Operations Associate

compound · Remote

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Role at a Glance

Compound Planning — a fintech investment advisory firm — is hiring a remote Operations Associate at $65,000–$80,000/yr. Core work covers client transaction processing, account reconciliation, and periodic process audits. You'll partner with Wealth Management and Operations colleagues to keep advisor workflows friction-free. Google Suite proficiency is required; investment management software experience is a meaningful plus.

What This Role Is About

This position sits at the intersection of financial compliance and day-to-day service delivery. As an Operations Associate, you'll act as the connective tissue between client-facing wealth management teams and the systems that keep accounts accurate and regulatory-compliant. The scope runs from processing individual transactions to generating performance reports — the full operational lifecycle of a fintech advisory practice. The ideal candidate brings methodical discipline, handles competing deadlines without dropping accuracy, and genuinely cares about clean records.

About Compound Planning

Compound Planning operates in the fintech investment advisory space, applying modern technology to what has traditionally been a high-touch, relationship-driven industry. The firm builds tools and services that help both advisors and clients navigate wealth management decisions with greater efficiency and confidence. The internal operations team is central to that mission — responsible for the accuracy and reliability of the data and processes advisors and clients depend on daily. Internally, the company describes a collaborative culture with genuine investment in employee development and career growth.

Key Responsibilities

  • Process client account transactions — openings, fund transfers, and withdrawals — verifying each step against applicable compliance requirements
  • Reconcile client accounts and investment transactions; identify and resolve discrepancies to maintain accurate, up-to-date records
  • Partner with Wealth Management Associates and fellow Operations staff to unblock advisor workflows and eliminate day-to-day bottlenecks
  • Maintain and update internal databases and tracking tools with timely, accurate information
  • Conduct recurring audits of core operational processes and surface concrete, actionable improvement recommendations
  • Own accurate documentation across internal systems, ensuring all records reflect current status
  • Produce regular reports on operational metrics, client activity, and performance trends
  • Contribute to the development and revision of operational policies and standard procedures
  • Coordinate across departments to support new client onboarding and the addition of new investment products
  • Stay current on relevant financial regulations and evolving industry compliance standards
  • Participate in team meetings and bring forward ideas for ongoing process improvement

Must-Have Qualifications

  • Bachelor's degree in finance, business administration, or a closely related discipline (preferred)
  • Prior hands-on experience in an operations or administrative role — financial services background is a strong differentiator
  • Sharp analytical skills paired with a consistently high bar for accuracy and detail
  • Working proficiency in Google Suite
  • Demonstrated ability to juggle multiple competing priorities without sacrificing data quality
  • Clear, professional communication — both written and verbal — to coordinate effectively across teams
  • Comfortable and effective in a collaborative, team-first work environment

Nice to Have

  • Hands-on experience with investment management software platforms
  • Working familiarity with investment products and their associated regulatory frameworks

Skills Breakdown: Must vs. Nice to Have

The non-negotiables here are process discipline and data precision — experience handling financial transactions and reconciliations in a regulated setting is the real entry bar. Google Suite fluency is assumed; everything else is upside. Investment software knowledge and regulatory familiarity sharpen your day-one effectiveness but are not hard blockers for a strong candidate with adjacent experience. Seniority-wise, this is an early-to-mid career role: someone who has moved past basic admin work but is not yet directing operations strategy. Prior fintech or wealth management exposure meaningfully shortens the ramp.

Salary & Compensation

Compound Planning publishes a salary band of $65,000–$80,000 per year for this position. The range implies flexibility based on incoming experience, depth of financial services background, and demonstrated skill level. No additional compensation components — equity, performance bonus, or commission — are specified in the job posting. The base salary is complemented by a comprehensive benefits package covering health, dental, and retirement, which adds meaningfully to total annual value. Specific plan structures and employer contribution levels are not disclosed in the listing; direct inquiry during the hiring process is recommended.

Benefits

  • Health insurance
  • Dental insurance
  • Retirement plan
  • Professional development support with defined paths for career advancement
  • Collaborative, team-oriented work culture

Location & Work Model

This is a fully remote position with no in-office requirement stated. The listing does not specify geographic restrictions or mandatory time zone availability, so candidates from most locations may apply. Relocation assistance is not mentioned. There is no reference to visa sponsorship; applicants who require employer-sponsored work authorization should confirm eligibility directly with Compound Planning before applying.

Frequently asked questions

What is the salary range for the Operations Associate role at Compound Planning?

Compound Planning has published a salary band of $65,000–$80,000 per year. The spread accommodates varying levels of experience and depth of financial services background.

Is this role fully remote?

Yes. The position is listed as fully remote with no in-office requirement. The posting does not specify geographic restrictions or required time zone availability.

What experience level is expected?

Prior experience in operations or administration is expected, with financial services experience noted as a strong preference. No minimum number of years is specified. A bachelor's degree in finance or business administration is preferred but is not listed as a hard requirement.

What does day-to-day work look like in this role?

Core tasks include processing client account transactions (openings, transfers, withdrawals), reconciling investment accounts, maintaining internal databases and documentation, generating operational reports, conducting process audits, and supporting cross-departmental client onboarding.

Does Compound Planning offer benefits with this position?

Yes. The listing confirms a comprehensive benefits package that includes health insurance, dental coverage, and a retirement plan. The company also references professional development support and opportunities for internal career advancement.

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