Operations Associate - Wealth Management

Job Description

Operations Associate

Wealth Management Operations | Miami, Florida | Full-Time

Octogone NA LLC is a fast-growing RIA and multifamily office headquartered in Switzerland, with offices in Geneva, Panama, Dubai, the Bahamas, and Miami. Our Miami office opened in 2016. We build personalized investment portfolios for high net worth individuals, and we work with over 20 banks worldwide so clients can custody their accounts where they choose.

Join a team that moves fast, thinks deeply, and delivers with precision. Learn more at

The Operations Associate is the person who gets new clients set up with the firm and its custodian banks. The core of the role is client onboarding: coordinating account openings, documentation, and compliance reviews for individuals, corporations, offshore entities, and complex ownership structures, in the U.S. and abroad.

Beyond onboarding, you will support day-to-day account administration, private fund operations, billing, and client reporting. You will work closely with clients, Relationship Managers, banks and custodians, and our Chief Compliance Officer to provide accurate and timely operational support.

Client onboarding and account administration

•      Coordinate domestic and international onboarding for individuals, corporations, offshore entities, and complex ownership structures.

•      Review account documentation, coordinate account openings, and manage ongoing maintenance and service requests.

•      Serve as the operational point of contact for clients and Relationship Managers.

Banking and custodian coordination

•      Maintain relationships with domestic and international banks and custodians.

•      Coordinate account requirements, documentation, and service requests with financial institutions.

•      Keep communication flowing between custodians, clients, and Relationship Managers until operational matters are resolved.

Compliance and due diligence support

•      Assist with KYC/CIP reviews, enhanced due diligence, OFAC screening, adverse media research, and periodic high-risk client reviews.

•      Review individual and entity documentation for completeness and accuracy, and escalate potential concerns to the Chief Compliance Officer.

Private fund and investment operations

•      Support ongoing administration for the firm's private funds, including fund administrator requests, and audit-related documentation.

•      Prepare and coordinate Investment Management Agreements (IMAs) and Investment Policy Statements (IPSs), including signature tracking.

Billing, reporting, and administrative support

•      Manage quarterly client billing, invoicing, payment tracking, and follow-up, and, as needed, assist with commission calculations.

•      Support client reporting platforms, respond to client inquiries, and help with daily operational needs.

Office presence and meetings

• Greet clients and visitors to the office in a warm, polished, and professional way.
• Attend meetings, sometimes in person, when required.

•      1–3 years of experience in a financial institution, such as wealth management, banking, or financial operations.

•      Working knowledge of client onboarding, account administration, and financial documentation.

•      Familiarity with KYC/AML procedures and compliance requirements.

•      Strong organizational skills and attention to detail, with the ability to manage multiple priorities and meet deadlines.

•      Excellent written and verbal communication skills.

•      Proficiency in Microsoft Office, particularly Excel and Word.

•      Basic knowledge of or experience in trading. This would be a strong plus.

•      Bilingual in English and Spanish.

•      Experience in wealth management or with custodian and bank platforms.

•      Exposure to private funds, including investor onboarding or fund administration.

No securities license is required to start. This role may lead to a licensed track, including the Series 65, as your responsibilities grow with the firm.

•      Clients and investors

•      Relationship Managers and Financial Advisors

•      Domestic and international banks and custodians

•      Chief Compliance Officer and the internal operations team

•      Fund administrators and external service providers

Professionalism, discretion, accuracy, and accountability when handling confidential client information, along with clear communication and a high level of service to clients and colleagues.