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Operations Associate

Sausalito, CA, United States

Job DescriptionJob Description

This position includes accounting and administrative duties for 30-year-old diversified financial concern. Being a lean team of six, there is ample opportunity to grow and expand the role.

Key Responsibilities:

Accounting

Internal (accounts payable/receivable)

Investment (transactions and performance reports)

Real Estate (rental properties)

Administrative

Secretary for private family trusts

Fund Controller

Sundry family office tasks

General support to Chief Financial Officer

Qualifications:

Minimum four years of experience in a similar role

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Detail-oriented and highly organized

Proficiency in accounting software and Microsoft Office suite

Ability to work in person 5 days/week

Must love dogs (we have an office corgi)

Willingness to acept a broad range of responsibilities

Benefits:

Competitive salary and performance-based bonuses – we eat what we kill

Comprehensive healthcare benefits

401(k) plan available

Company DescriptionWe provide services to a registered investment adviser that has been in operation for nearly 30 years.Company DescriptionWe provide services to a registered investment adviser that has been in operation for nearly 30 years.

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