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$95k–$115k/yr
Full-time
bachelor degree
Posted 11d ago
~40 hrs/week
Responsibilities
The Associate will support partners with operational functions such as money movement, account maintenance, and database management. They will also communicate with clients regarding transactions and participate in educational sessions to expand their market knowledge.
Requirements
A bachelor's degree is required for this role. Candidates should have 1-2 years of relevant experience, strong organizational skills, and the ability to work in a fast-paced environment.
Full job description
Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first.We focus our efforts on helping clients meet theirinvestment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
We are looking for a motivated professional to join our team as an Associate. The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will helpbuild the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business,want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may bethe one for you. Duties and responsibilities include, but are not limited to:
Support the Partners and their team by providing operational functions such as:
Money movement (i.e. wire and journals)
Account creation and maintenance
Ad hoc project management
Portfolio performance updates
Database management
Communicate with clients regarding transactions, such as asset transfers and account opening procedures
Participate in educational sessions with the senior team members to expand the Associate’s knowledge of the markets and our business
Ensure adherence to the firm’s compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.
“Upward mobility” are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners.
Qualifications
1-2+ years of relevant work or internship experience preferred
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Exceptional verbal and written communications skills
Good relationship-building skills both inside and outside of the organization
Ability to work in a fast-paced, high-volume, high-pressure environment
Experience with Salesforce is a plus
“No task is too small” mentality
Bachelor’s degree is required
Compensation
The salary range for this role, inclusive of base and bonus, is $95,000 - $115,000, depending on skills and experience.
Pursuing Investment Excellence. The Modern Family Office.
Industry
Financial Services
Company size
201-500 employees
Founded
2019
Headquarters
San Francisco, California
LinkedIn followers
10,022
IEQ Capital is an independent Registered Investment Advisor and modern family office delivering rigorous investment management alongside comprehensive wealth architecture. We combine institutional-quality investment solutions with integrated tax coordination, estate planning support, and multi-generational wealth planning to help clients navigate financial complexity with confidence.
Built on decades of expertise and a fully independent structure, our team delivers tailored solutions designed around the unique needs of entrepreneurs, founders, executives, family offices, and multi-generational families. Our values-oriented culture emphasizes deep relationships, thoughtful advice, and long-term partnership.
Offices: 525 Market St, 34th Floor, San Francisco, California 94105, US · 950 Tower Lane, Suite 1800, San Francisco Bay Area, CA 94404, US · 11601 Wilshire Blvd, Suite 460, Los Angeles, CA 90025, US · One Federal Street, Suite 22B, Boston, MA 02110, US · 888 San Clemente Drive, Suite 150, Newport Beach, CA 92660, US
How many Administrative jobs are open in San Francisco, CA right now?
There are currently 2,200 open administrative positions in San Francisco, CA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in San Francisco, CA?
Companies currently hiring include UCSF Department of Anesthesia and Perioperative Care, Sutter Health, San Francisco Department of Public Health, Mercy Housing, Episcopal Community Services, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in San Francisco, CA?
Yes — 588 of the 2200 open administrative positions offer remote or hybrid work (79 remote, 509 hybrid).
How do I apply for Administrative jobs in San Francisco, CA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.