Process Specalist

Job description

The Offer

• Work alongside & learn from best in class talent
• Join a well known brand within Brokerage / Treasury / Securities Exchange
• Fantastic work culture

The Job

In 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 Months:

• You’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.

You've helped form and lead a lean, efficient internal back office team focused on maintaining operations, reporting, documentation, and process compliance ensuring nothing falls through the cracks.

The Profile

Must Haves:

• Proven experience in operations, compliance, admin, or internal systems management roles.
• Strong documentation skills, building SOPs, creating templates, and organizing internal knowledge bases.
• Familiarity with project management tools (e.g. Asana, Basecamp, Notion, Trello).
• High attention to detail and obsessive organization skills.
• Ability to translate messy, informal processes into clear, replicable systems.
• Excellent written and verbal communication skills, especially when simplifying complexity.
• A get-it-done mindset with a talent for working independently while collaborating with cross functional teams.

Preferred Qualifications:

• 1+ 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.
• Comfort working with spreadsheets and dashboards (Google Sheets, Looker Studio, or similar).

Background in finance, compliance, trading or fintech industries is a plus.

YOU MIGHT BE A GREAT FIT IF YOU:

• Find 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.

The Employer

Our client is where ambition meets opportunity.

Founded in 2012, they're one of the longest standing and most reputable proprietary trading funding firms in the industry. 

With over a decade of experience in prop trading, we’ve cultivated a global network of talent, offering traders not only the capital to scale but also the strategic support and infrastructure to thrive.

Required Skill Profession

Drafters, Engineering Technicians, And Mapping Technicians