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Operations Associate - Third Party Managers

Virtual Vocations Inc

Supporting the operational and service needs of strategists, the full-time Operations Associate - Third Party Managers will manage onboarding, billing coordination, and day-to-day service requests for third-party managers and strategists on the AIM platform. Key responsibilities Support onboarding and operational setup of strategists and third-party managers on the AIM platform Coordinate strategist fee setup, billing communications, and invoice distribution Generate and distribute reports for strategists and internal stakeholders Required qualifications Bachelor's degree required Proficiency in Microsoft Office applications, particularly Excel Interest in financial services, wealth management, or platform operations preferred Demonstrated curiosity and willingness to embrace AI and automation Ability to thrive in a remote work environment while remaining highly responsive and accountable

Vacancy posted 5 days ago
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