Investment Operations Associate - Hybrid

EP Wealth Advisors, LLC•Torrance, CA

10h•$25 - $29•Hybrid

About The Position

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion in AUM as of September 30th, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Our Headquarter office located in Torrance, CA is hiring for a Investment Operations Associate. The Investment Operations Associate position will support the Director of Investments, Investment Operations Manager, Portfolio Managers, and Advisors with day to day operations Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. Salary Range: $25.48 - $28.84 per hour plus annual bonus

Requirements

Undergraduate degree or equivalent experience preferred
1-3 years of experience within financial industry a plus; desire to work in financial investment industry
Able to learn quickly in a fast-paced work environment
Proficient in Microsoft Office including Excel, PowerPoint, Word, and Outlook
Reliable, organized and goal-oriented
Extremely detail oriented, exceptional follow through
Able to multi-task and work well under pressure
Good interpersonal skills with the ability to work well with others in a collaborative environment
Able to work independently and exercise discretion without direct and immediate supervision

Nice To Haves

Previous experience or knowledge of annuities a plus

Responsibilities

Data entry related to account setup and security coding
Ensure data feed is established with multiple custodians, Pontera and DST Fanmail
Trade accounts to model, establish future allocations and rebalance per EP protocol
Monitor accounts for reconciliation status and address discrepancies
Audit accounts quarterly and bring all accounts to reconciled status
Generate investment proposals as requested by advisors
Obtain and store statements as needed
Provide support to advisors with ad hoc requests
Identify fund options, coordinate fund selection and model build with PM Analysts
Oversee required Custodial forms prepared by Advisory support team
Collaborate with Billing, Compliance and Partnership Integration Departments
Work with Partnership Integration when M&A firms bring in annuities and other external (or specialized) accounts, advising on required paperwork, monitoring data feed and trading accounts to EP model
Communicate with Custodian firms frequently
Communicate with Tamarac Support and Data Team frequently
Document external (or specialized account) management procedures
Develop informational and instructional materials for internal website and training program
Perform additional duties as necessary to support and enhance investment department objectives
Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

Benefits

11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program