Operations Associate, Investment Operations (Hybrid)

Team Hewins, LLC; Foster City (CA); Hybrid; USD 98.000 - 109.000; Vollzeit

Benefits dieser Stelle

401(k) match

Health insurance

Flexible PTO

Educational reimbursement

Employee rewards platform

Health & wellness

Early Fridays

Office snacks

Onsite gym

Zusammenfassung

Team Hewins, LLC is seeking an Operations Associate to support our Investment Operations team in Foster City, CA. The role blends in-office collaboration with a hybrid schedule (three days in the office, two days remote) and focuses on maintaining client portfolio data and delivering accurate reports to advisors and clients.

Your responsibilities include managing client invoicing, producing performance and tax reports, and driving process improvements to enhance the client experience.

Qualifikationen

• Bachelor's degree in Accounting or Finance is required.
• 1–2 years of experience in investment operations at an RIA or financial services firm.
• Strong attention to detail and excellent written/oral communication.

Aufgaben

• 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 for efficiency.

Kenntnisse

Attention to detail

Organizational skills

Team player

Proactive

Communication skills

Ausbildung

Bachelor's degree in Accounting or Finance

Tools

Tamarac Suite

Jobbeschreibung

Team Hewins, LLC is seeking an Operations Associate to support our Investment Operations team in Foster City, CA. The role blends in-office collaboration with a hybrid schedule (three days in the office, two days remote) and focuses on maintaining client portfolio data and delivering accurate reports to advisors and clients.

Your responsibilities include managing client invoicing, producing performance and tax reports, and driving process improvements to enhance the client experience.