... Assist in resolving trade exceptions, corrections, and custodian inquiries • Support ... investment operations workflows and procedures • Identify opportunities to improve reporting ...
Quick apply
... Assist in resolving trade exceptions, corrections, and custodian inquiries • Support ... investment operations workflows and procedures • Identify opportunities to improve reporting ...
Operations Assistant
Houston, TX · Hybrid
We invest in the most promising research to turn ideas into life-changing therapies and devices. We ... The Operations Assistant (OA) at Breakthrough T1D is integral in the day-to-day execution of ...
Operations Assistant
Houston, TX · Hybrid
We invest in the most promising research to turn ideas into life-changing therapies and devices. We ... The Operations Assistant (OA) at Breakthrough T1D is integral in the day-to-day execution of ...
Operations Assistant
Houston, TX · On-site
We invest in the most promising research to turn ideas into life-changing therapies and devices. We ... The Operations Assistant (OA) at Breakthrough T1D is integral in the day-to-day execution of ...
Operations Assistant
Houston, TX · On-site
We invest in the most promising research to turn ideas into life-changing therapies and devices. We ... The Operations Assistant (OA) at Breakthrough T1D is integral in the day-to-day execution of ...
Client Relationship Management: Assist advisors in maintaining and securing client relationships ... Investment Operations Leadership: Oversee the investment operations department, ensuring success in ...
Client Relationship Management: Assist advisors in maintaining and securing client relationships ... Investment Operations Leadership: Oversee the investment operations department, ensuring success in ...
Director of Invesments Houston
$150K - $225K/yr
Client Relationship Management: • Assist advisors in maintaining and securing client ... Investment Operations Leadership: • Oversee the investment operations department, ensuring ...
Quick apply
Director of Invesments Houston
$150K - $225K/yr
Client Relationship Management: • Assist advisors in maintaining and securing client ... Investment Operations Leadership: • Oversee the investment operations department, ensuring ...
... high-volume investment operations inquiries, resolve investor issues, and oversee investor ... * Assist with U.S. broker-dealers, responding to inquiries from home offices and financial ...
... high-volume investment operations inquiries, resolve investor issues, and oversee investor ... * Assist with U.S. broker-dealers, responding to inquiries from home offices and financial ...
Consultant - Investment Compliance - Investment Management - Enterprise Operations & Risk Our ... where applicable). * Assist with compliance operating model activities, including rule ...
Consultant - Investment Compliance - Investment Management - Enterprise Operations & Risk Our ... where applicable). * Assist with compliance operating model activities, including rule ...
Staff Accountant, Investments
Houston, TX · On-site
$52.50K - $69.20K/yr
... * Assist the Senior Accountant with the preparation of the financial statements including budget ... Understand and adhere to internal processes related to investment operations, including capital ...
Staff Accountant, Investments
Houston, TX · On-site
$52.50K - $69.20K/yr
... * Assist the Senior Accountant with the preparation of the financial statements including budget ... Understand and adhere to internal processes related to investment operations, including capital ...
Staff Accountant, Investments
Houston, TX · On-site
$52.50K - $69.20K/yr
... * Assist the Senior Accountant with the preparation of the financial statements including budget ... Understand and adhere to internal processes related to investment operations, including capital ...
Staff Accountant, Investments
Houston, TX · On-site
$52.50K - $69.20K/yr
... * Assist the Senior Accountant with the preparation of the financial statements including budget ... Understand and adhere to internal processes related to investment operations, including capital ...
... include: * Assist and collaborate with senior leaders to execute large-scale, complex ... Understanding of operational resilience concepts within banking, including operational risk ...
... include: * Assist and collaborate with senior leaders to execute large-scale, complex ... Understanding of operational resilience concepts within banking, including operational risk ...
Senior Administrative Assistant
Spring, TX · On-site
$45K - $50K/yr
What You'll Be Responsible For - Backend Operations * Assist with payroll preparation, time ... Advancement into an Operations Coordinator or Operations Manager-type role We invest in people who ...
