Junior Financial Operations Specialist - Remote Eligible

Junior Financial Operations Specialist

We are a fast-growing Fintech organization revolutionizing the capital market ecosystem across North America and globally. We are on a mission to make online capital raising mainstream. We do this by delivering speed, innovation, and efficiency through our unique proprietary technology, which to date has powered over 700 capital raises totaling $1.9B+ in capital raised. We are quickly expanding our horizons and are seeking talented team members to join us on our journey to transform the global capital markets.

We are seeking a detail-oriented and proactive Junior Financial Operations Specialist to join our growing Payment Operations team. This role is critical in ensuring the smooth execution of day-to-day financial workflows and supporting the operational integrity of payments, disputes, and disbursements. The ideal candidate is highly organized, capable of working independently, and comfortable handling sensitive financial data in a regulated environment.

What You'll Do

• Execute core operational processes including:
• Dispute management and tracking
• Refunds processing and execution
• Disbursement processing
• Financial reconciliation tasks
• Collect and analyze transaction and operational data to support reporting and identify process improvements
• Maintain accurate records and documentation in accordance with internal policies and compliance requirements
• Collaborate with cross-functional teams, including customer support, compliance, and finance
• Use internal tools to manage workflows, prioritize tasks, and escalate issues when necessary
• Assist with audits and regulatory reporting as needed
• Assist in the identification and implementation of new AI tools and resources to further automate daily tasks

What Skills You Need

• 1–2 years of experience in financial operations, banking, fintech, or a related field (preferred but not required for the right candidate)
• Proficiency in Microsoft Excel (pivot tables, v-lookups, basic formulas)
• Experience with workflow or CRM tools such as Monday.com or similar
• Working knowledge of banking and securities terminology
• Strong organizational skills and exceptional attention to detail
• Ability to take direction, learn quickly, and troubleshoot issues independently using available tools and resources
• Excellent verbal and written communication skills