Operations Associate

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

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BetaNXT

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2022

💳 Fintech

🤝 B2B

💸 Finance

Fintech • B2B • Finance

BetaNXT is a company that powers the next generation of connected wealth management solutions, focusing on seamless integration of financial services. They provide a comprehensive platform that enhances trading workflows, asset servicing, and investor communication, leveraging innovative solutions such as their cloud-based DataXChange for real-time data management. BetaNXT aims to transform the investment ecosystem by delivering efficient, cost-effective solutions that cater to the needs of wealth management firms and their clients.

📋 Description

• Complete assigned daily transactional tasks accurately, consistently, and on time • Execute routine operational activities in accordance with established processes and guidelines • Demonstrate strong attention to detail when processing tasks, reviewing data, and maintaining records • Support small and/or non-complex clients, tasks, or projects under direct supervision • Assist with medium- and long-term tasks as directed by management • Contribute to assigned projects by completing defined components or deliverables • Maintain organized documentation, records, and supporting materials • Use Microsoft Office tools (including Excel, Word, and Outlook) to support daily tasks and reporting needs • Follow instructions and escalate questions or issues to appropriate team members • Participate in training and learning activities to build role-specific knowledge and skills

🎯 Requirements

• 1+ years of relevant experience with prior experience or exposure to Mutual Fund operations or the financial services industry preferred • Proven attention to detail with the ability to perform accurate, repeatable tasks • Working knowledge of Microsoft Office, including Excel, Word, and Outlook • Ability to follow structured processes and detailed instructions • Basic time management and task prioritization skills • Proven organizational skills • Ability to work effectively under direct supervision in a team-oriented environment • Willingness to learn and grow within the role

🏖️ Benefits

• Professional development opportunities • Exposure to core business processes