Description Job Title: Finance Support AssociateLocation: Foster City, CA (Hybrid work schedule: Onsite Tuesday, Wednesday, and Thursday)Duration: 2 monthsJob Overview:We are seeking a Finance Support Associate to assist with a key project in the wealth management sector. This is an excellent opportunity for a recent college graduate with a background in finance who is eager to learn and grow within a professional work environment. The candidate will receive training and ample support to help develop their skills.Key Responsibilities:
Review investment management accounts and trades, ensuring data accuracy.
Compare data and identify discrepancies, bringing attention to any issues.
Utilize Salesforce and Excel extensively for data management and reporting.
Work in a professional wealth management environment, contributing to the overall project’s success.
Requirements
Qualifications & Skills:
Recent college graduate with a degree in Finance or a related field.
Strong business acumen and a desire to grow professionally.
Proficient in Excel, with the ability to handle heavy data analysis.
Experience or willingness to learn Salesforce.
Attention to detail and ability to identify discrepancies in data.
A mature, professional demeanor in a business setting is essential.
Why Join Us:
Gain hands-on experience in the wealth management field.
Receive training and support in a dynamic, professional environment.
Opportunity to work in a hybrid role with flexible onsite days.
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) .