Operations Associate

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Compound

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

💰 $25M Series B on 2022-01

Finance • Fintech

Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.

📋 Description

• 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

• 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

• Competitive salary • Comprehensive benefits package, including health, dental, and retirement plans • Opportunities for professional development and career advancement • A collaborative and supportive work environment