The RoleWhat Success Looks LikeIn Your Day-to-Day:Building, documenting, and organizing a complete SOP library across key departments and workflows, starting with admin and compliance processes.Collaborating with team members to collect raw processes and turn them into scalable, repeatable documentation.Owning the setup and structure of internal reporting tools, including but not limited to reporting dashboards, compliance audits, cohort analyses, and spend summaries.Assisting in the transition from Asana to Basecamp, helping define project templates, task management standards, and accountability frameworks.Supporting the day to day operational needs of the company across admin, marketing, and compliance functions.In Your First Three To Six MonthsYou’ve created a centralized SOP repository covering all critical workflows, with documentation that’s easy to follow, update, and maintain.A structured internal reporting system is live, consistently updated, and used by leadership to track key metrics like LTV, expense allocation, and campaign performance.Basecamp is fully implemented as the company’s primary project management platform, with clear standards for use and accountability built in.Preferred Qualifications1+ year experience implementing new systems or tools within a company.Understanding of marketing metrics and reporting (LTV, CAC, ROAS, etc.) or the willingness to learn fast.Background in finance, compliance, trading or fintech industries is a plusComfort working with spreadsheets and dashboards (Google Sheets, Looker Studio, or similar).You Might Be a Great Fit If YouFind satisfaction in turning chaos into clarity.Love ticking things off your checklist and building the checklist yourself.Think “operational excellence” is sexy (because it is).Want to be a foundational part of building the machine that powers a high growth business.Get excited about making things that work better tomorrow than they did today.What's on Offer?Work alongside & learn from best in class talentJoin a well known brand within Brokerage / Treasury / Securities ExchangeFantastic work culture