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Investment Operations Associate Jobs in Destin, FL

Synovus

Investment Associate - Destin FL

Destin, FL · On-site

... investments and insurance. Meets with clients to review accounts, answer questions, and discuss ... Acts as a liaison with the Synovus Securities principal desk and operations team. Promotes a strong ...

Johnston & Murphy

Full-Time Stock Associate

Destin, FL · On-site

$13.50 - $17/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Destin, FL · On-site

$13.50 - $17/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Destin, FL · On-site

$13.50 - $17/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Destin, FL · On-site

$13.50 - $17/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Destin, FL

$13.50 - $17/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Sales Associate

Destin, FL

$15 - $17/hr

... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Sales Associate

Destin, FL · On-site

$15 - $17/hr

... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Sales Associate

Destin, FL · On-site

$15 - $17/hr

... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Sales Associate

Destin, FL · On-site

$15 - $17/hr

... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Sales Associate

Destin, FL · On-site

$15 - $17/hr

... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Part-Time Stock Associate

Destin, FL · On-site

$13.50 - $17/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

Johnston & Murphy

Part-Time Stock Associate

Destin, FL · On-site

$13.50 - $17/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

Johnston & Murphy

Part-Time Stock Associate

Destin, FL · On-site

$13.50 - $17/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

Johnston & Murphy

Part-Time Stock Associate

Destin, FL · On-site

$13.50 - $17/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

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Investment Operations Associate information

See Destin, FL salary details

$20K

$88.1K

$193.7K

How much do investment operations associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for investment operations associate in Destin, FL is $88,078.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $106,600.00 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 cities near Destin, FL are hiring for Investment Operations Associate jobs?

Cities near Destin, FL with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Destin, FL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $88,078 per year, or $42.3 per hour.

Investment Associate - Destin FL

Synovus

Destin, FL • On-site

Full-time

Re-posted 12 days ago

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

13th of 174 rated banks

Job description

Job Summary:
Provides support to Financial Advisors through coordination of all client service activities ensuring client advocacy and continued profitability through organic growth and cultivation of referral opportunities.Works closely with clients to meet financial objectives including analyzing financial needs and providing recommendations. Complies with all compliance and risk policies. Resolves issues with little or no direction and produces client ready documentation. Organizes, manages, and tracks multiple assignments with frequently changing priorities and deadlines. Functions as part of a team, dedicated to achieving overall sales goals.
Job Duties and Responsibilities:
  • Uses independent judgement to support strategic vision of the team, and implement new business processes. Targets and profiles clients, identifying potential sales opportunities, driving sales results in investments and insurance. Meets with clients to review accounts, answer questions, and discuss strategy. Maintains confidentiality.
  • Provides direct support to clients and Financial Advisors by responding to inquiries, processing new accounts, trade execution, fund transfers, obtaining necessary account documents, and account transfers. Acts as a liaison with the Synovus Securities principal desk and operations team. Promotes a strong working relationship with licensed bank team members, personal advisors, Trust, and other bank Partners.
  • Facilitates, coordinates, and executes service activities including onboarding new clients, resolving service requests, gathering and compiling data for Advisor and client meetings. Supports the team's marketing strategy by maintaining marketing materials available.
  • Masters technology platforms and champions adoption to ensure platforms are used to their full benefit. Prepares and processes correspondence and communications. Schedules appointments and prepares materials for client meetings.
  • Researches client and security information. Processes trade orders and executes client trade requests.
  • Participates in available training and educational programs to maintain current status on policies, procedures, and risk awareness.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Firm authority in a timely fashion.
  • Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: Bachelor's degree OR an equivalent combination of education and experience.
Minimum Experience: Two years of sales support experience in the financial services industry.Series 7 and 63 or 65 or 66 licenses.
Required Knowledge, Skills & Abilities:
  • Stand or Walk Regularly
  • Sit Regularly
  • Talk and Hear Regularly
  • Climb, Bend, Kneel, Crouch, or Crawl Regularly
  • Ability to see objects up close or at a distance, use peripheral vision, identify basic colors
  • Use of Hands/ability to reach
  • Up to 10 pounds weight lifting/force exertion required
  • Weight/Force exertion required less than 25%
  • Travel required less than 10%. This position may require FINRA licensing/certifications.

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