Our Practice

Tillinghast & Associates works predominantly with high income and/or high net worth clients on their holistic financial planning needs, including wealth management, insurance, retirement, and estate planning. Peter Tillinghast has been in practice for 27 years and collectively Tillinghast & Associates shares over 50 years of industry experience.

Our team strives to provide a top-rate client experience and, as a result, we have high expectations for service and professionalism. We each own responsibility for developing & maintaining great client relationships and for continuing to grow this successful business.

Essential Functions

The Operations Associate will partner with appropriate team members to guide new and existing clients through an efficient planning experience. The position requires a high level of administrative/service focus. We are looking for a candidate with exceptional customer service, communication and organizational skills.

Additionally, this role helps with the business operations to enhance productivity and profitability. The Operations Associate anticipates the needs of the office, plans for its development with the employing representatives, recommends necessary changes and takes independent action in his/her areas of authority.