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Entry Level Investment Operations Associate Jobs

ImpactAssets

Associate, Investment Operations (IS)

Associate, Investment Operations (IS) Department: Investment Services Employment Type: Full Time Location: Remote Reporting To: Senior Officer, Investment Operations Description About ImpactAssets ...

Mozaic,

OPERATIONS ASSOCIATE

Beverly Hills, CA · On-site

$65K/yr

This is an entry-level position in the firm, where a successful candidate can grow to become a key ... for limited partnership investments · communicating with business managers, accountants ...

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How much do entry level investment operations associate jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for entry level investment operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.
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Infographic showing various Entry Level Investment Operations Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Investment & Insurance Operations Associate

CMC Recruiting

Richmond, VA • On-site

$60K - $85K/yr

Other

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

Job description

Compensation:


$60,000–$85,000 base salary depending on experience + benefits package


Position Overview:


Our client is seeking a highly organized and proactive Investment & Insurance Operations Associate to support the day-to-day execution of both investment and insurance operations. This person will play a critical role in ensuring client accounts, insurance cases, and operational workflows are handled with accuracy, urgency, and a high level of client service.


The ideal candidate is detail-oriented, operationally strong, proactive, and comfortable managing multiple moving pieces in a fast-paced environment.


Key Responsibilities:


Investment & Insurance Operations:


  • Manage investment and insurance new business from submission through completion
  • Prepare and submit account paperwork with a high level of accuracy
  • Process account openings, transfers, rollovers, contributions, withdrawals, and other client transactions
  • Track cases across custodians and internal systems to ensure timely execution
  • Coordinate with custodians, carriers, and internal team members throughout the process



Insurance Operations & Case Management:


  • Process insurance applications from underwriting through policy delivery
  • Coordinate medical exams and gather underwriting requirements
  • Monitor case progress and proactively follow up on outstanding items
  • Support ongoing policy servicing including beneficiary updates, loans, payments, and policy changes



Client Service & Advisor Support:


  • Serve as a point of contact for operational and service-related client requests
  • Communicate professionally with clients, advisors, and external partners
  • Support advisors by preparing materials and ensuring operational readiness
  • Help deliver a seamless, high-touch client experience



Operations & Process Improvement:


  • Maintain accurate CRM and operational records
  • Ensure workflows stay organized and nothing falls through the cracks
  • Identify inefficiencies and help improve operational processes
  • Assist in building scalable systems to support the firm’s continued growth



Qualifications:


  • Experience within financial services, wealth management, insurance, or investment operations preferred
  • Strong attention to detail and organizational skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong communication and problem-solving abilities
  • Experience working with CRM systems and operational platforms
  • Licenses: Life & Health Insurance and/or Series 6 or 7 required



What Makes Someone Successful in This Role:


  • Strong sense of ownership and accountability
  • Proactive and resourceful mindset
  • Ability to anticipate needs and solve problems independently
  • Team-oriented with a strong work ethic
  • Adaptable and comfortable in a fast-moving environment
  • Eagerness to learn and grow professionally

Apply