Financial Operations Specialist
Vertu Agent · San Pedro Sula
Description du poste
About the role
Vertu Agent is seeking a highly organized Finance Operations Lead to support its U.S.-based financial services team. The role combines operational oversight with process improvement, acting as a bridge between leadership and advisors. You will learn existing workflows, ensure compliance, and help train new team members.
Key responsibilities
- Learn, document, and manage internal financial and operational processes.
- Coordinate daily workflows, ensuring tasks and follow‑ups are completed accurately and on schedule.
- Support onboarding and training of advisors on established procedures.
- Monitor team performance, identify issues, and communicate updates to leadership.
- Maintain organized documentation, reporting, and operational records.
- Identify opportunities to improve workflows and implement more efficient processes.
- Serve as the primary point of contact between leadership and the advisor team.
- Take ownership of operational issues and drive them to resolution.
Required profile
- Previous operations experience in financial services, lending, banking, wealth management, mortgage, fintech, or a related field.
- Strong understanding of operational workflows and process management.
- Experience leading, coordinating, training, or supporting a team.
- Excellent organizational, follow‑up, and problem‑solving abilities.
- Ability to learn new processes and systems quickly.
- Preferred experience working with U.S.-based companies or teams.
- Proficient written and verbal English (C1/C2 level).
Required skills
What we offer
- Competitive compensation: $1,200 – $1,400 per month, based on experience.
- 10 days of annual leave plus 3 sick days.
- 6 US Federal holidays.
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Vertu Agent
San Pedro Sula
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