Senior Operations Associate

About Our Client

Our client is a multi-generational family office serving a high-net-worth family. The office is deeply committed to excellence, growth, and legacy planning, providing highly personalized advisory, operational, and administrative support.

Position Overview

Our client is seeking a Senior Operations Associate to join their operations group. This individual will act as a project manager, trusted client relations partner, and hands-on administrator in a dynamic and high-touch environment. The role requires agility, discretion, and the ability to thrive in a fast-paced setting where priorities can shift quickly.

Key Responsibilities

• Lead and support cross-functional projects across the family office operations group.
• Coordinate planning and logistics for annual family meetings and other key family events.
• Serve as a trusted liaison for family members, managing requests with discretion, urgency, and a service-oriented mindset.
• Build strong relationships with family stakeholders, ensuring seamless communication and best-in-class service delivery.
• Provide direct administrative support to senior leadership, including scheduling, correspondence, and workflow management.
• Assist in implementing education programs that prepare rising generations for long-term stewardship and independence.
• Partner with leadership to the use of systems and technology tools Summitas and support ongoing AI-driven initiatives.

Qualifications

• 5+ years of experience in operations, client relations, or project management within a family office, wealth management, luxury services, or professional services environment.
• Proven ability to manage complex projects and balance competing priorities.
• Exceptional client service and communication skills with the ability to anticipate needs.
• Tech-savvy; comfortable with modern platforms and tools. Experience with AI is a plus.
• High energy, agile, and resourceful; thrives in a 24/7 service environment (while the family is respectful of business hours).
• Impeccable discretion, judgment, and professionalism.

Why Join

This is a unique opportunity to work with a highly motivated, growth-oriented family office dedicated to innovation, education, and multi-generational legacy. The Senior Operations Associate will play a key role in ensuring smooth operations while building trusted relationships in a sophisticated, high-touch environment.

Location: San Mateo County (100% Onsite)