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
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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