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Investment Operations Associate Jobs in Bethlehem, PA

Flexport

Operations Manager

Phillipsburg, NJ

We are proud to have the support of the best investors in the game who believe in our mission ... Lead, coach, manage, and develop a team of 200+ associates and 4+ salaried managers, ensuring their ...

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Investment Operations Associate information

See Bethlehem, PA salary details

$21.7K

$95.9K

$211K

How much do investment operations associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for investment operations associate in Bethlehem, PA is $95,916.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,200.00 and $116,100.00 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 Bethlehem, PA?

The most popular types of Investment Operations jobs in Bethlehem, PA are:

What job categories do people searching Investment Operations Associate jobs in Bethlehem, PA look for?

The top searched job categories for Investment Operations Associate jobs in Bethlehem, PA are:

What cities near Bethlehem, PA are hiring for Investment Operations Associate jobs?

Cities near Bethlehem, PA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Bethlehem, PA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, 1% Temporary, 2% Contract, and 2% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $95,916 per year, or $46.1 per hour.

Practice Operations Associate

Vista Wealth Solutions

Center Valley, PA • Remote

$50K - $60K/yr

Full-time

Re-posted 27 days ago

Job description

Practice Operations Associate


We're looking for a Practice Operations Associate to serve as the administrative powerhouse for our growing financial services team. In this role, you'll be more than an administrator—you'll be a trusted business partner who helps advisors deliver exceptional client experiences while ensuring critical operational processes are executed with excellence.



Why Join Us?

At our practice, operational excellence is highly valued. You'll work alongside experienced advisors, gain deep exposure to the wealth management industry, and have opportunities to grow your career in a collaborative, client-focused environment.

We invest in team members who are curious, motivated, and committed to continuous improvement.



What You'll Do

Drive Operational Excellence

  • Manage the administrative lifecycle of investment and insurance business, including applications, transfers, account maintenance, and service requests.
  • Ensure all client documentation is complete, accurate, and compliant.
  • Monitor workflows and proactively move cases forward to completion.

Maintain Critical Systems & Data

  • Keep CRM and broker-dealer systems accurate and up to date.
  • Perform regular audits and quality checks to maintain data integrity.
  • Support reporting and operational tracking efforts.

Coordinate Advisor Activity

  • Manage advisor calendars, appointments, and workflow priorities.
  • Help maintain an organized and efficient daily operating rhythm.
  • Coordinate follow-ups and ensure key deadlines are met.

Deliver Outstanding Client Support

  • Serve as a primary point of contact for clients, advisors, and industry partners.
  • Resolve administrative requests and outstanding requirements promptly.
  • Help create seamless, professional service experience for every client interaction.

Support Meetings & Client Reviews

  • Prepare meeting materials and client documentation.
  • Organize digital files and records.
  • Capture detailed notes and action items to support follow-up activities.

Continuously Improve Processes

  • Identify opportunities to streamline workflows and increase efficiency.
  • Recommend and implement improvements that reduce administrative friction.
  • Contribute to a culture of operational excellence and continuous learning.



What Makes You a Great Fit

Required Experience

  • 2+ years of experience in wealth management, broker-dealer operations, financial services support, or a related administrative role.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to manage multiple priorities while maintaining a high degree of accuracy.
  • Professional communication and client service skills.

Preferred Qualifications

  • Bachelor's degree or equivalent professional experience.
  • Experience as a Client Service Associate, Administrative Assistant, or Operations Specialist within financial services.
  • Familiarity with custodial and advisor technology platforms such as Wealthscape, eMoney, Envestnet, or Hearsay Social.
  • Experience with CRM systems such as Salesforce or Advisor360.

Technical Skills

  • Proficiency with Microsoft Outlook, Excel, Teams, and OneNote.
  • Comfortable learning new technology and navigating multiple systems.



Compensation & Benefits

  • Base Salary: $50,000 - $60,000 with performance-based bonus eligibility
  • Primary Location: Center Valley, PA with hybrid work options
  • Professional development and growth opportunities within a respected wealth management practice



Ready to Make an Impact?

If you're a highly organized professional who takes pride in delivering exceptional support, improving processes, and helping a team succeed, we encourage you to apply. Your attention to detail and commitment to excellence can make a meaningful difference for both our advisors and our clients.