Operations associate jobs in Salt Lake City, UT - 130 jobs

Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $80 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we have not forgotten who keeps us in business, meaning we are committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. Zions Bancorporation has an opportunity for an Operations Specialist to join the Treasury Management Merchant Services team. The Merchant Services Center of Excellence is responsible for enabling sales teams in business development efforts, supporting the onboarding of new Bank-managed client accounts, and serving as the liaison to our vendor partners ensuring all banker and client inquiries are appropriately routed and serviced. The objective of this center is to support the growth of the Bank's merchant portfolio and minimize client attrition. To answer this call, the Merchant team is relationship-driven, focused on cultivating trust, adding value, and anticipating needs. We are seeking a highly motivated individual who possesses natural tenacity combined with a passion to enable others to be successful. As a Merchant Operations Specialist, you will have the opportunity to collaborate with internal and external partners in the service of providing subject matter expertise and support to sales teams and merchant customers. The ideal candidate will have the skills and experience necessary to support Merchant bid activities, customer onboarding, revenue protection activities, and to collaborate on projects designed to support the growth of the merchant portfolio. The candidate must be passionate about learning as well as serving customers to support their business objectives. Key Responsibilities: Provide daily assistance and operational support for the merchant portfolios of the Bank, including produce bids/analyses, complete new applications, fulfill equipment requests, research client statements, and ongoing revenue protection activities Facilitate requested account maintenance and documentation management related to client accounts Contribute to strategy execution by delivering on defined high-value activities for the role and meeting service level agreements Drive key initiatives and commitments forward, ensuring that they are completed on time and to a high standard With an eye for business process improvement and enhanced relationship management, consider creative solutions that drive innovation, optimize workflows, and enable the team to be more effective and impactful Collaborate closely with product, sales, and vendor partners to galvanize efforts and ensure that portfolio goals are met Demonstrate a hunger and commitment to learn, especially the ever-changing merchant product offerings, systems, and functionality Be committed to the growth and development of the team and peers with a focus on overall team success through training, collaboration, proactive support, and other efforts to improve collective effectiveness Perform other job duties as assigned What You Can Expect Must reside within the Zions Bancorporation Footprint in: CO, NV, TX, or UT Overtime eligible What Makes You a Great Fit? Requires High School diploma or equivalent and 1+ years' experience with merchant or credit card processing, servicing, and operations; a combination of education and experience Basic working knowledge of treasury and cash management products, procedures, services, accounting, and financial and account analysis Strong analysis, audit, and research skills Proven customer service skills, including written and oral communication Good decision making, problem solving, and analytical skills Strong attention to detail, accuracy, and quality Working knowledge of various software, including Microsoft applications Naturally tenacious with a proven track record of pushing through obstacles to achieve success A passion to support others - peers, leadership, partners, and customers - to best position them for success Demonstrated competencies in galvanizing, invention, and/or discernment, with a deep understanding of how these skills can be used to support business objectives and drive shared success Excellent interpersonal skills and capable of working collaboratively with both interdependent and cross-functional teams Strong communication skills with the ability to convey complex ideas and proposals to stakeholders at all levels Advocate for and promoter of others What Makes Us a Great Fit? Work with a cohesive and supportive team in a culture of development and continuous improvement; will learn everyday Your colleagues and leadership are committed to the success of both you and the collective team Provide exposure to leaders across Enterprise Treasury, Commercial Products, and Payment Operations Continuing education, personal training, development, and coaching opportunities Engagement and experience events and employee forums Support flexibility to help you balance life and work Opportunity to develop advanced knowledge of Microsoft Applications (e.g., SharePoint, Teams, Forms, Automate, etc.) Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Salary Range (Depending on experience and location): $21-$34/hr We believe everyone has a unique set of natural talents and abilities, and we strive to create an environment where everyone can thrive and be fulfilled by their work. If you are naturally tenacious and enjoy enabling others to succeed, we encourage you to apply for this exciting opportunity to join our team as a Merchant Services Operations Specialist

Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country's 500,000 commercial fleets, 40 million commercial vehicles, and many million commercial drivers. The incumbent technologies that cater to these customers are decades old, and drivers and fleets increasingly demand modern digital experiences and affordable and transparent financial services products. Coast's mission is to deliver them at a transformational scale, beginning with the Coast Fleet and Fuel Card built on a cutting-edge spend management platform. As an early member of Coast's Risk team, you will help drive operational initiatives related to underwriting, customer risk management, and fraud. This role requires an understanding of underwriting processes and the ability to analyze risk vectors such as credit and fraud risks. You'll partner closely with our sales, customer operations, product, and engineering teams to partner and execute on risk strategies, and the ability to take ownership of credit risk outcomes and lead strategic initiatives. What you'll do: * Help support and apply Coast's risk underwriting policy used to onboard new business * Investigate fraud events, conduct root cause analyses, and implement data-driven fraud defenses * Execute Coast's risk credit policies on key customer management interactions, including credit limit increase/decrease requests and credit risk reviews * Continuously evaluate and improve Coast's risk policies and decision systems by researching emerging trends in underwriting and fraud * Partner with operations, product, engineering and sales teams to promote credit and fraud initiatives What you'll bring: * BA/BS from an university with 1 or 2 year of experience working in risk or underwriting operations, preferably in a financial institution or fintech company * Collaborative and humble mindset, with a track record of working effectively across teams * Strong attention to detail and a commitment to accuracy * Ability to work independently in a fast-paced, dynamic environment Nice-to-haves: * Experience in high-growth startups * Experience within corporate/small business cards, payments, lending, or related industries * Strong SQL skills and ability to analyze data to create actionable insights * Knowledge and understanding of KYC and KYB principles What we'll bring: * Salary range: $55,000 - $65,000 * Equity grant * A unique product that makes an actual impact on the businesses we serve * Medical, dental, and vision insurance * Flexible paid time off (vacation, personal well-being, paid holidays) * Paid parental leave * Tools to help manage your financial wellness, including webinars, access to an equity tax advisory service, and company-sponsored 401K * $400 accessories allowance for home office setup to be spent on a keyboard, mouse, headphones, etc. * Education stipend * Free lunch every Friday * Coast will not sponsorship to work in the United States for this role. About Coast Coast is founded and led by Daniel Simon, who previously cofounded Bread (breadpayments.com), a leading payments and credit technology firm backed by some of the world's top VCs which was acquired for $500MM+ in 2020. Coast has raised $165M in total funding - our recent $40M Series B equity round was led by ICONIQ Growth with participation from Thomvest, and Synchrony. We're also backed by top fintech and mobility venture funds - including Accel, Insight Partners, Better Tomorrow Ventures, Avid Ventures, Bessemer Venture Partners, BoxGroup, Foundation Capital, Greycroft, Colle - and premier angel investors - including Max Levchin (Affirm), Josh Abramowitz (Bread), Jason Gardner (Marqeta), William Hockey (Plaid), Ryan Petersen (Flexport), and many others. Check out our CEO's recent podcast interview with Primary Venture Partners and last year's product/market deep dive on Fintech Layer Cake with Coast Founder Daniel Simon! Coast is committed to diversity, equity, and inclusion. We are building a diverse and inclusive environment, so we encourage people of all backgrounds to apply. We're an Equal Opportunity Employer and do not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, age, religion, disability, national origin, protected veteran status, or any other status protected by applicable federal, state, or local law.

