Remote FinTech Operations Associate

Social Leverage LLC; United States; On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

401(k) plans

Healthcare Insurance

Dental and Vision Insurance

Flexible work hours

Job summary

Social Leverage LLC is seeking an Operations Associate to be the main liaison between SyntheticFi and its financial partners. This role is essential for ensuring smooth account openings and operational support, directly impacting client and advisor experiences.

The ideal candidate will possess experience with RIA custodians and strong operational skills, alongside a bachelor's degree or relevant experience. Enjoy the flexibility of remote work and a full suite of benefits while contributing to the operational foundation of a growing fintech company.

Qualifications

• Experience working with RIA custodians such as Charles Schwab, Pershing, Fidelity.
• Strong understanding of account opening, transfers, and operational workflows.
• Demonstrated problem-solving ability and proactive approach.

Responsibilities

• Manage new client account setup and operational inquiries.
• Ensure all operational activities adhere to policies and regulations.
• Identify opportunities to streamline workflows and enhance efficiency.

Skills

Experience with RIA custodians

Support for advisor operations

Attention to detail

Strong communication skills

Problem-solving ability

Education

Bachelor’s degree in Finance, Economics, Business Administration, or a related field

Tools

SQL

Zapier

Retool

Job description

Social Leverage LLC is seeking an Operations Associate to be the main liaison between SyntheticFi and its financial partners. This role is essential for ensuring smooth account openings and operational support, directly impacting client and advisor experiences.

The ideal candidate will possess experience with RIA custodians and strong operational skills, alongside a bachelor's degree or relevant experience. Enjoy the flexibility of remote work and a full suite of benefits while contributing to the operational foundation of a growing fintech company.