Operations Associate

POSITION SUMMARY

We are seeking a detail-oriented and motivated individual to join our operations team as an Operations Associate. In this role, you will play a key part in supporting our clients by facilitating account and investment onboarding, asset transfers, investment processing, and ongoing client assistance. Your ability to manage multiple tasks with accuracy and efficiency will be essential to ensuring a seamless experience for our clients.

Success in this position requires strong communication skills, a client-focused mindset, and the ability to work collaboratively within a team. We are looking for someone who is proactive, knowledgeable, and committed to excellence in service. If you thrive in a fast-paced environment and take pride in your attention to detail, we invite you to apply.

This is an in-person role based at our Waco office, located at 7901 Woodway Drive.

WHY STRATA?

STRATA Trust Company is a fast-growing self-directed IRA custodian, which serves individuals and institutional clients nationwide that invest in alternative assets using retirement funds. Self-directed IRAs allow individuals to save for retirement by providing a wider array of investment options than banks and brokerage firms. Investments include alternative investments such as real estate, trust deeds, precious metals, private equity and debt offerings, and more. As a subsidiary of Horizon Bank based in Austin, Texas, the company is regulated by federal and state banking authorities.

Our trajectory of growth is exciting, and we are ready to take it to the next level with talented, passionate individuals who love to work with people and want to be valuable contributors to our future growth and success. That is just part of the reason that STRATA is a great place to work!

WHAT WILL YOU DO?

Key highlights include:

• Client Onboarding & Account Setup
  • Gather and review required documentation for new accounts, ensuring accuracy and compliance with company policies and industry regulations.
  • Verify client eligibility and ensure all necessary forms and agreements are properly completed and submitted.
  • Collaborate with team and financial advisors to ensure a smooth client onboarding experience.
  • Maintain accurate records and update internal systems with client information.
• Onboarding Assets
  • Collect and analyze documentation related to potential alternative assets (e.g., private equity, real estate, promissory notes, private placements, etc.).
  • Conduct due diligence on investments to ensure they meet regulatory and company guidelines.
  • Communicate with clients and investment sponsors to clarify asset requirements and obtain necessary documentation.
• Transfer Processing
  • Facilitate incoming transfers of cash and alternative assets from other custodians or financial institutions.
  • Ensure proper processing of asset re-registration and documentation to complete transfers efficiently.
  • Communicate with other custodians and financial institutions to resolve transfer-related issues.
• Investment Funding & Transaction Processing
  • Process client investment transactions, including wires, ACH payments, and checks, ensuring timely and accurate execution.
  • Work with internal teams to validate funding instructions and verify transaction details.
  • Ensure compliance with IRS regulations and internal policies when processing investment transactions.
• Client Support & Communication
  • Act as the main point of contact for new clients during the onboarding process, providing guidance and timely updates.
  • Address client inquiries regarding account setup, transfers, and investment processing.
  • Educate clients on IRA investment rules and alternative asset custody processes.
• Other duties as assigned/taken on.

AM I THE RIGHT FIT?

We are searching for self-motivated individuals with a great attitude and proven success in their experience to join our team. The ideal candidate possesses:

• Minimum: High School Diploma/GED and 2-4 years of bank operations or accounting experience; or the equivalent combination of education and experience, which demonstrates the knowledge, skills and abilities to perform the job duties of this position. Some college preferred.
• Knowledge and training in computer systems including Word, Excel, Outlook, and Adobe.
• Strong reasoning abilities including the ability to define problems, recognize inconsistencies and discrepancies, and draw valid conclusions.
• The ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Effective verbal and written communication skills, and excellent organizational and time management skills.
• Solid mathematical background and attention to detail.
• Demonstrated initiative to take on new projects and learn new skills; and,
• The ability to successfully work as a member of a team.

WHAT DOES IT MEAN TO BE ON THE STRATA TEAM?

Our commitment to our employees goes beyond base pay—it includes the tangible things like salary, benefits, and special employee programs such as training & development, wellness, and flexible sick time. Equally important are the intangible factors like challenging work, a community focused mindset, and the opportunity to grow professionally. We do not hire resources; we invest in people.

Benefits available to you include:

• Health coverage options including Medical, Dental, and Vision
• Wellness Program that incentivizes you with premium cost savings
• Employee Assistance Program to help you with life’s challenges
• Basic Group term Life and AD&D to protect you and your family
• The opportunity to become a shareholder of the Bank through our 401k Retirement Plan
• Time off policies meant to support your work-life balance
• Discounts on Pet Insurance

INTERESTED?

If you think that you could be the perfect fit, please apply now. Submit your resume and contact information for consideration. Good luck, and we look forward to hearing from you!

At STRATA Trust, we recognize that diverse perspectives and experiences drive innovation and success. We operate within a merit-based framework that fosters inclusivity and belonging, ensuring all individuals have the opportunity to contribute, develop, and thrive. We seek talented, qualified individuals for all career opportunities, without regard to any status protected under federal, state, or local law. STRATA is proud to be an Equal Employment Opportunity Employer.