Quick apply
Senior Administrative Assistant
Spring, TX · On-site
$45K - $50K/yr
What You'll Be Responsible For - Backend Operations * Assist with payroll preparation, time ... Advancement into an Operations Coordinator or Operations Manager-type role We invest in people who ...
Assistant Retail Store Manager
$14.25 - $19.25/hr
Collaborate with inventory management team to maximize the return on inventory investments ... Conduct audits within store to insure effective operations. * Assist in selection, development, and ...
New
Quick apply
Assistant Retail Store Manager
$14.25 - $19.25/hr
Collaborate with inventory management team to maximize the return on inventory investments ... Conduct audits within store to insure effective operations. * Assist in selection, development, and ...
New
Decarbonization Partners is a global investment platform with operations across North America ... Conduct market research on potential investments, industries, and competitive landscape * Assist in ...
New
Decarbonization Partners is a global investment platform with operations across North America ... Conduct market research on potential investments, industries, and competitive landscape * Assist in ...
New
... investments both qualitatively and quantitatively * Assist the Portfolio Management Team in ... Operations will be measured by your: * Processing documentation on new investments with strong ...
... investments both qualitatively and quantitatively * Assist the Portfolio Management Team in ... Operations will be measured by your: * Processing documentation on new investments with strong ...
Shift Leader
$16/hr
Oversee daily operations * Assist in training and development Qualifications: * Previous leadership ... invest in the future of their Team Members and give back to their communities.
Quick apply
Shift Leader
$16/hr
Oversee daily operations * Assist in training and development Qualifications: * Previous leadership ... invest in the future of their Team Members and give back to their communities.
Team Leader
Houston, TX · On-site
$15.50/hr
Oversee daily operations * Assist in training and development Qualifications: * Previous leadership ... invest in the future of their Team Members and give back to their communities.
Quick apply
Team Leader
Houston, TX · On-site
$15.50/hr
Oversee daily operations * Assist in training and development Qualifications: * Previous leadership ... invest in the future of their Team Members and give back to their communities.
Team Leader
$15.50/hr
Oversee daily operations * Assist in training and development Qualifications: * Previous leadership ... invest in the future of their Team Members and give back to their communities. Education:no ...
Team Leader
$15.50/hr
Oversee daily operations * Assist in training and development Qualifications: * Previous leadership ... invest in the future of their Team Members and give back to their communities. Education:no ...
Shift Leader
Houston, TX · On-site
$16/hr
Oversee daily operations * Assist in training and development Qualifications: * Previous leadership ... invest in the future of their Team Members and give back to their communities. Education:no ...
Shift Leader
Houston, TX · On-site
$16/hr
Oversee daily operations * Assist in training and development Qualifications: * Previous leadership ... invest in the future of their Team Members and give back to their communities. Education:no ...
We are a joint venture investment platform pursuing active investments in the fields of battery ... The ideal candidate will support day-to-day accounting operations, assist in financial reporting ...
We are a joint venture investment platform pursuing active investments in the fields of battery ... The ideal candidate will support day-to-day accounting operations, assist in financial reporting ...
We are a joint venture investment platform pursuing active investments in the fields of battery ... The ideal candidate will support day-to-day accounting operations, assist in financial reporting ...
Quick apply
We are a joint venture investment platform pursuing active investments in the fields of battery ... The ideal candidate will support day-to-day accounting operations, assist in financial reporting ...
Investment Operations Assistant information
See Spring, TX salary details
$9.84 - $11.43
0% of jobs
$11.43 - $13.03
12% of jobs
$14.10 is the 25th percentile. Wages below this are outliers.
$13.03 - $14.62
20% of jobs
$14.62 - $16.22
16% of jobs
The median wage is $16.44 / hr.
