Role Overview The Operations Associate will support day-to-day business operations, client ... This role requires exceptional organizational skills, comfort with financial documentation, strong ...
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
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
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
Role Overview The Operations Associate will support day-to-day business operations, client ... This role requires exceptional organizational skills, comfort with financial documentation, strong ...
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Operations Associate
Dallas, TX · On-site
Role Overview The Operations Associate will support day-to-day business operations, client ... This role requires exceptional organizational skills, comfort with financial documentation, strong ...
Senior Finance Operations Associate
Houston, TX · On-site
$88K - $104K/yr
Job Title: Senior Finance Operations Associate Division: School of Medicine Work Arrangement ... Responsible for financial activities such as debt administration, issuance and analysis, budget ...
Senior Finance Operations Associate
Houston, TX · On-site
$88K - $104K/yr
Job Title: Senior Finance Operations Associate Division: School of Medicine Work Arrangement ... Responsible for financial activities such as debt administration, issuance and analysis, budget ...
Manage order processing and day-end balancing, ensuring accuracy and timeliness to uphold financial ... The Operations Associate directly reports to the Branch Manager, collaborating to effectively lead ...
New
Manage order processing and day-end balancing, ensuring accuracy and timeliness to uphold financial ... The Operations Associate directly reports to the Branch Manager, collaborating to effectively lead ...
New
Central Operations Associate
$60K - $90K/yr
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 ...
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Central Operations Associate
$60K - $90K/yr
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 ...
Join us and help families amplify and simplify their financial lives with confidence. * Mercer ... The Service Operations Associate I is a critical operational role within the Client Service ...
Quick apply
Join us and help families amplify and simplify their financial lives with confidence. * Mercer ... The Service Operations Associate I is a critical operational role within the Client Service ...
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 ...
Reporting to the Chief Financial Officer, the Development & Operations Associate supports TPPF's fundraising and finance functions through accurate gift processing, donor data management, and ...
Reporting to the Chief Financial Officer, the Development & Operations Associate supports TPPF's fundraising and finance functions through accurate gift processing, donor data management, and ...
Summary The Senior Finance Operations Associate position serves as the key institutional resource ... Responsible for financial activities such as debt administration, issuance and analysis, budget ...
Summary The Senior Finance Operations Associate position serves as the key institutional resource ... Responsible for financial activities such as debt administration, issuance and analysis, budget ...
Summary: The Operations Support Associate is responsible for providing administrative support to ... Receipt confirmation in system - (triggers financial action for some customers.) In Fulfillment ...
Summary: The Operations Support Associate is responsible for providing administrative support to ... Receipt confirmation in system - (triggers financial action for some customers.) In Fulfillment ...
Operations Associate
Laredo, TX · On-site
The Operations Support Associate is responsible for providing administrative support to multi-shift ... Receipt confirmation in system - (triggers financial action for some customers.) In Fulfillment ...
Operations Associate
Laredo, TX · On-site
The Operations Support Associate is responsible for providing administrative support to multi-shift ... Receipt confirmation in system - (triggers financial action for some customers.) In Fulfillment ...
... financial guidance across international markets. We are currently executing an exciting expansion ... Operations Associate to join our team during an exciting period of global growth. This role serves ...
... financial guidance across international markets. We are currently executing an exciting expansion ... Operations Associate to join our team during an exciting period of global growth. This role serves ...
Manager, IT Financial Operations
Houston, TX · On-site
$100K - $132K/yr
As a Manager, IT Financial Operations, you'll lead the day-to-day financial management and ... Reporting to the Associate Director, this role translates strategic financial direction into ...
Manager, IT Financial Operations
Houston, TX · On-site
$100K - $132K/yr
As a Manager, IT Financial Operations, you'll lead the day-to-day financial management and ... Reporting to the Associate Director, this role translates strategic financial direction into ...
Trading Operations Associate
Austin, TX · On-site
$24.04 - $28.85/hr
... and transform the finance industry together. We believe in the importance of in-office ... Operations Associate will be responsible for monitoring and assisting in the successful execution ...
Trading Operations Associate
Austin, TX · On-site
$24.04 - $28.85/hr
... and transform the finance industry together. We believe in the importance of in-office ... Operations Associate will be responsible for monitoring and assisting in the successful execution ...
... Finance, and the C-Suite to transform ambitious targets into operational reality. The Role We're ... Associate who thrives where strategy meets execution. You'll have a front-row seat to scaling ...
... Finance, and the C-Suite to transform ambitious targets into operational reality. The Role We're ... Associate who thrives where strategy meets execution. You'll have a front-row seat to scaling ...
Operations Associate
Austin, TX · On-site
... Finance, and the C-Suite to transform ambitious targets into operational reality. The Role We're ... Associate who thrives where strategy meets execution. You'll have a front-row seat to scaling ...
Operations Associate
Austin, TX · On-site
... Finance, and the C-Suite to transform ambitious targets into operational reality. The Role We're ... Associate who thrives where strategy meets execution. You'll have a front-row seat to scaling ...
