Junior Financial Operations Specialist
Job Title: Junior Financial Operations Specialist
Type: Full-Time, Remote - Colombia and Philippines
Working Hours: Mondays - Fridays 9:00 am - 6:00 pm EST
Compensation: USD $2,000 - $2,500 (salary based on assessment)
About the Company:
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.
Who You Are 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 (e.g., Monday.com CRM) 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