Operations Associate

Job Summary

Detail-oriented and analytical, the full-time Operations Associate will support daily operations by processing client transactions, maintaining accurate records, and collaborating with team members to enhance efficiency in a remote environment.

Key responsibilities:

• Assist in processing client transactions, ensuring compliance with regulatory standards
• Support reconciliation of client accounts and maintain accurate internal databases
• Conduct regular audits of operational processes to identify improvement areas

Required qualifications:

• Bachelor's degree in finance, business administration, or a related field preferred
• Previous experience in operations or administration, preferably in financial services
• Proficient in Google Suite; experience with investment management software is a plus
• Strong analytical skills and attention to detail
• Knowledge of investment products and regulatory requirements is an advantage