What are the responsibilities and job description for the Operations Associate position at ISTO Advisors?
Are you a service-minded, results-driven problem solver?
Do you thrive in a collaborative, process-oriented team environment?
At ISTO Advisors, being In Service to Others is our top priority. Located in Troy, Michigan, and Lake Forest, Illinois, we pride ourselves on creating clarity, confidence, and financial peace of mind as we guide our clients through a customized financial planning process. We don’t just build portfolios; we build life blueprints.
As ISTO continues to grow, we are looking for an Operations Associate to join our dedicated team. This position will work closely with our custodian, Charles Schwab. You will be responsible for ensuring workflow processes are followed, and internal and external relationships are upheld to ISTO’s high standards.
In addition to finely tuned organizational skills and meticulous attention to detail, the ideal candidate must demonstrate:
- Commitment to personal accountability and continuous self-development,
- Effective self-management and administration skills to balance workflows, and priorities,
- Natural ability to interact in a positive manner and collaborate with the team,
- Strong computer skills with working knowledge of Microsoft Office.
Primary Responsibilities:
- ISTO’s Success
- Process Operations and Actions
- Operations Support
- Outside Service Provider Collaboration
Qualifications:
- Prior experience in the financial services industry,
- Commitment to confidentiality,
- Strong communication skills,
- Ability to work both independently and collaboratively.
ISTO Advisors is proud to be an Equal Opportunity Employer.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Payment frequency:
- Paid biweekly
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
Travel requirement:
- No travel
Work Location: In person