Operations Specialist (Account Operations)

At Aspiration, we created the category of sustainable, socially responsible retail consumer finance. We offer unique financial products to let people save, spend, and invest their money in ways that make them more financially secure and align with their personal values. Unlike other financial institutions, Aspiration is committed to building a relationship with our customers based on trust and aligning the customer’s success with our own. Aspiration has raised over $250M in funding to date, and is growing quickly.
Aspiration Values
Action: We take initiative. We are doers, not bystanders.
Boldness: We don’t tinker, we transform.
Customer-Centered: Our customers are at the core of our business. Delivering for them is our North Star.
Diligence & Dedication: We do what we say we’re going to do, when we say we’re going to do it.
Entrepreneurial: Act like an entrepreneur not an employee, generate results for the company and customers everyday.

What You'll Do

• Performing day-to-day operational processes that support our business, partners, and customers
• Process and review investment trades, account updates, and partner communications
• Building, maintaining, and applying a working knowledge of banking functions, fraud systems, and disputes
• Maintaining operational processes that meet our obligations to our bank partners
• Improving our efficiency, quality, and customer experience in collaboration with team members
• Identifying opportunities for improvements to efficiency, quality, and customer experience by quickly documenting business cases, when investments are necessary to achieve them
• Cross-training across team functions to provide support, as needed
• Acting at all times in a manner that is ethical and aligned with the regulatory obligations of the firm, and our partners
• A variety of other duties aligned with your unique skills, as our firm and its obligations expand and evolve

What You'll Bring

• 1+ years of related experience in a financial institution with demonstrated professionalism, growth, and trustworthiness
• Strong written and verbal communication skills
• Demonstrated attention to detail
• Entrepreneurial - you do what it takes to achieve our goals, without having someone telling you what to do
• Curiosity – when your work is finished, you are driven to enrich yourself and your team by learning and applying new things
• A functional understanding of banking and investment products
• Strong proficiency with personal computers and business productivity software
• Passion for user experience, customer service, and social good

Bonus Points

• Series licencing or Broker Dealer’s License (Series 6, Series 66, Series SIE)
• Experience working in a fast-paced startup environment
• Proficiency with cloud-based business intelligence, content management or case management software

What You'll Get

• Making an impact for a company with a mission of transforming the financial industry and the lives of millions
• Robust healthcare plans, 401K and unlimited vacation time
• Bright and collaborative office in beautiful Downtown Portland
• Diverse & inclusive culture

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