Operations Analyst - AI-Driven Ops in Finance (Seattle)

Freestone Capital Management; Seattle (WA); In loco; USD 80.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Life insurance

Disability insurance

Parental leave

Flex spending

17 days vacation

10 paid holidays

Summer Fridays

Meal perks

Company events

Team celebrations

Descrizione del lavoro

Freestone Capital Management, an independent wealth and asset manager in Seattle, seeks an early career analyst to provide operational support across all departments. You will become proficient in Tamarac Reporting and Practifi CRM, streamline processes, and help automate workflows.

You will work with a team of professionals, supporting client paperwork, reporting, and quarterly processes while developing AI-enabled processes and scalable workflows for better client outcomes.

Competenze

• Bachelor’s degree in finance, economics, accounting, computer science, business analytics, or business management; other degrees considered.
• 1–3 years of experience in financial services preferred; exceptional graduates considered.
• Proficient in Microsoft Excel.
• Experience with SQL preferred.
• Ability to handle confidential information with discretion and integrity.

Mansioni

• Provide operational service and support across all departments: Client Advisory, Client Service, Compliance, Investments, and Accounting.
• Become a subject matter expert in Tamarac Reporting and Practifi CRM.
• Streamline and optimize operational processes; automate workflows where possible.
• Process and manage client paperwork and operational documentation accurately and timely.
• Leverage AI and automation to improve efficiency and client experience.
• Support quarter-end processes with precision and efficiency.
• Research and resolve ad hoc operational issues in client-facing reporting and applications.
• Improve client onboarding and paperwork processes with scalable workflows.
• Collaborate with internal teams to refine AI-enabled processes with quality controls.

Conoscenze

Team oriented

Strong work ethic

Excellent communication

Problem solving

Research skills

Interpersonal skills

Time management

Detail oriented

Self-starter

Formazione

Bachelor’s degree in finance, economics, accounting, computer science, business analytics, or business management

Strumenti

Excel

SQL

Descrizione del lavoro

Freestone Capital Management, an independent wealth and asset manager in Seattle, seeks an early career analyst to provide operational support across all departments. You will become proficient in Tamarac Reporting and Practifi CRM, streamline processes, and help automate workflows.

You will work with a team of professionals, supporting client paperwork, reporting, and quarterly processes while developing AI-enabled processes and scalable workflows for better client outcomes.