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Brokerage Operations Associate Jobs in Florida (NOW HIRING)

Operations Associate

Naples, FL · On-site

$55K - $65K/yr

Operations Associate Salary Range : $55,000-$65,000 / Year, DOE The best client experiences are ... wealth management, brokerage, RIA, or a related environment strongly preferred • Strong ...

Operations Associate

Miami, FL · On-site

$50K - $90K/yr

Operations Associate Location: Miami, FL -- Hybrid Salary: $50,000-$90,000/year, commensurate with ... Manage communication with freight brokers, carriers, warehouses, manufacturers, and suppliers

Brokerage Operations & Compliance * Support the Managing Broker in the administration of brokerage operations throughout Naples, Florida. * Assist with transaction review processes to help ensure ...

Brokerage Operations & Compliance * Support the Managing Broker in the administration of brokerage operations throughout Naples, Florida. * Assist with transaction review processes to help ensure ...

A growing Miami-based organization is hiring its first workplace Operations Associate. You will be ... Track insurance requirements and keep legal and the insurance broker current * Maintain an accurate ...

Webull is a leading digital brokerage platform built on next generation global infrastructure. At ... About The Role & Team The Associate, Clearing Operations supports end-to-end back-office clearing ...

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Showing results 1-20

Brokerage Operations Associate information

See Florida salary details

$8

$19

$39

How much do brokerage operations associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for brokerage operations associate in Florida is $19.61, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $22.64 per hour, depending on experience, location, and employer.

What is a brokerage operations associate?

Brokerage Operations Associates are professionals who support the day-to-day activities of a brokerage firm. They are responsible for processing trades, maintaining client accounts, ensuring regulatory compliance, and resolving discrepancies or issues related to transactions. Their work ensures the smooth settlement of trades and accurate record-keeping, which is essential for client trust and the proper functioning of financial markets. They often collaborate with brokers, clients, and other departments to ensure all operations run efficiently.

What are the key skills and qualifications needed to thrive as a brokerage operations associate?

To thrive as a Brokerage Operations Associate, you need a solid understanding of financial markets, trade processing, securities settlement, and a bachelor’s degree in finance or a related field. Familiarity with trade management platforms (such as DTCC, Bloomberg, or SWIFT), and sometimes FINRA Series 7 or Series 63 certification, is typically required. Strong attention to detail, analytical thinking, and effective communication skills help ensure accuracy and efficiency when resolving issues and interacting with clients or internal teams. These skills are crucial for minimizing risk, maintaining compliance, and ensuring smooth and timely execution of brokerage operations.

What are some common challenges faced by brokerage operations associates, and how can they be addressed?

Brokerage Operations Associates often encounter challenges such as managing high transaction volumes, ensuring regulatory compliance, and resolving discrepancies between trades and settlements. Staying organized and detail-oriented is crucial, as even small errors can have significant impacts. Proactively communicating with internal teams and external partners, and leveraging technology tools, can help streamline processes and minimize errors. Continuous learning about industry regulations and best practices also helps Associates stay ahead of compliance requirements.

What are popular job titles related to Brokerage Operations Associate jobs in Florida?

For Brokerage Operations Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Brokerage Operations Associate jobs in Florida look for?

The top searched job categories for Brokerage Operations Associate jobs in Florida are:

What cities in Florida are hiring for Brokerage Operations Associate jobs?

Cities in Florida with the most Brokerage Operations Associate job openings:

Infographic showing various Brokerage Operations Associate job openings in Florida as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $40,793 per year, or $19.6 per hour.

Operations Associate

Boutique Recruiting

Naples, FL • On-site

$55K - $65K/yr

Full-time

Medical, Retirement, PTO

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


Job description

Position Title: Operations Associate
Salary Range: $55,000-$65,000 / Year, DOE
The best client experiences are built on flawless execution behind the scenes. We are seeking a detail-driven Operations Associate to join an established independent wealth management firm and support the critical operational work that keeps client accounts accurate, organized, and moving forward.
This role focuses on processing account paperwork, IRA distributions, wires, checks, and other financial transactions while maintaining accurate documentation across multiple systems. The ideal candidate is highly organized, proactive, and systematic, with strong administrative skills and the discipline to handle financial information where accuracy matters.
Responsibilities
• Process IRA distributions, wires, checks, check requests, and other account-related transactions
• Review and process account paperwork submitted by Client Service Associates and Financial Planners
• Maintain complete and accurate documentation, notes, and client files across internal systems
• Ensure requests and paperwork are processed accurately and in accordance with established policies and procedures
• Coordinate operational activities involving custodians and internal team members
• Manage multiple requests and priorities efficiently while maintaining a high standard of accuracy
• Support the Operations team with additional administrative and account-processing needs
Requirements
• 2+ years of office administration experience
• Financial services experience within wealth management, brokerage, RIA, or a related environment strongly preferred
• Strong proficiency with Microsoft Office, including Excel formulas
• Exceptional organizational skills, attention to detail and time management
• Ability to follow structured processes and manage detail-sensitive financial transactions with accuracy
• Proactive mindset with a genuine desire to learn new systems, procedures, and workflows
• Bachelor's degree preferred but relevant professional experience will be considered in place of a degree
Benefits
• 401(k) with a company match
• Health insurance options with approximately 50-60% of the individual employee premium covered by the company
• 2 weeks of combined vacation and sick time with additional PTO available based on tenure
• Paid holidays, one floating holiday, and the day after Thanksgiving off
• Biannual cost-of-living adjustments averaging approximately 3% annually
If you are an Operations Associate looking to further your career, apply today!
#LI-AM1 #LI-LO1

Boutique Recruiting logo

About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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