Position Description
Title: Operations Associate
Status: Full time
Benefits: Yes
Position Description
The Operations Associate is responsible for performing functions in the Operations
department, including client data reconciliation, daily report reviews, data entry and
resolving issues. The functions are time sensitive and require a high attention to detail.
Position-Related Responsibilities
The Operations Associate can expect to focus in the following areas:
 Perform daily data functions:
o Reconciliation/review of daily data download
o Daily report reconciliation and correction of errors
o Resolve issues and requests from Associates and Advisors
o Maintain accuracy of TCI data
o Run and maintain department reports as assigned by Senior Operations team
members
 Provide operation support to Advisors and Associates:
o Alert Advisors/Associates to data issues with client data and required data
needed to create and maintain client records in multiple TCI applications
o Educate Advisors and Associates on Operations protocols
 Complete special projects:
o Participate in special projects involving the Operations department
o Manage data in multiple Excel spreadsheets for reporting purposes
o Assist Senior Operations team members in development of special reports
and client lists for projects
o Assist Senior Operations team members in reviewing and correcting data
imported and/or exported to and from multiple TCI applications
Knowledge, Skills & Abilities
 A Bachelor’s Degree is strongly preferred
 Proficiency in Word, Excel, PowerPoint, Outlook
 Experience with Tamarac Advisor View software (preferred)
 Must be decisive, organized, detail-oriented and able to multitask
 Good written and verbal communication skills
 Client first attitude
Published on November 25, 2015
This job description supersedes all prior descriptions.



Team player, able to interact well with employees, management and shareholders
Present a professional and personable demeanor in representing TCI
Desire/ability to work successfully in a small company environment
TCI Wealth Advisors is an Equal Opportunity Employer
To Apply
If interested, interested applicants should send resume and cover letter to
TCI@tciwealth.com.
Published on November 25, 2015
This job description supersedes all prior descriptions.