Operations Associate

SyntheticFi is a fast-growing fintech company providing lending products and borrowing strategies to financial advisors and their clients. The Operations Associate will serve as the main liaison among the company, advisors, clients, and custodian partners while managing account setup, transfers, documentation, compliance, and operational issue resolution. The role will also help streamline workflows and support the operational implementation of new financial products. ResponsibilitiesCommunicate daily with our custodian partners to ensure smooth paperwork processing, resolve discrepancies, and manage margin requirementsManage new client account setup, documentation, and serve as a primary point of contact for operational inquiriesEnsure all operational activities adhere to internal policies and financial regulationsIdentify opportunities to streamline workflows and enhance operational efficiency, potentially by assisting with the implementation of new software or automation toolsCollab