Description *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Our client is a $1 billion AUM wealth management firm in the East Bay, dedicated to providing comprehensive financial planning and investment management services to high-net-worth clients. They foster career growth, value teamwork, and offer highly competitive benefits to their employees. Responsibilities: + Build and maintain spreadsheets tracking client portfolios + Generate portfolio analysis and performance reports + Rebalance client portfolios to align with target allocations + Execute trades with accuracy and efficiency + Prepare and conduct block trades + Perform account and position audits + Process money movement transactions for clients + Prepare and review client portfolio reports Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Requirements + 3+ years of trading operations experience in wealth management—no exceptions + Strong tenure in previous roles + Experience with Black Diamond Rebalance software + Familiarity with Fidelity and Schwab custodians + CFA preferred, but not required + Strong communication skills + Must be able to commute to San Ramon 5 days a week *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. 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) .