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Associate Operations Processor Jobs in Carrollton, TX

ORIX

Senior Associate, Operations & Closing

Dallas, TX · On-site

The Senior Associate will report to the Head of Operations and Closing within the Real Estate ... Promote consistent system usage and adherence to defined processes, data standards, and workflows ...

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Associate Operations Processor information

See Carrollton, TX salary details

$10

$25

$51

How much do associate operations processor jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for associate operations processor in Carrollton, TX is $25.33, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $29.23 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate Operations Processor, and why are they important?

To thrive as an Associate Operations Processor, you need strong attention to detail, data entry skills, and a high school diploma or equivalent. Familiarity with financial processing systems, spreadsheets, and document management software is typically required. Effective time management, problem-solving, and communication skills help you excel in a high-volume, deadline-driven environment. These abilities are vital for ensuring accurate transaction processing, minimizing errors, and supporting efficient operations.

What are some common challenges faced by Associate Operations Processors, and how can they be managed effectively?

Associate Operations Processors often work in fast-paced environments where attention to detail and accuracy are critical. Common challenges include managing high volumes of transactions, adhering to strict deadlines, and quickly adapting to changes in processes or technology. To manage these challenges effectively, it's important to develop strong organizational skills, communicate regularly with team members, and stay updated on procedural changes. Seeking feedback and continuous training can also help you stay efficient and minimize errors.

What is the difference between Associate Operations Processor vs Operations Analyst?

AspectAssociate Operations ProcessorOperations Analyst
Required CredentialsHigh school diploma or equivalent; some roles may require basic certificationsBachelor's degree in business, finance, or related field; certifications like CAP or Six Sigma beneficial
Work EnvironmentData entry, processing transactions, supporting operational tasks in financial or corporate settingsAnalyzing operational data, improving processes, and reporting in similar environments
Employer & Industry UsageFinancial institutions, insurance companies, corporate officesFinancial services, consulting firms, corporate operations departments

The Associate Operations Processor primarily handles transaction processing and data entry tasks, focusing on supporting daily operations. In contrast, the Operations Analyst analyzes data to identify efficiencies and improve processes. While both roles work within similar environments and industries, the Analyst typically requires a higher level of education and analytical skills, making the roles distinct yet complementary in operational functions.

What are Associate Operations Processors?

Associate Operations Processors are entry-level professionals who support the day-to-day functions of a company's operations department. Their responsibilities typically include processing transactions, verifying data accuracy, handling documentation, and ensuring compliance with company policies and regulations. They play a key role in maintaining the efficiency and accuracy of operational processes, often working in industries like banking, finance, or logistics. Attention to detail, organizational skills, and the ability to follow procedures are essential for success in this role.
What are popular job titles related to Associate Operations Processor jobs in Carrollton, TX? For Associate Operations Processor jobs in Carrollton, TX, the most frequently searched job titles are:
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Associate Operations Processor jobs near you
Infographic showing various Associate Operations Processor job openings in Carrollton, TX as of May 2026, with employment types broken down into 56% Full Time, and 44% Part Time. Highlights an 100% In-person job distribution, with an average salary of $52,693 per year, or $25.3 per hour.

Operations Processor Specialist

RPOA Advisors Inc

Plano, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.


RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.


The RPOA team includes over 30 retirement planners, all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.


Job Description:

Reporting to the Managing Director of Operations, the Operations Processor is responsible for transaction processing, liaison with custodians as required to assist client service or other Retirement Planners of America (RPOA) staff, as well as other operational activities as deemed appropriate.


Job Responsibilities:

  • Transaction Processing:
    • operational aspects of investment account processing
    • set-up and maintenance of managed account investment models
    • trade processing
    • administrative maintenance on accounts
    • other operational processes and activities as deemed appropriate
  • Work as required to assist Client Service Associates and Retirement Planners, and other RPOA team members as needed.
  • Collaboration with Client Services and Retirement Planners to ensure that they are supported by the Operations Team in a manner that will result in exemplary client care
  • Review and analysis of all existing operational processes and recommendations for efficiency and improved client care, as needed
  • Able to work in a collaborative environment, to identify and address opportunities for improvement with current processes and the operational implementation of new initiatives.
  • Actively participate in various projects, providing both an operational and control perspective

More In Depth of what Monetary Processor does Daily:

  • Processes Distributions and Contributions to Non-Qualified and Qualified Accounts
  • Processes Trades (buying and selling of outside assets)
  • Processes Investment Strategy Changes (moving accounts into a better strategy for the client at the RP request)
  • Sets up Standing Instructions on Non-Qualified and Qualified accounts to link to their banking institutions.
  • Processes Third Party Check Distributions
  • Journals funds (cash or assets) between accounts
  • Closes Zero Balanced Accounts
  • Troubleshoots and works with Custodians to get accounts in good order for many of the above reasons as well as others (working NIGOs)
  • Sets up Required Minimum Distributions whether its one time, annual, or quarterly for Qualified Accounts
  • Sets up, cancels, & modifies Periodic Withdrawals and Deposits for both Non-Qualified and Qualified Accounts
  • Liquidates Accounts for clients leaving RPOA via TIKs or Full Liquidation Terminations
  • Sets Up Tax Withholding requests by the client on Pershing’s platform (W4R)
  • Processes Fed Fund Wire Requests from the client


Note: The Monetary Processor will also help in the Non-Monetary Queue as well (See Job Description for Non-Monetary for those daily tasks)


Job Qualifications:

Education:

  • Bachelor's degree preferred, or comparable work experience.

Experience & Skills:

  • Bachelor's degree preferred, or comparable work experience
  • 3 - 5 years of industry experience, with at least 2 years of operational support
  • Experience with Black Diamond, Salesforce (FSC), Wealthscape or NetX360 are preferred
  • Experience with Pershing/BNY Mellon Investments and Fidelity are a plus
  • Understanding of client account administration
  • Strong verbal and written communication skills
  • Strong problem-solving skills
  • Detailed oriented and highly motivated to succeed
  • Proficiency in MS Office applications with advanced knowledge of Excel required
  • Applicants must be authorized to work in the United States without sponsorship