Operations Associate I

Integrity • Bedminster, NJ

11d

About The Position

We are seeking a highly motivated Operations Associate to join our growing financial services firm. As the firm continues to expand, this role is essential to maintaining smooth, accurate, and compliant operational processes. The Operations Associate supports account opening workflows, processes client paperwork, and assists with day-to-day operational tasks. This role works closely with Operations and Compliance personnel to support advisors and ensure a high standard of operational excellence and service. Some industry experience is preferred but not required. We are willing to train candidates who demonstrate strong aptitude, attention to detail, and a desire to build a long-term career in financial services. This position is ideal for someone seeking foundational experience in investment operations within a collaborative team environment.

Requirements

• Strong organizational skills with the ability to manage multiple workflows simultaneously
• Exceptional attention to detail and commitment to accuracy
• Clear and professional written and verbal communication skills
• Problem-solving ability, including identifying issues, proposing solutions, and escalating when appropriate
• Team-oriented mindset with a willingness to contribute to a collaborative and positive work environment
• Familiarity with financial services or custodial processes is preferred but not required; training will be provided
• Bachelor’s degree preferred; candidates with relevant experience or coursework will be considered

Nice To Haves

• Prior exposure to financial services or investment operations is helpful but not required

Responsibilities

• Process new account opening paperwork and related documentation with a high degree of accuracy
• Perform data entry, review, and maintenance within the firm’s systems
• Assist with daily operational tasks and support ongoing process improvement initiatives
• Collaborate with team members to ensure efficient back-office operations and a positive advisor experience
• Support firm initiatives, company-wide projects, and attend firm functions as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level