Operations Associate

North Capital, a growing financial technology company, is seeking an Operations Associate to support the operations team across a wide range of areas. This position will report directly to the Head of Operations. We are seeking a candidate who is highly organized, has a good working knowledge of Excel, and can perform tasks with efficiency. Previous experience in finance/accounting, customer support, Hubspot, DocuSign, and project management would be helpful but is not mandatory. We are seeking someone who has an interest in developing processes and who is willing to provide operational support to many different departments. This role requires high attention to detail and accuracy with numbers and data as well as strong verbal and written communication skills. This is a full-time position located in our Salt Lake City (Midvale), Utah office.

Responsibilities:

• Provide support to the escrow and custody operations team - this will include participating in and managing mission-critical projects/reconciliations, organizing and maintaining records and files, responding to customer support tickets and escrow data-entry/maintenance and daily escrow/banking uploads to the North Capital escrow system.
• Support the customer support team - this will include pulling reports and reconciling information across different systems. This will also include providing customer support and managing ticket queues.
• Overall data maintenance - review and clean up logs and tracking.
• Identifying potential weaknesses in processes and coming up with solutions to improve the process. Offer ideas and develop strategies to improve operational efficiency
• Input and track data in Excel with high degree of accuracy
• Communicate with clients and assist them where needed
• Other duties as assigned, including tasks to assist the operations teams.
• Willingness to research technical and industry subjects and take initiative to complete any assigned office tasks.

Skills Required:

• Extremely detail oriented and solutions-focused
• Ability to follow a specific process without fail each and every working day.
• Excellent written and verbal communication skills
• Proven organizational and analytical skills
• Ability to analyze information and apply methodical steps to review data
• (Preferred but not required) Experience using Google Suite, DropBox, Hubspot, DocuSign, Word, Excel and PowerPoint, Mac environment.
• Ability to maintain confidential information
• Reliable self-starter with a strong work ethic and eager to learn new skills. When in charge of a project, it is completed on time.
• Bachelor’s degree strongly preferred
• Please send resume and cover letter in PDF format only.

What North Capital Offers

• A performance-oriented culture with friendly, helpful, engaged coworkers who are focused on working as a team to achieve transformational change in financial markets;
• Ongoing learning and development opportunities;
• Mission-driven work that values initiative and accomplishment without regard to status or seniority;
• Team activities and collaborative workplace;
• Excellent benefits including paid time off, medical and dental insurance, 401k Retirement Plan with company match, mobile phone reimbursement plan, employee stock option plan for eligible employees.

This position is based in Midvale, Utah. Current authorization to work in the United States on a full-time, permanent basis is required.

North Capital is an equal opportunity employer. We will consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation or gender identity, or any other legally protected basis, in accordance with applicable law.

North Capital refers to North Capital Inc., a Registered Investment Advisor, North Capital Private Securities Corp, a Registered Broker Dealer, member FINRA and SIPC, and their affiliated companies.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person