We are seeking a detail-oriented and collaborative professional to join our Forms Governance Team. This team is responsible for managing the lifecycle of client-facing forms and servicing content across the National New Accounts (NNA) platform. The role supports quarterly release cycles, ensures compliance with governance standards, and drives operational efficiency through structured content management. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at the Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: Content Lifecycle Management Manage quarterly release cycles for forms and servicing content. Track and execute updates across 70+ items per release. Collaborate with product support teams to approve revisions and enhancements. Governance and Compliance Maintain oversight of form modifications, field changes, and system settings. Ensure alignment with firmwide branding, security, and access protocols. Support risk reduction initiatives through automation and simplification. Stakeholder Collaboration Liaise with servicing teams, technical support, and leadership to coordinate updates. Facilitate onboarding and role transitions within servicing groups. Partner with transformation champions to optimize workflows and transcription processes. Operational Support Provide guidance on technical resource approvals. Monitor and resolve directory and cost center discrepancies. Coordinate team meetings and feedback loops. What you'll bring to the role: - Ability to lead by example, work with drive and determination, adapt management style to suit individuals and ensure team is well supported with a sense of purpose - Prepared to challenge the status quo, raise concerns and/or needs of their team members - Ability to pitch communication appropriately according to the audience and demonstrate active listening skills - Culture carrier across Operations, embracing the Firm's core values and acting as a role model - Strong interpersonal, verbal, and written communication skills, with an ability to work effectively with all levels of staff and management - Advanced problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with complex processes - Strong accountability mindset taking responsibility for all work activities and personal actions - Strong understanding of form governance and operational workflows. - Experience with workflow management platforms (e.g., Workfront, Fusion) preferred. - Excellent communication and stakeholder management skills. - Ability to manage multiple priorities in a fast-paced environment. - Familiarity with compliance standards and servicing protocols in financial services. - Project management and release coordination. - Technical aptitude in form systems and servicing platforms. - Change management and team structuring experience. - Proficiency in MS Office Suite and internal collaboration tools. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For Baltimore, MD Candidates: Salary range for the position: $51,000-$83,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Operations Associate-25002250 Description Role Overview:The Operations Associate acts as a central coordination link among Western Rockies distributors, the logistics planning team, local fill-zone operations, and plant production teams. This role ensures the safe and efficient execution of distributor pickups by maintaining alignment on product availability, loading schedules, and operational constraints. It also provides support for daily customer service interactions related to operations and distributor activities. Additionally, the position includes supporting the operations and logistics area in managing logistics-related documentation and licensing requirements. Key Responsibilities:Distributor Pickup CoordinationSupport the daily scheduling and communication for distributor-owned transports picking up liquid product in the Western Rockies. Provide pickup instructions, documentation requirements, and site-specific safety expectations. Help adjust schedules as plant conditions or distributor needs change. Coordination With Central Logistics (Loading Times & Allocation) Communicate distributor pickup needs to the central logistics team to confirm loading times. Ensure loading slots match regional inventory, production status, and operational capacity. Relay real-time updates on delays, equipment issues, or changes in availability. Fill-Zone and Terminal Operations SupportCheck fill-zone bay availability, queue conditions, and equipment status prior to scheduled pickups. Work with local site teams to support safe and organized truck flow during busy loading periods. Report any operational issues that could affect loading reliability. Production & Product Availability AlignmentMonitor liquid levels and production updates throughout the shift. Communicate changes in product availability to logistics teams and distributors when needed. Ensure pickup activity stays aligned with plant operating constraints and product inventory limits. Customer Service & Distributor InteractionServe as the first point of contact for distributor driver questions, loading issues, and operational concerns. Assist with onboarding requirements, documentation checks, and problem resolution during loading. Escalate quality, safety, or service concerns to the appropriate internal team. Performance Tracking & Continuous Improvement SupportRecord pickup activity, schedule adherence, and distributor performance feedback. Identify recurring issues and support follow-up actions with operations and logistics teams. Participate in routine calls or meetings to review operational performance and improvement opportunities. Qualifications Qualifications:Education & Experience:Associate's or Bachelor's degree in Supply Chain, Logistics, or Operations Management. 1-3 years of experience in logistics coordination, production support, or operations within a manufacturing or distribution environment. Familiarity with transportation scheduling, inventory management, or plant operations is a plus. Technical Skills:Proficiency in MS Office Suite (Excel, Word, Outlook) for scheduling and reporting. Experience with ERP systems or logistics planning tools (SAP, Oracle, or similar). Ability to interpret production schedules, inventory data, and operational constraints. Basic understanding of safety and compliance requirements for transportation and plant operations. Core Competencies:Strong organizational skills to manage multiple schedules and priorities. Attention to detail for documentation, licensing, and compliance checks. Effective communication skills for coordinating across teams and interacting with distributors. Problem-solving ability to handle schedule changes, delays, and operational issues quickly. Customer service orientation for distributor interactions and issue resolution. Additional Skills:Ability to work in fast-paced environments and adapt to changing conditions. Team collaboration skills for working with logistics, production, and site operations. Knowledge of DOT regulations or transportation compliance (preferred but not required). About Linde:Linde is a leading global industrial gases and engineering company with 2024 sales of $33 billion. We live our mission of making our world more productive every day by providing high-quality solutions, technologies and services which are making our customers more successful and helping to sustain and protect our planet. Culture:At Linde, we strive to create a work environment that treats all employees with respect, supports new thoughts and ideas, encourages growth and development, celebrates our differences, and embraces inclusion. Linde is committed to remaining an employer of choice for the diverse, ever-increasing pool of global talent. For more information about the company and its products and services, please visit www. linde. com. Benefits:Linde Gases US offers competitive compensation and an outstanding benefits package. Enjoy access to health, dental, disability, and life insurance, paid holidays and vacation, 401(k) matching, pension benefits, an employee discount program, and opportunities for educational and professional growth. Additional compensation may vary depending on the position and organizational level. Build your future with us while making an impact every day! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, pregnancy, sexual orientation, gender identity or expression, or any other reason prohibited by applicable law. #LI-NB1Primary Location Utah-MagnaSchedule Full-time Job - ProcurementUnposting Date Ongoing

