Operations associateactivest wealth management is a seeking detail-oriented and highly organized operations associate to join our team. The ideal candidate will be responsible for handling account openings, managing cash and asset transfers, and ensuring seamless account maintenance. This role requires strong attention to detail, excellent communication skills, and the ability to work in a fast-paced environment. We believe in building and investing in our employees’ careers to grow with and within our firm.english proficiency is required (c1 or above)main responsibilities:process and review new account openings, ensuring compliance with internal policies and regulatory requirements.facilitate and monitor cash and asset transfers, coordinating with relevant stakeholders to ensure accuracy and efficiency.perform account maintenance tasks, including updates to client information, documentation management, and resolving account-related inquiries.collaborate with internal teams to ensure timely and accurate processing of all transactions.maintain accurate records and documentation in compliance with company policies and regulatory standards.identify process improvements and contribute to enhancing operational efficiency.provide exceptional customer service by addressing and resolving account- related issues in a timely manner.requirements:bachelor's degree in finance, business administration, or a related field preferred.proven experience in operations, banking, finance, or a related field.exceptional attention to detail and organizational skills.ability to work independently and collaboratively in a team-orientedenvironment.strong problem-solving skills and ability to handle multiple tasks effectively.excellent communication and interpersonal skills.bilingual: english and spanish.proficiency in microsoft office suite and familiarity with financial software systems