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[Remote] Associate, Operations

Work from home Full-time role Hiring

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.

Responsibilities

  • Complete assigned daily transactional tasks accurately, consistently, and on time
  • Execute routine operational activities in accordance with established processes and guidelines
  • Demonstrate strong attention to detail when processing tasks, reviewing data, and maintaining records
  • Support small and/or non-complex clients, tasks, or projects under direct supervision
  • Assist with medium- and long-term tasks as directed by management
  • Contribute to assigned projects by completing defined components or deliverables
  • Maintain organized documentation, records, and supporting materials
  • Use Microsoft Office tools (including Excel, Word, and Outlook) to support daily tasks and reporting needs
  • Follow instructions and escalate questions or issues to appropriate team members
  • Participate in training and learning activities to build role-specific knowledge and skills

Skills

  • Proven attention to detail with the ability to perform accurate, repeatable tasks
  • Working knowledge of Microsoft Office, including Excel, Word, and Outlook
  • Ability to follow structured processes and detailed instructions
  • Basic time management and task prioritization skills
  • Proven organizational skills
  • Ability to work effectively under direct supervision in a team-oriented environment
  • Willingness to learn and grow within the role
  • 1+ years of relevant experience with prior experience or exposure to Mutual Fund operations or the financial services industry

Company Overview

  • BetaNXT 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 Sponsorship

  • BetaNXT 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.
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