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As of Jul 4, 2026, the average hourly pay for executive 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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Executive Investment Operations Associate jobs near you
Licensed Investment Operations Associate

Licensed Investment Operations Associate

First Command Financial Services, Inc.

Fort Worth, TX • Hybrid

Full-time

Posted 29 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

How will this role impact First Command?

The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of First Command. The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with advisors and office staff.  The Associate performs these duties within the standards set by the department.

 

What will the employee do in this role?

  • Develop an understanding of the functional and task responsibilities within operations.
  • Processing various account update and miscellaneous operations request for managed, brokerage, and direct at fund accounts.
  • Fulfill Client and Advisor requests to establish, service and support mutual fund, brokerage, and annuity business, within departmental guidelines for quality and productivity.
  • Review incoming client paperwork and collaborate with essential internal and external personnel to resolve items which are not in good order (NIGO).
  • Process inbound First Command Advisor and Client requests received via mail, email, cases, fax, and service requests.
  •  Improve the client and Advisor experience by providing effective and professional written and verbal communication to First Command Advisors and Clients.
  • Engage in regular training and professional development while obtaining additional skills to enhance individual growth and cross-departmental functionality.
  • This position will involve rotation of job responsibilities for purposes of cross-training and career development.

What Skills/Qualifications Do You Need?

Education

  •  Bachelor’s degree preferred. Equivalent combination of education and relevant work experience will be considered.
  • Series 7 & 63 preferred. 

Work Experience

  • Minimum one year work experience in a business setting.  (Required)
  •  Experience within the Financial Services Industry is preferred
  • 4 year college degree accepted in lieu of previous work experience
  •  Experience working with multiple systems in a dual monitor environment, and basic computer skills
  • Attention to detail and a strong commitment to comply with policies, procedures and guideline

 

Required Knowledge, Skills and Abilities

  • Ability to work in a fast-paced environment and successfully meet strict operational deadlines.
  • Above average time management and multitasking skills.
  • Maintain a high degree of accuracy while meticulously processing each transaction request in a timely manner
  • Experience working with multiple systems in a dual monitor environment, and basic computer skills
  • Attention to detail and a strong commitment to comply with policies, procedures and guidelines.
  • Demonstrate passion for superior customer service, i.e. a client / advisor first mentality with a high level of integrity
  • Initiative-taking individual with the ability to work independently or collaboratively with proven results.
  • Ability to work mandatory overtime when required.
LI-NC1

#LI-Hybrid


Required Skills
Required Experience

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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