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© All Rights Reserved. ApplyBlast.com
Team Hewins, LLC
Team Hewins is seeking an Operations Associate to support the Investment Operations team in Boca Raton, FL, ensuring the integrity of client portfolio data and the accuracy of client deliverables. This hybrid role involves daily data management, invoicing, and report production while continuously improving workflows to enhance the client experience. The position requires a detail-oriented professional with strong organizational skills and a background in investment operations.
Your Partner in Financial Success. We're fee-only advisors dedicated to helping you achieve your financial goals. Whether it's retirement planning, risk management, legacy planning, or tax strategies, we are here to help you every step of the way to financial wellbeing.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Team Hewins, LLC.
25% above the average for this role