Operations Associate for Boutique Family Office
Company: Robert Half
Location: Mill Valley
Posted on: February 20, 2026
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Job Description:
Job Description Job Description Reach out to Michelle Espejo via
email or LinkedIn for additional information or questions.
Operations Associate| Boutique Wealth Management Firm| Mill Valley|
Hybrid | $80-140k base, depending on experience bonus Our client is
a boutique wealth management firm serving ultra-high-net-worth
families and private foundations . The team operates in a highly
collaborative, high-integrity environment and is known for
delivering exceptional service to a select client base. This role
offers the chance to join a close-knit team and gain hands-on
exposure to sophisticated wealth management operation s. You’ll
work closely with senior leadership, have real ownership of your
work , and be part of a growing firm that values balance,
flexibility, and quality. Responsibilities Execute trades across
custodian and trading platforms and resolve settlement issues
Maintain and reconcile portfolio, transaction, and cost basis data
across systems Support account setup, data feeds, and reporting
platform accuracy Prepare and distribute quarterly client
performance reports Provide operational support to advisors and
assist with ad hoc projects Help improve and streamline operational
processes For fastest consideration, reach out to Michelle Espejo
via email or LinkedIn. 2–8 years of experience in wealth management
ideally with Ultra-High-Net-Worth client base. MUST have recent
Wealth Management experience. No exceptions. Experience with
custodians such as Schwab Advisor Center (preferred) Familiarity
with CRM or portfolio reporting tools (e.g., Wealthbox, Black
Diamond) (preferred) Strong attention to detail and organizational
skills Clear, professional communication skills High integrity and
a service-oriented mindset Interested? Reach out to Michelle Espejo
via email or LinkedIn. Michelle is a Permanent Placement Recruiter
at Robert Half Financial Services .
Keywords: Robert Half, West Sacramento , Operations Associate for Boutique Family Office, Accounting, Auditing , Mill Valley, California
