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Fund Administration Associate Jobs in California

Woven

AI Associate

Palo Alto, CA · On-site

$130 - $150/hr

Investments & Acquisitions Woven Capital Fund Woven Capital is Toyota's growth-stage venture ... Bachelor's Degree in Engineering, Computer Science, or related fields with an MBA OR Bachelor ...

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Fund Administration Associate information

See California salary details

$11

$20

$32

How much do fund administration associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for fund administration associate in California is $20.72, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $22.93 per hour, depending on experience, location, and employer.

What does a fund administration associate do?

A Fund Administration Associate is responsible for supporting the day-to-day operations of investment funds. Their tasks typically include processing transactions, maintaining accurate records, preparing financial statements, and ensuring compliance with regulatory requirements. They also assist with net asset value (NAV) calculations, liaise with auditors, and respond to client inquiries. This role is crucial in ensuring the smooth administration and reporting of investment funds for asset managers and investors.

What are some typical challenges faced by a fund administration associate, and how can they be addressed?

Fund Administration Associates often handle multiple funds simultaneously, which can lead to tight deadlines and the need to manage competing priorities. Accurate data entry and reconciliation are crucial, as errors can impact client reporting and compliance. To address these challenges, it's important to develop strong organizational skills, stay current with fund regulations, and communicate effectively with both internal teams and external clients. Utilizing technology tools and checklists can also help ensure accuracy and efficiency in daily tasks.

What are the key skills and qualifications needed to thrive as a fund administration associate, and why are they important?

To thrive as a Fund Administration Associate, you need strong analytical skills, attention to detail, and a degree in finance, accounting, or a related field. Familiarity with fund accounting software (such as Investran or Advent Geneva), Microsoft Excel, and relevant regulatory compliance frameworks is typically required. Strong organizational skills, the ability to communicate effectively, and a client-focused mindset help set top performers apart. These skills are crucial for ensuring accurate fund reporting, meeting tight deadlines, and maintaining compliance in a highly regulated financial environment.

What is the difference between Fund Administration Associate vs Fund Accountant?

AspectFund Administration AssociateFund Accountant
CredentialsTypically requires a bachelor's degree in finance, accounting, or related fieldRequires a bachelor's degree, often with CPA or accounting certifications
Work EnvironmentFinancial services firms, asset management companies, hedge fundsInvestment firms, asset managers, hedge funds
Primary ResponsibilitiesSupporting fund operations, client reporting, compliance, and data managementPreparing financial statements, calculating NAV, reconciling accounts

The Fund Administration Associate and Fund Accountant roles share similar educational backgrounds and work environments within the asset management industry. While both handle fund data and reporting, the Associate focuses more on supporting operations and client interactions, whereas the Fund Accountant specializes in financial calculations and accounting tasks. Understanding these distinctions helps candidates target the right role based on their skills and career goals.

What are the most commonly searched types of Fund Administration jobs in California?

The most popular types of Fund Administration jobs in California are:

What are popular job titles related to Fund Administration Associate jobs in California?

For Fund Administration Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Fund Administration Associate jobs in California look for?

The top searched job categories for Fund Administration Associate jobs in California are:

What cities in California are hiring for Fund Administration Associate jobs?

Cities in California with the most Fund Administration Associate job openings:

Fund Administration Associate jobs near you
Infographic showing various Fund Administration Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,094 per year, or $20.7 per hour.

Senior Estate Planning Attorney Associate

Ocean Estate Law, P.C.

Rancho Santa Margarita, CA • On-site

$175K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

You became an attorney to counsel clients, solve problems, and make a meaningful impact in people's lives. If you enjoy sitting across from clients, understanding their goals, and designing thoughtful estate plans that protect what matters most, we'd love to meet you.

Ocean Estate Law is a growing boutique estate planning firm serving Southern California families through our offices in San Clemente, Laguna Hills, and Rancho Santa Margarita. Led by Jennifer Elliott, one of California's few State Bar Certified Specialists in Estate Planning, our firm is committed to delivering exceptional client experiences and sophisticated estate planning solutions.

We're looking for an experienced Estate Planning Attorney with at least 8-10 years of estate planning experience who enjoys working directly with clients and wants to continue developing their knowledge in advanced planning strategies.

