Position Description
Title: Operations Associate
Reports to: COO
Status: Full-time; Exempt
Date: 2025
Job Summary
Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. This position will be responsible for the smooth functioning of the business and implementation of the client service model. Someone well suited for this role will have the organizational drive, skills, and aptitude to “operationalize” the vision, mission, and values of the firm. The individual will need to be a forward thinker and anticipate needs of the firm, team, and clients.
The Operation Associate will perform portfolio accounting, reconciliation, trading, and billing/reporting. In addition, this role will assist the Chief Compliance Officer with firm compliance and help with building out the CRM. This is an essential and foundational position for the effective functioning of our business. Precise, organized, and highly accountable professionals are desired. A successful Operation Associate combines excellent math and problem-solving skills, proficiency with technology, and a strong customer service approach. In addition to these core tasks, the Operation Associate also delivers system-generated account reports, provides “customer” support to multiple internal groups by answering requests, supports the full life-cycle of client accounts from new account onboarding through portfolio closing, and participates in several auxiliary activities such as pricing reviews, data validations, and corporate actions processing.
As our team is still relatively small and focused on building a solid foundation for growth, we see it as of paramount importance to hire more than just skill and experience. We are also looking for entrepreneurial spirit, a strong alignment with our values and culture, and an excitement and enthusiasm in our mission to give clients optimism about life and money.
Duties and Responsibilities
Qualifications
Salary and Benefits
Tschetter Group is an Equal Opportunity Employer.
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