Operations Associate (Data Entry Focus)

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 :

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 :

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 :

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.