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Investment Operations Assistant Jobs in Washington

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Investment Specialist

Mclean, VA · On-site

Investments, taxes, retirement, estate planning, all in one platform instead of scattered across ... market news and assist with market-content generation * Lead and develop a team of operations ...

Lawyers On Demand, a Consilio Company

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CONTRACT Billing Operations Assistant

Washington, DC · Remote

$25/hr

... investment in professional development, and commitment to leveraging technology and AI to improve ... Essential Duties/Responsibilities The Billing Operations Assistant will support the firm's billing ...

Range

People Operations

Mclean, VA · On-site

We've raised over $100 million from leading investors and help thousands of high-net-worth ... Assistant, Administrative Business Partner, or Operations roles * Experience working at a high ...

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Investment Operations Assistant information

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$12

$22

$34

How much do investment operations assistant jobs pay per hour?

As of Aug 4, 2026, the average hourly pay for investment operations assistant in Washington is $22.45, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $25.34 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 Washington? The most popular types of Investment Operations jobs in Washington are:
What are popular job titles related to Investment Operations Assistant jobs in Washington? For Investment Operations Assistant jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Investment Operations Assistant jobs in Washington look for? The top searched job categories for Investment Operations Assistant jobs in Washington are:
What cities in Washington are hiring for Investment Operations Assistant jobs? Cities in Washington with the most Investment Operations Assistant job openings:
Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in Washington as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $46,688 per year, or $22.4 per hour.

Investment Operations

Kestra Financial Independent Advisor

Columbia, MD • On-site

Full-time

Re-posted 7 days ago

Job description

The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities.

Essential Duties & Responsibilities:

Client Responsibilities

  • Record conversations and requests in SmartOffice
  • Process distribution requests

Investment Operations Responsibilities

  • Maintain client records and notes in SmartOffice.
  • Open new investment accounts/schedule client meetings
  • Utilize Advice Pay
  • Enter contributions in Wealthscape/Assetmark and other investment platforms.
  • Request trading on new investments
  • Maintain and report all investment activity (weekly)
  • Set up bank links to investment accounts.
  • Set up monthly Periodic Investment Plans (PIP) for clients.
  • Submit “Securities-Based Line of Credit” (SBLOC) applications.
  • Assist with Maryland 529 applications.
  • Annually process Required Minimum Distributions (RMD)

Office Responsibilities

  • Answers phone calls
  • Greet public that comes into the office.
  • Schedule Appointments
  • Scan/Fax/Record all documents.
  • Sort Mail
  • Submit invoices outside of Advice Pay
  • Monitor Investment licensure for staff by state of client.
  • Submit correspondence and extensions to Kestra Financial for approval of staff written documents.
  • Maintain all compliant requirements.
  • Maintain Office lobby and kitchen with supplies and ensure “Client Ready” appearance.
  • Order/Maintain all needed office equipment/furniture/supplies.
  • Additional responsibilities may be assigned from time to time.

Education & Experience:

Four-year bachelor's degree in finance, accounting, or other closely related field. May substitute 1.5 years of experience for one year of education.

Knowledge, Skills & Abilities:

  • Strong ability to communicate and work effectively as a team member.
  • Attention to detail, thoroughness, and number accuracy.
  • Ability to clearly follow direction and articulate and write responses in English.
  • Must have sound judgment when dealing with clients and staff members.
  • Work under pressure and meet mandatory deadlines as needed.
  • Sound judgment in determining prioritization of work.
  • Keen sense of ownership of job responsibilities
  • Knowledge of Microsoft Suite and able to comprehend and use software common in the industry.

Supervisory Responsibilities: None

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

  • Routine 8-hour shift; but may be subject to irregular hours based on shift demands.
  • Ability to lift to 15 lbs.
  • Visual and auditory acuity sufficient to read Company materials and view monitor and telephone.
  • Employees will work in an indoor environment; may be exposed to variations in room temperature and noise level.
  • Must be able to voice/write communication with staff and clients in English.
  • Must be able to use normal office equipment to include, but not limited to computer (laptop), telephone, printers, scanner, postage machine, and multiple computer monitors.

EEO/AAP Statement:

We provide equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.