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Indexing Associate Jobs (NOW HIRING)

Key Accountabilities: 1. PRODUCT METADATA INDEXING AND COPY EDITING: 2. The Indexer/Copyeditor Contractor proofreads and fact checks all product descriptions and supporting information prior to ...

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Indexing Associate information

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How much do indexing associate jobs pay per hour?

As of Jun 5, 2026, the average hourly pay for indexing associate in the United States is $17.87, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $19.95 per hour, depending on experience, location, and employer.

What are Indexing Associates?

Indexing Associates are professionals responsible for organizing, cataloging, and maintaining information or documents for easy retrieval. They analyze content and assign relevant keywords or metadata to ensure information can be efficiently searched and accessed. Indexing Associates commonly work in libraries, publishing houses, legal firms, or corporate records departments. Their attention to detail helps organizations maintain accurate and accessible records, which is crucial for research, compliance, and information management.

What are the key skills and qualifications needed to thrive as an Indexing Associate, and why are they important?

To thrive as an Indexing Associate, you need strong attention to detail, analytical thinking, and a solid grasp of information organization, often supported by a degree in library science or a related field. Familiarity with cataloging software, metadata standards, and database management systems is typically required. Excellent time management, communication skills, and the ability to work independently help someone excel in this role. These skills ensure that large volumes of information are accurately organized, easily retrievable, and useful for end-users.

What is the difference between Indexing Associate vs Data Entry Clerk?

AspectIndexing AssociateData Entry Clerk
Required CredentialsHigh school diploma; familiarity with indexing softwareHigh school diploma; proficiency in data entry tools
Work EnvironmentLibraries, archives, or information centersOffices, administrative settings
Employer & IndustryLibraries, publishing, information managementBusinesses, healthcare, government agencies
Search & Comparison IntentUnderstanding indexing processes and skillsData input and accuracy tasks

While both roles involve handling information, an Indexing Associate focuses on organizing and cataloging data for easy retrieval, often in library or archival settings. A Data Entry Clerk primarily inputs data into systems, emphasizing speed and accuracy. The roles share similar skills but differ in context and specific responsibilities.

What are the main challenges an Indexing Associate faces in managing large volumes of information, and how are they typically addressed?

Indexing Associates often work with extensive sets of documents or data, which can make it challenging to maintain accuracy and consistency in categorization. To address this, many teams utilize specialized indexing software and follow standardized guidelines to ensure all entries are uniformly organized. Regular quality checks, ongoing training, and collaboration with team members are also common practices to minimize errors and improve efficiency. Being detail-oriented and comfortable with repetitive tasks are important qualities for success in this role.
More about Indexing Associate jobs
What cities are hiring for Indexing Associate jobs? Cities with the most Indexing Associate job openings:
What are the most commonly searched types of Indexing jobs? The most popular types of Indexing jobs are:
What states have the most Indexing Associate jobs? States with the most job openings for Indexing Associate jobs include:
Infographic showing various Indexing Associate job openings in the United States as of May 2026, with employment types broken down into 99% Full Time, and 1% Temporary. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $37,175 per year, or $17.9 per hour.
Associate Portfolio Manager, Custom Indexing

Associate Portfolio Manager, Custom Indexing

Orion

Phoenixville, PA โ€ข On-site

$91K - $140K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 17 days ago


Job description

About this Opportunity:
As an Associate Portfolio Manager, Custom Indexing, you will be responsible for supporting the planning, customization, transition, and ongoing management of tax-managed client portfolios. This role will work closely with the Portfolio Management team on the day-to-day operations of managing client accounts. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you'll get to:
  • Support Portfolio Managers to plan, customize, transition, and manage client portfolios with a focus on the optimization process and Direct Indexing
  • Develop and maintain strong relationships with internal sales professionals, financial advisors and their clients to ensure high levels of service for tax managed solutions
  • Conduct preliminary optimizations for client portfolios and collaborate with Portfolio Managers and internal teams to monitor, maintain, and rebalance existing client portfolios
  • Optimize portfolios and generate trades for daily cash flows in and out of Custom Indexing accounts
  • Participate in product working groups by offering feedback on Direct Indexing enhancements from a user and client-service perspective
  • Develop a strong understanding of our internal tax management optimization and Direct Indexing software utilized to manage client portfolios
  • Assist with internal audit reviews or compliance reporting by preparing reporting of daily, weekly, and quarterly tasks, and explaining optimization decisions and trade rationale
  • Maintain industry knowledge of tax policy, financial planning, as well as economic, and financial market conditions

We're looking for talent who:
  • Has background in technology, quantitative analysis, mathematics, and quantitative subject matter is strongly encouraged
  • Has eagerness to become an expert of the Orion technology stack, including the integration of multiple platforms and our Custom Indexing offering
  • Has effective communication skills to understand and explain complicated subject matter to a variety of audiences
  • Has ability to work effectively both individually and within a team environment
  • Has proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook
  • Has excellence in writing, listening, and verbal communication skills
  • Possess an ever-questioning approach as to how technology, processes, and collaboration can build upon our product offerings
  • Has a minimum of a high school diploma
  • Has a minimum of 3 years of experience
  • Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Licensing Requirements:
  • This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy

#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Salary Range:
$91,820.00 - $140,567.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.