Manager, IT Financial Operations
Houston, TX · On-site
$100K - $132K/yr
As a Manager, IT Financial Operations, you'll lead the day-to-day financial management and ... Reporting to the Associate Director, this role translates strategic financial direction into ...
Manager, IT Financial Operations
Houston, TX · On-site
$100K - $132K/yr
As a Manager, IT Financial Operations, you'll lead the day-to-day financial management and ... Reporting to the Associate Director, this role translates strategic financial direction into ...
Executive Summary The University of Texas at Arlington seeks an experienced and innovative Associate Vice President for Financial Operations and Controller (AVP) during a pivotal period. As the ...
Executive Summary The University of Texas at Arlington seeks an experienced and innovative Associate Vice President for Financial Operations and Controller (AVP) during a pivotal period. As the ...
M Financial Group: M Financial Group is a community of leaders comprising the best and brightest ... Provide day-to-day operational support to production teams to ensure smooth workflow and timely ...
M Financial Group: M Financial Group is a community of leaders comprising the best and brightest ... Provide day-to-day operational support to production teams to ensure smooth workflow and timely ...
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 does a financial associate do?
What are Financial Operations Associates?
What are the key skills and qualifications needed to thrive as a Financial Operations Associate, and why are they important?
What is a financial operations job description?
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What are some common challenges Financial Operations Associates face when managing transaction accuracy and reporting deadlines?
What does a financial operations associate do?

Full-time
Medical, Dental, Vision, Life, PTO
Posted 24 days ago
Job description
Harmonious Capital Administration provides institutional-grade fund administration, investor services, and operational support to emerging fund managers, private investment vehicles, and special-purpose entities. We deliver precision, transparency, and peace of mind through innovative technology and high-touch service. Our team is focused on building a modern operational backbone for alternative investments-where accuracy, integrity, and client trust come first.
We are growing quickly and seeking an Operations Associate who is detail-oriented, proactive, and energized by creating order, streamlining processes, and supporting a high-performance financial operations environment.
Role Overview
The Operations Associate will support day-to-day business operations, client workflows, and internal process execution across the Harmonious platform. This role requires exceptional organizational skills, comfort with financial documentation, strong communication, and the ability to anticipate needs in a dynamic and fast-paced environment. You will work closely with leadership to ensure that our internal and client-facing operations run flawlessly.
This is an ideal role for someone who loves structure, thrives on accuracy, and wants to grow at the intersection of operations, finance, and technology.
Key Responsibilities
Client & Investor Operations
- Support onboarding of new clients, investors, and SPVs, including collection and verification of required documentation.
- Manage data entry, document uploads, and workflow tracking in internal systems.
- Assist with subscription document review, signature packet distribution, and investor communication.
- Maintain accurate client records, cap tables, and operational checklists.
Internal Operations & Process Management
- Execute repeatable operational tasks including compliance checks, filing, reporting preparation, and record maintenance.
- Support the creation and refinement of SOPs, operational playbooks, and workflow documentation.
- Coordinate cross-team information flow to ensure deadlines are met and nothing falls through the cracks.
- Assist with scheduling, meeting preparation, and internal communication as needed.
Financial & Administrative Support
- Prepare operational reports, data summaries, and materials for internal and client review.
- Assist with collecting and organizing financial documentation for fund administration workflows.
- Support technology systems, including CRM, workflow tools, and investor portals.
Quality, Compliance & Risk Awareness
- Uphold high standards of accuracy and confidentiality in handling sensitive financial and investor information.
- Flag inconsistencies or errors and proactively suggest improvements to reduce operational risk.
- Participate in quality-control reviews and compliance checks.
Qualifications
Required
- 1-3 years of experience in operations, financial services, fund administration, investment operations, or a related field.
- Exceptional attention to detail and organizational rigor.
- Strong written and verbal communication skills.
- Ability to juggle multiple priorities and maintain accuracy under deadlines.
- Comfortable learning new systems and working with structured data.
- High integrity and commitment to confidentiality.
Preferred
- Experience with private investment operations (SPVs, funds, investor onboarding, compliance).
- Proficiency with Hubspot, CRM systems, or investor portal software.
- Familiarity with alternative investments or fund administration workflows.
- Experience in a high-growth startup environment.
Benefits
We offer a competitive early-stage benefits package, including:
- Medical, Dental, and Vision Insurance
- Life Insurance
- Hospital Indemnity, Accident, and Critical Illness Coverage
- Paid Time Off & Paid Holidays
- Professional Development Opportunities
- Exposure and access to senior leadership
Who You Are
- You take ownership and follow through.
- You thrive in well-organized environments and help create them.
- You communicate clearly and professionally.
- You're solutions-oriented and resourceful.
- You enjoy helping clients and internal teams succeed.
- You are motivated by accuracy, efficiency, and continuous improvement.
Why Join Harmonious
- Work directly with leadership at a growing firm transforming private-market operations.
- Be part of a team that values excellence, transparency, and trust.
- Gain exposure to the inner workings of investment vehicles and fund operations.
- Opportunity to grow into more advanced operations or client service roles.
- Competitive compensation with benefits.