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Investment Operations Assistant Jobs in Suffield, CT

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Investment Operations Assistant information

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$10

$19

$29

How much do investment operations assistant jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for investment operations assistant in Suffield, CT is $19.26, according to ZipRecruiter salary data. Most workers in this role earn between $14.95 and $21.73 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.

How much do investment assistants make?

Investment assistants typically earn between $45,000 and $70,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while experienced assistants with certifications or specialized skills can earn higher salaries. Compensation often includes benefits such as bonuses and health insurance.

What does an investment assistant do?

An investment assistant supports financial advisors or investment managers by preparing reports, managing client accounts, and conducting research on investment options. They often handle administrative tasks, use financial software, and require strong organizational and communication skills. The role typically involves maintaining accurate records and ensuring compliance with regulations.

What jobs pay 500,000 a year in the US?

In the US, high-paying roles such as senior investment professionals, hedge fund managers, and private equity executives can earn $500,000 or more annually, often through a combination of base salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced skills, and relevant certifications, and are usually found in finance, investment management, and executive leadership environments.

What does an investment operations associate do?

An investment operations associate supports the processing and reconciliation of investment transactions, manages data accuracy, and ensures compliance with regulations. They often work with portfolio accounting systems and collaborate with investment teams to facilitate smooth fund operations and reporting.

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 Suffield, CT? The most popular types of Investment Operations jobs in Suffield, CT are:
What job categories do people searching Investment Operations Assistant jobs in Suffield, CT look for? The top searched job categories for Investment Operations Assistant jobs in Suffield, CT are:
Investment Operations Assistant jobs near you

Investments Operations Associate

Cornerstone Bank

Sturbridge, MA • On-site

$26.32 - $28.85/hr

Full-time

Posted 23 days ago

Job description

About Cornerstone Bank

Cornerstone Bank was established in 2017, built on a legacy of community support and a commitment to helping individuals and businesses thrive. With deep roots in Worcester County and a strong presence throughout Central Massachusetts, Cornerstone combines the strength of a traditional bank with the personalized service of a local institution. Our community-based banking model allows us to deliver exceptional service with a personal touch—every time. At Cornerstone Bank, we foster a collaborative and inclusive workplace where innovation, teamwork, accountability, and excellence are more than just values—they’re how we work every day. We empower our employees to grow professionally, serve their communities, and deliver outstanding customer experiences.

Position Overview:

The Capstone Planning Group is a comprehensive financial planning and investment team conveniently located at Cornerstone Bank. The group leverages LPL Financial which has consistently been ranked the #1 independent broker-dealer in the industry. Cornerstone Bank is a community bank located in Central Massachusetts and is committed to our customers, colleagues & communities that we serve.

The Investment Operations Associate supports The Capstone Planning Group with a variety of administrative tasks. A primary function includes processing new account openings and tracking incoming and outgoing transfers. Exceptional customer service and organization skills are a must. The role involves frequent client interaction by phone, email, and in-office. This position is on-site within our Sturbridge branch.

Responsibilities and Accountabilities:

  • Manage incoming phone calls
  • Greet customers in-office
  • Assist with scheduling
  • Processes and track new accounts, move money requests, and transfers
  • Prepare paperwork for client signatures
  • Upload and file documents
  • Update client contact information
  • Utilize CRM system to manage and document completed tasks
  • Adhere to all industry regulations, compliance, and branch security requirements

Qualifications:

  • Previous customer service experience required
  • Experienced with CRM system desired
  • Ability to maintain customer confidentiality
  • Must be detail oriented and able to meet strict deadlines
  • Must possess excellent communication, organizational, customer service, interpersonal, and computer skills

Education/Training/Experience:

  • High School Diploma or Equivalent required.
  • A general knowledge of financial industry is preferred but not required.

INDEPENDENT ACTION

Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job.

Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.


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