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Financial Services Back Office Jobs (NOW HIRING)

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... services, back-office operations, and trading support. Our mission is to simplify complex ... Company Description MTO Financial Services partners with RIAs, family offices, hedge funds, and ...

Back Office Employee

Tampa, FL · On-site

$16.75 - $21.25/hr

The Back Office Employee will assist with billing and basic finance-related tasks, support sales or ... Customer Service skills to support patient inquiries and provide courteous, professional assistance.

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Back Office Associate

New York, NY · On-site

$38K - $46K/yr

... and customer service, while providing exceptional support to clients and customers. Exemption ... Company Description Hilldun Corporation is a leading factoring and finance company in the fashion ...

Back Office Lead

Folsom, CA · On-site

$21 - $30/hr

As a Back Office Lead at Golden State Dermatology, you will be responsible for overseeing the daily ... Refrains from using company services and equipment for personal matters. * Maintains strictest ...

Back Office Lead

Folsom, CA · On-site

$21 - $30/hr

As a Back Office Lead at Golden State Dermatology, you will be responsible for overseeing the daily ... Refrains from using company services and equipment for personal matters. * Maintains strictest ...

Back Office Coordinator

Dallas, TX · On-site

$17.75 - $23.75/hr

The Back Office Coordinator will assist the Office Manager with Operation and Management job duties ... service in accordance with company policies, practices and procedures. Works with other staff ...

Back Office Coordinator

Dallas, TX · On-site

$17.75 - $23.75/hr

Performs lead duties for back-office staff to ensure optimal patient flow and excellent customer service in accordance with company policies, practices and procedures. Works with other staff members ...

BACK OFFICE COORDINATOR

Dallas, TX

$17.75 - $23.75/hr

Performs lead duties for back-office staff to ensure optimal patient flow and excellent customer service in accordance with company policies, practices and procedures. Works with other staff members ...

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Showing results 1-20

Financial Services Back Office information

See salary details

$25K

$65.2K

$132K

How much do financial services back office jobs pay per year?

As of Sep 10, 2026, the average yearly pay for financial services back office in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Financial Services Back Office jobs?

For Financial Services Back Office jobs, the most frequently searched job titles are:

Infographic showing various Financial Services Back Office job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Investment Operations Associate

Stony Brook, NY • On-site

$60K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 4 days ago

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Job description

Company Description

MTO Financial Services partners with RIAs, family offices, hedge funds, and wealth management firms as an extension of their operations team. We specialize in investment reporting, alternative investment data management, outsourced COO services, back-office operations, and trading support. Our mission is to simplify complex operational workflows so advisors can spend more time serving clients and growing their businesses.


Role Description

The Investment Operations Associate will support investment reporting, client service, portfolio administration, trading support, and back-office operations for RIAs and wealth management firms. This position is ideal for someone who enjoys working with investment data, technology platforms, and client-facing operational processes.


Qualifications:


  • MUST have experience in using Addepar. Please DO NOT apply if no experience.
  • This position is "on-site" in Stony Brook, NY.

·        Prepare investment performance reports using Addepar and Black Diamond.

·        Maintain client portfolios and reconcile investment data.

·        Monitor asset allocations, cash balances, and investment restrictions.

·        Assist with trade execution, trade blotters, and trade confirmations.

·        Process account paperwork and coordinate client onboarding.

·        Communicate with custodians, advisors, and clients regarding account activity.

·        Support alternative investment reporting and document collection.

·        Maintain accurate client records and reporting databases.

·        Provide exceptional client service while ensuring operational accuracy.

·        Bachelor's degree in Business Administration, Finance or Economics.


Company Description

MTO Financial Services partners with RIAs, family offices, hedge funds, and wealth management firms as an extension of their operations team. We specialize in investment reporting, alternative investment data management, outsourced COO services, back-office operations, and trading support. Our mission is to simplify complex operational workflows so advisors can spend more time serving clients and growing their businesses.