This is a highly client-facing role. You'll spend your time meeting with clients, developing estate planning recommendations, reviewing and finalizing legal documents, and helping families understand the planning decisions that will protect their loved ones and legacy.

If you've ever tried running your own firm and found that the business side got in the way of the law—we see you. That experience makes you more valuable here, not less,

COMPENSATION & BENEFITS:

  • Base salary: Starting at $175,000 per year (based on experience)

  • Performance bonuses tied to firm growth and individual contribution

  • Medical, dental, vision benefits, 401(k)

  • Paid time off and holidays

  • A schedule that actually ends: Monday through Friday, 8:30 am to 5 pm. No 60-hour weeks. No weekend expectations

Compensation:

$175,000 starting base salary DOE plus performance bonuses


Responsibilities:

Client Relationship & Plan Execution

  • Guide clients through the estate planning process with clarity, warmth, and genuine expertise, from design meeting through trust execution and funding

  • Review customized estate plans (trusts, wills, powers of attorney, healthcare directives) drafted by our paralegal team, ensuring accuracy and alignment with each client's goals

  • Conduct execution meetings, ensuring clients understand what they've signed and how to properly fund their trust

  • Serve as the client's primary point of contact throughout the planning process, building trust and long-term relationships

Advanced Planning

  • Evaluate client circumstances for advanced planning opportunities and make appropriate strategy recommendations

  • Design and implement advanced estate planning strategies, including but not limited to: Irrevocable Trusts, Irrevocable Life Insurance Trusts (ILITs), Intentionally Defective Grantor Trusts (IDGTs), Grantor Retained Annuity Trusts (GRATs), Spousal Lifetime Access Trusts (SLATs), Charitable Remainder Trusts (CRTs), Family Limited Partnerships / LLCs for wealth transfer and asset protection

  • Collaborate with clients' CPAs, financial advisors, and other professionals to coordinate integrated planning strategies

  • Stay current on federal and California estate, gift, and income tax law as it affects planning recommendations

Trust Administration & Business Entity Work

  • Collaborate with our trust administration associate on matter handoffs and post-death administration support as needed

  • Assist with basic business entity formation (LLC/Corp), where applicable, an area we are actively expanding

Systems & Operations

  • Track billable time accurately and meet a clear, reasonable performance target of 32 billable hours per week

  • Operate within our established systems (Microsoft Office, MyCase or similar CRM, WealthCounsel or similar drafting software) to keep client matters moving efficiently

  • Contribute to a team culture of accountability, excellence, and genuine care for clients and colleagues

Perform other duties and tasks as assigned to support attorneys, clients, and firm operations.


Qualifications:

  • Active California State Bar license in good standing, required

  • Minimum 7 years of substantive estate planning experience required; 10+ years preferred

  • Demonstrated, hands-on experience with advanced planning strategies, including Irrevocable Trusts, ILITs, IDGTs, GRATs, SLATs, CRTs, and/or family entity planning, required

  • Comfort and confidence in direct client communication: written, verbal, and in-person

  • Ability to work independently and manage a caseload without step-by-step supervision

  • Strong attention to detail; clients are trusting us with their families' futures

  • Experience with trust administration and/or probate is a bonus, not a requirement

  • Prior experience in a boutique or small firm environment preferred; solo practice background welcomed

  • Must be available to work in the office Monday through Friday, 8:30 am to 5 pm

  • Must be able to work from all 3 office locations, depending on business needs

  • Must have reliable transportation and a valid driver's license to travel between office locations


About Company

Ocean Estate Law, P.C., is a client-centered estate planning and trust administration firm serving individuals and families throughout California. The firm is led by founder Jennifer Elliott, who brings over 23 years of experience and has personally guided the creation of more than 4,000 estate plans. Her commitment to education, detail, and genuine client service sets the standard for how the whole team operates.

OUR NICHE:

We Help People Avoid Leaving a Mess for Their Loved Ones When They Die.

CORE VALUES:

  • We Educate

  • We Are Humbly Confident

  • We Do the Right Thing

  • We Exhibit Professionalism

  • We Have Fanatical Attention to Consistency and Detail

  • We Are Good Listeners