Investment Operations Associate

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion in AUM as of September 30th, 2025, serving predominantly 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 headquarters office located in Torrance, CA is hiring for an 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. The 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.

$25.48/hr - $28.85/hr

• Data entry related to account setup and security coding (by asset class)
• Perform system backups
• Monitor custodial alerts and notify appropriate portfolio manager and/or advisor
• Monitor daily tasks directed to the Portfolio Management department and assign as appropriate
• Trade reconciliation, trade error processing and other trading tasks
• Generate 401(k) recommendations as requested by advisors
• Conduct research on missing cost basis and process cost basis step up to date of death as necessary
• Provide research reports on stocks and funds upon request
• Communicate with custodian firms as needed
• 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

• Bachelor's degree or equivalent experience preferred
• Previous 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;
  Salesforce desired
• Candidate for CFA charter preferred
• Reliable, organized and goal-oriented
• Good interpersonal skills with the ability to work well with others in a collaborative environment
• Ability to work independently and be self-directed
• Ability to multi-task and work well under pressure

• 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
• 401(k) 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

Entry level

Full-time

Management and Manufacturing

Torrance, CA

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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