Dentist Advisors · 1 day ago
Investment Operations Associate
Holladay, UT
Full-time
Onsite
New Grad, Entry LevelDentist Advisors is a nationwide leader in personal financial planning and investment management for dentists. They are seeking an Investment Operations Associate to support their investment team in daily operations, reporting, and data management.
FinanceFinancial ExchangesFinancial ServicesHealth Care
Responsibilities
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
Qualification
Required
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
Preferred
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
Company
Dentist Advisors
Dentist Advisors is a wealth management firm that specializes in financial planning for dentists, orthodontists, and oral surgeons.
Founded in 2007
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Matt Mulcock, CFP®
Chief Executive Officer
Ryan Isaac, CFP®
Co-Founder & Financial Advisor
Recent News
2025-08-21
Company data provided by crunchbase