Operations Associate - Transaction Processing

Horizon Bank Texas • Waco, TX

7d • Onsite

About The Position

At STRATA Trust Company, our Operations Associates are trusted with work that requires accuracy, consistency, and attention to detail. In this role, you’ll be responsible for processing client account transactions and maintaining accurate records that support our clients, partners, and internal teams. Your work directly impacts the integrity of our operations and the experience our clients receive.

This role is best suited for someone who takes pride in doing things the right way every time, follows established processes, and understands that precision matters in a regulated financial services environment. You’ll work closely with your team and have access to training, tools, and support to help you succeed. This is a hands-on, high-volume transaction processing role in a fast-paced, regulated financial services environment. This is an individual contributor production role, not a management position. The right candidate has worked in the financial industry and thrives on processing significant transaction volume against daily deadlines. If you’re looking for a role where you’re in the work every day, moving items through a queue with precision, this is it.

This is a full-time, in-person position based in our Waco office (7901 Woodway Drive) with a consistent Monday–Friday, 8:00 AM–5:00 PM schedule, including Banker’s holidays. We offer competitive compensation designed to reward strong performance, reliability, and long-term contribution.

If you’re dependable, detail-oriented, and motivated by clear expectations and meaningful work, this role offers a stable environment where your accuracy and consistency truly matter.

Requirements

• A bachelor’s degree in business, Accounting, Finance, or a related field or an equivalent combination of education and experience that demonstrates the ability to perform operational, detail-focused work.
• Experience in operations, data entry, or transaction processing, ideally within financial services or a regulated environment.
• Experience in the financial industry such as banking, brokerage, trust, custody, insurance, lending, or another regulated financial services environment in an operations or transaction processing capacity.
• Strong attention to detail with a proven ability to enter, review, and maintain accurate data.
• Excellent organizational skills and the ability to manage repetitive tasks while meeting deadlines.
• Comfort working within established procedures and following detailed written instructions.
• Proficiency in Microsoft Office (Outlook, Word, Excel).

Nice To Haves

• Prior financial services or banking experience preferred
• Familiarity with investments or alternative assets is a plus but not required.

Responsibilities

• Processing account transactions such as cash and asset distributions, expense payments, and transfers with accuracy and timeliness.
• Processing a high daily volume of account transactions such as cash and asset distributions, expense payments, and transfers with accuracy and timeliness.
• Handling a variety of client account-related requests, ensuring all details are precise and compliant with regulations.
• Working a queue of client account-related requests, prioritizing effectively to meet same-day and next-day processing deadlines.
• Ensuring all details are precise and compliant with regulations.
• Researching and resolving account issues to help deliver a seamless client experience.
• Taking on additional responsibilities as you demonstrate capability, reliability, and initiative.
• Gain exposure to all areas of STRATA’s business, including Marketing, Sales, Client Service, Operations, and Finance, while learning our business model, core values, and value proposition.
• Develop expertise in different types of IRAs and IRS regulations for self-directed Traditional, Roth, SEP, and SIMPLE IRAs.
• Build knowledge of the asset classes our customers use to direct their own retirement, such as private equity, private debt, crowdfunding, real estate, partnerships, and precious metals.
• Collaborate with your team in a supportive office environment designed for both independent focus and group collaboration.
• Communicate regularly with colleagues and as needed, with clients or partners using clear, professional verbal and written communication.
• Partner with your manager in regular check-ins to review progress, share feedback, and support your career development.
• Join a knowledgeable, values-driven team that provides mentorship, growth opportunities, and a path to long-term success.

Benefits

• Health coverage options including Medical, Dental, and Vision
• Wellness Program that incentivizes you with premium cost savings
• Employee Assistance Program to help you with life’s challenges
• Basic Group term Life and AD&D to protect you and your family
• The opportunity to become a shareholder of the Bank through our 401k Retirement Plan
• Time off policies meant to support your work-life balance
• Discounts on Pet Insurance

What This Job Offers

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