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Operations Associate

Hamilton Point, a growing boutique investment management firm, is actively recruiting for a highly capable and versatile candidate to assume a hybrid role providing operational support as well as office administrative duties. Excellent wage and benefits offered for an excellent candidate.

Based in Chapel Hill, Hamilton Point has built a reputation for quality investments, meticulous client service and a team-oriented approach to wealth management. Due to consistent growth, the firm seeks to expand its team with a professional to handle client service and office needs.
Specific duties will include:

Client Relations

• Coordinates, prepares, mails, and processes client onboarding documentation
• Processes returned documents from clients including contracts, transfer paperwork, account maintenance requests, etc.
• Supports Relationship Managers in preparation of client meeting materials

Account Maintenance

• Acts as liaison with our custodians and vendors
• Verifies that all service requests on behalf of our clients are properly executed
• Handles account maintenance tasks such as transfers of assets, cashiering, and changes of address


• Assists in preparation of monthly, quarterly and annual reporting for fact sheets and other external marketing materials
• Maintains internal reports and documentation for team meetings
• Actively assists with additional research and reporting projects as requested

Office Administration

• Inputs and maintains accurate client information in all systems
• Effectively manages CRM action items, phone calls from clients, etc.
• Maintains office equipment and supplies
• Scans and files any paperwork directly generated by daily activities
• Actively assists with any projects related to client service or internal business operations as requested
Job Details

Seniority Level

Employment Type
Full-time Salaried + Benefits

Investment Management
Financial Services

Job Functions
Operations, Client Service, Administrative

Targeted candidate
A versatile business professional with operations and/or administrative experience;

BA/BS strongly preferred;

A proven point-person; one who combines smart organizational and problem-solving skills, productive administrative capabilities, outstanding client service orientation and a polished and professional presentation;

MS Office proficiency required; Advanced Excel preferred;

An excited and collaborative self-starter who will thrive in this emerging, professional setting