What are the responsibilities and job description for the Financial Operations Associate position at Cresta Advisors?
Company Description
Cresta Advisors is the first independent, locally-owned SEC Registered Investment Advisory firm in Laredo, Texas. The firm specializes in providing fee-only, cost-efficient financial solutions tailored to business owners, working professionals, high-net-worth families, and international clients. As fiduciary advisors, Cresta Advisors is committed to acting solely in the best interest of its clients. Known for simplifying the investment process, the firm supports its clients in achieving their financial goals with a focus on integrity and personalized service.
Role Description
The Financial Operations Associate will oversee daily financial transactions, maintain client accounts, and assist with investment-related operations. Responsibilities include preparing reports, analyzing data, ensuring compliance with regulatory requirements, and directly supporting clients with inquiries or documentation needs. This is a full-time, on-site role located in Laredo, Texas.
Qualifications
• Strong analytical and organizational skills
• Proficiency in Excel and financial data management
• Interest in investment operations, portfolio reporting, and financial markets
• Interest in data visualization and dashboard creation
• Experience or familiarity with cash management activities, including bank monitoring and cash flow tracking
• Ability to assist with financial systems and process optimization initiatives to improve operational efficiency
• Strong attention to detail and accuracy
• Ability to manage reporting, reconciliations, and compliance-related tasks
• A disciplined, client-first, and team-oriented mindset
• Ability to work collaboratively across finance, operations, and advisory teams
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related discipline is preferred
This full-time position would involve supporting financial operations and day-to-day transaction flow, assisting with investment and portfolio-related reporting, maintaining accurate financial records, performing reconciliations, supporting cash management activities, and helping maintain efficient operational processes that support both the firm and overall client experience.
- The role may also provide exposure to investment platforms, portfolio data management, reporting systems, and operational workflows related to wealth management services and registered investment advisory operations.