Basic Capital is going to solve the massive retirement gap by building a retirement benefit that makes sense for everyone, starting with a 401(k) platform that includes embedded access to leverage inside of a retirement account (IRA or 401k).
About the roleWe’re hiring a Senior Ops Associate to own the financial analysis, reconciliations, and ticket flow that power our customer experience. You’ll reconcile large CSVs into clean outputs, run vendor portal submissions, and keep every artifact named, filed, and linked-so customers, partners, and auditors never wonder what happened next.
What you’ll doOwn processes end-to-end: Distributions, rollovers, conversions, corrective contributions, and 5500 prep - collect info, generate forms, submit, track, and close the loop.
Build the future of Basic Capital: Turn messy manual processes into automated processes that delight customers
Reconcile data: Join multi-CSV inputs (payroll events, enrollments, balances) into per-enrollment/per-tax-type outputs; produce clean CSV/PDF artifacts with audit notes.
Run portals & vendors: Submit to custodians/TPAs/transfer agents, maintain a simple status board, escalate early, and de-risk handoffs.
Work the queue: Triage tickets, write clear customer/vendor emails, and unblock internal teammates quickly.
Protect hygiene: Enforce naming/versioning/foldering; link everything to Linear; keep docs inspection-ready.
Background: 3–6 years in regulated ops (finance/fintech/benefits/transfer agent/brokerage). Not necessarily a retirement-industry lifer.
Spreadsheet athlete: Advanced Sheets/Excel
Process-tight & clear writer: You love SOPs/checklists and you write emails customers actually understand.
Bonus: Light SQL or Apps Script; familiarity with ticketing (Intercom/Linear) and Drive/Docs discipline.
Basic Capital is a fintech company reinventing America’s $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. Our mission is to create products, platforms, and a credit marketplace that power a fundamentally new retirement system.
Our founding team includes leaders from Goldman Sachs, Uber, Block, and Robinhood, and we’re backed by top investors such as Forerunner, Lux, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis.
We’re an in-person team based in SoHo, NYC.
Top Skills
What We Do
Basic Capital is a fintech company disrupting the retirement industry by offering a platform that provides financing options for investments within IRAs and 401(k)s. Their mission is to create products and platforms that power a new retirement system and make wealth accessible to every American.
