Operations Associate

POSITION SUMMARY

At STRATA Trust Company, our Operations Associates are trusted with work that requires accuracy, consistency, and attention to detail. In this role, you'll be responsible for processing client account transactions and maintaining accurate records that support our clients, partners, and internal teams. Your work directly impacts the integrity of our operations and the experience our clients receive. This role is best suited for someone who takes pride in doing things the right way every time, follows established processes, and understands that precision matters in a regulated financial services environment. You'll work closely with your team and have access to training, tools, and support to help you succeed. This is a full-time, in-person position based in our Waco office (7901 Woodway Drive) with a consistent Monday-Friday, 8:00 AM-5:00 PM schedule, including Banker's holidays. We offer competitive compensation designed to reward strong performance, reliability, and long-term contribution. If you're dependable, detail-oriented, and motivated by clear expectations and meaningful work, this role offers a stable environment where your accuracy and consistency truly matter

WHAT WILL YOU DO?

As an Operations Associate at STRATA, you'll play an essential role in shaping the client's experience and supporting our growing business. This position is primarily focused on operational, data-entry-driven work, including processing account transactions, maintaining accurate records, and supporting the full account life cycle.

Your day-to-day responsibilities will include:

Processing account transactions such as cash and asset distributions, expense payments, and transfers with accuracy and timeliness. Handling a variety of client account-related requests, ensuring all details are precise and compliant with regulations. Researching and resolving account issues to help deliver a seamless client experience. Taking on additional responsibilities as you demonstrate capability, reliability, and initiative. In this role, you can expect: Gain exposure to all areas of STRATA's business, including Marketing, Sales, Client Service, Operations, and Finance, while learning our business model, core values, and value proposition. Develop expertise in different types of IRAs and IRS regulations for self-directed Traditional, Roth, SEP, and SIMPLE IRAs. Build knowledge of the asset classes our customers use to direct their own retirement, such as private equity, private debt, crowdfunding, real estate, partnerships, and precious metals. Collaborate with your team in a supportive office environment designed for both independent focus and group collaboration. Communicate regularly with colleagues and as needed, with clients or partners using clear, professional verbal and written communication. Partner with your manager in regular check-ins to review progress, share feedback, and support your career development. Join a knowledgeable, values-driven team that provides mentorship, growth opportunities, and a path to long-term success.

AM I THE RIGHT FIT?

We're looking for reliable, detail-oriented individuals who take pride in accurate, process-driven work.

The ideal candidate will have:

A bachelor's degree in business, Accounting, Finance, or a related field or an equivalent combination of education and experience that demonstrates the ability to perform operational, detail-focused work. Experience in operations, data entry, or transaction processing, ideally within financial services or a regulated environment. Strong attention to detail with a proven ability to enter, review, and maintain accurate data. Excellent organizational skills and the ability to manage repetitive tasks while meeting deadlines. Comfort working within established procedures and following detailed written instructions. Proficiency in Microsoft Office (Outlook, Word, Excel). Prior financial services or banking experience preferred; familiarity with investments or alternative assets is a plus but not required.

WHY STRATA?

STRATA Trust Company is a fast-growing self-directed IRA custodian, which serves individuals and institutional clients nationwide that invest in alternative assets using retirement funds. Self-directed IRAs allow individuals to save for retirement by providing a wider array of investment options than banks and brokerage firms. Investments include alternative investments such as real estate, trust deeds, precious metals, private equity and debt offerings, and more. As a subsidiary of Horizon Bank based in Austin, Texas, the company is regulated by federal and state banking authorities. Our trajectory of growth is exciting, and we are ready to take it to the next level with talented, passionate individuals who love to work with people and want to be valuable contributors to our future growth and success. That is just part of the reason that STRATA is a great place to work!

WHAT DOES IT MEAN TO BE ON THE STRATA TEAM?

Our commitment to our employees goes beyond base pay—it includes the tangible things like salary, benefits, and special employee programs such as training & development, wellness, and flexible sick time. Equally important are the intangible factors like challenging work, a community focused mindset, and the opportunity to grow professionally. We do not hire resources; we invest in people.

Benefits available to you include:

Health coverage options including Medical, Dental, and Vision Wellness Program that incentivizes you with premium cost savings Employee Assistance Program to help you with life's challenges Basic Group term Life and AD&D to protect you and your family The opportunity to become a shareholder of the Bank through our 401k Retirement Plan Time off policies meant to support your work-life balance Discounts on Pet Insurance

INTERESTED?

If you think that you could be the perfect fit, please apply now. Submit your resume and contact information for consideration. Good luck, and we look forward to hearing from you! At STRATA Trust, we recognize that diverse perspectives and experiences drive innovation and success. We operate within a merit-based framework that fosters inclusivity and belonging, ensuring all individuals have the opportunity to contribute, develop, and thrive. We seek talented, qualified individuals for all career opportunities, without regard to any status protected under federal, state, or local law. STRATA is proud to be an Equal Employment Opportunity Employer.