Operations Specialist

Job Title: Operations Specialist

Department: Administration

Classification: Non-Exempt

Employment Type: Full-Time

Location: Boston, MA

Reports To: Portfolio Administrator Manager

Summary:
We are seeking a detail-oriented and proactive individual to join our Operations team. This role is critical in ensuring the accurate and timely execution of tax payments and the reconciliation of financial transactions.

Essential Functions:
• Execute federal and state tax payments on behalf of clients.
• Monitor deadlines and ensure timely submission of payments.
• Coordinate with custodians and vendors to confirm payment delivery and receipt.
• Reconcile tax payments between client accounts and tax filings.
• Maintain centralized tracking of payment status and filing dates.
• Communicate with tax department and investment managers regarding payment confirmations and filing statuses.
• Provide backup support to portfolio administrators and assist with transaction reviews and coding consistency.
• Participate in special projects and process improvement initiatives related to tax and operations.

Qualifications:
• Bachelor’s degree and/or a minimum of 2 years of experience
• Ability to manage multiple tasks to meet deadlines
• Ability to work independently and collaboratively
• Strong organizational skills with great attention to detail
• Proficiency in MS Office products is required (Word, Outlook, Excel)
• Prior experience in any of the following services is required: Financial services or accounting firm

Other Duties:
• Howland Capital will train the right candidate on all of our software systems, however experience with any of the following is a plus: Sungard Addvantage, Tamarac, Microsoft Dynamics CRM
• Assist with special projects as directed
• This role requires being computer savvy and the ability to work with multiple system vendors

Benefits:
• Howland Capital Management offers a competitive compensation and benefits package, including health care, dental, long-and short-term disability, profit sharing plan, 401k matching program, firm paid commuter benefit and tuition assistance.
• There is a flexible work environment with the ability to work remotely for some portion of the work schedule.
• Howland Capital Management is committed to recruiting, hiring, developing and promoting financial service professionals and other employees without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, or disability. As a firm, we value contributions of all employees, and do not tolerate harassment or discrimination of any type.