---
title: 'Fund Operations Associate, Custody at True Link Financial'
canonical: 'https://feeny.ai/job/fund-operations-associate-custody-true-link-financial-in-sagbjkxckyff'
type: 'job'
last_seen: '2026-10-29'
---

# Fund Operations Associate, Custody at True Link Financial

- **Company:** True Link Financial
- **Location:** IN, United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-21
- **Last confirmed live:** 2026-10-29
- **Apply:** https://jobs.ashbyhq.com/truelinkfinancial/e3b8f560-2842-4da0-ab70-87a136434465

## Job description

We are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions – people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. We get to wake up every day knowing our work has a profound impact on our customers' lives, and we run the business with the discipline to keep doing it for the long haul. That track record has earned us a spot on the Forbes Fintech 50 and the Inc. 5000 list of America's fastest-growing companies for the last two years.

At True Link, our clients rely on us to deliver reliable, secure, and thoughtful support for critical financial functions. As a Fund Operations Associate - Custody, you'll play an essential role in making that happen every day.

You'll own the daily disbursement and payment processing pipeline for our pooled trusts: funding disbursements, processing ACH and NACHA files, inputting wires, and handling expedited payment requests. The work runs on firm daily cutoffs and is supported by a layered review process, so accuracy and consistency matter more than speed alone. This is a collaborative role where you'll work across teams to support our mission and help improve the financial lives of the people who count on us.

## What You’ll Do

- Prepare and reconcile daily disbursement funding ahead of morning cutoffs
- Process daily payment files and wire transfers across multiple banking partners, and keep delivery statuses accurate
- Handle expedited and exception requests, including same-day payments, stop payments, and redeposits, with clear tracking
- Review daily bank reconciliation summaries and resolve errored items
- Calculate and assess weekly fees for an assigned group of organizations
- Action stop payment and redeposit requests with our banking partners and log them for tracking
- Act with urgency to resolve processing issues, escalating to internal and external stakeholders when needed
- Partner with internal teams to keep daily operations on schedule
- Identify and recommend workflow improvements that increase efficiency and reduce risk
- Support ad-hoc projects as needed across the team

## Who You Are

- 1-2 years of experience in custody, trust, investment, banking, or payments operations, ideally within a financial services firm
- Detail-oriented and highly organized, with a strong ability to manage and reconcile financial data accurately and efficiently
- Familiar with ACH, wires, and check processing; NACHA file experience is a plus
- Strong analytical problem-solver who proactively identifies issues and works toward effective solutions
- Well-versed in the importance of fraud prevention and have experience working within environments that emphasize internal controls and compliance
- Comfortable navigating multiple tech platforms and systems, including banking portals and Excel or Google Sheets (intermediate proficiency preferred); comfortable running scripted or automated tools and checking their output
- Effective communicator, able to clearly and professionally interact with internal teams, external partners, and occasionally with clients
- Deadline and process driven, and are able to adapt quickly to evolving priorities; you thrive in this type of environment
- Self-motivated, take ownership of your work, and value contributing to a collaborative, mission-driven team
- Guided by sound judgement when escalating and resolving problems independently

## Why You'll Love Us

- We’ve got the energy and passion of a startup combined with the professionalism of a financial services firm and the compassion of a mission-driven organization that truly cares about each other and the people we serve.
- With fifty million Americans in our addressable market, we are catering to tons of people who need our products and services across the country - and we’ve got the potential to reach many more.
- Our customers are not only grateful for our services but are the absolute best. We have the privilege of providing financial protection for vulnerable members of society and partnering with expert service providers to do so. Our customers and partners love us, and we love them back. You can sleep soundly every night knowing you are doing a really wonderful thing by getting our services into more hands.
- We treat one another like we treat our customers: with respect and dignity. Diversity, equity, and inclusion are cultural values we take very seriously, and we welcome and recruit team members of all backgrounds and identities.
- We offer competitive wages, health, dental and vision coverage, paid parental leave, 12 paid holidays each year, your own professional development budget, and an awesome vacation package.
- We like to have fun together! The majority of us work from home from all across the US, and we enjoy connecting virtually for laughs with teammates, and appearances of kiddos and furry friends over Zoom. We also meet up in-person: we have small offices in San Francisco and in Kingston NY, and we also love our in-person team get-togethers around the country.

If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our team.

