Custody Operations Analyst providing operational support to relationship management staff in Wealth Management Operations. Managing closing requests and ensuring timely service in compliance with corporate policies.
About the role
- Operations Coordinator ensuring seamless operations across people, culture, and special projects in a fast-growing fintech company. Supporting executive needs and driving process improvements.
Responsibilities
- Support decision-making by tracking key operational metrics, assisting with routine data reporting, and ensuring the executive team has timely visibility into performance and processes.
- Drive internal efficiency by identifying and implementing process improvements and maintaining internal documentation systems.
- Support the employee lifecycle, from recruitment and seamless onboarding/offboarding to organizing engaging team culture activities.
- Respond promptly to ad-hoc requests and drive various cross-functional projects, or researching and preparing proposals for new projects.
- Manage the executive office's needs, from coordinating challenging calendars and travel to overseeing all office operations (procurement, supplies, and facility upkeep) and organizing company event logistics.
Requirements
- Proven experience in an operations, administrative, or executive support role, preferably within a fast-paced startup.
- Exceptional organizational skills and a meticulous attention to detail, capable of managing complex administrative needs and multiple priorities simultaneously.
- Demonstrated ability to identify inefficiencies, proactively implement process improvements, and support basic data collection/reporting.
- Strong communication and interpersonal skills, with the ability to interact professionally with all team members.
- Proficiency with modern workplace tools for documentation (e.g., Slack, Google Workspace) and administrative tasks, and comfort working with data/metrics in spreadsheets.
- A proactive, solutions-oriented mindset with the ability to anticipate needs and drive projects autonomously.
Benefits
- Competitive compensation package
- $250 monthly lunch stipend
- Comprehensive health, dental, and vision coverage
- Parental leave
- Unlimited PTO
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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