... various financial operations activities including but not limited to: quarterly automated ... For all virtual remote positions, in order to ensure associates can effectively perform their job ...
... various financial operations activities including but not limited to: quarterly automated ... For all virtual remote positions, in order to ensure associates can effectively perform their job ...
Operations Associate
Dallas, TX · On-site
Medical
Dental
Vision
Life
PTO
Role Overview The Operations Associate will support day-to-day business operations, client ... This role requires exceptional organizational skills, comfort with financial documentation, strong ...
Operations Associate
Dallas, TX · On-site
Medical
Dental
Vision
Life
PTO
Role Overview The Operations Associate will support day-to-day business operations, client ... This role requires exceptional organizational skills, comfort with financial documentation, strong ...
Operations Associate
Dallas, TX · On-site
Medical
Dental
Vision
Life
PTO
Role Overview The Operations Associate will support day-to-day business operations, client ... This role requires exceptional organizational skills, comfort with financial documentation, strong ...
Operations Associate
Dallas, TX · On-site
Medical
Dental
Vision
Life
PTO
Role Overview The Operations Associate will support day-to-day business operations, client ... This role requires exceptional organizational skills, comfort with financial documentation, strong ...
Operations Associate
Dallas, TX · On-site
Medical
Dental
Vision
Life
PTO
Role Overview The Operations Associate will support day-to-day business operations, client ... This role requires exceptional organizational skills, comfort with financial documentation, strong ...
Quick apply
Operations Associate
Dallas, TX · On-site
Medical
Dental
Vision
Life
PTO
Role Overview The Operations Associate will support day-to-day business operations, client ... This role requires exceptional organizational skills, comfort with financial documentation, strong ...
Analyst, Financial, Operations Time Type: Full Time POSITION SUMMARY: The Analyst Financial ... Associates are expected to comply with all corporate and site-specific policies. ESSENTIAL DUTIES ...
Analyst, Financial, Operations Time Type: Full Time POSITION SUMMARY: The Analyst Financial ... Associates are expected to comply with all corporate and site-specific policies. ESSENTIAL DUTIES ...
Analyst, Financial, Operations Time Type: Full Time POSITION SUMMARY: The Analyst Financial ... Associates are expected to comply with all corporate and site-specific policies. ESSENTIAL DUTIES ...
Analyst, Financial, Operations Time Type: Full Time POSITION SUMMARY: The Analyst Financial ... Associates are expected to comply with all corporate and site-specific policies. ESSENTIAL DUTIES ...
Trading & Operations Associate
Dallas, TX · On-site
PTO
Trading And Operations Associate Our team is growing, and we need you ... Come be a part of this disruption in the financial services marketplace! By joining the Level Four ...
Trading & Operations Associate
Dallas, TX · On-site
PTO
Trading And Operations Associate Our team is growing, and we need you ... Come be a part of this disruption in the financial services marketplace! By joining the Level Four ...
Central Operations Associate
$60K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
In this role, you will play a pivotal part in providing exceptional support to Financial Advisors and their clients. The Central Operations Associate will manage client onboardings, assist with ...
Quick apply
Central Operations Associate
$60K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
In this role, you will play a pivotal part in providing exceptional support to Financial Advisors and their clients. The Central Operations Associate will manage client onboardings, assist with ...
Financial Operations Clerk
Austin, TX · On-site
$21.88/hr
Medical
Dental
Vision
Life
Retirement
PTO
Associate degree in Accounting, Finance, Supply Chain, or related field preferred.* 1-3 years of experience in inventory control, warehouse operations, or accounting support preferred.Physical ...
Quick apply
Financial Operations Clerk
Austin, TX · On-site
$21.88/hr
Medical
Dental
Vision
Life
Retirement
PTO
Associate degree in Accounting, Finance, Supply Chain, or related field preferred.* 1-3 years of experience in inventory control, warehouse operations, or accounting support preferred.Physical ...
