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Virtual Operations Jobs in Utah (NOW HIRING)

Seasonal, Operations Technical Specialist

Ogden, UT · On-site

$50.40K - $67.50K/yr

As a seasonal Operations Technical Specialist, you will play a key role in supporting office ... Knowledge of Outlook and Microsoft Suite applications, which may include virtual tools * Must have ...

Effectively incorporates client delivery schedules and operational changes into future revenue ... Must be self-managed, responsive and able to work in a virtual team environment * Advanced ...

Effectively incorporates client delivery schedules and operational changes into future revenue ... Must be self-managed, responsive and able to work in a virtual team environment * Advanced ...

Effectively incorporates client delivery schedules and operational changes into future revenue ... Must be self-managed, responsive and able to work in a virtual team environment * Advanced ...

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Virtual Operations information

What is the difference between Virtual Operations vs Virtual Customer Service Representative?

AspectVirtual OperationsVirtual Customer Service Representative
Primary RoleOversees operational processes, manages workflows, and supports business functions remotely.Handles customer inquiries, provides support, and resolves issues via online or phone channels.
Required SkillsProcess management, organizational skills, basic tech proficiency.Communication skills, problem-solving, product knowledge.
Work EnvironmentRemote, often in a business or administrative setting.Remote, customer-focused environment.
Common CertificationsBusiness administration, project management (optional).Customer service certifications (e.g., CPR, CSAT).

While both roles are remote and involve communication, Virtual Operations focuses on managing business processes and workflows, whereas Virtual Customer Service Representatives primarily handle customer interactions and support. Understanding these differences helps job seekers target the right position based on their skills and career goals.

What are the most commonly searched types of Operations jobs in Utah? The most popular types of Operations jobs in Utah are:

Transactional Operations, Investor Onboarding - Analyst / Associate

iCapital

Salt Lake City, UT • Hybrid

$60K - $80K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago


Job description

About the Role

iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on onboarding services. The Transactional Operations team plays a critical role in supporting the firm's growing investor base and ensuring a seamless experience across multiple stages of the investor lifecycle. The role centers on providing comprehensive operational support for feeder funds, including subscription processing, close management, document remediation, transfers and remediations, as well as oversight of these transactions for direct funds. This individual will collaborate with a broad range of stakeholders within a fast-paced, collaborative, and entrepreneurial environment. The team supports investors, financial advisors, home office personnel, administrators, and numerous internal parties.

Responsibilities

  • Provide dedicated support throughout initial onboarding and subsequent transactional processing for feeder funds.
  • Work closely with fund administrators to ensure seamless client experience; ensure SLAs are met.
  • Support high-profile fund managers and distributors in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
  • Provide oversight on all transaction types for direct funds.
  • Collaborate with the Technology team to optimize the user experience through enhancements to the company's proprietary technology platform.

Qualifications

  • Bachelor's degree in a related field
  • 1-5 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry
  • Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
  • A basic understanding of industry standard AML, tax, and CRS documentation and requirements
  • Excellent organizational skills and attention to detail
  • Strong interpersonal, written, and verbal communication skills
  • Able to meet deadlines and work effectively under pressure
  • Proven ability to multi-task and work both independently and as a team player
  • Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
  • Interest or knowledge in technology

Benefits

The base salary range for this role is $60,000 to $80,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.