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Brokerage Operations Associate Jobs in Oregon (NOW HIRING)

Maersk Company Limited

Warehouse Associate

Salem, OR · On-site

$20 - $20.50/hr

... brokerage, cross-border trucking, groupage, and sortation hubs, connecting Maersk or Customer ... operations and technology. This integrated network will service multi-channels like B2B, B2C, B2B2C ...

International Benefits Administrators

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Client Relationship Manager

OR · On-site

$80K - $85K/yr

We partner with employers, brokers, providers, and healthcare stakeholders to deliver innovative ... Our organization is committed to operational excellence, technology-enabled solutions, continuous ...

LPL Financial

Client Service Associate - Remote

OR · On-site +1

$25.85 - $43.08/hr

Manage account activities that are operational in nature -new accounts, cash management, transfers ... brokerage/financial services industry knowledge * Strong customer focus, excellent verbal, and ...

Chubb

ESIS Claims Associate

Portland, OR · On-site

$47K - $67K/yr

Participate in claim file reviews and audits with customers/insureds and brokers. Qualifications ... With operations in 54 countries, Chubb provides commercial and personal property and casualty ...

A.P. Møller - Maersk A/S

Warehouse Associate

Salem, OR · On-site

$20.50/hr

... brokerage, cross-border trucking, groupage, and sortation hubs, connecting Maersk or Customer ... operations and technology. This integrated network will service multi-channels like B2B, B2C, B2B2C ...

A.P. Møller - Maersk A/S

Warehouse Associate

Salem, OR · On-site

$20 - $20.50/hr

... brokerage, cross-border trucking, groupage, and sortation hubs, connecting Maersk or Customer ... operations and technology. This integrated network will service multi-channels like B2B, B2C, B2B2C ...

Burns & Wilcox

Personal Lines Underwriter

Portland, OR · On-site

$100K - $150K/yr

Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox ... Lead, train, and develop Associate Underwriters Qualifications * Bachelor's degree or equivalent ...

H.W. Kaufman Group

Personal Lines Underwriter

Portland, OR · On-site

$100K - $150K/yr

Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox ... Lead, train, and develop Associate Underwriters * Bachelor's degree or equivalent combination of ...

Burns & Wilcox

Commercial Lines Underwriter

Portland, OR · On-site

$100K - $150K/yr

Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox ... Lead, train, and develop Assistant and Associate Underwriters Qualifications * Bachelor's degree or ...

Chubb

ESIS Claims Associate

Portland, OR

$18.75 - $25.25/hr

We are looking to add a Claims Associate to our team who will ultimately be responsible for ... brokers. Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides ...

Chubb

ESIS Claims Associate

Portland, OR · On-site

$18.75 - $25.25/hr

We are looking to add a Claims Associate to our team who will ultimately be responsible for ... brokers. Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides ...

Chubb

ESIS Claims Associate

Portland, OR · On-site

$18.75 - $25.25/hr

Participate in claim file reviews and audits with customers/insureds and brokers. Qualifications ... With operations in 54 countries, Chubb provides commercial and personal property and casualty ...

Chubb

ESIS Claims Associate

Portland, OR · On-site

$18.75 - $25.25/hr

Participate in claim file reviews and audits with customers/insureds and brokers. Qualifications ... With operations in 54 countries, Chubb provides commercial and personal property and casualty ...

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Brokerage Operations Associate information

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How much do brokerage operations associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for brokerage operations associate in Oregon is $27.75, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $32.02 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 the most commonly searched types of Brokerage Operations jobs in Oregon?

The most popular types of Brokerage Operations jobs in Oregon are:

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

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

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

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

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

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

Brokerage Operations Associate jobs near you
Infographic showing various Brokerage Operations Associate job openings in Oregon as of August 2026, with employment types broken down into 82% Full Time, 13% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $57,716 per year, or $27.7 per hour.

Investment Operations Associate (wealth management)

Portland, OR • On-site

The Vested Network
See more jobs at The Vested Networkexternal

$55K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Position Title:                   Investment Operations Associate

Position:                             Onsite - Portland Office

Employment Type:         Full Time

Hours:                                Monday-Friday; 8am-5pm PST


The Opportunity: As an Investment Operations Associate at Cascadia Wealth Advisors, you’ll play a hands-on role executing trades across client portfolios while supporting a high-quality client experience. This position blends trading responsibilities with core client service tasks, including onboarding, account maintenance, and money movement. You’ll work closely with Advisors and the client service team to ensure all activity is accurate, timely, and aligned with client goals.


About Us: Cascadia Wealth Advisors was founded with a deep-rooted passion for community and empowering individuals to achieve their financial aspirations. Based in Portland, Oregon, we are dedicated to delivering personalized service, fostering genuine relationships, and providing meaningful financial guidance. Our team takes pride in supporting and recognizing outstanding members who contribute to our growing enterprise.


Key Responsibilities:

  • Execute trades across portfolios (mutual funds, ETFs, individual securities, alternatives) ensuring all trades are accurate, timely, and aligned with client portfolios and firm strategy
  • Facilitate the onboarding of investment clients by coordinating the new account opening process from beginning to end, including the collection of necessary documentation, and liaising with broker dealer, Wealth Advisors, and clients to ensure accurate setup of investment accounts.
  • Assist with client service items like beneficiary distributions and settling estates.
  • Handle routine maintenance like name or address changes and bank authorizations.
  • Execute money movement and asset transfers as directed including client deposits, rollovers, withdrawals, and internal transfers while adhering to regulatory requirements and internal policies, utilizing security trading platforms such as Pershing (NetX360) and National Financial (Wealthscape).
  • Monitor asset transfers and ensure completion
  • Maintain client information and notes in Redtail (CRM).
  • Contribute to the development and enhancement of operational processes and procedures.
  • Other duties as assigned.


Qualifications:

  • Minimum of 2 years of trading, operations, financial planning, client service, or related experience in wealth management.
  • Familiarity with security trading platforms such as Pershing and National Financial preferred 
  • Familiarity with RedTail and Right Capital is a plus.
  • FINRA Series 7 preferred but not required
  • Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
  • Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through.
  • Proficiency in computer applications such as Adobe Acrobat Pro, CRM systems, and Microsoft Office Suite (Windows, Word, Excel, PowerPoint).
  • Strong work ethic, punctuality, dependability, and professionalism
  • Collaboration skills and the ability to thrive in a team-oriented culture.
  • Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information.
  • Outstanding interpersonal, written, phone, and email communication skills.


Compensation: $55,000-$85,000


Position Details:

  • Benefit Eligible: Group health, vision dental plans, 401k retirement with employer contribution, Paid vacation, sick, and holiday hours
  • Opportunities for professional growth and development
  • A supportive and inclusive work environment where your contributions are valued.

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