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Operations Associate

$85k – $110k • 0.05% – 0.1%
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We are looking for a self-starting, highly organized operations associate who will provide support to the operations team to ensure the successful onboarding and servicing of new and existing institutional clients. OpenInvest works to ensure an exceptional client experience, and the person who fills this role will be responsible, motivated, thoughtful and personable. The role will also include month-end client reporting, trade execution, executing and improving processes and documentation of such, amongst other operations tasks.

• 2+ years’ experience in operations at a finance firm or start-up
• Experience with investing and/or personal finance
• Detail-oriented with strong time management skills and the ability to juggle multiple priorities effectively in a fast-paced environment
• Ability to be resourceful, proactive and independent in dealing with issues that arise
• Excellent communication skills, both verbally (in meetings/over the phone and one-on-one) and in writing (emails, etc.)
• Competency with Microsoft Office, especially Excel
• Interest in data and analytics with an eye to improving efficiency in systems
• Client-first attitude

• Month-end client reporting
• Work with custodians and RIA’s to open and fund new client accounts
• Reconciliations and back-office operations
• Trade execution
• Client & partner billing
• Executing, documenting and building new operations processes
• Run basic data models through Tableau and OpenInvest’s proprietary system
• Run basic queries in SQL to gather and interpret client information from the database
• Ongoing client support – own various sales/client requests; managing the process from start to finish
• Assist on client calls with sales team to walk new clients through the account opening process
• Assist sales team in delivering documents and information to incoming institutional clients

• Background in finance, the impact space, or preferably impact finance
• Tableau
• Python
• Comfortable on the phone

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