What are the responsibilities and job description for the Investment Operations Associate position at Dentist Advisors?
About Us:
Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.
We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.
The Role:
We’re hiring an Investment Operations Associate to work closely with our investment team to implement, modify, and analyze our clients’ investment strategies. This is a great opportunity for someone graduating soon or early in their career who is looking to gain experience in investment operations within a growing financial services firm.
What You’ll Do:
- Support the team in daily investment operations, including account applications and cash management
- Assist with the creation and maintenance of reporting frameworks for account details
- Perform data quality checks to ensure accuracy in investment and trading processes
- Support data requests from the investment team, associates, and advisors
- Participate in the development of automated processes
What Makes You a Great Fit:
Personality:
- You’re interested in financial services and looking to grow your career in investment operations.
- You’re comfortable in a fast-paced environment and can adapt to change quickly.
- You take initiative, solve problems independently, and don’t wait to be told what to do.
- You’re detail-oriented, organized, and able to manage multiple tasks efficiently.
- You enjoy collaborating, building relationships, and balancing professionalism with a fun, engaging work environment.
Skills & Qualifications:
- Strong written and verbal communication skills
- Curiosity and enthusiasm for learning new things
- Experience in a deadline-driven environment
- Ability to work independently and as part of a team
- Understanding of investment management or related services, such as qualified retirement plans, investment accounts, and capital gain analysis
- Strong organizational and time-management abilities
Bonus Points:
- Experience or interest in investment management or financial services
- A BA/BS degree (or working toward one) in a relevant field
- Familiarity with enterprise CRM systems, Morningstar, Charles Schwab’s platform, etc.