Operations Associate - Finance & Escrow Support

North Capital; Salt Lake City (UT); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Paid time off

Medical and dental insurance

401k Retirement Plan

Employee stock option plan for eligble

Job summary

North Capital, a financial services and fintech firm, is hiring an Operations Associate to support the operations team in Salt Lake City. The role reports to the Head of Operations and requires strong Excel skills, organizational ability, and precise data handling across escrow, custody, and customer services.

Ideal candidates will be detail-oriented, proactive, and capable of improving processes while maintaining confidentiality.

Qualifications

• Bachelor's degree strongly preferred; must pass SIE and Series 7 within 90 days of hire.
• Excel proficiency and high attention to detail are essential.
• Excellent written and verbal communication skills are required.

Responsibilities

• Support escrow and custody operations including projects, reconciliations, and data-entry.
• Support the customer support team by pulling reports and managing ticket queues.
• Maintain and clean up logs and data tracking.
• Identify weaknesses in processes and propose improvements for efficiency.
• Input and track data in Excel with a high degree of accuracy.
• Communicate with clients and assist them as needed.
• Other duties to support the operations teams.
• Research technical and industry topics and take initiative to complete assigned tasks.

Skills

Extremely detail oriented

Process-driven

Excellent written and verbal comms

Organizational and analytical skills

Data analysis

Excel

HubSpot familiarity

DocuSign familiarity

Google Suite familiarity

Teamwork

Education

Bachelor's degree preferred

SIE

Series 7 within 90 days

Tools

Google Suite

Dropbox

HubSpot

DocuSign

Microsoft Word

Microsoft Excel

PowerPoint

Job description

North Capital, a financial services and fintech firm, is hiring an Operations Associate to support the operations team in Salt Lake City. The role reports to the Head of Operations and requires strong Excel skills, organizational ability, and precise data handling across escrow, custody, and customer services.

Ideal candidates will be detail-oriented, proactive, and capable of improving processes while maintaining confidentiality.