Strider Technologies delivers strategic intelligence that helps organizations make faster, more confident decisions in an increasingly complex global environment. Using cutting-edge AI and proprietary methodologies, we transform open-source data into actionable insights that help protect technology, talent, and supply chains from nation-state risks. Position Summary: As a Strategy & Operations Associate at Strider, you'll sit at the intersection of intelligence, technology, and execution-working directly with senior leadership to turn strategic priorities into operational momentum. You'll lead cross-functional initiatives that sharpen our go-to-market approach, refine pricing models, and strengthen internal coordination, all while helping scale a category-defining company. This is a high-impact role for someone who combines strategic thinking with analytical rigor and a bias for action. You'll tackle complex problems, uncover growth opportunities, and build processes that drive performance-making you a critical partner in shaping Strider's continued success. Key Responsibilities: * Partner with senior leadership to translate company priorities into actionable strategic initiatives. * Drive GTM strategy and execution in coordination with Product, Sales, and Intelligence teams. * Support development and iteration of pricing and packaging strategies across product lines. * Lead and implement operational initiatives to improve efficiency, performance, and coordination across teams. * Conduct market, competitive, and customer analyses to inform strategic direction and product evolution. * Act as program manager for high-impact, time-sensitive projects requiring tight cross-functional collaboration. * Identify execution bottlenecks and proactively develop solutions-whether process, tools, or organizational changes. * Lead analytical workstreams, including customer segmentation, unit economics modeling, and market expansion studies. * Champion operational excellence by building scalable processes and aligning performance metrics. * Serve as a culture-carrier and trusted thought partner across the organization, modeling high-agency leadership. * Support evaluation and integration of M&A opportunities from both a commercial and operational perspective. Key Qualifications: * 2+ years of experience in management consulting, investment banking, private equity, B2B SaaS strategy, or a similarly rigorous environment. * Strong analytical capabilities with a demonstrated ability to translate complex data into actionable insights. * Highly driven and self-starting-you run through walls and thrive on extreme ownership. * Clear communicator, comfortable influencing across levels and functions. * Proficient in Excel and PowerPoint; familiarity with modern BI tools preferred. * Experience supporting go-to-market, product strategy, or pricing initiatives is a plus. * Bachelor's degree required; advanced degree preferred. Why Join Strider? * Operate at the center of strategic growth: Help translate Strider's top priorities into actionable initiatives that drive business performance and cross-functional alignment. * Partner with executive leadership: Collaborate directly with senior leaders across Product, Sales, Intelligence, and Finance to shape company strategy and scale operations. * Deliver cross-functional impact: Influence go-to-market execution, pricing, performance metrics, and market expansion at a critical inflection point in Strider's growth. * Join a mission-driven, fast-growing team: Be part of a high-performance, collaborative culture with a clear purpose, strong financial execution, and a flexible, hybrid work environment. Benefits: * Competitive Compensation * Company Equity Options * Flexible PTO * Wellness Reimbursement * US Holidays (Office Closed) * Paid Parental Leave * Comprehensive Medical, Dental, and Vision Insurance * 401(k) Plan Strider is an equal opportunity employer. We are committed to fostering an inclusive workplace and do not discriminate against employees or applicants based on race, color, religion, gender, national origin, age, disability, genetic information, or any other characteristic protected by applicable law. We comply with all relevant employment laws in the locations where we operate. This commitment applies to all aspects of employment, including recruitment, hiring, promotion, compensation, and professional development.

Anrok is pioneering the way in addressing a crucial challenge for businesses worldwide: navigating the complex realm of sales tax and VAT. As tax regulations continue to change and become more intricate, companies require a dependable and automated solution to manage risk and ensure global compliance doesn't become a drag on their revenue. Anrok's cutting-edge platform seamlessly integrates with various billing and payment systems, streamlining sales tax monitoring, registration, reconciliation, and filing across multiple jurisdictions. We're looking for an Operations Associate with a proven track record of developing and implementing process improvements, systems, and automation. This role will be responsible for driving efficiency, accuracy, and compliance in our tax processes by partnering with our internal Tax and Filing Engineering teams. In this role, you will: Analyze current processes around tax returns and registrations to identify areas for improvement, automation, and streamlining and partner with Tax, Engineering, and Product to implement these improvements. Become an expert on the process of Anrok's automation for sales tax returns and engage with state and local jurisdictions as needed. Lead cross-functional initiatives with the Tax Filing and Engineering teams to design, develop, and implement process improvements and automation solutions to enhance tax operations efficiency. Support performance analysis and roadmap for ad hoc projects related to sales tax. Own tax filing schedule and ensure all filings and payments are completed. What excites us: You have a strong background with at least 2 years of experience in operations or project management. You excel at taking ownership of complex projects and driving them to completion. Strong written and verbal communication skills is a must as the team is both in-person and remote. You enjoy engaging with customers and stakeholders and take a proactive position when solving challenging problems. You use data to make informed decisions and present findings to your broader team. What we offer: The equity upside of an early-stage startup with the product-market fit of a later-stage company. Daily lunch and snacks for those working out of our office hubs. Medical, dental, and vision insurance covered 100%. One Medical membership covered, flexible sick benefits, and more. Annual learning and development stipend for books, online courses, and conferences, as well as a curious team to share your learnings with. Annual team offsites and in-person opportunities around our growing Anrok hubs Home office setup stipend to ensure you have the equipment you need to thrive at work. At Anrok, we embrace a dynamic and flexible hybrid work environment based out of our growing office hubs - San Francisco, New York City, and Salt Lake City where we collaborate in-person 3 days per week.