## About True Link Financial

## Company Overview
- **One-liner**: True Link Financial provides financial technology and services to help protect and manage the finances of older adults, people with disabilities, and those in recovery.
- **Entity Type**: Private (Venture-backed)
- **Headquarters**: San Francisco, CA, USA
- **Founded**: 2011
- **Founders**: Kai Stinchcombe

## Core Business
- **Primary industry**: Financial Services / Fintech
- **Target customers**: B2B and B2C; serves families, fiduciaries, non-profits, government agencies, and banking partners who care for vulnerable populations (older adults, people with disabilities, people in recovery).
- **Mission**: To provide life-changing financial solutions for people with complex needs and the people who care for them.

## Products & Services
- **True Link Visa® Prepaid Card**: A customizable prepaid card that allows administrators (family members, fiduciaries, non-profits) to set spending rules across 50+ categories, block specific vendors, and control cash access. Provides real-time alerts and transaction-level visibility for the administrator, while preserving independence for the cardholder.
- **True Link Financial Advisors, LLC (Investment Management & Trust Administration)**: Offers specialized investment management and trust administration services for vulnerable populations, serving non-profit trustees and managing pooled trusts.
- **Rep Payee Services**: Solutions for representative payees to manage and distribute funds for beneficiaries, with built-in reporting to assist with SSA audits.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company).
- **Key Metric**: $1.67 billion in assets under management (AUM) as of 2026; $175 million in fraud prevented yearly; serves 250,000+ families and 300+ non-profits.
- **Notable Investors/Partners**: Venture-backed (specific lead investors not named in available materials). Partners include 250+ banks and trusts, 75 government agencies, and 300+ non-profits.
- **Growth Signals**: 86 team members across 21 U.S. states (as of 2026); 10+ years in operation; 97% client recommendation rate; serves 27,000+ trust beneficiaries and 36+ pooled trusts.

## Competitive Advantages
- **Deeply Niche, Mission-Driven Focus**: Serves a highly specific, underserved market (older adults, people with disabilities, people in recovery) that most large financial institutions neglect, creating a strong brand and customer loyalty.
- **Customizable Spending Controls**: Offers granular, category-level spending rules (50+ categories) that go far beyond typical prepaid card offerings, providing a unique blend of independence for the user and control for the administrator.
- **Integrated Ecosystem**: Combines a prepaid card, investment management, and trust administration into a single platform, creating a sticky, all-in-one solution for caregivers and professionals.
- **High Trust & Regulatory Moat**: Works with government agencies (SSA audits), non-profits, and fiduciaries, building a high-trust, regulated business that is difficult to replicate.

## Strategic Focus
- **Product Expansion**: Continuing to build out the financial product suite to serve the 11 million people who need their services, likely expanding beyond the prepaid card into more comprehensive financial management tools.
- **Scaling Impact**: Growing the number of families, non-profits, and government agencies served, while maintaining high customer satisfaction (97% would recommend).
- **Talent & Culture**: Building a distributed, values-driven team (86 people in 21 states) focused on inclusion, humility, caring, excellence, and ambition.

## Why Work Here
- **Mission-Driven Impact**: Employees have a direct, profound impact on vulnerable populations, with customer testimonials like "Your company saved my marriage" and "If not for True Link my Son would have returned to substance use."
- **Culture & Values**: Certified as a Great Place to Work® (91% of employees say it's a great place to work vs. 57% U.S. average). Values include Inclusion, Humility, Caring, Excellence, and Ambition.
- **Flexibility**: Remote-first company with employees in 21 states; also has small offices in San Francisco, CA and Kingston, NY for in-person connection.
- **Competitive Compensation**: Offers competitive salary, early-stage equity, comprehensive health benefits, paid parental leave (100% base pay), and professional development funds.
- **Strong Team Culture**: Described as a "friendly, distributed team" that celebrates milestones and personal victories; values-driven with a focus on being a "continuously more welcoming and more just community."

## Sources
1. [truelinkfinancial.com](https://www.truelinkfinancial.com/)
2. [truelinkfinancial.com/about-us](https://www.truelinkfinancial.com/about-us)
3. [truelinkfinancial.com/about-us/careers](https://www.truelinkfinancial.com/about-us/careers)
4. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/truelinkfinancial)
5. [greatplacetowork.com](https://www.greatplacetowork.com/certified-company/7040143)

## Other roles at True Link Financial

- [Principal Product Manager](https://feeny.ai/job/principal-product-manager-true-link-financial-in-gybt0pcwdd58) — IN, United States
- [Senior Investment Advisor, Business Development - California Fiduciaries](https://feeny.ai/job/senior-investment-advisor-business-development-california-fiduciaries-true-link-4g5662rnfrmk) — IN, CA
- [Principal Product Designer](https://feeny.ai/job/principal-product-designer-true-link-financial-in-wy7fc6062as1) — IN, United States