Investment Operations Associate

Dentistadvisors

2 months ago

Holladay, Utah

Onsite

Full Time

Junior

0 applicants

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About this role

Dentist Advisors is seeking an Investment Operations Associate to support daily investment activities and assist with reporting, data quality, and process automation. The role provides an opportunity to gain experience in investment operations within a growing financial services firm that values collaboration and professional development.

Skills

About Dentistadvisors

dentistadvisors.com

Dentist Advisors is a financial advisory and accounting firm that specializes in serving dentists and dental practice owners. They provide disciplined financial planning, investment management, and accounting services designed to simplify practice finances and build confidence in long‑term financial outcomes. Their offerings include tax and bookkeeping support, retirement and investment strategies, and CFO‑level guidance for practice transitions and growth. By focusing exclusively on the dental profession, they tailor advice and systems to help clinicians make informed financial decisions while they focus on patient care.