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Small Business Associate Jobs in Florida (NOW HIRING)

DiMercurio Advisors

Tax Associate

Orlando, FL · On-site +1

$61K - $70K/yr

At DiMercurio Advisors, our mission is to empower small business owners by simplifying complex financial information. As a Tax Associate, you will play a key role in helping our clients navigate tax ...

DiMercurio Advisors LLC

Tax Associate

Orlando, FL · On-site +1

$61K - $70K/yr

At DiMercurio Advisors, our mission is to empower small business owners by simplifying complex financial information. As a Tax Associate, you will play a key role in helping our clients navigate tax ...

Ace Hardware

Sales Associate

Daytona Beach Shores, FL · On-site

$12 - $15/hr

Ace Hardware - Immediate Sales Associate Needed Are you seeking a role where you can provide ... They are small business owners who are local and loyal...just like it ought to be. While others ...

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Small Business Associate information

What does a Small Business Associate do?

A Small Business Associate supports small business clients by providing guidance on financial products, business planning, and operational strategies. They often help with tasks such as loan applications, account management, and connecting clients to relevant resources. Their goal is to assist small business owners in achieving growth and managing their business finances effectively. This role typically involves both customer service and administrative responsibilities, requiring a strong understanding of small business needs.

What are the key skills and qualifications needed to thrive as a Small Business Associate?

To thrive as a Small Business Associate, you need a solid understanding of business operations, financial principles, and customer service, often supported by a degree in business or related experience. Familiarity with tools like CRM software, accounting systems such as QuickBooks, and office productivity suites is typically required. Strong communication, problem-solving abilities, and adaptability enable you to effectively support clients and handle diverse business challenges. These skills are crucial for ensuring seamless business operations, fostering client relationships, and driving growth in a dynamic small business environment.

How does a Small Business Associate typically collaborate with other departments to support client needs?

Small Business Associates often work closely with teams such as lending, customer service, and marketing to ensure that small business clients receive comprehensive support. This collaboration may involve coordinating with loan officers to process applications, partnering with marketing to deliver targeted outreach, and liaising with customer support to resolve client issues quickly. By working cross-functionally, Small Business Associates help deliver tailored solutions that address the unique needs of each client, while also gaining a broader understanding of business banking operations.

What is the difference between Small Business Associate vs Small Business Coordinator?

AspectSmall Business AssociateSmall Business Coordinator
CredentialsTypically requires a high school diploma or associate degree; some roles prefer business or related certificationsSimilar; often requires a high school diploma or associate degree, with additional certifications beneficial
Work EnvironmentOffice settings, client meetings, administrative tasksOffice-based, customer service, project coordination
Employer & Industry UsageUsed in small business support, finance, and administrative rolesCommon in small business management, support, and administrative functions

Both roles support small business operations, often sharing similar credentials and work environments. The Small Business Associate typically handles administrative and support tasks, while the Small Business Coordinator may focus more on project management and client interactions. The roles are closely related and often overlap depending on the organization.

What is the easiest small business associate job to get?

The easiest small business associate jobs typically involve entry-level roles such as administrative assistant or customer service representative, which often require minimal prior experience and basic skills like communication and organization. These positions may also be available with on-the-job training and do not usually require advanced certifications or degrees.

What are the most commonly searched types of Small Business jobs in Florida?

The most popular types of Small Business jobs in Florida are:

What cities in Florida are hiring for Small Business Associate jobs?

Cities in Florida with the most Small Business Associate job openings:

Small Business Associate jobs near you

Associate Operational Exam & Business Support Analyst (SMB)

SoFi

Jacksonville, FL • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, we're changing the way people think about and interact with personal finance.
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
We are seeking an Operations Control Analyst - SMB who will support the Vendor Relationship Manager in maintaining the operational integrity and regulatory compliance of third-party vendors within the Small Business Lending unit. This role focuses on the execution of the control framework, ensuring that vendor activities across the entire SMB lifecycle-including sales, servicing, and collections-align with SoFi's internal policies and external regulatory requirements.
What you'll do:
To assist the Vendor Relationship Manager - SMB in maintaining the operational integrity of the Small Business Lending unit, the Operations Control Analyst - SMB will focus on the following structured responsibilities:
  • Process Integrity and Resilience: You will execute consistent monitoring and rigorous testing of vendor processes to ensure all workflows are thoroughly documented, testable, and capable of supporting long-term operational resilience.
  • Risk Mitigation and Compliance: Working closely with the Vendor Manager and the Operations Exam & Control Support Manager, you will assess vendor risk across customer acquisition and servicing to ensure alignment with internal policies and regulatory requirements.
  • Data-Driven Insights: By utilizing advanced Excel or Google Sheets functions, you will analyze vendor-level performance metrics to proactively identify operational friction, failure points, and critical control gaps.
  • Governance and Reporting Support: You will support the maintenance of the vendor governance model by updating performance scorecards, tracking established escalation pathways, and preparing comprehensive data for formal performance reviews.
  • Audit and Remediation Management: You will play a key role in preparing for audits and regulatory exams, while also supporting the completion of Corrective Action Plan (CAP) remediation projects to ensure compliance standards are met.
  • Strategic Cross-Functional Alignment: You will partner with the Vendor Manager - SMB to ensure that all third-party operations remain strictly aligned with the evolving business strategy and internal operational controls.

What you'll need:
  • Experience: 3+ years in operations, program management, or lending operations (FinTech or banking background preferred).
  • Strong verbal and written communication skills
  • Technical Skills: Advanced proficiency in Excel/Google Sheets for data analysis and PowerPoint/Google Slides for management-level reporting.
  • Analytical Rigor: Strong ability to translate complex performance metrics into actionable business insights and risk assessments.
  • Communication: Effective verbal and written communication skills for collaborating across highly cross-functional teams.
  • Experience with Powerpoint/Google Slides, ability to effectively create presentations and present to management
  • Regulatory Knowledge: Familiarity with risk frameworks, compliance expectations, and operational controls within a regulated financial environment.

Nice to have:
  • Experience in Small Business lending, servicing, or card operations
  • Experience supporting audits, regulatory exams, or CAP remediation projects

Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

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