Fintech Operations Specialist for Financial Advisors

EmAGI; Dallas (TX); On-site; USD 65,000 - 80,000; Full time

Job summary

EmAGI in Dallas, TX seeks an Operations Associate for a fintech lending platform serving financial advisors. You will be the main link between the company, advisors, clients and custodian partners to move paperwork and resolve issues.

The role covers compliance with internal policies and financial rules while identifying ways to streamline and automate the workflow. Base pay ranges from $65,000 to $80,000 per year.

Qualifications

• Explore operational processes within a fintech lending environment.
• Coordinate paperwork with custodians and resolve discrepancies.
• Ensure compliance with internal policies and financial rules.
• Identify opportunities to automate and streamline workflows.

Responsibilities

• Maintain trackers for each account: documents received, custodian needs, transfer status, next steps.
• Flag and route discrepancies and margin items to the team with context each morning.
• Provide advisors with prompt, clear operational answers for client communications.

Job description

EmAGI in Dallas, TX seeks an Operations Associate for a fintech lending platform serving financial advisors. You will be the main link between the company, advisors, clients and custodian partners to move paperwork and resolve issues.

The role covers compliance with internal policies and financial rules while identifying ways to streamline and automate the workflow. Base pay ranges from $65,000 to $80,000 per year.