About Corgi At Corgi, we're building the first fully automated insurance carrier. Our goal is to rebuild the $1T+ insurance industry from the ground up using AI. We're not just building a company; we're building infrastructure for the next hundred years. If you've built things from scratch and know what it means to move fast and own outcomes, we want you on the team. The Role You will serve at the intersection of compliance, operations, and process engineering, ensuring that Corgi's mission, products, and systems meet evolving regulatory requirements while operating smoothly and securely. Unlike traditional compliance roles focused purely on policy review, you'll help build the compliance-as-infrastructure tools, operational guardrails, and workflows that can scale with the business. You'll partner with legal, finance, engineering, and product teams to embed compliance into everything we do-policy development, user flows, reporting, audits, and regulatory engagement. What You'll Do Monitor regulatory developments in insurance, fintech, data privacy, and related domains, and translate them into actionable policies or system changes Assist in the drafting, review, and maintenance of internal compliance policies, controls, and procedures Support licensing, registration, and compliance filings (state insurance departments, NAIC, etc.) Conduct operational risk assessments, compliance testing, and internal audits Design and maintain controls and workflows to detect, escalate, and remediate compliance issues Coordinate with engineering and product teams to build automated compliance and operations tooling Serve as a liaison with regulators, auditors, and third parties on compliance matters Prepare and deliver compliance training, documentation, and dashboards for internal stakeholders Handle day-to-day operational tasks (e.g. vendor oversight, intake / ticket management, process improvements) Provide ad-hoc reporting, analysis, or investigations to support business or compliance decisions What We're Looking For Bachelor's degree in Law, Business, Finance, or related field Excellent organizational, analytical, communication, and documentation skills Meticulous attention to detail and process orientation Comfortable working in a high-growth and sometimes ambiguous environment Excited about building compliance and operational infrastructure from scratch Nice to Have's Experience in insurance or insurtech Familiarity with state insurance regulatory frameworks, NAIC, insurance licensing, and related compliance obligations Solid understanding of risk & control frameworks, audits, compliance testing, and process design Experience working with legal or regulatory teams in insurance or financial services Understanding of policy-centric risks (e.g. underwriting, claims, fraud) Experience building compliance tooling or automations

Anrok is pioneering the way in addressing a crucial challenge for businesses worldwide: navigating the complex realm of sales tax and VAT. As tax regulations continue to change and become more intricate, companies require a dependable and automated solution to manage risk and ensure global compliance doesn't become a drag on their revenue. Anrok's cutting-edge platform seamlessly integrates with various billing and payment systems, streamlining sales tax monitoring, registration, reconciliation, and filing across multiple jurisdictions. We're looking for an Operations Associate with a proven track record of developing and implementing process improvements, systems, and automation. This role will be responsible for driving efficiency, accuracy, and compliance in our tax processes by partnering with our internal Tax and Filing Engineering teams. In this role, you will: * Analyze current processes around tax returns and registrations to identify areas for improvement, automation, and streamlining and partner with Tax, Engineering, and Product to implement these improvements. * Become an expert on the process of Anrok's automation for sales tax returns and engage with state and local jurisdictions as needed. * Lead cross-functional initiatives with the Tax Filing and Engineering teams to design, develop, and implement process improvements and automation solutions to enhance tax operations efficiency. * Support performance analysis and roadmap for ad hoc projects related to sales tax. * Own tax filing schedule and ensure all filings and payments are completed. What excites us: * You have a strong background with at least 2 years of experience in operations or project management. * You excel at taking ownership of complex projects and driving them to completion. * Strong written and verbal communication skills is a must as the team is both in-person and remote. * You enjoy engaging with customers and stakeholders and take a proactive position when solving challenging problems. * You use data to make informed decisions and present findings to your broader team. What we offer: * The equity upside of an early-stage startup with the product-market fit of a later-stage company. * Daily lunch and snacks for those working out of our office hubs. * Medical, dental, and vision insurance covered 100%. * One Medical membership covered, flexible sick benefits, and more. * Annual learning and development stipend for books, online courses, and conferences, as well as a curious team to share your learnings with. * Annual team offsites and in-person opportunities around our growing Anrok hubs * Home office setup stipend to ensure you have the equipment you need to thrive at work. At Anrok, we embrace a dynamic and flexible hybrid work environment based out of our growing office hubs - San Francisco, New York City, and Salt Lake City where we collaborate in-person 3 days per week.

At Podium, our mission is to arm every local business with a complete platform and outcome-driven AI employees that convert leads into real, paying customers. Every day, millions of workers use our AI lead conversion and communication platform to help them get more leads and make more money. Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes' Next Billion Dollar Startups, Forbes' Cloud 100, the Inc. 5000, and Fast Company's World's Most Innovative Companies. At Podium, we believe in fostering a culture that thrives on hiring and developing exceptional talent. Our operating principles serve as a compass, guiding daily behavior and decision-making, and ensure we hire people who will thrive at Podium. If you resonate with our operating principles and are energized by our mission, Podium will be a great place for you! ABOUT THE ROLE: We are looking for a Legal Operations Associate who wants to help build the operating systems behind a high-performing Legal team. This is a high-ownership role with real responsibility from day one: improving how we work, scaling our systems, and using technology (particularly AI) to create leverage. RESPONSIBILITIES: Help shape how Legal uses technology and AI to scale with the business Evaluate, implement, manage, and continuously improve AI tools across contract review, drafting, research, and workflow support Build playbooks and processes that help the team handle repeatable work efficiently and consistently Track performance and ROI of legal tech investments and recommend what to improve next Own our Ironclad CLM program end-to-end: workflows, templates, clause logic, automation, and self-service Build for scale by reducing friction in routine contracting and improving deal speed Partner with Sales and Procurement to streamline contracting and improve the end-to-end process Support integrations with Salesforce, Zip, Jira and other business systems Be the go-to person for troubleshooting workflows, maintaining clean data and organized files, and keeping systems reliable Own Legal's reporting and metrics: dashboards, KPIs, and visibility into how Legal work moves Measure what matters (cycle times, deal velocity, self-service adoption, volume trends) and use insights to drive improvements Present data clearly to leadership and cross-functional stakeholders to support decisions and prioritization Build and maintain Legal's knowledge base: templates, playbooks, guidance, and internal resources Create self-service materials that help teams move faster with appropriate guardrails Keep content, contracts and files, organized, accurate, and easy to use Support Legal budget tracking: spend monitoring, forecasting, and accruals Help manage outside counsel and legal vendor relationships Identify opportunities to operate more efficiently across legal spend and tools Support privacy, data governance, and compliance process implementation and tracking Track key deadlines, filings, and certifications Take ownership of special projects, audits, and cross-functional initiatives as needed REQUIREMENTS: 2+ years of experience in legal operations, paralegal work, or adjacent operational roles (law firm or in-house) Hands-on experience with legal technology, ideally CLM tools (Ironclad strongly preferred), JIRA, and AI tools (GCAI, Harvey, etc.) Evidence you can build or improve processes, not just follow existing ones Strong analytical skills and comfort working with systems, dashboards, and metrics Clear written and verbal communication Bachelor's degree NICE TO HAVE: Experience implementing AI tools in a legal or operational setting SaaS / high-growth tech experience Familiarity with Salesforce, Zip, SimpleLegal, and other similar tools Paralegal certification or legal studies background The Mindset That Matters Most You think from first principles and enjoy understanding how systems work You are intellectually curious and push for clarity and rigor You take ownership and follow through without needing heavy oversight You move with urgency, prioritize well, and execute consistently You're willing to work hard - this role is demanding and high-impact You're motivated by growth and want increasing responsibility over time

