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Investment Operations Assistant Jobs in Ohio (NOW HIRING)

Accenture

Investment Banking Consultant

Columbus, OH · On-site

... include: * Assist and collaborate with senior leaders to execute large-scale, complex ... Understanding of operational resilience concepts within banking, including operational risk ...

Accenture

Investment Banking Consultant

Hartford, OH · On-site

... include: * Assist and collaborate with senior leaders to execute large-scale, complex ... Understanding of operational resilience concepts within banking, including operational risk ...

Redwood Living Inc

Executive Assistant

Independence, OH · On-site

This dual-facing role is instrumental in ensuring the seamless operation of both the executive and ... Maintain working relationships with key stakeholders, including board members, investors, community ...

Redwood Living Inc

Executive Assistant

Independence, OH · On-site

This dual-facing role is instrumental in ensuring the seamless operation of both the executive and ... Maintain working relationships with key stakeholders, including board members, investors, community ...

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Investment Operations Assistant information

See Ohio salary details

$10

$18

$29

How much do investment operations assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for investment operations assistant in Ohio is $18.84, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $21.25 per hour, depending on experience, location, and employer.

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 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 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 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 are the most commonly searched types of Investment Operations jobs in Ohio?

The most popular types of Investment Operations jobs in Ohio are:

What cities in Ohio are hiring for Investment Operations Assistant jobs?

Cities in Ohio with the most Investment Operations Assistant job openings:

Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in Ohio as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $39,189 per year, or $18.8 per hour.

Trust Associate

Johnson Investment Counsel, Inc.

Kenwood, OH • On-site

Full-time

Re-posted 11 days ago

Job description

Job Title:
Trust Associate
Date:
June 2026
Department
Trust
Reports To:
Trust Officer
FLSA Classification:
Exempt
Summary / objective of position:
This position will support Trust Officers in administration of JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws. Assisting Trust Officers in managing JTC accounts in accordance with established policies and procedures. Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service.
Essential functions of position:
  • Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC's fiduciary responsibilities.
  • Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate.
  • Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
  • Independently manage workflows using checklists and/or proven procedures.
  • Independently manage tasks such as ticklers, spreadsheet tracking, electronic file upkeep, etc.
  • Independently process financial transactions such as bill payment, check requests, ACH, internal transfers, and wire transfers.
  • Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
  • Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.
  • Gather and compile information from various sources to prepare reports.
  • Assist with a variety of trust-related projects.

Preferred education and experience:
  • BBA/BS degree, or 4+ years of relevant, equivalent work experience."
  • Bank or trust experience is not required. Attractive candidates will have experience and success in roles that require critical thinking skills, the ability to manage multiple tasks and responsibilities, and curiosity.
  • Understanding of the fiduciary responsibility to safeguard confidential financial and personal information with professional integrity.
  • Willingness and desire to learn and grow in role.
  • Independent/self-starter with the ability to prioritize a large workload for multiple Trust Officers.
  • Ability to own and manage multiple projects simultaneously and work independently.
  • Organized and detail oriented.
  • Possess excellent problem solving and follow up skills.
  • Computer proficient in Excel, Word, and Outlook.
  • Effective interpersonal and communication skills.
  • Highly relational and easy to work with.

Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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