[Remote] Associate, Operations
Note: The job is a remote job and is open to candidates in USA. BetaNXT is a leading provider of frictionless wealth management infrastructure and data solutions. The Associate, Operations role is designed to support day-to-day operations and projects, focusing primarily on transactional work while providing exposure to core business processes under direct supervision.ResponsibilitiesComplete assigned daily transactional tasks accurately, consistently, and on timeExecute routine operational activities in accordance with established processes and guidelinesDemonstrate strong attention to detail when processing tasks, reviewing data, and maintaining recordsSupport small and/or non-complex clients, tasks, or projects under direct supervisionAssist with medium- and long-term tasks as directed by managementContribute to assigned projects by completing defined components or deliverablesMaintain organized documentation, records, and supporting materialsUse Microsoft Office tools (including Excel, Word, and Outlook) to support daily tasks and reporting needsFollow instructions and escalate questions or issues to appropriate team membersParticipate in training and learning activities to build role-specific knowledge and skillsSkillsProven attention to detail with the ability to perform accurate, repeatable tasksWorking knowledge of Microsoft Office, including Excel, Word, and OutlookAbility to follow structured processes and detailed instructionsBasic time management and task prioritization skillsProven organizational skillsAbility to work effectively under direct supervision in a team-oriented environmentWillingness to learn and grow within the role1+ years of relevant experience with prior experience or exposure to Mutual Fund operations or the financial services industryCompany OverviewBetaNXT is a wealth management company that provides frictionless wealth management enterprise solutions. It was founded in 2022, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is https://betanxt.com.Company H1B SponsorshipBetaNXT has a track record of offering H1B sponsorships, with 7 in 2025, 3 in 2024. Please note that this does not guarantee sponsorship for this specific role.