Financial Operations Associate

We are seeking a Financial Operations Associate to play a key role in the daily management and execution of our investment product operations, ensuring accuracy and efficiency in cash and security transfers, while maintaining meticulous documentation and compliance. The ideal candidate will have 0 to 1 year+ of professional experience in a financial services, FinTech, or highly regulated operations role, and will be responsible for assisting in the processing of daily cash and security transfers, monitoring customer cash balances, and collaborating with cross-functional teams to ensure accurate reporting and classification of customer funds.

Requirements

  • 0 to 1 year+ of professional experience in a financial services, FinTech, or highly regulated operations role
  • Educational background in Finance, Accounting, Business, or a related field
  • Strong analytical skills and a meticulous attention to detail
  • Ability to quickly learn and understand Broker-Dealer compliance requirements

Benefits

  • Competitive salary
  • 401(k) matching
  • Comprehensive benefits package for you and your family
  • Flexible work location, hours, and paid time off
  • Monthly Acorns account contribution & GoHenry account for your family
  • Mindfulness and Financial Wellness resources
  • Acorns Career Development Program
  • Roots Leadership Program for Emerging Leaders
  • Community week onsite gatherings and various virtual events

To apply for this job please visit jobs.ashbyhq.com.


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