Job DescriptionSalary: About Us: Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country. We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you. The Role: Were hiring an Investment Operations Associate to work closely with our investment team to implement, modify, and analyze our clients investment strategies. This is a great opportunity for someone graduating soon or early in their career who is looking to gain experience in investment operations within a growing financial services firm. What Youll Do: Support the team in daily investment operations, including account applications and cash management Assist with the creation and maintenance of reporting frameworks for account details Perform data quality checks to ensure accuracy in investment and trading processes Support data requests from the investment team, associates, and advisors Participate in the development of automated processes What Makes You a Great Fit: Personality: Youre interested in financial services and looking to grow your career in investment operations. Youre comfortable in a fast-paced environment and can adapt to change quickly. You take initiative, solve problems independently, and dont wait to be told what to do. Youre detail-oriented, organized, and able to manage multiple tasks efficiently. You enjoy collaborating, building relationships, and balancing professionalism with a fun, engaging work environment. Skills & Qualifications: Strong written and verbal communication skills Curiosity and enthusiasm for learning new things Experience in a deadline-driven environment Ability to work independently and as part of a team Understanding of investment management or related services, such as qualified retirement plans, investment accounts, and capital gain analysis Strong organizational and time-management abilities Bonus Points: Experience or interest in investment management or financial services A BA/BS degree (or working toward one) in a relevant field Familiarity with enterprise CRM systems, Morningstar, Charles Schwabs platform, etc.

Required Qualifications Required: Master's degree or equivalent combination of education and experience Five years full-time higher education experience that includes one year of related supervisory experience Experience working with a student information system, such as Ellucian Banner Preferred Qualifications Preferred: Two or more years working in the Registrar's Office, specifically in Registration or Academic Scheduling Excellent technical fluency, experience working on strategic initiatives and policy implementation, demonstrated commitment to educational access and student success at an open-enrollment institution Bilingual skills, especially Spanish

Job DescriptionRole: Associate, Strategic Planning & Operations Location: Sandy, UT (In-Office, Flexible work options available) Reports To: Chief Executive Officer / Chief of Staff We're seeking a Strategic Planning & Operations Associate to support the Chief of Staff and work cross-functionally across the company. This person will serve as a data-driven problem solver, strategic thinker, and execution partner, responsible for analyzing complex business challenges, identifying opportunities, and helping teams design and implement solutions. What You'll Be Doing: Strategic Analysis & Opportunity Assessment Analyze market trends, customer behavior, product performance, sales funnels, and financial results to generate insights. Build models, frameworks, and data-driven recommendations to evaluate new business opportunities, strategic initiatives, and process improvements. Synthesize findings into clear, actionable insights for leadership. Planning & Execution Support Partner closely with the Chief of Staff to define, scope, and drive priority initiatives across the organization. Translate strategic goals into operational plans, including timelines, workstreams, and success metrics. Work with Sales, Operations, Product, and Finance teams to implement changes and ensure alignment. Cross-Functional Problem Solving Identify root causes of bottlenecks or inefficiencies across departments using data, stakeholder interviews, and structured analysis. Collaboratively design solutions and support teams in executing those changes. Track progress, measure impact, and adjust as needed. Data, Reporting & Modeling Build and maintain dashboards, reports, or models that support operational and strategic decisions. Consolidate data across systems to create clear narratives for leadership reviews. Support forecasting, scenario planning, and performance monitoring. Operational Improvement and Workflow Analysis Analyze, document, and optimize internal workflows across sales, operations, support, and product teams. Build capacity models that forecast staffing and operational needs based on sales growth, customer volume, and process complexity. Recommend and support implementation of process improvements to increase efficiency and scalability. What You Bring: 3-4 years of experience in strategy, finance, management consulting, business operations, business analytics, corporate strategy, or a related analytical role. Strong financial modeling and analytical skills; proficiency in Excel/Sheets, BI tools, or SQL is a strong plus. Experience working with cross-functional teams to solve complex operational or business problems. Ability to structure and break down ambiguous problems into clear steps. Strong communication skills - able to explain complex ideas simply and influence stakeholders. Preferred Skills Experience in a high-growth startup environment or a business undergoing change. Knowledge of retirement plans, financial services, or SaaS business models is a plus (not required). Familiarity with CRM, workflow tools, or product analytics platforms. Who You Are A natural problem solver who loves asking why and uncovering what the data is really saying. A strategic thinker who can zoom out to see the big picture and zoom in to execute details. A proactive self-starter who enjoys owning outcomes and driving change across teams. A collaborator who thrives in cross-functional environments and works well with diverse stakeholders. Someone who believes data should inform every decision - but also knows when to combine it with intuition and context. Job Type: Full-time Location: United States Why 401GO?At 401GO, we're not just changing retirement-we're reinventing it. As a fast-growing fintech start-up, we've built the world's most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You'll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you're ready to challenge the status quo and be part of something big, 401GO is the place to grow your career. What We Offer A standout 401(k) plan (naturally!). Generous stock options-share in our growth and success. Flexible work environment-choose where you're most productive. Excellent benefits, including medical, dental, and vision. Flexible hours-because great work doesn't always happen 9-5. Plenty of PTO-we value work-life balance. A fully stocked kitchen when you're in the office. At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law. E04JI800lnui4086vtz

