Operations Specialist - Mutual Funds
Apex Fintech Solutions
About this role
The Operations Specialist (Mutual Funds) will support the day-to-day operations of custody and clearing services with a focus on mutual funds. The role involves transaction processing, account reconciliation, ensuring compliance, and providing customer service within a financial technology company that democratizes access to financial markets.
Skills
Qualifications
About Apex Fintech Solutions
apexfintechsolutions.comUncover cloud-native wealth tech solutions and digital investing platforms from Apex. Power your financial institution’s growth—explore our technology today.
Recent company news
Business WireApex Fintech Solutions and Wavvest Announce Strategic Partnership to Deliver AI-Powered Financial Planning
9 hours ago
InvestmentNewsState Street takes minority stake in Apex Fintech, expanding presence in digital wealth
Sep 3, 2025
Asset Servicing TimesState Street partners with Apex Fintech
Sep 3, 2025
PR NewswireMonark Markets and Apex Fintech Solutions Join Forces to Open Access to Private Markets for Retail Investors
Sep 30, 2025
Dallas NewsDallas-based Apex Fintech Solutions lands investment from asset giant State Street
Sep 4, 2025
About Apex Fintech Solutions
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Apex Fintech Solutions.
Salary
$48k – $60k
per year