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How much do cash operations associate jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for cash operations associate in Ohio is $24.95, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $28.80 per hour, depending on experience, location, and employer.

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

To thrive as a Cash Operations Associate, you need strong analytical skills, attention to detail, and a background in finance, accounting, or business administration. Familiarity with banking software, reconciliation tools, and Microsoft Excel is typically required, and some employers may prefer candidates with certifications like the Certified Treasury Professional (CTP). Exceptional organizational skills, problem-solving abilities, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate financial transactions, minimizing errors, and supporting the smooth operation of cash management processes.

What are some typical challenges Cash Operations Associates face when reconciling transactions, and how can these be managed effectively?

Cash Operations Associates often encounter challenges such as transaction discrepancies, tight deadlines for end-of-day balancing, and handling high transaction volumes. Effective management involves maintaining strong attention to detail, using reconciliation software efficiently, and collaborating closely with team members in accounting and treasury. Promptly investigating discrepancies and following standardized escalation procedures can help minimize errors and ensure timely resolution. Regular communication with other departments is also key to resolving issues quickly and maintaining smooth cash flow operations.

What are Cash Operations Associates?

Cash Operations Associates are financial professionals responsible for managing and processing cash transactions within an organization, such as deposits, withdrawals, and reconciliations. They ensure the accurate and timely recording of cash movements and help maintain the integrity of financial records. Their duties often include monitoring cash flows, resolving discrepancies, and supporting other finance or treasury functions. Strong attention to detail, organizational skills, and familiarity with financial systems are essential for this role.

What is the difference between Cash Operations Associate vs Cash Management Specialist?

AspectCash Operations AssociateCash Management Specialist
CredentialsTypically requires a high school diploma or associate degree; certifications like cash handling or banking certifications are a plusOften requires a bachelor's degree in finance, accounting, or related field; certifications such as CAMS or CTP may be preferred
Work EnvironmentBank branches, retail locations, or corporate cash handling departmentsCorporate finance departments, banking institutions, or treasury teams
Employer & Industry UsageFinancial institutions, retail companies, and cash-intensive businessesBanking, corporate finance, and treasury management sectors

The main difference is that a Cash Operations Associate focuses on daily cash handling, processing transactions, and ensuring accuracy at the operational level. In contrast, a Cash Management Specialist handles broader cash flow strategies, forecasting, and optimizing cash resources within an organization.

What are popular job titles related to Cash Operations Associate jobs in Ohio? For Cash Operations Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Cash Operations Associate jobs in Ohio look for? The top searched job categories for Cash Operations Associate jobs in Ohio are:
What cities in Ohio are hiring for Cash Operations Associate jobs? Cities in Ohio with the most Cash Operations Associate job openings:
Cash Operations Associate jobs near you
Infographic showing various Cash Operations Associate job openings in Ohio as of May 2026, with employment types broken down into 66% Full Time, 31% Part Time, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,897 per year, or $25 per hour.
Investment Operations Associate

Investment Operations Associate

Summit Financial Strategies

Columbus, OH

Full-time

Medical, Retirement

Posted 13 days ago

Job description

About Summit

Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operations-and make our firm an even better place to work. We can help move your career from now to next.

Job Summary


The Investment Operations Associate at Summit Financial Strategies is primarily responsible for portfolio rebalancing and trading, ensuring the consistent and efficient implementation of investment strategies across client portfolios. This role demands a strong understanding of financial markets and investment strategies, with a focus on operational best practices. The Investment Operations Associate will collaborate with the investment and advising teams to execute trades and manage portfolios in accordance with client objectives and firm policies.

Duties and Responsibilities


The Investment Operations Associate position will focus in the following areas:

  • Portfolio Management, Rebalancing & Trading: Monitor and manage client portfolios, ensuring alignment with client investment objectives, risk tolerance, and Investment Policy Statements. Execute buy and sell orders for securities (Mutual Funds, ETFs, Stocks, Bonds, etc.) within client accounts to rebalance portfolios, manage cash needs, and implement portfolio adjustments as directed by the investment team. Ensure all trading and portfolio management activities adhere to internal policies and best practices. This is the primary focus of the role.
  • Collaboration: Work closely with the investment and advising teams to develop and implement trading strategies and enhance the client experience. Communicate effectively with team members to coordinate tasks and resolve any issues.
  • Investment Support: Contribute to the Investment Subcommittee by assisting with report generation, best execution monitoring, maintaining accurate security categorizations across systems, and other investment-related operations.
  • Compliance: Support the firm's compliance efforts by assisting with various tasks as needed, including maintaining required documentation and adhering to regulatory requirements.
  • Professional Development:Stay current with industry trends, market developments, and regulatory changes. Pursue continuing education and professional certifications as needed.

Qualifications


TheInvestment Operations Associate position typically requires the following qualifications:

  • Bachelor's Degree from an accredited college or university (preferably in Finance, Economics, Business, or a related field)
  • Ideal candidates are naturally curious, eager to learn and always looking for ways to expand their knowledge.
  • At least 2 years of experience in trading, portfolio management, or a related role within the financial services industry.
  • Series 65 license or equivalent certification preferred; candidates not currently licensed are expected to obtain it promptly following hire.
  • Demonstrated proficiency with trading platforms and financial software systems, including portfolio management software.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently and collaboratively as part of a team.
  • Exceptional attention to detail, accuracy, and organizational skills.
  • Solid understanding of financial markets, investment strategies, and risk management principles.
  • Proven ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
  • Commitment to maintaining the confidentiality of sensitive client information.
  • Ideal candidates are naturally curious, eager to learn and always looking for ways to expand their knowledge.


Salary and Benefits

Pay/benefits are competitive based on industry standards.

  • Salary rate based on experience
  • Bonus participation after one year with Summit
  • Benefits include health insurance, 401(k) plan
  • Financial support for professional accreditation/continuing education requirements and other education/training opportunities

How to Apply

This position is open immediately and until filled. No phone calls please.

Summit Financial Strategies, Inc. is an Equal Opportunity Employer

www.summitfin.com

Apply