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Financial Operations Associate Jobs in Alabama (NOW HIRING)

CANTERBURY CAPITAL

Be Seen First

Investment Operations Associate

Tuscaloosa, AL · On-site

$45K - $67K/yr

Job Summary We are seeking a dynamic and detail-oriented Investment Operations Associate to join our growing financial services team. In this pivotal role, you will be responsible for managing the ...

CANTERBURY CAPITAL

Be Seen First

Investment Operations Associate

Tuscaloosa, AL · On-site

$45K - $67K/yr

Job Summary We are seeking a dynamic and detail-oriented Investment Operations Associate to join our growing financial services team. In this pivotal role, you will be responsible for managing the ...

UAB NOVA RENT

Financial Associate (Temp)

Birmingham, AL · On-site

Maintain financial database(s) Prepare deposits and deliver to Financial Operations * Reconcile grant accounts liaise with Principal Investigators, Office of Sponsored Programs (OSP), and Grants and ...

Tuskegee University

Position Information Position Title Associate Vice President / Controller Status Full Time Job ... Support institutional financial planning and operational effectiveness initiatives. * Advise senior ...

Carmax

Business Office Associate - Full Time

Hoover, AL · On-site

$17.89 - $20.13/hr

Position Overview As a Business Operations Associate, you will be the backbone of our store ... Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ...

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Financial Operations Associate information

See Alabama salary details

$10

$23

$48

How much do financial operations associate jobs pay per hour?

As of Aug 4, 2026, the average hourly pay for financial operations associate in Alabama is $23.79, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $27.45 per hour, depending on experience, location, and employer.

What is a financial operations associate?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

What are the key skills and qualifications needed to thrive as a financial operations associate, and why are they important?

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.

What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.
What are the most commonly searched types of Financial Operations jobs in Alabama? The most popular types of Financial Operations jobs in Alabama are:
What cities in Alabama are hiring for Financial Operations Associate jobs? Cities in Alabama with the most Financial Operations Associate job openings:
Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in Alabama as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,478 per year, or $23.8 per hour.

OPERATIONS ASSOCIATE

OneAscent Holdings LLC

Birmingham, AL • On-site

Full-time

Posted 24 days ago

Job description

Description:

Reports To: Director of Advisor Adoption

Job Type: Full Time

Who We Are

OneAscent is a family of companies committed to helping people align their financial

decisions with their values—and we take that mission seriously, even if we don't take

ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients

across the country, and we believe excellent work done with the right heart posture can

change lives. Our culture is shaped by five core values we actually live out (not just hang on

the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry

(Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First

—Always

What It Takes to Win in This Role

Client & Account Operations

  • Execute and manage client account operations including new account applications, paperwork processing, onboarding, money movement, account maintenance, and custodian coordination.
  • Maintain existing client accounts and ensure accuracy of all account data and documentation.
  • Validate required documents and update systems accordingly, following data governance standards.
  • Correct errors, maintain high data quality, and meet departmental performance standards for accuracy, timeliness, and compliance.

Client Service & Experience Enablement

  • Serve as a primary point of contact for account-related inquiries and enable a high-quality client experience that supports advisor-led engagement and communications.
  • Resolve client concerns by partnering with internal teams and escalating complex issues appropriately.
  • Assist clients with portal usage and execute experience-enhancing initiatives, including on-site support.
  • Keep the client's needs first in every interaction.

Meeting Preparation & Follow-Up

  • Prepare advisors for client meetings by assembling agendas, reports, and documentation.
  • Own post-meeting follow-up by tracking action items to completion.
  • Coordinate with internal teams to ensure timely execution and seamless handoffs.
  • Anticipate advisor and client needs to keep engagements moving forward.
Requirements:

What You Bring to the Table

Required Qualifications

  • Associate's or Bachelor's degree in business or a related field. 4-6 years of operations or client services experience in wealth management or financial services.
  • Strong organizational, project management, and attention-to-detail skills.
  • Proficiency in portfolio management, CRM systems, and Microsoft Office.


Preferred Qualifications

  • Series 7 and 66 licenses.
  • RIA or wealth management operations experience.
  • Familiarity with multiple custodial platforms such as Schwab and Fidelity.
  • Financial planning software knowledge and a client service or hospitality background.