Full-time

Atomic Vest is hiring an Operations Associate

About the Role

Atomic Vest is a fast-growing, mission-driven company seeking an Operations Associate to play a significant role in building, scaling, and growing our Brokerage Operations function. You'll join a team of financial empowerment enthusiasts from various industries including tech, banking, finance, and law.

What You'll Do

  • Manage the pre and post-trade processing for all security products traded by partner clients.
  • Establish positions into Atomic’s internal systems and custodians.
  • Respond to inquiries from partners and remediate trade exceptions.
  • Provide support, testing, and subject matter expertise for new business initiatives and regulatory changes.
  • Gain a strong understanding of Atomic’s APIs, databases, and trade processing flows.
  • Develop in-depth knowledge of client and internal needs to ensure operational soundness and scalability.
  • Identify inefficiencies in existing processes and help map out enhancements.

What We're Looking For

  • Industry expertise across Broker dealers, Brokerage Operations, and Trade Support.
  • Experience with broker dealer build-outs and a firm understanding of trade flows.
  • Ability to work independently and proactively in a high-volume, high-pressure, and sometimes ambiguous environment.
  • Ability to work with data and understand complex workflows.
  • Capability to triage and resolve issues related to onboarding, trading, and clearing.
  • Expertise in monitoring and resolving onboarding and trade processing exceptions.
  • Experience onboarding and validating new accounts.
  • Series 7 or 99 License required.

Nice to Have

  • Strong comfort level in Excel, SQL and ideally Jira.
  • Systems experience with OMS such as SS&C Eze Castle.
  • Front-end trading system experience such as Neovest.

Technical Stack

  • Excel
  • SQL
  • Jira

Team & Environment

You will act as a key liaison between Operations, Engineering, Partnerships, Customer Success, and Compliance.

Required Skills
ExcelSQLJiraData AnalysisProcess ImprovementOperationsProject ManagementCommunicationDocumentation
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About company
Atomic Vest

Fast-growing, mission-driven company powering the expansion of financial services and wealth creation globally. Builds critical financial infrastructure that allows consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way.

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Job Details
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Posted 8 months ago