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Investment Operations Assistant Jobs in Ohio (NOW HIRING)

BC Forward

Client Administrator (1093)

Brooklyn, OH · On-site

$32/hr

... needs. Assist in administration of qualified plans, master trust custody, non-profit, and ... Experience in institutional client service within trust, custody, escrow, or investment operations.

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

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How much do investment operations assistant jobs pay per hour?

As of Aug 6, 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 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 Ohio? The most popular types of Investment Operations jobs in Ohio are:
What are popular job titles related to Investment Operations Assistant jobs in Ohio? For Investment Operations Assistant jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Investment Operations Assistant jobs in Ohio look for? The top searched job categories for Investment Operations Assistant 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 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $39,189 per year, or $18.8 per hour.

Account Representative - State Farm Agent Team Member

Brad Carpenter - State Farm Agent

Massillon, OH • On-site

$35K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

ROLE DESCRIPTION:
Benefits
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)
  • Health insurance
  • Dental insurance
  • Vision insurance
Role Overview
  • Support and grow the investment planning services practice.
  • Work closely with senior advisors.
  • Engage prospective clients, qualify investment opportunities.
  • Set high-quality planning appointments.
  • Assist with backend investment operations and client follow-through.
  • Growth-oriented role with clear performance expectations (not just administrative).
Key Responsibilities

Client Outreach & Qualification

  • Make outbound calls to warm leads, referrals, and targeted prospects.
  • Conduct discovery conversations to assess client goals and fit.
  • Qualify prospects for investment planning conversations.
  • Schedule well-vetted appointments for senior advisors.
  • Answer incoming phone calls for the office.

Investment & Operational Support

  • Assist with IPS documentation, onboarding, and account setup.
  • Support investment implementation and follow through.
  • Coordinate data gathering, paperwork, and client requests.
  • Ensure professional and compliance-aligned communication.

Client Experience

  • Act as a polished first point of contact for investment prospects.
  • Reinforce planning value, next steps, and expectations.
  • Ensure smooth handoffs from prospect to advisor to implementation.
Why Work at State Farm IPS?
  • Nationally recognized brand with strong client trust.
  • Warm referral opportunities.
  • Planning-first investment philosophy.
  • Long-term career growth in a durable firm.
  • Exposure to investments and planning without being thrown into a full advisor role.
Qualifications

Plus

  • Series 6 or Series 7 license
  • Series 63 license

Required

  • Comfort with outbound calls and follow-up.
  • Strong professional communication skills.
  • Organized, detail-oriented, process-driven.
  • Interest in investments, financial planning, and client development.
Ideal Candidate
  • Early in investment or wealth management career.
  • Comfortable initiating conversations and following through.
  • Motivated by performance and growth, not just a paycheck.
  • Interested in a career path, not just a short-term job.
Compensation & Growth
  • Base salary between $35,000 and $55,000 (based on experience).
  • Commission and incentives tied to qualified appointments, asset flow, and execution quality.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees.
By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.
If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies’ agent selection process
Compensation $35,000.00 - $85,000.00 per year