non-discretionary investment advisor registered with the SEC. As a non-discretionary advisor, we do not make investment decisions for our clients, but rather support them in making their own, well-informed, decisions, which we then carry out for them. Clients remain in control of their portfolios and are engaged in their management. We supervise portfolios for individuals and families, institutions, and retirement plans, primarily in the San Francisco Bay Area, but have clients nationwide. We rigorously adhere to the fiduciary standard and are nationally known for our deep knowledge and experience with fiduciary issues. As fiduciaries, we are legally and ethically obliged to always act in the client’s best interest. The company started serving clients in 1995 and now supervises or consults on approximately $1 billion in client assets.
The Role
We are seeking an Operations Associate who is organized, a clear communicator, an effective multi-tasker, with the ability to maintain multiple databases and assist with several projects at once. Strong communication skills and a problem-solving mindset are necessary qualities to perform well in this position. Our ideal candidate has a willingness to learn, comfortable with reaching out for help when needed and consistently performs at a high level under variable workloads. This candidate must use their own judgement to prioritize time sensitive tasks over others, and will learn, over time, how to operate most efficiently. This position requires someone who will be comfortable reaching out to clients and advisors when items need to be addressed.
The Person
The candidate must be a clear communicator who works well in cross-functional collaboration with small teams while maintaining autonomy. The position requires paying close attention to details and being organized on a daily basis. Being able to consistently track client transactions and ongoing projects is required for this position. The ideal candidate will have strong interpersonal skills and an innate ability to build rapport with personnel and clients. The candidate will develop a solid understanding of advisor needs and the ability to deliver client-focused solutions.
Responsibilities
Required Skills/Experience