Hybrid Investment Ops Associate – Client Data & Reports

Team Hewins, LLC; Boca Raton (FL); Hybrid; USD 84,000 - 93,000; Full time

Job summary

Team Hewins, LLC in Boca Raton, FL is seeking an Operations Associate to support our Investment Operations team and client experience. The role blends in-office and remote work on a hybrid model (three days in the office, two days at home).

You will review and maintain client portfolio data, manage invoicing, and produce client performance and tax reports, while pursuing process improvements to enhance efficiency.

Qualifications

• Bachelor’s degree, preferably in Accounting or Finance.
• 1–2 years of experience in investment operations at an RIA or financial services firm.
• Experience with Tamarac Suite is helpful.
• Detail-oriented with strong organizational and follow-up skills.

Responsibilities

• Daily review and maintenance of client portfolio data.
• Manage data used in daily investment operations.
• Handle client invoicing processes.
• Produce and deliver client performance and tax reports.
• Identify and implement process improvements to enhance workflow.

Skills

Attention to detail

Organizational skills

Communication skills

Team player

Proactive

Time management

Problem solving

Education

Bachelor's degree in Accounting or Finance

1-2 years investment operations experience

Tools

Tamarac Suite

Job description

Team Hewins, LLC in Boca Raton, FL is seeking an Operations Associate to support our Investment Operations team and client experience. The role blends in-office and remote work on a hybrid model (three days in the office, two days at home).

You will review and maintain client portfolio data, manage invoicing, and produce client performance and tax reports, while pursuing process improvements to enhance efficiency.