$16.22 - $17.81
19% of jobs
$19.27 is the 75th percentile. Wages above this are outliers.
$17.81 - $19.41
9% of jobs
$19.41 - $21
11% of jobs
$21 - $22.60
6% of jobs
$22.60 - $24.19
3% of jobs
$24.19 - $25.79
2% of jobs
$25.79 - $27.38
2% of jobs
$9
$17
$27
How much do investment operations assistant jobs pay per hour?
As of May 30, 2026, the average hourly pay for investment operations assistant in Spring, TX is $17.64, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $19.90 per hour, depending on experience, location, and employer.
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 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?
| Aspect | Investment Operations Assistant | Investment Analyst |
|---|---|---|
| Primary Focus | Supporting operational tasks, trade processing, and data management | Analyzing investment opportunities, market research, and portfolio performance |
| Required Skills | Attention to detail, knowledge of trading systems, data entry | Financial analysis, valuation, market research |
| Certifications | Typically none required, but CFA Level I may be beneficial | Often CFA Level I or II, financial modeling skills |
| Work Environment | Back-office, support teams within asset management firms | Research 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 Spring, TX? The most popular types of Investment Operations jobs in Spring, TX are:
What are popular job titles related to Investment Operations Assistant jobs in Spring, TX? For Investment Operations Assistant jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Investment Operations Assistant jobs in Spring, TX look for? The top searched job categories for Investment Operations Assistant jobs in Spring, TX are:
What cities near Spring, TX are hiring for Investment Operations Assistant jobs? Cities near Spring, TX with the most Investment Operations Assistant job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 21 days ago
Job description
Who We Are
Willis Johnson Wealth is a fast-growing wealth management firm where operational excellence plays a critical role in delivering a consistent and high-quality client experience. Our clients rely on us not only for thoughtful financial advice but for reliable systems, accurate reporting, and precise investment execution behind the scenes.
We work quickly, manage a high volume of client relationships, and maintain a high bar for accuracy and responsiveness. Our investment operations team ensures that portfolios are implemented correctly, data remains reliable, and systems run smoothly across the firm.
If you enjoy working with investment data, solving operational challenges, and building expertise in portfolio operations within a growing wealth management firm, you will thrive here.
If you prefer highly repetitive or siloed operational work with limited opportunity to improve systems and processes, this will not be the right fit.
The Opportunity
We are seeking an Investment Operations Associate or Senior Investment Operations Associate to support the daily execution of the firm’s investment operations and portfolio reporting functions.
Reporting to the Investment Operations Manager, this role plays a critical role in ensuring the accuracy and efficiency of trading workflows, portfolio reporting, billing processes, and investment data management. The Associate works closely with the Investment Operations team, Investment team, and Wealth Management advisors to support operational workflows and maintain the integrity of investment data across firm systems.
This role is ideal for a detail-oriented operations professional who enjoys working with investment data, improving processes, and developing deep expertise in portfolio operations within a collaborative advisory firm.
