{"schemaVersion":"jobsearcher.job.v1","id":"2a5341bbe587de858f583d49","url":"https://jobsearcher.com/jobs/2a5341bbe587de858f583d49","canonicalUrl":"https://jobsearcher.com/jobs/2a5341bbe587de858f583d49","title":"Operations Associate","description":"Job Overview\nCompound Planning, a leading fintech investment advisory firm, is seeking a detail-oriented Operations Associate to join our operations team. The Operations Associate will play a crucial role in ensuring the smooth functioning of daily operations, supporting both client services and internal processes. This position is ideal for individuals with a strong analytical mindset and a passion for financial services.\nKey Responsibilities:\nAssist in the processing of client transactions, including account openings, transfers, and withdrawals, ensuring compliance with regulatory standards.\nSupport the reconciliation of client accounts and investment transactions to maintain accurate records.\nPartner closely with Wealth Management Associates and Operational Associates to unblock work and reduce operational friction for advisors and clients.\nMaintain and update internal databases and systems to ensure accurate and timely information flow.\nConduct regular audits of operational processes to identify areas for improvement and enhance efficiency.\nMaintain accurate documentation and updates in internal systems and tracking tools.\nPrepare and generate reports on operational metrics, client activity, and performance.\nAssist in the development and implementation of operational policies and procedures.\nSupport the onboarding of new clients and investment products by coordinating with various departments.\nMaintain up-to-date knowledge of industry regulations and best practices.\nParticipate in team meetings and contribute to process improvement initiatives.\nQualifications:\nBachelor’s degree in finance, business administration, or a related field preferred.\nPrevious experience in operations or administration, preferably within the financial services industry.\nStrong analytical skills and attention to detail.\nProficient in Google Suite; experience with investment management software is a plus.\nExcellent organizational and time management skills, with the ability to manage multiple priorities.\nStrong communication skills, both written and verbal.\nAbility to work collaboratively in a team-oriented environment.\nKnowledge of investment products and regulatory requirements is an advantage.\nWhat We Offer:\nCompetitive salary\nComprehensive benefits package, including health, dental, and retirement plans\nOpportunities for professional development and career advancement\nA collaborative and supportive work environment\nCompensation Range: $65K - $80K","company":"Compound Planning","rawCompany":"compound planning","city":"Denver","state":"CO","isRemote":false,"isActive":false,"createdAt":"2026-08-15T13:28:19.056Z","occupations":[{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"},{"code":"13-1199.00","title":"Business Operations Specialists, All Other","slug":"business-operations-specialists-all-other"},{"code":"43-3031.00","title":"Bookkeeping, Accounting, and Auditing Clerks","slug":"bookkeeping-accounting-and-auditing-clerks"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Operations Associate","description":"Job Overview\nCompound Planning, a leading fintech investment advisory firm, is seeking a detail-oriented Operations Associate to join our operations team. The Operations Associate will play a crucial role in ensuring the smooth functioning of daily operations, supporting both client services and internal processes. This position is ideal for individuals with a strong analytical mindset and a passion for financial services.\nKey Responsibilities:\nAssist in the processing of client transactions, including account openings, transfers, and withdrawals, ensuring compliance with regulatory standards.\nSupport the reconciliation of client accounts and investment transactions to maintain accurate records.\nPartner closely with Wealth Management Associates and Operational Associates to unblock work and reduce operational friction for advisors and clients.\nMaintain and update internal databases and systems to ensure accurate and timely information flow.\nConduct regular audits of operational processes to identify areas for improvement and enhance efficiency.\nMaintain accurate documentation and updates in internal systems and tracking tools.\nPrepare and generate reports on operational metrics, client activity, and performance.\nAssist in the development and implementation of operational policies and procedures.\nSupport the onboarding of new clients and investment products by coordinating with various departments.\nMaintain up-to-date knowledge of industry regulations and best practices.\nParticipate in team meetings and contribute to process improvement initiatives.\nQualifications:\nBachelor’s degree in finance, business administration, or a related field preferred.\nPrevious experience in operations or administration, preferably within the financial services industry.\nStrong analytical skills and attention to detail.\nProficient in Google Suite; experience with investment management software is a plus.\nExcellent organizational and time management skills, with the ability to manage multiple priorities.\nStrong communication skills, both written and verbal.\nAbility to work collaboratively in a team-oriented environment.\nKnowledge of investment products and regulatory requirements is an advantage.\nWhat We Offer:\nCompetitive salary\nComprehensive benefits package, including health, dental, and retirement plans\nOpportunities for professional development and career advancement\nA collaborative and supportive work environment\nCompensation Range: $65K - $80K","datePosted":"2026-08-15T13:28:19.056Z","dateModified":"2026-08-15T13:28:19.056Z","hiringOrganization":{"@type":"Organization","name":"Compound Planning","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Denver","addressRegion":"CO","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"2a5341bbe587de858f583d49"},"url":"https://jobsearcher.com/jobs/2a5341bbe587de858f583d49"}}