Operations Associate
20 hours ago
Job Title: Operations Associate
Location: Waltham, MA
Job Type: Full-Time
Job Description
We are looking for a motivated and detail-oriented Operations Associate to join our client's dynamic team and play a pivotal role in supporting the company's growth and success. This long-term, career-building position offers the opportunity to make a direct and meaningful impact on the company's operations, ensuring process optimization and contributing to expansion efforts. The Operations Associate will assist with daily operational tasks to ensure data accuracy and deliver exceptional service to both clients and internal teams.
Key Responsibilities
- Support daily reconciliation processes, trade settlements, and ensure overall data integrity
- Assist with client billing and fulfill audit requirements
- Communicate with third-party administrators and custodians on a daily basis
- Analyze and evaluate current processes to identify inefficiencies and recommend improvements
- Perform data entry and manage account transactions as needed
- Maintain a high standard of accuracy and consistency in all operational tasks
Qualifications & Requirements
- Bachelor’s degree in Finance, Business, Economics, or related field preferred
- 2+ years of experience in an operational role, preferably with a Registered Investment Advisor (RIA)
- Familiarity with Charles Schwab and/or Fidelity Institutional platforms (preferred)
- Proficiency with financial technologies such as Orion, Salesforce, ByAllAccounts, and eMoney (preferred)
- Strong organizational, multi-tasking, and prioritization skills in a fast-paced environment
- Exceptional attention to detail with a proactive problem-solving approach
- Ability to work effectively both independently and as part of a team
- Competence in Microsoft Office Suite (Word, Excel, PowerPoint)
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