Role: Associate, Strategic Planning & Operations Reports To: Chief Executive Officer / Chief of Staff We're seeking a Strategic Planning & Operations Associate to support the Chief of Staff and work cross-functionally across the company. This person will serve as a data-driven problem solver, strategic thinker, and execution partner, responsible for analyzing complex business challenges, identifying opportunities, and helping teams design and implement solutions. What You'll Be Doing: Strategic Analysis & Opportunity Assessment * Analyze market trends, customer behavior, product performance, sales funnels, and financial results to generate insights. * Build models, frameworks, and data-driven recommendations to evaluate new business opportunities, strategic initiatives, and process improvements. * Synthesize findings into clear, actionable insights for leadership. Planning & Execution Support * Partner closely with the Chief of Staff to define, scope, and drive priority initiatives across the organization. * Translate strategic goals into operational plans, including timelines, workstreams, and success metrics. * Work with Sales, Operations, Product, and Finance teams to implement changes and ensure alignment. Cross-Functional Problem Solving * Identify root causes of bottlenecks or inefficiencies across departments using data, stakeholder interviews, and structured analysis. * Collaboratively design solutions and support teams in executing those changes. * Track progress, measure impact, and adjust as needed. Data, Reporting & Modeling * Build and maintain dashboards, reports, or models that support operational and strategic decisions. * Consolidate data across systems to create clear narratives for leadership reviews. * Support forecasting, scenario planning, and performance monitoring. * Operational Improvement and Workflow Analysis * Analyze, document, and optimize internal workflows across sales, operations, support, and product teams. * Build capacity models that forecast staffing and operational needs based on sales growth, customer volume, and process complexity. * Recommend and support implementation of process improvements to increase efficiency and scalability. What You Bring: * 3-4 years of experience in strategy, finance, management consulting, business operations, business analytics, corporate strategy, or a related analytical role. * Strong financial modeling and analytical skills; proficiency in Excel/Sheets, BI tools, or SQL is a strong plus. * Experience working with cross-functional teams to solve complex operational or business problems. * Ability to structure and break down ambiguous problems into clear steps. * Strong communication skills - able to explain complex ideas simply and influence stakeholders. Preferred Skills * Experience in a high-growth startup environment or a business undergoing change. * Knowledge of retirement plans, financial services, or SaaS business models is a plus (not required). * Familiarity with CRM, workflow tools, or product analytics platforms. Who You Are * A natural problem solver who loves asking why and uncovering what the data is really saying. * A strategic thinker who can zoom out to see the big picture and zoom in to execute details. * A proactive self-starter who enjoys owning outcomes and driving change across teams. * A collaborator who thrives in cross-functional environments and works well with diverse stakeholders. * Someone who believes data should inform every decision - but also knows when to combine it with intuition and context. Job Type: Full-time Location: United States Why 401GO? At 401GO, we're not just changing retirement-we're reinventing it. As a fast-growing fintech start-up, we've built the world's most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You'll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you're ready to challenge the status quo and be part of something big, 401GO is the place to grow your career. What We Offer * A standout 401(k) plan (naturally!). * Generous stock options-share in our growth and success. * Flexible work environment-choose where you're most productive. * Excellent benefits, including medical, dental, and vision. * Flexible hours-because great work doesn't always happen 9-5. * Plenty of PTO-we value work-life balance. * A fully stocked kitchen when you're in the office. At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future. We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country's 500,000 commercial fleets, 40 million commercial vehicles, and many million commercial drivers. The incumbent technologies that cater to these customers are decades old, and drivers and fleets increasingly demand modern digital experiences and affordable and transparent financial services products. Coast's mission is to deliver them at a transformational scale, beginning with the Coast Fleet and Fuel Card built on a cutting-edge spend management platform. As an early member of Coast's Risk team, you will help drive operational initiatives related to underwriting, customer risk management, and fraud. This role requires an understanding of underwriting processes and the ability to analyze risk vectors such as credit and fraud risks. You'll partner closely with our sales, customer operations, product, and engineering teams to partner and execute on risk strategies, and the ability to take ownership of credit risk outcomes and lead strategic initiatives. What you'll do: Help support and apply Coast's risk underwriting policy used to onboard new business Investigate fraud events, conduct root cause analyses, and implement data-driven fraud defenses Execute Coast's risk credit policies on key customer management interactions, including credit limit increase/decrease requests and credit risk reviews Continuously evaluate and improve Coast's risk policies and decision systems by researching emerging trends in underwriting and fraud Partner with operations, product, engineering and sales teams to promote credit and fraud initiatives What you'll bring: BA/BS from an university with 1 or 2 year of experience working in risk or underwriting operations, preferably in a financial institution or fintech company Collaborative and humble mindset, with a track record of working effectively across teams Strong attention to detail and a commitment to accuracy Ability to work independently in a fast-paced, dynamic environment Nice-to-haves: Experience in high-growth startups Experience within corporate/small business cards, payments, lending, or related industries Strong SQL skills and ability to analyze data to create actionable insights Knowledge and understanding of KYC and KYB principles What we'll bring: Salary range: $55,000 - $65,000 Equity grant A unique product that makes an actual impact on the businesses we serve Medical, dental, and vision insurance Flexible paid time off (vacation, personal well-being, paid holidays) Paid parental leave Tools to help manage your financial wellness, including webinars, access to an equity tax advisory service, and company-sponsored 401K $400 accessories allowance for home office setup to be spent on a keyboard, mouse, headphones, etc. Education stipend Free lunch every Friday Coast will not sponsorship to work in the United States for this role. About Coast Coast is founded and led by Daniel Simon, who previously cofounded Bread (breadpayments.com), a leading payments and credit technology firm backed by some of the world's top VCs which was acquired for $500MM+ in 2020. Coast has raised $165M in total funding - our recent $40M Series B equity round was led by ICONIQ Growth with participation from Thomvest, and Synchrony. We're also backed by top fintech and mobility venture funds - including Accel, Insight Partners, Better Tomorrow Ventures, Avid Ventures, Bessemer Venture Partners, BoxGroup, Foundation Capital, Greycroft, Colle - and premier angel investors - including Max Levchin (Affirm), Josh Abramowitz (Bread), Jason Gardner (Marqeta), William Hockey (Plaid), Ryan Petersen (Flexport), and many others. Check out our CEO's recent podcast interview with Primary Venture Partners and last year's product/market deep dive on Fintech Layer Cake with Coast Founder Daniel Simon! Coast is committed to diversity, equity, and inclusion. We are building a diverse and inclusive environment, so we encourage people of all backgrounds to apply. We're an Equal Opportunity Employer and do not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, age, religion, disability, national origin, protected veteran status, or any other status protected by applicable federal, state, or local law.