Trading & Operations Associate
Dallas, TX · On-site
PTO
Come be a part of this disruption in the financial services marketplace! By joining the Level Four ... Essential responsibilities and tasks of the Trading and Operations Associate are: * Ensure ...
Trading & Operations Associate
Dallas, TX · On-site
PTO
Come be a part of this disruption in the financial services marketplace! By joining the Level Four ... Essential responsibilities and tasks of the Trading and Operations Associate are: * Ensure ...
Trading & Operations Associate
Dallas, TX · On-site
PTO
Come be a part of this disruption in the financial services marketplace! By joining the Level Four ... Essential responsibilities and tasks of the Trading and Operations Associate are: * Ensure ...
Quick apply
Trading & Operations Associate
Dallas, TX · On-site
PTO
Come be a part of this disruption in the financial services marketplace! By joining the Level Four ... Essential responsibilities and tasks of the Trading and Operations Associate are: * Ensure ...
Trading & Operations Associate
Dallas, TX · On-site
PTO
Come be a part of this disruption in the financial services marketplace! By joining the Level Four ... Essential responsibilities and tasks of the Trading and Operations Associate are: * Ensure ...
Trading & Operations Associate
Dallas, TX · On-site
PTO
Come be a part of this disruption in the financial services marketplace! By joining the Level Four ... Essential responsibilities and tasks of the Trading and Operations Associate are: * Ensure ...
Payment Operations Associate
Plano, TX · On-site
$24 - $28/hr
Medical
Dental
Vision
Life
Retirement
PTO
About the Job Tapcheck is looking for a Payments Operations Associate to join our growing team in ... Worked in financial services, operations, or a related field for 1-2 years * Applied strong ...
Payment Operations Associate
Plano, TX · On-site
$24 - $28/hr
Medical
Dental
Vision
Life
Retirement
PTO
About the Job Tapcheck is looking for a Payments Operations Associate to join our growing team in ... Worked in financial services, operations, or a related field for 1-2 years * Applied strong ...
Collaborate with internal departments (e.g., compliance, financial planning, investment operations ... Service Operations Associate II: Increased ownership of complex transactions, custodial ...
Collaborate with internal departments (e.g., compliance, financial planning, investment operations ... Service Operations Associate II: Increased ownership of complex transactions, custodial ...
Operations Associate
Austin, TX · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
The Operations Associate supports underwriting operations through policy lifecycle activities ... Participate in cross-functional learning opportunities across underwriting, claims, finance, and ...
Operations Associate
Austin, TX · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
The Operations Associate supports underwriting operations through policy lifecycle activities ... Participate in cross-functional learning opportunities across underwriting, claims, finance, and ...
Operations Associate
Austin, TX · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Responsibilities The Operations Associate supports underwriting operations through policy lifecycle ... Participate in cross-functional learning opportunities across underwriting, claims, finance, and ...
Operations Associate
Austin, TX · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Responsibilities The Operations Associate supports underwriting operations through policy lifecycle ... Participate in cross-functional learning opportunities across underwriting, claims, finance, and ...
Operations Associate
Austin, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Responsibilities The Operations Associate supports underwriting operations through policy lifecycle ... Participate in cross-functional learning opportunities across underwriting, claims, finance, and ...
Operations Associate
Austin, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Responsibilities The Operations Associate supports underwriting operations through policy lifecycle ... Participate in cross-functional learning opportunities across underwriting, claims, finance, and ...
Wealth Operations Associate
$55K - $65K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The Wealth Operations Associate supports the firm's day-to-day operational functions and serves as ... Experience in financial services, banking, insurance, mortgage, title, escrow, or another ...
Quick apply
Wealth Operations Associate
$55K - $65K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The Wealth Operations Associate supports the firm's day-to-day operational functions and serves as ... Experience in financial services, banking, insurance, mortgage, title, escrow, or another ...
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Medical
Life
Retirement
PTO
Financial Planning Operations * Support the financial planning process using eMoney, Salesforce ... Associate's degree or equivalent experience considered. * 2-3 years of experience in financial ...
