Financial Operations Specialist – Finance Operations Lead

About the role

Vertu Agent is seeking a highly organized Financial Operations Specialist to support its U.S.-based financial services team. The role combines operational expertise with a solid understanding of financial services, allowing you to own processes, coordinate advisors, and report directly to leadership.

Key responsibilities

• Learn, document, and manage internal financial and operational processes.
• Coordinate workflows, ensuring tasks and follow‑ups are completed accurately and on time.
• Support onboarding and training of advisors on established procedures.
• Monitor team performance, identify issues, and communicate updates to leadership.
• Maintain organized documentation, reporting, and operational records.
• Identify opportunities to improve workflows and implement more efficient processes.
• Act as the primary liaison between leadership and the advisor team.
• Take ownership of operational issues and drive them to resolution.

Required profile

• Previous experience in operations within financial services, lending, banking, wealth management, mortgage, fintech, or a related industry.
• Strong understanding of operational workflows and process management.
• Experience leading, coordinating, training, or supporting a team.
• Excellent organizational and follow‑up abilities.
• Strong problem‑solving skills and ability to work independently.
• Comfortable learning new processes and systems quickly.
• Experience working with U.S.-based companies or teams is preferred.
• Proficient written and verbal English communication (C1/C2 level).

Required skills

What we offer

• Competitive monthly salary ranging from $1,200 to $1,400 based on experience.
• 10 days of paid time off per year.
• 3 sick days.
• Observance of 6 U.S. Federal holidays.