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Operations Associate (Entry-Level)

Whitridge
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Operations Opportunities  (Entry Level) 

Eligibility Requirement: Must be a U.S. Citizen or a Green Card holder

Hybrid - Boston

OVERVIEW

We’re hiring several Operations positions across different teams. These roles are ideal for someone looking to begin their career in financial services and gain hands-on experience across core operational functions. Whether you're interested in client service, transaction processing, account setup, or project work, this is a great way to get your foot in the door and build a long-term finance career.

FOCUS AREAS 

  • Account Openings: Review and process new fund account documentation, assist with setup, and ensure accurate, timely onboarding.
  • Securities / Transaction Processing: Process and reconcile daily investment activity, review transactions for accuracy, and ensure deadlines are met.
  • Client Services: Serve as the main operational point of contact for institutional clients, manage daily inquiries, and coordinate with internal teams to resolve issues.
  • Payment Processing: Process domestic and foreign currency payment instructions, verify details, and resolve payment-related inquiries in a deadline-driven environment.
  • Project Support: Support project work within Operations, including requirements gathering, testing, reporting, and process automation using Excel/VBA.

Don’t know which areas are the best fit? No problem, we’ll help match strengths and interests.

KEY RESPONSIBILITIES:

  • Process operational tasks accurately and efficiently (e.g., documentation review, transactions, payments, account setup, inquiries).
  • Review information, identify discrepancies, and escalate issues when needed.
  • Monitor daily workflows and help ensure deadlines and service standards are met.
  • Communicate professionally with internal teams and occasionally external partners or clients.
  • Perform reconciliations or reviews of operational data to ensure accuracy.
  • Maintain documentation, reporting, and follow-up on open items.
  • Support continuous improvement efforts by identifying process gaps, control enhancements, or automation opportunities.
  • Work both independently and collaboratively within a team environment.

QUALIFICATIONS

Education & Experience

  • Bachelor’s degree in Finance, Business, Accounting, Economics, or a related major.
  • Internship experience in financial services, operations, or client service is strongly preferred (but not required for all roles).

Skills & Technical Competencies

  • Strong Microsoft Office skills (Excel required; VBA/Macros preferred for some roles).
  • Excellent attention to detail with strong organizational skills.
  • Ability to analyze issues, research problems, and escalate appropriately.
  • Strong verbal and written communication skills.
  • Ability to work in a fast-paced, deadline-driven environment.
  • Comfort learning new systems and technology.
  • Ability to work both independently and as part of a team.