Operations Associate

Operations Associate

Our client is adding a newly created Operations Associate role to their team.

The Operations Associate will work closely with operations and compliance professionals to manage data, support platform-related processes, and assist with system optimization initiatives. This role is not client-facing, but it is highly collaborative and essential to the firm's day-to-day operations.

• Support daily operational processes including data reconciliation and reporting
• Maintain accurate account and system records across internal and custodial platforms
• Identify and resolve data discrepancies and system issues
• Perform quality control reviews to ensure accuracy and compliance
• Support advisor and internal team operational requests
• Assist with system updates, workflow improvements, and operational projects
• Coordinate with custodians and third-party vendors as needed

• Bachelor's degree in finance, business, accounting, or related field (or equivalent experience)
• 1-3 years of operations or back-office experience, preferably in financial services
• Strong attention to detail and analytical skills
• Ability to manage multiple priorities in a deadline-driven environment
• Proficiency with Microsoft Excel
• Experience with custodial, CRM, or portfolio reporting systems a plus

Compensation for this role varies based on multiple factors including experience, location, and other considerations. Salary range is disclosed as required by local law. Additional benefits include discretionary bonuses and participation in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and do not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law.

The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact

Workplace discrimination is illegal.