Operations Associate

📋 Description

• Process client transactions (openings, transfers, withdrawals) with compliance.
• Reconcile client accounts and investments to keep records accurate.
• Support onboarding of new clients and investment products with other departments.
• Maintain and update internal databases and systems for timely information flow.
• Conduct audits of operational processes to improve efficiency.
• Prepare reports on operational metrics, client activity, and performance.

🎯 Requirements

• Bachelor’s degree in finance, business administration, or related field preferred.
• Experience in operations or admin, preferably financial services.
• Strong analytical skills and attention to detail.
• Proficient in Google Suite; experience with investment management software a plus.
• Excellent organizational and time management skills.
• Strong communication and teamwork abilities.

🎁 Benefits

• Competitive salary
• Health, dental, and retirement plans
• Professional development & career advancement
• Collaborative, supportive work environment