Investment Operations Associate — Hybrid Role & Growth

Team-Hewins,-LLC; Foster City (CA); Hybrid; USD 98,000 - 109,000; Full time

Benefits offered by this job

401(k) plan with an employer match

Health insurance options with employer

Flexible Paid Time Off (FTO)

Educational reimbursement

Employee engagement platform

Health and wellness benefit

Early office closure on Fridays

Beautiful offices and snacks

Onsite gym

Job summary

Team Hewins, a fee-only Registered Investment Advisor, is seeking an Operations Associate for our Foster City, CA office. The role supports the Investment Operations team, ensuring the integrity of client portfolio data and timely client deliverables in a hybrid setup (three days in office, two at home).

Key duties include daily review and maintenance of client data, managing invoicing, and producing performance and tax reports while pursuing process improvements to enhance efficiency and client

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 1–2 years in investment operations at an RIA or financial services firm preferred.
• Experience with Tamarac Suite is helpful.
• Strong attention to detail and teamwork.
• Proficient with standard office software.

Responsibilities

• Daily review and maintenance of client portfolio data.
• Manage the client invoicing process.
• Produce and deliver client performance and tax reports.
• Identify and pursue process improvements to enhance workflow and client experience.

Skills

Attention to detail

Organizational skills

Team collaboration

Proactive self-starter

Written and verbal communication

Time management

Problem solving

Office software proficiency

Education

Bachelor's degree in Accounting or Finance

Tools

Tamarac Suite

Job description

Team Hewins, a fee-only Registered Investment Advisor, is seeking an Operations Associate for our Foster City, CA office. The role supports the Investment Operations team, ensuring the integrity of client portfolio data and timely client deliverables in a hybrid setup (three days in office, two at home).

Key duties include daily review and maintenance of client data, managing invoicing, and producing performance and tax reports while pursuing process improvements to enhance efficiency and client