Hybrid Operations Associate - Investment Ops (RIA)

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

Benefits offered by this job

401(k) match

Health insurance

Flexible PTO

Educational reimbursement

Employee engagement platform

Health and wellness benefit

Early Friday closure

Beautiful offices

Onsite gym

Job summary

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

Responsibilities include maintaining client portfolio data, handling invoicing, and producing performance and tax reports, along with internal reporting to support portfolio management. A bachelor's in Accounting/Finance and 1–2 years in investment operations are preferred.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 1–2 years of experience in investment operations at an RIA or financial services firm preferred.
• Experience with Tamarac Suite is helpful.

Responsibilities

• Daily review and maintenance of client portfolio data.
• Management of the client invoicing process.
• Production and delivery of client performance and tax reports as well as internal reports supporting portfolio management.
• Continual pursuit of process improvements to enhance team workflow and client experience.

Skills

Attention to detail

Organizational skills

Team player

Proactive self-starter

Communication skills

Office software proficiency

Time management

Problem solving

Bachelor’s degree in Accounting/Finace

Education

Bachelor’s degree in Accounting or Finance

Tools

Tamarac Suite

Job description

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

Responsibilities include maintaining client portfolio data, handling invoicing, and producing performance and tax reports, along with internal reporting to support portfolio management. A bachelor's in Accounting/Finance and 1–2 years in investment operations are preferred.