The Visitor Control Center (VCC) Operations Specialist is responsible for receiving, processing, screening, and credentialing visitors, guests, and personnel accessing cleared facilities. This role operates strictly in accordance with established Post Orders, security policies, and Government directives, ensuring the secure, efficient, and compliant issuance of credentials and access authorization. The VCC Operations Specialist works closely with Government security staff, including the Access Control Office (ACO) and Visitor Control (VC) leadership, to resolve access issues, operate security equipment, and maintain administrative control of sensitive systems. Responsibilities: * Receive, verify, and process visitors and guests at Visitor Control Center (VCC). * Issue retention, temporary, or visitor badges consistent with the individual's approved clearance level. * Issue Guest Decals for approved social or ceremonial functions. * Produce and issue Common Access Cards (CACs) in accordance with Government requirements. * Conduct fingerprinting in compliance with federal standards. * Capture and produce credential photographs, including passport and ISOPREP photos. * Conduct personnel and item inspections utilizing: X-Ray screening systems, Walk-through metal detectors, Hand-held metal detection devices * Identify, escalate, and document prohibited items or security anomalies in accordance with established procedures. * Operate and maintain administrative control of Government-furnished equipment and systems, including but not limited to: X-Ray machines, Metal detection systems, Credentialing and access control systems * Ensure all equipment is used in accordance with training, Post Orders, and safety standards. * Work collaboratively with Government staff (Access Control Office, Visitor Control, and other security offices) to: * Troubleshoot visitor and guest access issues * Resolve approval, issuance, or system discrepancies related to badges, CACs, and ISOPREP credentials * Escalate issues through proper Government channels when required. * Collect, maintain, and report visitor control statistics and operational data as directed by VC leadership. * Accurately document all actions, incidents, and access transactions in approved Government systems. * Active Top Secret (TS) clearance with Polygraph * High school diploma or equivalent (required) * Prior experience in visitor control, access control, security operations, or credentialing preferred * Experience operating security screening equipment (X-Ray, metal detectors) preferred * Ability to follow detailed Post Orders and Government security procedures without deviation * Strong attention to detail and documentation accuracy * Professional demeanor and strong customer-service skills in a high-security environment * Ability to work rotating shifts, weekends, and holidays as required by mission needs Physical & Environmental Requirements * Ability to stand for extended periods * Ability to lift and move items up to 40 lbs (e.g., bins, equipment trays) * Work performed in controlled access and secure facility environments

Trove Brands is a privately-held house of brands including BlenderBottle , Owala™, and Whiskware™. Our patented and best-selling products are designed to simplify and improve everyday life with leading-edge innovation, incomparable quality, and aspirational style. A career at Trove Brands is not about punching the clock. It's about embracing exciting and fast-paced opportunities that sharpen your skills, drive innovation, and play an integral role in growing our global reach. Your work will not only impact the company, it will impact the lives of millions of people around the world. When you step up to a career at Trove, you step up to cutting-edge excellence. You sign up for bold action and invigorating synergy. You agree to face-and break through-new challenges every single day. Job Description The Accounting Operations Specialist plays a vital role in ensuring accurate and efficient processing of customer orders and invoices while maintaining alignment with accounting best practices. This role is responsible for customer invoicing, accounts receivable reconciliation, and order accuracy audits to facilitate timely collections and financial reporting. The coordinator will collaborate cross-functionally with Logistics, Transportation, Fulfillment, Inventory, Forecasting, Customer Service, Sales, and Finance teams to ensure smooth order fulfillment and cash application processes. Process and invoice customers via EDI, and ensure accurate transmission of financial data. Prioritize and manage the workflow of orders to meet customer deadlines. Analyze and audit order details to proactively resolve errors before invoicing. Reconcile customer portals to A/R aging and validate payments, deductions, and outstanding balances. Monitor and report on outstanding A/R balances to support collections efforts. Problem solve and collaborate cross-functionally to address invoicing disputes; propose process improvements for scalability and conduct root cause analysis. Assist with customer sample management and the processing of eCommerce orders as needed. Qualifications We seek team members who are adept at contributing their personal expertise to a collaborative work environment. For this role, we're looking for someone with the following skills and experience: Bachelor's degree in Accounting, Finance, or a related field OR 2-3 years of experience in customer invoicing, accounts receivable, or EDI Experience with A/R reconciliation, invoicing discrepancies, and deduction resolution Strong attention to detail and ability to analyze financial transactions for accuracy. Excellent organization, adaptability, and problem-solving skills Exceptional communication skills - written and verbal Proficiency in Excel and ERP systems (Acumatica experience a plus) Minimum of a 1-year commitment Additional Information Our culture is passionate, entrepreneurial, and energetic. We value innovation through collaboration. And while we work smart and hard, we also connect and celebrate with equal gusto. We host team-building activities, athletic events, and seasonal celebrations to foster community and reward accomplishments. Bottom line? You'll love it here. Among the many benefits our team members enjoy are: Comprehensive medical, dental, and vision care 401k package with employer matching Paid Time Off Maternity/Paternity leave Full indoor basketball/volleyball court Fully equipped fitness center (cardio, weights, functional fitness area, lockers and showers, etc.) Yoga studio Meditation/Nap room And much more! Trove Brands is an equal opportunity employer. Phone calls regarding this position are not accepted.

