Operations Associate

About Atomic Vest

We are a fast-growing, mission-driven company powering the expansion of financial services and wealth creation globally. We build critical financial infrastructure that allows consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way. We host advanced investing capabilities ranging from ESG investing to multi-currency trading across 60 global markets. We are a team of financial empowerment enthusiasts that have come together from various industries including tech, banking, finance, and law.

The company closed its Series B and we are positioned to rapidly scale. Come join an exciting opportunity to make a lasting impact!

About the role

The Operations Associate position will play a significant role in helping us to build, scale and grow the Brokerage Operations function. You’ll be responsible for the pre and post trade processing for all security products traded by Atomic partner clients. You’ll identify inefficiencies in existing processes and help map out enhancements needed to accommodate future business initiatives as a key liaison between Operations, Engineering, Partnerships, Customer Success and Compliance.

Once here, you will:

• Responsible for the pre and post trade processing for all security products traded by Atomic partner clients

• Establish positions into Atomic’s internal system and into the custodians

• Respond to inquiries from partners, remediating trade exceptions

• Provide support, testing and subject matter expertise for all required new business initiatives and regulatory changes surrounding trade processing

• Strong focus on customer service to the business and support partners across the organization

• Gain a strong understanding of Atomic’s APIs, databases, and trade processing flows as an RIA and broker dealer

• Gain in-depth knowledge of client and internal needs to ensure that any change or new business initiative is operationally sound and can be supported and scaled

• Identify inefficiencies in existing processes and help map out enhancements needed to accommodate future business initiatives

What we are looking for:

• Industry expertise across Broker dealers, Brokerage Operations, and Trade Support

• Experience with broker dealer build-outs where you gained 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

• Capable of triaging and resolving issues related to onboarding, trading, and clearing

• Expertise monitoring and resolving of onboarding and trade processing exceptions

• Experienced Onboarding and validating new accounts

• Series 7 or 99 License required

• 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