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Financial Operations Associate Jobs in Austin, TX

... 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 ...

The Operations Associate supports underwriting operations through policy lifecycle activities ... Participate in cross-functional learning opportunities across underwriting, claims, finance, and ...

Responsibilities The Operations Associate supports underwriting operations through policy lifecycle ... Participate in cross-functional learning opportunities across underwriting, claims, finance, and ...

Responsibilities The Operations Associate supports underwriting operations through policy lifecycle ... Participate in cross-functional learning opportunities across underwriting, claims, finance, and ...

The Systems Operations Associate facilitates the delivery of scalable process and product ... finance, and product teams * Complete quarterly gap analyses of as-is and to-be processes ...

The Systems Operations Associate facilitates the delivery of scalable process and product ... Our comprehensive benefits include global access to mental health and financial wellness support ...

Live Operations Associate

Austin, TX · On-site

$80K - $90K/yr

About the role We're hiring a Live Ops Associate to support premium subscription operations, with a ... Our comprehensive benefits include global access to mental health and financial wellness support ...

Sales Operations Associate

Austin, TX · Remote

$60K - $75K/yr

... detail-oriented Sales Operations Associate to join our Revenue Operations team. This is an ... Work closely with Marketing, Sales, Account Management, and Finance teams to align data and ...

Vestwell is the financial technology company powering the new savings economy. Our platform ... with entry-level Operations Associates who are passionate about our mission to change the ...

Business Operations Associate

Austin, TX · 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

Austin, TX · 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

Austin, TX · 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 ...

Prepare quarterly and annual financial statements and reports * Prepare investor notices, including ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

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Financial Operations Associate information

See Austin, TX salary details

$11

$26

$52

How much do financial operations associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for financial operations associate in Austin, TX is $26.01, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $30.00 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 Austin, TX? The most popular types of Financial Operations jobs in Austin, TX are:
What cities near Austin, TX are hiring for Financial Operations Associate jobs? Cities near Austin, TX with the most Financial Operations Associate job openings:
Infographic showing various Financial Operations Associate job openings in Austin, TX as of August 2026, with employment types broken down into 85% Full Time, 11% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,109 per year, or $26 per hour.

Financial Operations Associate

ASCENSUS

Austin, TX • Remote

Full-time

Posted 15 days ago


Ascensus rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

45th 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.


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