ABOUT THE ROLE: We are looking for a Legal Operations Associate who wants to help build the operating systems behind a high-performing Legal team. This is a high-ownership role with real responsibility from day one: improving how we work, scaling our systems, and using technology (particularly AI) to create leverage. RESPONSIBILITIES: * Help shape how Legal uses technology and AI to scale with the business * Evaluate, implement, manage, and continuously improve AI tools across contract review, drafting, research, and workflow support * Build playbooks and processes that help the team handle repeatable work efficiently and consistently * Track performance and ROI of legal tech investments and recommend what to improve next * Own our Ironclad CLM program end-to-end: workflows, templates, clause logic, automation, and self-service * Build for scale by reducing friction in routine contracting and improving deal speed * Partner with Sales and Procurement to streamline contracting and improve the end-to-end process * Support integrations with Salesforce, Zip, Jira and other business systems * Be the go-to person for troubleshooting workflows, maintaining clean data and organized files, and keeping systems reliable * Own Legal's reporting and metrics: dashboards, KPIs, and visibility into how Legal work moves * Measure what matters (cycle times, deal velocity, self-service adoption, volume trends) and use insights to drive improvements * Present data clearly to leadership and cross-functional stakeholders to support decisions and prioritization * Build and maintain Legal's knowledge base: templates, playbooks, guidance, and internal resources * Create self-service materials that help teams move faster with appropriate guardrails * Keep content, contracts and files, organized, accurate, and easy to use * Support Legal budget tracking: spend monitoring, forecasting, and accruals * Help manage outside counsel and legal vendor relationships * Identify opportunities to operate more efficiently across legal spend and tools * Support privacy, data governance, and compliance process implementation and tracking * Track key deadlines, filings, and certifications * Take ownership of special projects, audits, and cross-functional initiatives as needed REQUIREMENTS: * 2+ years of experience in legal operations, paralegal work, or adjacent operational roles (law firm or in-house) * Hands-on experience with legal technology, ideally CLM tools (Ironclad strongly preferred), JIRA, and AI tools (GCAI, Harvey, etc.) * Evidence you can build or improve processes, not just follow existing ones * Strong analytical skills and comfort working with systems, dashboards, and metrics * Clear written and verbal communication * Bachelor's degree NICE TO HAVE: * Experience implementing AI tools in a legal or operational setting * SaaS / high-growth tech experience * Familiarity with Salesforce, Zip, SimpleLegal, and other similar tools * Paralegal certification or legal studies background The Mindset That Matters Most * You think from first principles and enjoy understanding how systems work * You are intellectually curious and push for clarity and rigor * You take ownership and follow through without needing heavy oversight * You move with urgency, prioritize well, and execute consistently * You're willing to work hard - this role is demanding and high-impact * You're motivated by growth and want increasing responsibility over time

We're seeking someone to join our team as an Associate in Private Banking Operations- Collateral Middle Office to provide operational support by completing items that encompasses a wide range of operational, credit, and market risk management responsibilities within securities-based lending collateral management. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Analyst level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm's global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. What you'll do in the role: > Process transactions/tasks within coverage area > Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures > Follow escalation framework, taking responsibility for identifying, escalating and preventing issues > Raise issues, question others and offer solutions/ideas > Analyzing large datasets to identify risk, exposure, and anomalies. > Developing strategic solutions for new products and controls to support reporting, stress testing, and risk mitigation. > Collaborating with Margin Managers, Credit Risk, Technology, and field teams. > Interpreting new FINRA directives and assessing their impact on firm policies and procedures. What you'll bring to the role: Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment >Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests > Culture carrier across Operations, embracing the Firm's core values > At least 0-2 years' relevant experience would generally be expected to find the skills required for this role > Proven track record of achievement and ability to take initiative in a dynamic environment. > Familiarity with financial markets and the current regulatory landscape. > Strong written and verbal communication skills, with the ability to convey complex information to diverse audiences. > Adaptability to multiple functions, including line work, projects, and process improvement initiatives. > Ability to drive process enhancements and efficiency improvements. > Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. > Strong proficiency in Python. > Growth mindset with a commitment to continuous learning. > Ability to perform under pressure and meet deadlines. > Excellent organizational and time management skills. > Self-motivated with a strong sense of accountability. > Positive attitude and collaborative approach. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Visitor Control Center (VCC) Operations Specialist is responsible for receiving, processing, screening, and credentialing visitors, guests, and personnel accessing cleared facilities. This role operates strictly in accordance with established Post Orders, security policies, and Government directives, ensuring the secure, efficient, and compliant issuance of credentials and access authorization. The VCC Operations Specialist works closely with Government security staff, including the Access Control Office (ACO) and Visitor Control (VC) leadership, to resolve access issues, operate security equipment, and maintain administrative control of sensitive systems. Responsibilities: * Receive, verify, and process visitors and guests at Visitor Control Center (VCC). * Issue retention, temporary, or visitor badges consistent with the individual's approved clearance level. * Issue Guest Decals for approved social or ceremonial functions. * Produce and issue Common Access Cards (CACs) in accordance with Government requirements. * Conduct fingerprinting in compliance with federal standards. * Capture and produce credential photographs, including passport and ISOPREP photos. * Conduct personnel and item inspections utilizing: X-Ray screening systems, Walk-through metal detectors, Hand-held metal detection devices * Identify, escalate, and document prohibited items or security anomalies in accordance with established procedures. * Operate and maintain administrative control of Government-furnished equipment and systems, including but not limited to: X-Ray machines, Metal detection systems, Credentialing and access control systems * Ensure all equipment is used in accordance with training, Post Orders, and safety standards. * Work collaboratively with Government staff (Access Control Office, Visitor Control, and other security offices) to: * Troubleshoot visitor and guest access issues * Resolve approval, issuance, or system discrepancies related to badges, CACs, and ISOPREP credentials * Escalate issues through proper Government channels when required. * Collect, maintain, and report visitor control statistics and operational data as directed by VC leadership. * Accurately document all actions, incidents, and access transactions in approved Government systems. * Active Top Secret (TS) clearance with Polygraph * High school diploma or equivalent (required) * Prior experience in visitor control, access control, security operations, or credentialing preferred * Experience operating security screening equipment (X-Ray, metal detectors) preferred * Ability to follow detailed Post Orders and Government security procedures without deviation * Strong attention to detail and documentation accuracy * Professional demeanor and strong customer-service skills in a high-security environment * Ability to work rotating shifts, weekends, and holidays as required by mission needs Physical & Environmental Requirements * Ability to stand for extended periods * Ability to lift and move items up to 40 lbs (e.g., bins, equipment trays) * Work performed in controlled access and secure facility environments