Operations & Finance Associate
Company: Robert Half
Location: San Mateo
Posted on: February 18, 2026
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Job Description:
Job Description Job Description We are looking for an Operations
& Finance Associate to join our team in Belmont, California. This
long-term contract position involves providing essential
administrative, financial, and operational support to ensure the
smooth functioning of our business. You will play a key role in
managing office systems, assisting with financial processes, and
maintaining a detail-oriented and organized environment.
Responsibilities: • Prepare and facilitate domestic and
international wire transfers for review and approval. • Monitor and
report weekly bank balances to ensure accurate financial tracking.
• Organize and categorize expenses in QuickBooks Online while
maintaining accurate financial records. • Oversee office systems
and technology, ensuring equipment such as Zoom and AV setups
function seamlessly. • Set up, tidy, and reset meeting spaces to
maintain a detail-oriented environment. • Maintain office
organization, ensuring supplies are stocked and areas like the
kitchen and refrigerator are clean. • Coordinate lunch orders and
refreshments for meetings and events. • Compile and prepare travel
and expense reports for firm partners. • Support financial
operations such as capital calls and distributions as needed. •
Perform general administrative tasks and address ad hoc operational
needs to maintain office efficiency.• Minimum of 3 years of
experience in office administration, operations, or a similar
support role. • Proficiency with Microsoft Office Suite, including
Excel, Outlook, and Word. • Familiarity with QuickBooks Online and
other financial expense tools such as Expensify. • Strong
organizational and detail-oriented skills, with the ability to
manage routine tasks consistently. • Excellent verbal and written
communication skills. • Ability to handle confidential financial
and client information with discretion. • Self-motivated and
capable of working independently or collaboratively in a small team
environment. • Willingness to commute to the office in Belmont,
California.
Keywords: Robert Half, San Ramon , Operations & Finance Associate, Accounting, Auditing , San Mateo, California
