Remote
Remote
Entry Level
Full Time
3 days ago
💰$65,000 - $70,000
remotefinancial_operationsentry_levelfintech
Requirements
- •0 to 1 year+ of professional experience in a financial services, FinTech, or highly regulated operations role
- •Educational background in Finance, Accounting, Business, or a related field
- •Strong analytical skills and a meticulous attention to detail to ensure accuracy in all operational processes
- •Ability to quickly learn and understand Broker-Dealer compliance requirements, such as WORM (Write Once, Read Many), and financial record-keeping
- •A proactive approach to identifying potential issues and proposing solutions
- •Excellent collaboration and communication skills to work effectively with cross-functional teams and external vendors
What You'll Do
- •Assist in the processing of the firm’s daily cash and security transfers related to the firm’s investment products
- •Monitor customer cash balances on a daily and periodic basis to identify unusual fluctuations, deficits, or excess balances
- •Gather essential data points from vendors to support daily operational tasks
- •Collaborate with Operations, Finance, Compliance, and Risk teams to ensure accurate reporting and classification of customer funds
- •Improve and maintain documentation of internal control processes, ensuring clarity and compliance
- •Collaborate closely with the Investment Operations team to identify, research, and resolve discrepancies and improve existing processes
- •Contribute to special projects focused on continuous process improvements and operational efficiency
- •Ensure WORM-compliance related to FinOp books and records
- •Work with manager and team to establish priorities, including new features, infrastructure, and tool building
Nice to Have
- •Passion for financial technology and the mission of Acorns
- •Hunger to deliver game-changing products
- •Exceptional drive and precision in delivery
- •A belief that your work is tied to your life's mission
- •Optimistic about the potential of societal change
Benefits
- •Competitive salary and stock options
- •A comprehensive benefits package for you and your family
- •Flexible work location, hours, and paid time off
- •401(k) matching
- •Monthly Acorns account contribution & GoHenry account for your family
- •Mindfulness and Financial Wellness resources, Headspace and Addition Wealth
- •Acorns Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform)
- •Roots Leadership Program for Emerging Leaders
- •Community week onsite gatherings and various virtual events
- •Talented and motivated team members who care deeply about one another, our mission, and our customers
- •The rare opportunity to create a new world and do meaningful work that solves big societal challenges
About Acorns
Acorns is a financial technology and services company that specializes in automated investments and robo-advice.
Irvine, CA, US
500 - 1000
Finance & Banking