Operations Associate

Tschetter Group • Bellevue, WA

10d • $70,000 - $90,000 • Onsite

About The Position

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 is 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 the needs of the firm, team, and clients.

The Operations Associate will perform portfolio accounting, reconciliation, trading, and billing/reporting. In addition, this role will assist the Chief Compliance Officer with firm compliance, support the continued build-out of the firm’s CRM, and work to strengthen, maintain, and continuously improve the firm’s technology stack. This is an essential and foundational position for the effective functioning of our business. We are seeking a precise, organized, and highly accountable professional who combines strong math and problem-solving skills, technological proficiency, and a client service mindset. In addition to these core responsibilities, the Operations Associate delivers system-generated account reports, provides responsive support to internal teams, supports the full life cycle of client accounts from new account onboarding through account closing, and participates in 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 believe it is important to hire for more than just skill and experience. We are also looking for entrepreneurial spirit, strong alignment with our values and culture, and genuine enthusiasm for our mission to give clients optimism about life and money.

Requirements

• Bachelor’s degree, preferably in accounting, finance, or a related field.
• Two or more years of back- or middle-office financial operations experience, preferably within asset management.
• Moderate understanding of investment markets, securities, security data, and investment systems.
• Process-builder mindset with the ability to think creatively and improve workflows.
• Proficiency with Microsoft Office Suite and Salesforce; experience with financial reporting and trading platforms such as Orion or Tamarac is preferred.
• Ability to work independently and collaboratively within a fast-paced environment.
• Strong verbal and written communication skills, with a keen attention to detail.
• Strong organizational, time management, and problem-solving skills.
• Commitment to maintaining confidentiality and professionalism in all interactions.
• Drive and desire to help and serve others.
• High emotional and social intelligence.

Nice To Haves

• Ability to write code to automate tasks and improve reporting or workflows using Python or similar scripting languages preferred.
• Experience using AI tools to improve day-to-day productivity is highly preferred.
• Drive and desire to help and serve others with a client-first mindset.

Responsibilities

• Establish and maintain processes, procedures, and protocols that promote effective and efficient operations and enable the firm’s growth and scalability.
• Manage internal and external reporting to support ongoing client communication and provide business intelligence to firm management.
• Ensure transaction/position integrity in TG’s records against client custodial records and relevant reference data.
• Build block trades and manage other trading-related processes, including settlements.
• Research and remediate reconciliation discrepancies daily. This requires close and frequent communication with counterparts at custodial banks and portfolio management platforms.
• Manage the operational aspects of new account onboarding, including setting up account attributes in the portfolio accounting system, establishing data-feed connectivity to the custodian, and verifying funding status.
• Oversee operational activities throughout the account life cycle, including contributions and withdrawals, audit requests, and account terminations.
• Provide responsive support to internal teams, quickly addressing a high volume of time-sensitive questions and requests.
• Assist with ad hoc projects and cross-functional initiatives as needed to support evolving business priorities.
• Perform investment accounting duties across all accounts, including monthly billing, quarterly reports, and ad hoc projects as assigned.
• Strengthen TG’s technology stack by owning the day‑to‑day relationship with our IT vendor and taking the lead on firmwide technology improvements.
• Identify opportunities to streamline workflows, improve system reliability, and reduce manual effort; help prioritize initiatives, coordinate execution, and drive adoption across the team.

Benefits

• Comprehensive benefits package including dental, vision, health care, and 401(k) with company match.
• Opportunities for professional development and career advancement within the firm.
• Collaborative and supportive work environment with a focus on work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level