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Medical
Life
Retirement
PTO
Financial Planning Operations * Support the financial planning process using eMoney, Salesforce ... Associate's degree or equivalent experience considered. * 2-3 years of experience in financial ...
Client Service & Operations Associate
Austin, TX · Hybrid
$45K - $65K/yr
Medical
Life
Retirement
PTO
Financial Planning Operations * Support the financial planning process using eMoney, Salesforce ... Associate's degree or equivalent experience considered. * 2-3 years of experience in financial ...
Quick apply
Client Service & Operations Associate
Austin, TX · Hybrid
$45K - $65K/yr
Medical
Life
Retirement
PTO
Financial Planning Operations * Support the financial planning process using eMoney, Salesforce ... Associate's degree or equivalent experience considered. * 2-3 years of experience in financial ...
Financial Operations Associate information
See Texas salary details
$10.53 - $14.09
9% of jobs
$16.41 is the 25th percentile. Wages below this are outliers.
$14.09 - $17.65
24% of jobs
The median wage is $20.37 / hr.
$17.65 - $21.21
22% of jobs
$21.21 - $24.78
16% of jobs
$26.36 is the 75th percentile. Wages above this are outliers.
$24.78 - $28.34
9% of jobs
$28.34 - $31.90
7% of jobs
$31.90 - $35.47
4% of jobs
$35.47 - $39.03
4% of jobs
$39.03 - $42.59
3% of jobs
$42.59 - $46.15
1% of jobs
$46.15 - $49.72
0% of jobs
$10
$24
$49
How much do financial operations associate jobs pay per hour?
What is a financial operations associate?
What are the key skills and qualifications needed to thrive as a financial operations associate, and why are they important?
What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?
What are the most commonly searched types of Financial Operations jobs in Texas?
The most popular types of Financial Operations jobs in Texas are:
What cities in Texas are hiring for Financial Operations Associate jobs?
Cities in Texas with the most Financial Operations Associate job openings:

Ascensus rating
8.2
Based on 39 frontline employees who took The Breakroom Quiz
44th of 150 rated financial services
Job description
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Section 1: Position Summary
This position will be responsible for day-to-day handling of various financial operations activities including but not limited to: quarterly automated Recordkeeping, RIA, and TPA payment processing and distribution, RIA database oversight and management, Government Savings billings, Managed accounts, Newport Insurance tasks, Subta billing, AFCA deposit and Fee equalization process.
Section 2: Job Functions, Essential Duties and Responsibilities
- Owner of the quarterly and monthly automated RIA & TPA fee process. Responsibilities include payment processing, research and correction of errors / variances, trade confirmation, and payment instruction delivery to the Trust.
- Respond and / or resolve RIA / TPA related issues, questions, and inquiries.
- Coordinate custom reporting and delivery of RIA information to various firms.
- Submit RK HD tickets needed for fee enhancements, research and/or reporting.
- Maintenance and compliance of Credit Memo and RK Loss databases according to published Table of Authority (TOA)
- Oversight of the Managed account and Fiduciary service product process.
- Monthly allocation of fund revenue (SubTA & 12b1's) into plan holding accounts and manage participant fee equalization process.
- QC quarterly wrap fee calculation.
- Create invoices and post outgoing wires using various annual, quarterly, and month end journal entries for Government Saving contracts.
- Monthly reconciliation of billed revenue, insurance and mutual fund commissions. Coordinate the release of monthly or quarterly payments to third parties.
- Dashboard Reporting & QC of RIA Payments
- Work closely with the Strategic Business Consultant team and client service to answer questions and ensure a positive advisor payment experience.
- Ability to successfully prioritize and balance multiple projects concurrently.
- Assist with other tasks and projects as assigned.
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- PC skills in Excel, Word, and PowerPoint. Access a plus.
- Strong written and verbal communication skills.
- Ability to handle multiple priorities
- Bachelor's degree in accounting or finance preferred.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
About Ascensus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Dresher, PA, US
Year founded
1975