Compound

14 hours ago

Operations Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Support daily operations for a fintech investment advisory firm by processing client transactions, reconciling accounts and investment activity, and maintaining accurate internal systems and documentation. Partner with wealth and operational team members to reduce operational friction, run audits to improve efficiency, and produce reports on key operational and client metrics. Help coordinate onboarding for new clients and investment products while staying current on industry regulations and best practices.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Business Operations

Seniority: Entry level

Key Responsibilities

•Assist in processing client transactions, including account openings, transfers, and withdrawals, while meeting regulatory standards.
•Reconcile client accounts and investment transactions to maintain accurate records.
•Maintain and update internal databases and systems to ensure accurate, timely information flow.
•Conduct regular audits of operational processes to identify improvement areas and enhance efficiency.
•Prepare and generate reports on operational metrics, client activity, and performance, including supporting onboarding of new clients and investment products.

Pay and Benefits

Salary: USD 75,000 - 85,000 annually

Perks:Health InsuranceDentalRetirement

Key Requirements

•Bachelor’s degree in finance, business administration, or a related field (preferred).
•Previous operations or administration experience, preferably in financial services.
•Strong analytical skills and attention to detail.
•Proficient in Google Suite; investment management software experience is a plus.
•Excellent organizational/time-management skills with strong written and verbal communication.

Experience:FintechFinancial services

Education:Bachelor's

Skills:Analytical skillsAttention to detailOrganizational skillsTime managementCommunication

Tech Stack:Google Suite

Company Brief

Compound

Compound Planning is a tech-enabled digital family office and wealth manager providing investment management, tax and estate planning, and advisor-facing technology to high-net-worth clients and financial advisors.

Industry: Wealth Management

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Headquarters: New York, United States

Founded: 2022

Glassdoor: 1.5

Website LinkedIn Glassdoor

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Compound

14 hours ago

Operations Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Business Operations

Seniority: Entry level

Key Responsibilities

•Assist in processing client transactions, including account openings, transfers, and withdrawals, while meeting regulatory standards.
•Reconcile client accounts and investment transactions to maintain accurate records.
•Maintain and update internal databases and systems to ensure accurate, timely information flow.
•Conduct regular audits of operational processes to identify improvement areas and enhance efficiency.
•Prepare and generate reports on operational metrics, client activity, and performance, including supporting onboarding of new clients and investment products.

Pay and Benefits

Salary: USD 75,000 - 85,000 annually

Perks:Health InsuranceDentalRetirement

Key Requirements

•Bachelor’s degree in finance, business administration, or a related field (preferred).
•Previous operations or administration experience, preferably in financial services.
•Strong analytical skills and attention to detail.
•Proficient in Google Suite; investment management software experience is a plus.
•Excellent organizational/time-management skills with strong written and verbal communication.

Experience:FintechFinancial services

Education:Bachelor's

Skills:Analytical skillsAttention to detailOrganizational skillsTime managementCommunication

Tech Stack:Google Suite

Company Brief

Compound

Industry: Wealth Management

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Headquarters: New York, United States

Founded: 2022

Glassdoor: 1.5

Website LinkedIn Glassdoor