Custodian Jobs in Mill Valley
1 - 10 of 10
Search Results - Custodian Jobs in Mill Valley
Robert Half-Mill Valley-roberthalf.com-
Responsibilities
• Execute trades across custodian and trading platforms and resolve settlement issues
• Maintain and reconcile portfolio, transaction, and cost basis data across systems
• Support account setup, data feeds, and reporting platform accuracy...
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Beacon Pointe Advisors LLC-Mill Valley-primepay-recruit.com-
of recommendations, working with CPAs, attorneys and other professionals.
• Perform, document and communicate various analyses (education funding, stock options, insurance needs, etc.).
• Partner with Client Service Team with client onboarding, custodian paperwork...
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Robert Half-Mill Valley-roberthalf.com-
and custodians.
• Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.
• Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.
• Client Reporting: Prepare...
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Hard Yaka-San Francisco, 11 mi from Mill Valley-appcast.io-
auditor, custodian, distributor/principal) and board deliverables; drive timely public reporting, TSRs, and related filings.
• Lead audit planning and execution; maintain PCAOB-grade controls and independence protocols.
• Oversee liquidity and repurchase...
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Robert Half-Mill Valley-roberthalf.com-
Responsibilities
• Execute trades across custodian and trading platforms and resolve settlement issues
• Maintain and reconcile portfolio, transaction, and cost basis data across systems
• Support account setup, data feeds, and reporting platform accuracy...
Read more
Allocator One Group-San Francisco, 11 mi from Mill Valley-appcast.io-
controlled entirely by Infra One, with zero reliance on external administrators.
You will design chart of accounts, NAV policies, capital call mechanics, carry/fee waterfall calculations, quarterly reporting, tax coordination, and custodian relationships...
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Robert Half-Mill Valley-roberthalf.com-
with custodians to process paperwork and resolve issues
• Monitor daily transactions and workflows for accuracy
• Support compliance processes and record retention
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
• 3–7+ years...
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Promote Project-San Francisco, 11 mi from Mill Valley-appcast.io-
and platforms, and millions of retail investors worldwide. As the operational backbone of the digital economy, BitGo handles a significant portion of Bitcoin network transactions and is the largest independent digital asset custodian, and staking provider...
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Allocator One Group-San Francisco, 11 mi from Mill Valley-join.com-
controlled entirely by Infra One, with zero reliance on external administrators.
You will design chart of accounts, NAV policies, capital call mechanics, carry/fee waterfall calculations, quarterly reporting, tax coordination, and custodian relationships...
Read more
One Capital Management, LLC-Walnut Creek (CA), 26 mi from Mill Valley-trinethire.com-
account paperwork, including internal agreements, custodian forms, applications, and other client deliverables for processing.
• Coordinate new client onboarding activities including the collection of required documentation, partnering with internal...
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