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Investment Operations Assistant Jobs in Florida (NOW HIRING)

Better Talent

Operations Runner

Sarasota, FL

  • Medical

  • PTO

We invest in innovation. We embrace technology, continuously improve our processes, and encourage ... Perform departure inspections on our higher-level homes to ensure everything is in order. * Assist ...

Concurrent Investment Advisors

Billing Associate

Tampa, FL

$60K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Identify recurring billing issues and stakeholder feedback and assist in developing process ... Two or more years of experience in billing, finance, accounting, investment operations, revenue ...

OpenFX

Business Operations Manager

Miami, FL · On-site

We're backed by Accel, Lightspeed, NfX and other top-tier investors. Role Overview We are seeking a ... Monitor and analyze client wallet share and transaction volumes. * Assist in implementing ...

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Operations Manager - Registered Investment Advisory

Boca Raton, FL · On-site

$110K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Investment Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in Boca ... Coordinate employee onboarding, orientation, and new hire training. * Assist with HR administration ...

Blackstone

Private Equity Investor Product Strategy, AVP

Miami, FL · On-site

$130K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... activities * Assist with the preparation and review of marketing and fundraising materials ... investment operations, consulting, or other related experience * Experience managing a team of at ...

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Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for investment operations assistant in Florida is $14.81, according to ZipRecruiter salary data. Most workers in this role earn between $11.49 and $16.68 per hour, depending on experience, location, and employer.

What are some common challenges faced by investment operations assistants, and how can they be addressed?

Investment Operations Assistants often encounter challenges such as managing high volumes of transactions, ensuring data accuracy, and meeting tight deadlines. These tasks require strong attention to detail and the ability to multitask effectively in a fast-paced environment. Building proficiency with financial software and developing clear communication with portfolio managers and custodians can help address these challenges. Additionally, staying organized and proactively seeking clarification on complex processes can greatly enhance performance and reduce errors.

What does an investment operations assistant do?

An Investment Operations Assistant supports the day-to-day administrative and operational functions within an investment firm or financial institution. Their responsibilities typically include processing transactions, maintaining accurate records, reconciling accounts, and assisting with trade settlements. They act as a bridge between portfolio managers, traders, and back-office teams to ensure smooth and efficient investment operations. Attention to detail and strong organizational skills are essential for this role.

What is the difference between Investment Operations Assistant vs Investment Analyst?

AspectInvestment Operations AssistantInvestment Analyst
Primary FocusSupporting operational tasks, trade processing, and data managementAnalyzing investment opportunities, market research, and portfolio performance
Required SkillsAttention to detail, knowledge of trading systems, data entryFinancial analysis, valuation, market research
CertificationsTypically none required, but CFA Level I may be beneficialOften CFA Level I or II, financial modeling skills
Work EnvironmentBack-office, support teams within asset management firmsResearch departments, investment teams

While both roles support investment firms, the Investment Operations Assistant primarily handles operational and administrative tasks, whereas the Investment Analyst focuses on analyzing investments and market data. Understanding these differences helps candidates target their skills and career goals effectively.

What is the salary of an investment operations assistant?

The salary of an investment operations assistant typically ranges from $50,000 to $70,000 annually, depending on experience, location, and the size of the firm. Entry-level positions may start lower, while experienced assistants or those in major financial hubs can earn higher salaries. Benefits often include health insurance, retirement plans, and opportunities for professional development.

What are the key skills and qualifications needed to thrive as an investment operations assistant, and why are they important?

To thrive as an Investment Operations Assistant, you need a solid grasp of financial principles, attention to detail, and a relevant degree such as finance, accounting, or business administration. Familiarity with investment management systems, trade settlement platforms, and proficiency in Excel or similar data tools is typically required. Strong organizational skills, effective communication, and the ability to work under pressure help you manage multiple tasks and collaborate with internal teams. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and smooth investment operations.
What are the most commonly searched types of Investment Operations jobs in Florida? The most popular types of Investment Operations jobs in Florida are:
What cities in Florida are hiring for Investment Operations Assistant jobs? Cities in Florida with the most Investment Operations Assistant job openings:
Investment Operations Assistant jobs near you

Operations Coordinator

Claire Myers Consulting

Saint Augustine, FL • Hybrid

$50K - $60K/yr

Full-time

Posted 9 days ago

Job description

LOCATION: St. Augustine / Jacksonville, FL (Hybrid)


COMPENSATION: $50K-$60K salary



Overview:


Our client is a growing, relationship-focused wealth management firm seeking a proactive and highly organized Operations Coordinator to help strengthen and scale the firm's operational infrastructure. This individual will play a key role in improving internal processes, supporting technology initiatives, and ensuring the business operates efficiently as the firm continues to grow.


Working closely with leadership, the Operations Coordinator will help optimize workflows, maintain operational consistency, support business initiatives, and contribute to an exceptional client experience. This is an excellent opportunity for someone who enjoys creating order, leveraging technology, solving problems, and continuously improving how work gets done.



Key Responsibilities:


Operations & Process Management:


  • Coordinate and improve operational workflows across the practice
  • Develop, document, and maintain standard operating procedures (SOPs)
  • Identify opportunities to improve efficiency and support automation initiatives
  • Monitor operational priorities, recurring business activities, and special projects
  • Assist with implementing operational initiatives that support firm growth and scalability



Technology & Systems:


  • Serve as an internal resource for Redtail CRM and other core technology platforms, including RightCapital and DocuSign
  • Maintain workflows, templates, reports, and system documentation
  • Coordinate technology enhancements and vendor support
  • Help ensure systems are utilized consistently and effectively across the team
  • Assist with technology implementations and process improvements



Documentation & Business Support:


  • Maintain operational documentation, workflow guides, and training materials
  • Coordinate the firm's recurring client service calendar and operational initiatives
  • Support website updates, operational projects, and business continuity efforts
  • Assist with vendor relationships and ongoing data organization
  • Help ensure documentation remains accurate, organized, and up to date



Operational Support:


  • Develop expertise in account administration, paperwork workflows, and operational procedures
  • Support quality control efforts to improve accuracy and efficiency
  • Coordinate with custodians, technology providers, and business partners to resolve operational matters
  • Assist with operational projects that improve team productivity and enhance the client experience
  • Provide general operational support to leadership and the advisory team as needed



Qualifications:


  • 3+ years of operations, client service, business administration, or financial services experience preferred
  • Experience within wealth management, financial planning, investment operations, banking, or another professional services environment strongly preferred
  • Highly organized with exceptional attention to detail
  • Strong project management, analytical, and problem-solving skills
  • Excellent written and verbal communication skills
  • Experience with CRM systems and business technology platforms; Redtail CRM, RightCapital, and DocuSign experience is a plus
  • Proficient with Microsoft Office and cloud-based business applications
  • Self-motivated, resourceful, and comfortable managing multiple priorities in a collaborative, fast-paced environment
  • Passion for continuous improvement and building scalable operational processes