Qualifications
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2+ years of experience in investment operations, wealth management, or financial services
• Series 65 license or willingness to obtain within the first 90 days
• Experience working with custodians such as Fidelity or Schwab
• Familiarity with portfolio management platforms such as Orion
• Strong attention to detail and process discipline
• Proficiency in Microsoft 365 and Excel
• Ability to troubleshoot operational issues and work effectively across teams
Preferred (not required):
• Progress toward CFA®, CFP®, or CIPM designation
• Experience working in a growing RIA or investment management firm
Essential Responsibilities
Trading & Investment Operations
• Support daily trading workflows across custodians in alignment with portfolio models and client account guidelines
• Monitor trading systems, cash balances, and account drift to ensure portfolios remain aligned with investment strategy
• Assist in resolving trade exceptions, corrections, and custodian inquiries
• Support reconciliation of custodial data and portfolio accounting systems
Portfolio Reporting & Data Accuracy
• Prepare and reconcile client and model performance reports
• Maintain firm-wide portfolio reporting standards, including preparation and validation of GIPS-compliant monthly performance analysis
• Ensure investment data remains accurate across custodians, portfolio accounting systems, and CRM platforms
• Assist with preparation of reports and analysis for Investment Committee and internal leadership meetings
Billing Support
• Assist with quarterly asset-based billing processes
• Audit fee calculations and support reconciliation of billing outputs
• Coordinate with operations and advisory teams to resolve billing discrepancies
Custodian & System Coordination
• Coordinate with custodians (e.g., Fidelity or Schwab) regarding trade processing, reconciliation inquiries, and operational requests
• Manage held-away account aggregation software such as ByAllAccounts and ensure imported account data remains accurate
• Troubleshoot data discrepancies, platform inconsistencies, and software issues in a timely manner
• Support the integrity of data flows between custodial platforms, portfolio systems, and internal reporting tools
Process Improvement & Operational Support
• Maintain documentation for investment operations workflows and procedures
• Identify opportunities to improve reporting accuracy and operational efficiency
• Support cross-functional initiatives such as software implementations and operational workflow improvements
Technology Environment
Our investment operations team works with a range of industry platforms including:
• Orion Portfolio Solutions
• ByAllAccounts account aggregation software
• Custodial trading and reporting platforms (e.g., Fidelity Wealthscape, Schwab Advisor Center)
• CRM systems and internal operational reporting tools
• Microsoft 365 and Excel-based reconciliation and reporting workflows
Candidates should be comfortable learning and working across multiple systems in a data-driven operational environment.
Career Development
Willis Johnson Wealth is committed to developing long-term careers within the firm.
This role offers a clear professional development pathway, with opportunities to grow into positions such as:
• Senior Investment Operations Associate
• Investment Operations Manager
• Senior Client Operations Associate
• Operations Project Manager or operational strategy roles
Team members are encouraged to expand their technical expertise, develop operational leadership skills, and pursue relevant industry designations as they grow within the organization.
Why Join Us
• A collaborative, high-performing team with strong values and vision
• Opportunities for professional development and career advancement
• Meaningful work supporting the delivery of exceptional client service
• An environment that rewards initiative, accountability, and continuous improvement
Compensation & Benefits
• Salary range: $75,000 – $105,000 depending on experience
• Eligible for a 12% – 20% discretionary bonus based on performance
• 401(k) plan with firm contributions of up to 7% in the first year and up to 10% with tenure
• 11 paid holidays and 15 PTO days to use at your discretion
• Employer-paid Health, Dental, and Vision insurance premiums for individuals and families
• Employer HSA contributions
• Employer-paid Life and Long-Term Disability insurance
• High-performing team members may have the opportunity to participate in firm ownership over time
Willis Johnson Wealth is a fast-growing wealth management firm where operational excellence plays a critical role in delivering a consistent and high-quality client experience. Our clients rely on us not only for thoughtful financial advice but for reliable systems, accurate reporting, and precise investment execution behind the scenes.
We work quickly, manage a high volume of client relationships, and maintain a high bar for accuracy and responsiveness. Our investment operations team ensures that portfolios are implemented correctly, data remains reliable, and systems run smoothly across the firm.
If you enjoy working with investment data, solving operational challenges, and building expertise in portfolio operations within a growing wealth management firm, you will thrive here.
If you prefer highly repetitive or siloed operational work with limited opportunity to improve systems and processes, this will not be the right fit.
The Opportunity
We are seeking an Investment Operations Associate or Senior Investment Operations Associate to support the daily execution of the firm’s investment operations and portfolio reporting functions.
Reporting to the Investment Operations Manager, this role plays a critical role in ensuring the accuracy and efficiency of trading workflows, portfolio reporting, billing processes, and investment data management. The Associate works closely with the Investment Operations team, Investment team, and Wealth Management advisors to support operational workflows and maintain the integrity of investment data across firm systems.
