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Operations Associate
CompoundOperations Associate at fintech investment advisory firm ensuring smooth daily operations. Collaborating with teams to support client services and internal processes while maintaining compliance.
Posted 7/23/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in processing client transactions and maintaining compliance with regulatory standards. Proficient in operational processes, with the ability to support onboarding and improve efficiency through collaboration and effective communication.
Highest-signal resume keywords
Client Transaction ProcessingRegulatory ComplianceOperational EfficiencyInvestment Management SoftwareAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Account ReconciliationOperational AuditsDocumentation ManagementReport GenerationPolicy Development
Soft Skills
Strong Communication SkillsOrganizational SkillsTime ManagementTeam Collaboration
Tools & Technologies
Google SuiteInternal DatabasesTracking Tools
Industry Keywords
Financial ServicesInvestment ProductsRegulatory Requirements
About the role
Key responsibilities & impact- Assist in the processing of client transactions, including account openings, transfers, and withdrawals, ensuring compliance with regulatory standards.
- Support the reconciliation of client accounts and investment transactions to maintain accurate records.
- Partner closely with Wealth Management Associates and Operational Associates to unblock work and reduce operational friction for advisors and clients.
- Maintain and update internal databases and systems to ensure accurate and timely information flow.
- Conduct regular audits of operational processes to identify areas for improvement and enhance efficiency.
- Maintain accurate documentation and updates in internal systems and tracking tools.
- Prepare and generate reports on operational metrics, client activity, and performance.
- Assist in the development and implementation of operational policies and procedures.
- Support the onboarding of new clients and investment products by coordinating with various departments.
- Maintain up-to-date knowledge of industry regulations and best practices.
- Participate in team meetings and contribute to process improvement initiatives.
Requirements
What you’ll need- Bachelor’s degree in finance, business administration, or a related field preferred.
- Previous experience in operations or administration, preferably within the financial services industry.
- Strong analytical skills and attention to detail.
- Proficient in Google Suite; experience with investment management software is a plus.
- Excellent organizational and time management skills, with the ability to manage multiple priorities.
- Strong communication skills, both written and verbal.
- Ability to work collaboratively in a team-oriented environment.
- Knowledge of investment products and regulatory requirements is an advantage.
Benefits
Comp & perks- Competitive salary
- Comprehensive benefits package, including health, dental, and retirement plans
- Opportunities for professional development and career advancement
- A collaborative and supportive work environment