Operations Specialist
Quilter
About this role
A Valuations Admin at Quilter Cheviot manages portfolio costs, transaction histories, and tax reporting for clients, ensuring accurate Capital Gains Tax calculations and maintaining securities pricing records.
Skills
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
Recent company news
The Globe and MailAnalysts Offer Insights on Financial Companies: Riot Platforms (RIOT), Quilter (OtherQUILF) and TWFG, Inc. Class A (TWFG)
1 week ago
MarketBeatQuilter (LON:QLT) Given Buy Rating at Berenberg Bank
1 week ago
UnbiasedQuilter wealth management UK platform review: what are the pros and cons?
6 days ago
Business WireQuilter Secures $25M Series B to Eliminate Manual PCB Design with Physics-Driven AI
Oct 8, 2025
TipRanksQuilter launches £100m buyback to return capital to shareholders
1 week ago
About Quilter
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Quilter.
Salary
$30k – $35k
per year