Operations Associate Intern

Description

JOB OVERVIEW

The Innovayte Operations Associate role provides institutional broker dealer operations support. This entails client onboarding, asset movement, trade settlement, and establishment and servicing of investment accounts. The role includes a multitude of processing functions from the opening of an account to the transfer of assets, depositing of funds, and maintenance of standard and non-standard asset types.

RESPONSIBILITIES & DUTIES

• Reviews of documentation and perform various transactions to establish and maintain accounts.
• Researches and resolves issues and discrepancies in accounts as they arise.
• Responds to inquiries from internal and external sources via e-mail and phone.
• Adheres to department service level agreements for all processes.
• Collaborate with Sales, Product Development and Service to satisfy client needs and requests.
• Completes projects as requested.
• Performs additional duties as needed.

QUALIFICATIONS

• Demonstrates the ability to handle multiple responsibilities and functions
• Has analytical skills, active listening, professionalism and is results-driven
• Minimum GPA 3.0
• Must be available to work at least 24 hours per week, at least 3 days per week.

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

• Data Entry
• Intermediate level proficiency in Microsoft Office

CULTURAL COMPETENCIES

Innovayte is dedicated to building an environment where each team member can thrive, contribute meaningfully, and grow professionally and personally. We believe that our core values—rooted in

• respect,
• empowerment,
• innovation,
• integrity,
• trust, and
• accountability

are essential to achieving our mission. These values guide us in everything we do, from daily interactions to strategic decisions. We’re looking for individuals who not only share these principles but are excited to bring them to life in meaningful ways.

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Qualifications