The part-time Operations Associate will work closely with the Chief Operating Officer, Betsy Moszeter. Betsy will teach the right candidate the skills they need to carry out the job, have fun doing it, and excel so that they gain independence in their responsibilities. *Assist with account opening paperwork *Field incoming phone calls, and pass them along to each Executive Team member, as appropriate *Perform monthly tasks like downloading statements and recording market values to contribute to high-level requirements *Help onboard new account management and reporting software that enables the firm to run more efficiently *Become the primary person carrying out daily processes that power the account management software, such as holdings and transaction reconciliation with custodians *Utilize the account management software to prepare monthly reports for specific clients The Operations Associate will work in our Niwot, CO office with very little flexibility to work remotely.