Description Job Title: Investment Operations Assistant (Temporary Onsite) Location: Redwood City Duration: Temporary (with potential for extension) About Us: We are a registered investment advisor (RIA) focused on providing comprehensive wealth management services. We are seeking a detail-oriented, temporary onsite Investment Operations Assistant to support our team with data entry, portfolio accounting, and ad-hoc reporting. The ideal candidate will have experience in wealth management operations and be proficient with Envestnet | Tamarac Advisor View. Key Responsibilities: + Assist with data entry into Envestnet | Tamarac Advisor View, ensuring accurate and timely updates of portfolio information. + Support portfolio accounting tasks, including reviewing transactions, performance, and reconciliation. + Generate custom reports for investment analysis, tax reporting, and other ad-hoc needs as requested by the team. + Help maintain and update investment data for client portfolios in the reporting system. + Work closely with the operations team to identify and resolve any discrepancies or issues with portfolio data. + Ensure adherence to internal processes and best practices for reporting and data management. + Assist with other tasks as needed, including preparing investment summaries or providing general support to the wealth management team. Requirements Qualifications: + Prior experience in an investment operations or wealth management role, preferably in a Registered Investment Advisor (RIA) firm. + Strong proficiency in Envestnet | Tamarac Advisor View (preferred), or similar portfolio management/reporting software. + Excellent data entry and attention to detail to ensure accuracy in reporting and record-keeping. + Solid understanding of portfolio accounting and investment reporting. + Ability to generate ad-hoc reports for various stakeholders, including tax and investment reports. + Strong organizational skills with the ability to prioritize tasks and manage time effectively. + Proficient in Microsoft Excel for report generation and data manipulation. + Strong communication skills and ability to collaborate with team members. Preferred Qualifications: + Series 65 or other related licenses (a plus). + Experience with financial statements and tax reporting. 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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .