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Financial Operations Associate Jobs in Florida (NOW HIRING)

Business Operations Associate

Davie, FL · On-site

$15.50 - $23.30/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Business Operations Associate

Jacksonville, FL · On-site

$15.50 - $23.30/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Business Operations Associate

Jacksonville, FL · On-site

$15.50 - $23.30/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Business Operations Associate

Jacksonville, FL · On-site

$15.50 - $23.30/hr

Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...

Project Operations Associate (Internship) Company Overview At Mitsubishi Power, we're not just ... financial data related to budgets, commitments, and actuals * Help maintain and update project ...

Actalent has an immediate opening for a Business Operations Associate at our Corporate Office in ... Support liaison between field offices and other corporate departments (CA, Delivery, Finance, and ...

Overview Actalent has an immediate opening for a Business Operations Associate at our Corporate ... Support liaison between field offices and other corporate departments (CA, Delivery, Finance, and ...

Overview Actalent has an immediate opening for a Business Operations Associate at our Corporate ... Support liaison between field offices and other corporate departments (CA, Delivery, Finance, and ...

Position Summary The Artistic Operations Associate provides operational and administrative support ... Financial - Ability to define problems; collects data, establish facts, and draw valid conclusions.

Overview Actalent has an immediate opening for a Business Operations Associate at our Corporate ... Support liaison between field offices and other corporate departments (CA, Delivery, Finance, and ...

Overview Actalent has an immediate opening for a Business Operations Associate at our Corporate ... Support liaison between field offices and other corporate departments (CA, Delivery, Finance, and ...

Showing results 21-40

Financial Operations Associate information

See Florida salary details

$8

$19

$39

How much do financial operations associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for financial operations associate in Florida is $19.61, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $22.64 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 Florida? The most popular types of Financial Operations jobs in Florida are:
What cities in Florida are hiring for Financial Operations Associate jobs? Cities in Florida with the most Financial Operations Associate job openings:
Infographic showing various Financial Operations Associate job openings in Florida as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $40,793 per year, or $19.6 per hour.

Investment Operations Associate (Full-Time)

Southern Wealth

Tallahassee, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago


Job description

Investment Operations Associate (Full-Time)
Industry: Financial Planning
Compensation: Annual salary commensurate with experience plus comprehensive benefits package including bonuses (note that salary will be discussed very early in the application process)
Location: Tallahassee, FL, on-site position
Summary of Mandatory Qualifications:
  • Bachelor's Degree in finance or related field preferred, but industry experience can be substituted
  • At least 1-3 years of experience in financial services
  • Ability to work full-time Monday - Friday, 8:00am - 5:00 pm, in our Tallahassee, FL office
  • Ability to pass both a background check and drug test

Who we are:
At Southern Wealth, we're built on trust, not transactions. We take the time to listen and get to know our clients and what is most important to them. We spend our days developing strategies, tailored to help our clients achieve their goals and optimize their wealth, by offering comprehensive services and solutions. Our approach is rooted in Southern hospitality: we care about family, do what we say, and go the extra mile. It's that simple, and it's this mantra that has helped our firm grow in business over the past several years.
We are a small, boutique firm backed by the resources of the Fortune 500 ranked Northwestern Mutual. In 2025, Southern Wealth was ranked Forbes Best-In-State Wealth Management Teams and our founder, Ben Gantt, was ranked Top Financial Security Professional Best-In-State. If this sounds like the type of firm you would like to be a part of, read on...
About this job opening:
Southern Wealth is seeking a detail-oriented Investment Operations Associate to support the Director of Investments and ensure the operational integrity of our investment platform. This position plays a vital role in trade execution, client onboarding, and ongoing account maintenance. The ideal candidate would want to develop a solid understanding of investment operations and thrives working in a fast-paced environment with a collaborative, client-centric team. Success in this position requires a blend of outstanding interpersonal communication and robust analytical capabilities, paired with a methodical approach to problem-solving. If you are eager to develop professionally and make a meaningful impact on clients' lives, we invite you to explore this opportunity further.
Key responsibilities (but are not limited to):
  • Support trade execution, settlement monitoring, and portfolio rebalancing
  • Coordinate and manage investment client onboarding and required documentation
  • Maintain and process account updates, transfers, contributions/distributions, and cash movements
  • Support reporting, compliance documentation, and efforts to strengthen operational controls and workflows
  • Prepare investment paperwork
  • Handle the end-to-end trade lifecycle, from preparation and review to execution, while ensuring precision and prompt submissions
  • Monitor trade confirmations, settlements, and exception resolution with custodians and counter-parties
  • Review investment account paperwork for completeness and accuracy
  • Manage the transition of assets and account funding for new investment client onboarding
  • Contact and advise clients on investment service-related items
  • Monitor and manage daily alerts
  • Manage cash movements, deposits, withdrawals, and transfer requests
  • Oversee the processing of account documentation, including openings, rebalances, beneficiary updates, and transfers
  • Prepare regular operational and performance reports (daily trade reports, reconciliation summaries, monthly reports)

Requirements
  • Bachelor's Degree in finance or related field preferred, but industry experience can be substituted
  • At least 1-3 years' experience in financial services
  • Experience executing cash movement transactions (e.g. wires, ACH, deposits, internal transfers)
  • Proficient with Excel
  • Proficient with trading systems or portfolio tools (preferred but not mandatory)
  • Proficient with Customer Relationship Management (CRM) platforms
  • Strong attention to detail, effective written and verbal communication, and a collaborative approach
  • Ability to pass both a background check and drug test

License/Certification:
  • Series 7 (Preferred, but not required)
  • Series 63 and 65 or 66 (Preferred, but not required)
  • Florida 2-15 License (Preferred, but not required)
  • *Note that Southern Wealth would provide access to training to achieve these licenses if you don't already have them

Personal Attributes:
  • Strong analytical, organizational, and problem-solving skills
  • Excellent communication and interpersonal abilities, with a client service mindset
  • Able to work independently and collaboratively
  • Detail-oriented
  • Self-sufficient and ability to work with a high degree of autonomy
  • Proven ability to resolve issues independently
  • Continuous improvement (lifelong learning)
  • Adaptability to changing investment strategies
  • High ethical standards and integrity
  • Continuous interest and focus on emerging investment strategies involving alternative investments, private equity, etc.

Benefits
  • Annual salary commensurate with experience (note that salary will be discussed very early in the application process)
  • Bonuses based meeting individual and firm's financial goals
  • Short- and long-term group disability insurance paid for by the firm
  • Optional dental, vision, and Aflac (at employee's expense, but at a discounted rate)
  • 401K (eligible 1st of the month after 30 calendar days); matching 100% up to 3%, 50% up to 5%
  • Subsidy for medical insurance (eligible 1st of the month after 30 calendar days)
  • PTO: 10 days per year, prorated based on hiring date
  • Nine (9) paid major holidays, including two days for Christmas and two days for Thanksgiving
  • Frequent off-site team building activities and celebrations