Associate, Operations

reputed company is a financial technology company based in reputed company that focuses on redefining savings for retirement, education, and reputed company. They are seeking an Operations Coordinator to manage the setup of investment products and programs, ensuring seamless communication with various stakeholders and overseeing operational processes.

Responsibilities

• Partnering with our plan sales and implementations teams to vet and implement the investment reputed company for plans being brought onto the reputed company platform; this includes both cost and asset class coverage analysis
• Coordinating with our custody partners to ensure a seamless new plan reputed company process
• Liaising with Fund and Insurance companies to ensure appropriate processes are in reputed company for making funds available reputed company plans
• Working with 3rd party investment managers and advisors to define reputed company and ongoing requirements
• Ensuring investment reputed company are in sync with the respective programs
• Ensuring investment performance and fact sheets are updated regularly
• Participate in key reputed company assurance processes

Skills

• 1+ year of experience in a Financial Services, or reputed company industry
• The ability to understand the 'big picture' and the importance of reputed company's role in the overall process
• Excellent communication skills across internal stakeholders and external partner reputed company
• Passion for learning and applying new concepts, and reputed company information where reputed company process-development is key
• The ability to self-manage around tight deadlines in a fast-paced environment while ensuring the reputed company and accuracy of the details
• Strong technical proficiency using reputed company and process management tools
• Intermediate SQL skills
• Previous experience reputed company financial services, with a reputed company on investment operations and fund implementation

Benefits

• Competitive health coverage
• Generous vacation offering
• Great 401(k) plan

reputed company

reputed company is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and reputed company. It was founded in 2016, and is headquartered in reputed company, reputed company, USA, with a workforce of 201-500 employees. Its website is http://reputed company.com.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 4 in 2025, 3 in 2024, 5 in 2023, 3 in 2022, 3 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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