Operations Associate

Gemmer Asset Management LLC is a dynamic and growing investment management firm based in Walnut Creek, California. We manage more than $2 billion in assets for individuals and institutions, combining customized portfolio management with personalized client service. As a small, collaborative team, every employee has the opportunity to make a meaningful impact on our clients and the firm's continued growth.

Operations Associate (Entry-Level)

We are seeking a motivated and detail-oriented individual to join our Operations team in a full-time, entry-level position. This is an excellent opportunity for someone with strong customer service skills who is eager to build a career in the investment management industry.

Key Responsibilities

As an Operations Associate, you will:

• Welcome clients and visitors while managing front desk responsibilities, including answering phones and maintaining office supplies.
• Perform daily operational tasks, including updating portfolio management systems and preparing reports for portfolio managers.
• Assist with opening client accounts and resolving account-related matters with custodians such as Schwab and Fidelity.
• Communicate regularly with clients, custodians, and other financial professionals via phone and email.
• Support a variety of operational and administrative projects as part of a collaborative team.
• Follow established procedures to ensure accuracy, efficiency, and exceptional client service.

Qualifications

We're looking for someone who is organized, dependable, and eager to learn. Ideal candidates will have:

• 1 years of customer service or financial services experience preferred.
• Bachelor's degree  (business-related degree is a plus)
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational skills.
• The ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong problem-solving and interpersonal skills.
• The ability to follow established processes accurately and consistently.
• A collaborative, team-oriented mindset.
• Strong Proficiency in Microsoft Office with intermediate to advanced Excel skills, including formulas and spreadsheet management.  
• A genuine desire to learn, grow, and build a long-term career with the firm.

Compensation

Salary: $65k–$75k annually, commensurate with experience and qualifications.

Benefits

We offer a competitive benefits package, including:

• Medical, dental, and life insurance
• 401(k) plan with employer contributions
• Pre-tax Health Care and Dependent Care FSA options
• Paid parking
• Professional development funding and ongoing training opportunities
• Two weeks of paid time off and 10 paid holidays
• Full-time, in-office position with the possibility of a hybrid schedule after one year, based on performance and business needs

Interested applicants should apply online or send a resume and cover letter via e-mail: Lexie Forster at lexie@gemmerllc.com.