Note: The job is a remote job and is open to candidates in USA. Socha Capital is a high-growth, multi-family office advisory firm serving entrepreneurs, business owners, and ultra-high-net-worth families. The Operations Associate will support operational systems, processes, data, technology, and infrastructure while improving workflows and ensuring recurring work is completed accurately and consistently.
Responsibilities
- Prepare and maintain recurring operational reporting, dashboards, Excel-based tools, business metrics, and data across firm systems
- Help build, document, test, and improve business systems, workflows, automations, and standard operating procedures
- Support cross-functional projects by maintaining timelines, tracking action items and dependencies, following up on deliverables, and helping initiatives move from planning through completion
- Execute recurring operational processes accurately, consistently, and on schedule, escalating issues when appropriate
- Assist with employee onboarding and offboarding, including technology access, equipment, documentation, systems setup, and operational checklists
- Support vendor relationships, software renewals, operational contracts, and technology inventory
- Serve as the first point of contact for routine technology support, coordinating with our managed IT provider on escalated issues
- Leverage technology and AI to reduce manual work, improve reporting, and increase operational efficiency
- Identify inefficiencies, recurring issues, and opportunities to improve existing processes, and work with the Operations Manager to develop and implement solutions
Skills
- 2+ years of experience in operations, business operations, project coordination, business systems, or a related role
- Strong Excel skills, including formulas, pivot tables, lookups, data organization, and analysis
- Strong technology aptitude and comfort learning new software and troubleshooting routine software, hardware, access, and user-account issues
- Experience using AI tools to improve productivity, reporting, workflows, or operational processes
- Strong attention to detail, organization, follow-through, and problem-solving skills
- Exceptional work ethic and reliability. You hold yourself to a high standard, follow through on every commitment, and make the people you support more effective
- Resourceful and comfortable researching unfamiliar problems, asking thoughtful questions, and working toward solutions
- Ability to manage recurring responsibilities alongside project-based work and shifting priorities
- Strong communication skills and judgment about when to work independently, when to ask questions, and when to escalate an issue
- You're comfortable receiving direction and then figuring out the steps needed to execute
- When you encounter something you don't know, you research it, ask thoughtful questions, and keep moving rather than waiting for someone to tell you every next step
- Experience with CRM and project management systems
- Redtail and Asana experience are a plus
- Financial services or RIA experience is a plus but not required
Benefits
- Performance-based bonus opportunity
- Opportunity to make a visible impact, work closely with the Operations Manager and leadership, and grow into increasing responsibility as the firm continues to scale
Company Overview