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Investment Operations Associate Jobs in Florida (NOW HIRING)

Webull

Associate, Clearing Operations

Saint Petersburg, FL · On-site

$75K - $90K/yr

Our vision has always been to empower individual investors with the tools and resources they need ... About The Role & Team The Associate, Clearing Operations supports end-to-end back-office clearing ...

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Investment Operations Associate information

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$16.4K

$72.5K

$159.5K

How much do investment operations associate jobs pay per year?

As of Sep 14, 2026, the average yearly pay for investment operations associate in Florida is $72,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $87,800.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the most commonly searched types of Investment Operations jobs in Florida?

The most popular types of Investment Operations jobs in Florida are:

What are popular job titles related to Investment Operations Associate jobs in Florida?

For Investment Operations Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in Florida look for?

The top searched job categories for Investment Operations Associate jobs in Florida are:

What cities in Florida are hiring for Investment Operations Associate jobs?

Cities in Florida with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Florida as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $72,542 per year, or $34.9 per hour.

Trust Operations Associate - Coral Gables Trust Company

Fort Lauderdale, FL • On-site

Coral Gables Trust Company
Finance and Insurance • 11 - 50 employees
Learn more about Coral Gables Trust Companyexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Operations Associate

The Trust Operations Associate supports the day-to-day administrative and operational functions of the trust department at Coral Gables Trust Company. This entry-level role is responsible for processing trust account transactions, maintaining accurate recordkeeping, and delivering exceptional service to clients, team members, and advisors. The Associate works under direct supervision and serves as a key contributor to the accuracy and efficiency of trust administration operations.

• Process routine trust account transactions including distributions, contributions, wire transfers, and bill payments in accordance with established procedures and applicable trust documents.

• Maintain and update trust account records in the trust accounting system, ensuring data integrity and completeness across all accounts.

• Prepare account statements, transaction confirmations, and reporting packages for internal stakeholders on a scheduled and ad hoc basis.

• Assist with the opening and closing of trust accounts, including the collection and verification of required documentation (e.g., trust agreements, tax identification forms, beneficial ownership certifications).

• Coordinate with internal and financial institutions to facilitate asset transfers, security settlements, and account re-registrations.

• Support the annual account review process by gathering account information, organizing documentation, and preparing review packages for trust officers.

• Ensure compliance with internal policies, regulatory requirements, and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) protocols in all account activities.

• Assist with tax preparation support, including the compilation of Schedule K-1 packages, 1099s, and other fiduciary tax documents in coordination with the tax team coordinating tax payment.

• Perform general administrative duties including document scanning, filing, correspondence preparation, and meeting coordination.

Qualifications

• Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred; equivalent experience considered.

• 0–2 years of experience in trust operations, banking, financial services, or a related field.

• Basic understanding of trust and estate concepts, fiduciary principles, or financial services operations.

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with trust accounting systems (e.g., SunGard/FIS, SEI, or similar platforms) a plus.

• Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a deadline-driven environment.

• Excellent written and verbal communication skills with a professional, client-service orientation.

• Ability to handle confidential information with discretion and integrity.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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