Operations Associate3D Money

About Us

3D Money LLC is an alternative investment company focused on helping individuals and families grow and protect their wealth through strategic, cash-flowing real estate investments and other purpose-driven opportunities. Rather than relying solely on traditional Wall Street strategies, 3D Money LLC takes a holistic, stewardship-centered approach, leveraging exclusive investment opportunities to generate strong returns while creating meaningful impact through housing, community, development, and socially responsible initiatives. 3D Money LLC is committed to helping clients achieve financial freedom, peace of mind, and alignment between their financial goals and personal beliefs.

We are a faith-based organization and have a strong focus on our core values, which we have named GRACIE. We are looking for someone that can fully commit themselves to these values and be a good culture fit for our company. GRACIE stands for Gratitude, Results, Accountability, Communication, Integrity and Energy.

Role Overview

The Operations Associate supports the Operations Manager by executing and maintaining processes related to investor contributions/investments, documentation management, compliance tracking, and accounting coordination.

This role is primarily focused on backend operation and process execution. The Operations Associate plays an essential role in ensuring that investment documentation, transaction processing, and compliance workflows are handled accurately and efficiently.

While the Client Services Manager and Investor Relations team serve as the primary point of contact for investors and advisors, the Operations Associate may occasionally communicate with investors or custodians when gathering documentation or assisting with administrative tasks related to investment processing.

This position is responsible for maintaining operational accuracy, supporting internal workflows, and ensuring that operational procedures are followed consistently across the organization.

Day to Day Responsibilities

• Working within CRM and reporting systems while supporting overall operations, workflows, and cross-team communication

• Manage and process investment documentation, ensuring accuracy of completion, and proper recordkeeping

• Track investor activity, including funding, offering capacity, and redemption requests

• Support qualified account investments by coordinating documentation and custodian communications

• Assist with compliance tasks, including regulatory filings, and maintaining audit-ready records

• Coordinate with accounting to track incoming funds and resolve discrepancies

• Prioritizing tasks, managing deadlines, and working effectively in fast-paced and time sensitive situations

• Support in special operational projects or other duties as assigned to support company and business needs

Demonstrated ability to manage multiple priorities in a fast-paced environment while maintaining attention to detail Strong problem-solving mindset with a proactive approach to identifying and resolving operational challenges Excellent interpersonal skills with the ability to collaborate effectively across different teams and departments

3D Money provides peace of mind by helping people build and protect wealth outside of Wall Street risks, while aligning their values and goals with those of a faith-based alternative investment company.