Operations Associate- Cash Management and Trading Administration

Operations Associate, Cash Management & Trading Administration for a fast-growing wealth management firm serving high-net-worth individuals and families.

Requirements

• 1–3 years of post-undergraduate work experience in finance, accounting, or operations
• Strong communication and interpersonal skills (written and verbal)
• High level of attention to detail & organizational skills
• Diligence and intrinsic self-motivation
• Demonstrated history of initiative and ability to learn quickly
• Excellent quantitative, mathematical, problem-solving skills
• Proficiency with Excel, familiarity with all other Microsoft Office products

Benefits

• Competitive base salary and incentive compensation
• Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents
• 401K plan, Life insurance, and short & long-term disability coverage
• One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care
• Personalized development and career growth opportunities
• Volunteer opportunities and matching gift program
• Flexible time off, paid parental leave, and Sabbatical with company tenure
• Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress