Operations Associate

About Us

3D Money LLC is an alternative investment company focused on helping individuals and families grow and protect their wealth through strategic, cash-flowing real estate investments and other purpose-driven opportunities. Rather than relying solely on traditional Wall Street strategies, 3D Money LLC takes a holistic, stewardship-centered approach, leveraging exclusive investment opportunities to generate strong returns while creating meaningful impact through housing, community, development, and socially responsible initiatives. 3D Money LLC is committed to helping clients achieve financial freedom, peace of mind, and alignment between their financial goals and personal beliefs.

We are a faith-based organization and have a strong focus on our core values, which we have named GRACIE. We are looking for someone that can fully commit themselves to these values and be a good culture fit for our company. GRACIE stands for G*ratitude, Results, Accountability, Communication, Integrity and E*nergy.

Role Overview

The Operations Associate supports the Operations Manager by executing and maintaining processes related to investor contributions/investments, documentation management, compliance tracking, and accounting coordination.

This role is primarily focused on backend operation and process execution. The Operations Associate plays an essential role in ensuring that investment documentation, transaction processing, and compliance workflows are handled accurately and efficiently.

While the Client Services Manager and Investor Relations team serve as the primary point of contact for investors and advisors, the Operations Associate may occasionally communicate with investors or custodians when gathering documentation or assisting with administrative tasks related to investment processing.

This position is responsible for maintaining operational accuracy, supporting internal workflows, and ensuring that operational procedures are followed consistently across the organization.

Day to Day Responsibilities

• Working within CRM and reporting systems while supporting overall operations, workflows, and cross-team communication
• Manage and process investment documentation, ensuring accuracy of completion, and proper recordkeeping
• Track investor activity, including funding, offering capacity, and redemption requests
• Support qualified account investments by coordinating documentation and custodian communications
• Assist with compliance tasks, including regulatory filings, and maintaining audit-ready records
• Coordinate with accounting to track incoming funds and resolve discrepancies
• Prioritizing tasks, managing deadlines, and working effectively in fast-paced and time sensitive situations
• Support in special operational projects or other duties as assigned to support company and business needs

Required Qualifications:

• Minimum of 2 years of experience in administration, operations, financial services, or an administrative detail-oriented role
• Proficiency in Microsoft Office suite programs, excel, and document management systems
• Clear and professional communication skills (written and verbal)
• Basic understanding of financial concepts or willingness to learn investment processes quickly

Desired Qualifications:

• Associate’s degree in business, finance, or related field
• Management experience

Skills needed to be Successful:

• Exceptional attention to detail
• Strong organizational & time management skills
• Process-Oriented Thinking
• Financial & Analytical Awareness
• Excellent interpersonal skills
• Problem-Solving and Tech Savvy abilities
• Ability to maintain high level of confidentiality & integrity
• Adaptable; able to work as part of a team and independently

Why Join Us

Joining 3D Money LLC means becoming part of a purpose-driven team that values integrity, growth, and driving meaningful impact. You’ll have the opportunity to work in a collaborative, fast-paced environment where your contributions directly support both investor success and community-focused investments. As a growing company, 3D Money LLC offers hands-on experience, the ability to develop new skills, and the chance to be part of something bigger, helping people align their finances with their values while building long-term wealth.

Pay: $20.00 - $23.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Experience:

• Administrative: 2 years (Required)

Ability to Commute:

• Litchfield, MN 55355 (Preferred)

Work Location: Hybrid remote in Litchfield, MN 55355

Salary : $20 - $23