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Investment Operations Assistant Jobs in San Rafael, CA

Redwood Credit Union

Investment Coordinator

Napa, CA · On-site

... to assist with questions, investment transactions and problem resolution. o Ensure maximum ... Skill in the operation of a PC with the use of word processing, spreadsheets, and databases ...

SYUFY GROUP

Performance Analyst

San Rafael, CA · On-site

$83K - $90K/yr

Identify ways to continually improve activities, processes, operations, etc. for investment organization. Formulate recommendations. Assist in implementing and managing changes. QUALIFICATIONS:

SYUFY GROUP

Performance Analyst

San Rafael, CA

$83K - $90K/yr

Identify ways to continually improve activities, processes, operations, etc. for investment organization. Formulate recommendations. Assist in implementing and managing changes. QUALIFICATIONS:

Syufy-Enterprises

Performance Analyst

San Rafael, CA · On-site

$80 - $100/hr

Identify ways to continually improve activities, processes, operations, etc. for investment organization. Formulate recommendations. Assist in implementing and managing changes.QUALIFICATIONS:Highly ...

Microsoft

Associate M12

San Francisco, CA · On-site

$113K - $187K/yr

Source deals aligned to key themes and thesis areas for M12 * Assist with due diligence evaluation ... Help preparing internal investment memos Operational * Manage various operations such as (a ...

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Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for investment operations assistant in San Rafael, CA is $22.09, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $24.90 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 cities near San Rafael, CA are hiring for Investment Operations Assistant jobs?

Cities near San Rafael, CA with the most Investment Operations Assistant job openings:

Investment Operations Assistant jobs near you
Infographic showing various Investment Operations Assistant job openings in San Rafael, CA as of August 2026, with employment types broken down into 77% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $45,950 per year, or $22.1 per hour.

Investment Coordinator

Redwood Credit Union

Napa, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Redwood Credit Union is looking for an Investment Coordinator will be a productive contributor to the Wealth Management department.  Under limited supervision, provide administrative support to Advisors in the Wealth Management department, while delivering superior service to Members and internal team members in a courteous, professional, and efficient manner.  
 
Key Responsibilities
Member Service:
o Provide exceptional service to all internal and external Members and partners.
o Call Members referred to the Wealth Management department by branch, Member Service Center, or other referrals.
o Make and receive calls from Members to assist with questions, investment transactions and problem resolution.
o Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.
o Responsible for relationship building, including working with existing Investment Members and potential Investment Members.
o Assist Advisors and department team members with service-related matters.
o Identify issues requiring escalation to Financial Advisor or department management.
Administrative:
o Maintain a high degree of accuracy and accountability in support of all Financial Advisors, investment Member clients, and Member prospects.
o Submit required trade documentation to broker dealer to meet regulation-mandated deadlines.
o Ensure all required account documents are acquired, updated, and scanned to Members' Investment account.
o Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles.
o Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.
o Proficiently utilize the broker dealer provided platform, if applicable, to process Member investment requests and update account information.
o Follow up on outstanding requests to ensure timely processing of investment requests.
o Sort, distribute, and process interoffice mail and incoming mail.
o Organize and maintain electronic storage system for department files to ensure proper storage.
o Perform duties specific to reporting/marketing/operations as assigned.
o Remain compliant to with FINRA, SEC and other Self Regulator Organization or Federal regulations when working with clients, 3rd party Vendors, and other team members.
o Coordinate and assemble Member mailings as directed.
o Assist in coordinating seminars, Member appreciation and other community events for the Wealth Management Department.
Other Functions:
o Lend clerical and administrative support to other managers - SVP Wealth, Insurance and Deposit Services, VP Wealth Management, Deposit Products Manager, or other members of the Leadership Team as assigned.
o Perform other duties as assigned.
 
Join us and discover why you'll love working at Redwood Credit Union!
 
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
 
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 
 
Why work for Redwood Credit Union?
 25th largest credit union in the U.S. and the largest financial institution based in the North Bay
   Recognized by Newsweek as one of "America's Best Credit Unions 2026"
   Awarded a 5-Star Bauer Rating
  Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
   Top Corporate Philanthropists (#24) - San Francisco Business Times
   Voted Best Places to Work in the North Bay 20 years in a row
   World-class Employee Engagement scores
   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
   Industry leading Net Promoter Scores across the U.S.                
Minimum Qualification: Knowledge, Skills and Abilities
  • Knowledge of all account types and ownership types used in financial institutions.
  • Working knowledge of modern office administration techniques, methods, and equipmentoperation.
  • Working knowledge of terminology related to investment products and various accounttypes.
  • Ability to learn and work within FINRA guidelines.
  • Ability to successfully pass background check with broker-dealer.
  • Skill in the operation of a PC with the use of word processing, spreadsheets, and databases software programs, with internet and intranet access.
  • Excellent oral and written communication skills.
  • Excellent organizational skills.
  • Ability to prioritize and successfully manage multiple tasks and deadlines simultaneously.
  • Ability to implement and execute assigned tasks with limited supervision.
  • Ability to effectively research data.
  • Ability to distinguish and manage confidential material and information.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Ability and desire to work in a team environment.
The ideal candidate has a combination of education and experience equivalent to an associate degree, with a minimum of one year of related administrative or operational experience. Credit Union/bank experience preferred.
 
Compensation: Base starting range: $24.00 to $31.00 per hour commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
 
Redwood Credit Union offers a robust benefits package to our eligible employees including:
  Competitive medical, dental, and vision insurance, mental health offerings
  Employee performance incentive plan
Salary Advancement- Merit increase based on performance
401(k) program with employer match
Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
 
RCU Discounts and Perks:
RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
RCU employees are eligible for a 1% discount on all recreational or boat loan products
2% discount off Visas and LOC Loans through RCU
0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
0% interest on garment, fitness, or home office equipment loan of up to $500
100% financing for employee purchased homes!
 
Physical Requirements:
Ability to stand, bend, stoop, sit, walk, twist, and turn.
Ability to lift up to 20 pounds.
Ability to use a computer keyboard and calculator.
Work environment is indoors; majority of the time is spent sitting at a desk.
 
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. 
 
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. 
                                                  
                                                  We are an Equal Opportunity Employer
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected]. To ensure fairness and consistency, we're unable to respond to individual inquiries about application status.
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