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.



