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Financial Operations Associate

TrulyRemote Verified

Hand-curated global remote job with direct application link

Technical Requirements

Financial OperationsBroker-Dealer ComplianceWORM ComplianceFinancial Record-KeepingFinTech OperationsData Analysis

What you will do at Acorns:

  • You'll be instrumental in the smooth running of our financial operations, helping to look after the financial best interests of our up-and-coming customers.

  • Assist in the processing of the firm’s daily cash and security transfers related to the firm’s investment products.

  • Monitor customer cash balances on a daily and periodic basis to identify unusual fluctuations, deficits, or excess balances.

  • Gather essential data points from vendors to support daily operational tasks.

  • Collaborate with Operations, Finance, Compliance, and Risk teams to ensure accurate reporting and classification of customer funds

  • Improve and maintain documentation of internal control processes, ensuring clarity and compliance.

  • Collaborate closely with the Investment Operations team to identify, research, and resolve discrepancies and improve existing processes.

  • Contribute to special projects focused on continuous process improvements and operational efficiency.

  • Ensure WORM-compliance related to FinOp books and records.

  • Work with manager and team to establish priorities, including new features, infrastructure, and tool building.

What you will bring to Acorns:

  • We're looking for a detail-oriented, driven individual with a passion for financial technology and our mission.

  • 0 to 1 year+ of professional experience in a financial services, FinTech, or highly regulated operations role.

  • Educational background in Finance, Accounting, Business, or a related field.

  • Strong analytical skills and a meticulous attention to detail to ensure accuracy in all operational processes.

  • Ability to quickly learn and understand Broker-Dealer compliance requirements, such as WORM (Write Once, Read Many), and financial record-keeping.

  • A proactive approach to identifying potential issues and proposing solutions.

  • Excellent collaboration and communication skills to work effectively with cross-functional teams and external vendors.

  • Hunger to deliver game-changing products.

  • Exceptional drive and precision in delivery.

  • A belief that your work is tied to your life's mission.

  • Optimistic about the potential of societal change.

Financial Operations Associate
Acorns
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