BetaNXT

BetaNXT provides wealth management solutions aiming to streamline operations, improve client experiences, and enhance investment strategies. BetaNXT's services

Operations Associate

Location

United States

Posted

7 days ago

Salary

0

Seniority

Mid Level

1 yr expEnglish

Job Description

Operations Associate

BetaNXT

• Complete assigned daily transactional tasks accurately, consistently, and on time • Execute routine operational activities in accordance with established processes and guidelines • Demonstrate strong attention to detail when processing tasks, reviewing data, and maintaining records • Support small and/or non-complex clients, tasks, or projects under direct supervision • Assist with medium- and long-term tasks as directed by management • Contribute to assigned projects by completing defined components or deliverables • Maintain organized documentation, records, and supporting materials • Use Microsoft Office tools (including Excel, Word, and Outlook) to support daily tasks and reporting needs • Follow instructions and escalate questions or issues to appropriate team members • Participate in training and learning activities to build role-specific knowledge and skills

Job Requirements

  • 1+ years of relevant experience with prior experience or exposure to Mutual Fund operations or the financial services industry preferred
  • Proven attention to detail with the ability to perform accurate, repeatable tasks
  • Working knowledge of Microsoft Office, including Excel, Word, and Outlook
  • Ability to follow structured processes and detailed instructions
  • Basic time management and task prioritization skills
  • Proven organizational skills
  • Ability to work effectively under direct supervision in a team-oriented environment
  • Willingness to learn and grow within the role

Benefits

  • Professional development opportunities
  • Exposure to core business processes

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