This role is ideal for a detail-oriented operations professional who enjoys working with investment data, improving processes, and developing deep expertise in portfolio operations within a collaborative advisory firm.
Qualifications
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2+ years of experience in investment operations, wealth management, or financial services
• Series 65 license or willingness to obtain within the first 90 days
• Experience working with custodians such as Fidelity or Schwab
• Familiarity with portfolio management platforms such as Orion
• Strong attention to detail and process discipline
• Proficiency in Microsoft 365 and Excel
• Ability to troubleshoot operational issues and work effectively across teams
Preferred (not required):
• Progress toward CFA®, CFP®, or CIPM designation
• Experience working in a growing RIA or investment management firm
Essential Responsibilities
Trading & Investment Operations
• Support daily trading workflows across custodians in alignment with portfolio models and client account guidelines
• Monitor trading systems, cash balances, and account drift to ensure portfolios remain aligned with investment strategy
• Assist in resolving trade exceptions, corrections, and custodian inquiries
• Support reconciliation of custodial data and portfolio accounting systems
Portfolio Reporting & Data Accuracy
• Prepare and reconcile client and model performance reports
• Maintain firm-wide portfolio reporting standards, including preparation and validation of GIPS-compliant monthly performance analysis
• Ensure investment data remains accurate across custodians, portfolio accounting systems, and CRM platforms
• Assist with preparation of reports and analysis for Investment Committee and internal leadership meetings
Billing Support
• Assist with quarterly asset-based billing processes
• Audit fee calculations and support reconciliation of billing outputs
• Coordinate with operations and advisory teams to resolve billing discrepancies
Custodian & System Coordination
• Coordinate with custodians (e.g., Fidelity or Schwab) regarding trade processing, reconciliation inquiries, and operational requests
• Manage held-away account aggregation software such as ByAllAccounts and ensure imported account data remains accurate
• Troubleshoot data discrepancies, platform inconsistencies, and software issues in a timely manner
• Support the integrity of data flows between custodial platforms, portfolio systems, and internal reporting tools
Process Improvement & Operational Support
• Maintain documentation for investment operations workflows and procedures
• Identify opportunities to improve reporting accuracy and operational efficiency
• Support cross-functional initiatives such as software implementations and operational workflow improvements
Technology Environment
Our investment operations team works with a range of industry platforms including:
• Orion Portfolio Solutions
• ByAllAccounts account aggregation software
• Custodial trading and reporting platforms (e.g., Fidelity Wealthscape, Schwab Advisor Center)
• CRM systems and internal operational reporting tools
• Microsoft 365 and Excel-based reconciliation and reporting workflows
Candidates should be comfortable learning and working across multiple systems in a data-driven operational environment.
Career Development
Willis Johnson Wealth is committed to developing long-term careers within the firm.
This role offers a clear professional development pathway, with opportunities to grow into positions such as:
• Senior Investment Operations Associate
• Investment Operations Manager
• Senior Client Operations Associate
• Operations Project Manager or operational strategy roles
Team members are encouraged to expand their technical expertise, develop operational leadership skills, and pursue relevant industry designations as they grow within the organization.
Why Join Us
• A collaborative, high-performing team with strong values and vision
• Opportunities for professional development and career advancement
• Meaningful work supporting the delivery of exceptional client service
• An environment that rewards initiative, accountability, and continuous improvement
Compensation & Benefits
• Salary range: $75,000 – $105,000 depending on experience
• Eligible for a 12% – 20% discretionary bonus based on performance
• 401(k) plan with firm contributions of up to 7% in the first year and up to 10% with tenure
• 11 paid holidays and 15 PTO days to use at your discretion
• Employer-paid Health, Dental, and Vision insurance premiums for individuals and families
• Employer HSA contributions
• Employer-paid Life and Long-Term Disability insurance
• High-performing team members may have the opportunity to participate in firm ownership over time
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