State of California Veterans Jobs

ca-edd Logo
Mobile ca-edd Logo

Job Information

Robert Half International Investment Operations Associate - Rapidly Growing Team in Foster City, California


Our client is a massive employee-owned RIA whose values oriented culture helps to foster further connection and collaboration with clients. They have over $8B in assets under management.

Responsibilities Will Include

  • Generate New Account Paperwork

  • Process signed paperwork

  • Pre-fill Private Placement Document (Alternative investments)

  • Process signed Private Placement Document (Alternative investments)

  • Customer-Relationship Management (CRM) data entry

  • Maintain/reconcile differences between custodian & CRM

  • Maintain files for compliance – including Know Your Customer (KYC) creation and maintenance

  • Work with custodians to ensure timely account opening

  • Provide continuous status updates and communication with associates

  • Process Assets Held Away for performance reporting data or trading groups

Company Features

  • Our client is an impressively growing organization and team! Doubled in size last 4 years!!

  • Dive deep into all relationship management and operational facets of investment management.

  • They promote within! The hiring manager started in this role and is now Director in 4+ years!

  • This team manages the operations for over 8 Billion dollars in management!!

  • A very kind, fun and down to earth team!


Key Requirements:

  • 0-2 years of related experience, internships or a year of experience in similar function.

  • Hungry, Motivated, & Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business.

  • Takes ownership of their work and enjoys working collaboratively towards a common goal.

  • Salesforce experience a big plus

For immediate consideration, please reach out to Charles O'Brien of Roberthalf Financial Services on LinkedIn

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

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 legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (

Salary: DOE

Location: Foster City, CA

Date Posted: February 23, 2021

Employment Type: Full-time

Job Reference: 00412-9502862284

Staffing Area: Full-Time Accounting u0026 Finance