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Financial Operations Associate Jobs in Brookfield, WI

Monitise

Business Operations Associate

Milwaukee, WI · On-site

We connect financial institutions, corporations, merchants, and consumers to one another millions ... As a Business Operations Associate, you will support Network and Payment Operations by leading ...

U.S. Bank

Trade Operations Associate

Milwaukee, WI · On-site

Helping the customers and businesses we serve to make better and smarter financial decisions and ... Position Summary The Trades Operations Associate supports the end-to-end handling of trade data ...

US Bank

Trade Operations Associate

Milwaukee, WI · On-site

Helping the customers and businesses we serve to make better and smarter financial decisions and ... Position Summary The Trades Operations Associate supports the endtoend handling of trade data ...

Bear Country Inc

Operations Specialist

Caledonia, WI · On-site

BCI Operations Associate SUMMARY: The BCI Operations Associate helps with all aspects of Bear ... Make Memories Worth Repeating?, including maximization of guest satisfaction, financial performance ...

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Financial Operations Associate information

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How much do financial operations associate jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for financial operations associate in Brookfield, WI is $24.85, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $28.65 per hour, depending on experience, location, and employer.

What does a financial associate do?

A financial operations associate handles tasks such as processing transactions, maintaining financial records, and supporting budgeting and reporting activities. They often use financial software and require attention to detail to ensure accuracy in financial data management.

What are Financial Operations Associates?

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 is a financial operations job description?

A financial operations associate manages financial processes such as accounts payable and receivable, reconciliations, and financial reporting. They often use tools like Excel and accounting software, ensuring accuracy and compliance in financial transactions. Strong analytical skills and attention to detail are essential for this role.

How much does a finance associate earn?

A financial operations associate typically earns between $50,000 and $70,000 annually, depending on experience, location, and company size. Entry-level positions may start lower, while experienced professionals or those in high-cost areas can earn higher salaries. Skills in financial analysis and proficiency with tools like Excel or financial software can influence compensation.

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 does a financial operations associate do?

A financial operations associate manages financial transactions, processes payments, reconciles accounts, and ensures compliance with financial policies. They often use financial software and may assist with reporting, budgeting, and audit preparations to support the company's financial health.
What cities near Brookfield, WI are hiring for Financial Operations Associate jobs? Cities near Brookfield, WI with the most Financial Operations Associate job openings:
Financial Operations Associate jobs near you
Financial Operations Associate

Financial Operations Associate

MRA Recruiting Services

Waukesha, WI • On-site

Full-time

Posted 2 days ago

Job description

Financial Operations Associate 
IAG Wealth Partners
Waukesha, WI
The Financial Operations Associate Position at IAG Wealth Partners is an individual who presents as organized, professional, self-motivated, energetic, with clear and concise communication skills. The Financial Operations Associate will provide exceptional administrative, operational, and customer service support through a reliable, organized and proactive workflow. The Financial Operations Associate is accountable for the achievement of individual and team goals within a demanding environment. This individual owns the ability to work independently and self-motivate while completing all responsibilities with great attention to detail.Core Competencies:
  • Client Facing Communication & Service: Enthusiastic, Patient, Respectful, Empathetic.
  • Client Information Management: Accuracy, Documentation & Follow up.
  • Compliance & Procedural Discipline: Attention to Detail - Error Free Work.
  • Team Collaboration & Communication: Willingness, Clear and Concise, Active Listener.
  • Professionalism: Conduct, Presentation, Interactions.
  • Workflow Ownership: Proactive, Reliable, and Organized.
  • Values Alignment: Integrity, Service Minded, Stewardship, Humility/Teachability, Empathy, and Respect.
Responsibilities:
  • Develop a cohesive and efficient working relationship with assigned financial advisor(s).
  • Develop and support professional relationships with clients via phone, email, and in-person.
  • Prepare forms and other materials for client meetings as needed or directed.
  • Process required paperwork for client account set-up and investment implementation.
  • Complete tasks within the SLA (service level agreements).
  • Complete tasks using internal processes, timelines and standard operation procedures.
  • Communicate effectively to assigned advisors, team members, and other departments.
  • Provide ongoing customer service for specific client requests and for online account access.
  • Schedule client meetings and appointments.
  • Maintain client database including updates, changes in status, and client requests.
  • Maintain compliance with broker/dealer and regulatory requirements.
  • Work as a team member including backup for other members when assigned.
  • Perform front-desk backup including answering phones and greeting guests.
  • Attend mandatory team and company meetings.
  • Participate in and aid with company events (sometimes outside of normal work hours).
  • Other duties as assigned.
Job Requirements:
  • 1-3 years of financial industry experience preferred.
  • High school diploma required.
  • Bachelor’s or Associate’s degree in business administration, finance, or accounting preferred.
  • Consistent and exceptional attention to detail.
  • Exceptional transactional accuracy and procedural discipline.
  • Professional and positive attitude geared to serving clients.
  • Strong desire to deliver superior client service.
  • Excellent phone etiquette and interpersonal communication skills.
  • Highly ethical team player: desire to work in small team environment with collaboration.
  • Proficiency with Microsoft Office including Excel, Word, and Outlook.
  • Ability to work at a standard workstation.
Work EnvironmentThis is a meticulous, client-facing position with changing variables daily. Client requests, market changes, or advisor needs vary drastically. Efficient time management is essential to success in this role. The Financial Operations Associate will acclimate quickly to these sudden changes while keeping a calm and positive demeanor.
For 40 years, our team members have provided the highest level of service. We are dedicated to continuing our mission to help our clients make sound wealth management decisions so they can pursue their goals.
Position
Full-time
On-site/In the office
Exempt
Monday – Friday: 8:30 am – 5:00 pm
Benefits Eligible
 

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