ZipRecruiter

Log In

1

Financial Operations Associate Jobs in Stratford, CT

Hackmann Wealth Partners

Operations Associate

Stamford, CT · On-site

$60 - $65K/hr

Hackmann Wealth Partners, a Stamford CT based financial planning firm, is seeking to hire an Operations Associate to join our growing team of professionals. Firm headquarters are in Stamford, CT with ...

New

Wilton Re

Operations Associate

Norwalk, CT · On-site

$70K - $95K/yr

Operations Associate We are searching for an experienced Operations Associate at our Connecticut ... Bachelor's degree preferably inthe field of finance, business administration, or computer science ...

MTO Financial Services

Be Seen First

Investment Operations Associate

Stony Brook, NY · On-site

$60K - $80K/yr

Company Description MTO Financial Services partners with RIAs, family offices, hedge funds, and ... Role Description The Investment Operations Associate will support investment reporting, client ...

Wilton Re

Operations Associate

Norwalk, CT · Hybrid

We are experiencedindustry specialists focused on the risk, capital and operational needs of ... Bachelor's degree preferably inthe field of finance, business administration, or computer science ...

Roku

Systems Operations Associate

Stamford, CT · On-site

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 ...

Roku

Systems Operations Associate

Stamford, CT · On-site

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 ...

CarMax, Inc.

Business Operations Associate

East Haven, CT · On-site

$17.40 - $28/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 ...

Carmax

Business Operations Associate

East Haven, CT · On-site

$17.40 - $28/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 ...

Carmax

Business Operations Associate

East Haven, CT · On-site

$17.40 - $28/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 ...

SS&C

Associate Manager, Operations

Stamford, CT · Hybrid

As a leading financial services and healthcare technology company based on revenue, SS&C is ... Associate Manager, Operations Locations: Stamford, CT (hybrid), New York City (hybrid) About the ...

BIC

Sales Operations Associate Manager

Shelton, CT

You'll collaborate across Sales, Marketing, Product Development, Supply Chain, Finance, and external vendors to ensure flawless execution of customer-facing events and operational processes. This ...

BIC

Sales Operations Associate Manager

Shelton, CT · On-site

You'll collaborate across Sales, Marketing, Product Development, Supply Chain, Finance, and external vendors to ensure flawless execution of customer-facing events and operational processes. This ...

next page

Showing results 1-20

All JobsFinancial Operations Associate JobsFinancial Operations Associate Jobs in Stratford, CT

Financial Operations Associate information

See Stratford, CT salary details

$11

$27

$55

How much do financial operations associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for financial operations associate in Stratford, CT is $27.17, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $31.35 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 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 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.
Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in Stratford, CT 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 $56,523 per year, or $27.2 per hour.

Operations Associate

Stamford, CT • On-site

Hackmann Wealth Partners
Finance and Insurance • 1 - 10 employees
Learn more about Hackmann Wealth Partnersexternal

$60 - $65K/hr

Other

Medical, Retirement, PTO

Posted yesterday

New

Job description

Hackmann Wealth Partners, a Stamford CT based financial planning firm, is seeking to hire an Operations Associate to join our growing team of professionals. Firm headquarters are in Stamford, CT with satellite sales locations in Boston and Washington, DC. Clients are attracted to the firm via financial radio shows hosted by the firm President.


The firm primarily serves families approaching or in retirement with $1 - $20 million in assets for long term financial planning and asset management. The company environment is fast-paced and entrepreneurial and requires team members to be enthusiastic and energetic.


Primary Duties & Responsibilities

The Operations Associate (OA) provides a high level of administrative service to handle various aspects of the operations of the firm, including:

·     Maintaining client data and events

·     Preparing necessary paperwork for account opening and maintenance

·     Monitoring client workflow

·     Tracking prospects and leads

·     Providing ad hoc support for various projects and issues as needed.


The OA is adaptable and energetic and performs additional operational, marketing and administrative responsibilities as needed. 


The OA actively participates in the continuous improvement and implementation of the firm's standardized processes, effectively collaborates with team members and ensures timely and accurate execution of requests to ensure operations are efficiently managed and high-quality client service is delivered.


Working in Stamford CT headquarters 4 days a week (M-Th) with Fridays remote working. Expected total hours worked per week (including weekend hours) in 50 hours range.


Qualifications

·     Bachelor’s Degree

·     Outstanding detail orientation and project management skills with an ability to work both independently and collaboratively.

·     Proactive problem-solver and an independent thinker; highly resourceful and will follow-up as often as necessary.

·     Ability to independently set priorities, carry out multiple and diverse assignments within time deadlines and handle ambiguity.

·     Strong eye for business and mature professional judgement.

·     Outstanding problem solving and decision-making skills.

·     Excellent written and verbal communication skills.

·     Microsoft Office Suite knowledge required. CRM knowledge a plus but not mandatory.

·     Great energetic attitude and enthusiasm for working in a small but growing business.

Benefits

·     Base salary in the $60 - $65k range dependent on qualifications and experience.

·     The successful candidate may be eligible for discretionary incentive compensation award(s). Awards are dependent on individual success at meeting job requirements and firm performance.

·     Health insurance with employer / employee contributions, 401k, flexible personal/vacation time off, sick leave, paid holidays.

·     Hands-on training and support for professional education and growth.

·     Fit to company culture and meeting high expectations is essential. A trial period of six months will be applied in the terms of employment.


If you are interested in applying for this position, you need to: email jeannie@hackmannwealth.com and (1) include two sentences about why you are interested in the position (2) indicate where you live and your ability to commute to Stamford and (3) attach your resume. Please make the subject line, “First Name Last Name: Resume”. Note: Only applicants that send this email will be considered.


Apply