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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 Foster City, CA, ensuring the integrity of client portfolio data and the accuracy of client deliverables. This hybrid role involves daily portfolio data maintenance, client invoicing, and the production of performance and tax reports. The position offers a comprehensive benefits package and opportunities for professional growth within an employee-owned firm.
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.