The Brokerage Operations Associate is responsible for servicing Advisors and clients through the ... and office staff. The Associate performs these duties within the standards set by the department.
The Brokerage Operations Associate is responsible for servicing Advisors and clients through the ... and office staff. The Associate performs these duties within the standards set by the department.
The Brokerage Operations Associate is responsible for servicing Advisors and clients through the ... and office staff. The Associate performs these duties within the standards set by the department.
The Brokerage Operations Associate is responsible for servicing Advisors and clients through the ... and office staff. The Associate performs these duties within the standards set by the department.
Live Operations Associate
Austin, TX · On-site
$80K - $90K/yr
About the role We're hiring a Live Ops Associate to support premium subscription operations, with a ... This position will be based in either Austin, TX or Stamford, CT and will be in office Monday ...
Live Operations Associate
Austin, TX · On-site
$80K - $90K/yr
About the role We're hiring a Live Ops Associate to support premium subscription operations, with a ... This position will be based in either Austin, TX or Stamford, CT and will be in office Monday ...
Associate, Operations
Dallas, TX · On-site
$60K - $69K/yr
Description The Associate, Operations plays a critical role in ensuring The Commit Partnership ... Conduct routine office walkthroughs to identify maintenance, safety, and operational needs while ...
Associate, Operations
Dallas, TX · On-site
$60K - $69K/yr
Description The Associate, Operations plays a critical role in ensuring The Commit Partnership ... Conduct routine office walkthroughs to identify maintenance, safety, and operational needs while ...
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Warehouse Operations Associate
Conroe, TX · On-site
$18 - $20/hr
Operations Associate About Us: Corporate Incentives is a well-established promotional products ... Proficient with Microsoft Office suite; comfortable learning new software. * Ability to lift, bend ...
Quick apply
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Warehouse Operations Associate
Conroe, TX · On-site
$18 - $20/hr
Operations Associate About Us: Corporate Incentives is a well-established promotional products ... Proficient with Microsoft Office suite; comfortable learning new software. * Ability to lift, bend ...
Office Associate
$15.75 - $21.25/hr
Execute daily office operations including customer transactions, phone management, lead tracking ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...
New
Office Associate
$15.75 - $21.25/hr
Execute daily office operations including customer transactions, phone management, lead tracking ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...
New
Live Operations Associate
Austin, TX · On-site +1
$80K - $90K/yr
About the role We're hiring a Live Ops Associate to support premium subscription operations, with a ... This position will be based in either Austin, TX or Stamford, CT and will be in office Monday ...
Live Operations Associate
Austin, TX · On-site +1
$80K - $90K/yr
About the role We're hiring a Live Ops Associate to support premium subscription operations, with a ... This position will be based in either Austin, TX or Stamford, CT and will be in office Monday ...
Be Seen First
Warehouse Operations Associate
Conroe, TX · On-site
$18 - $20/hr
Operations Associate About Us: Corporate Incentives is a well-established promotional products ... Proficient with Microsoft Office suite; comfortable learning new software. * Ability to lift, bend ...
Quick apply
Be Seen First
Warehouse Operations Associate
Conroe, TX · On-site
$18 - $20/hr
Operations Associate About Us: Corporate Incentives is a well-established promotional products ... Proficient with Microsoft Office suite; comfortable learning new software. * Ability to lift, bend ...
Office Associate
$15.75 - $21/hr
Execute daily office operations including customer transactions, phone management, lead tracking ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...
Office Associate
$15.75 - $21/hr
Execute daily office operations including customer transactions, phone management, lead tracking ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...
Office Associate
$14.75 - $19.75/hr
Execute daily office operations including customer transactions, phone management, lead tracking ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...
Office Associate
$14.75 - $19.75/hr
Execute daily office operations including customer transactions, phone management, lead tracking ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...
Operations Associate, C&B
Deer Park, TX · On-site
As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... General office equipment, including computer and printer, Point of Sale (POS) system, AS400 system ...
Operations Associate, C&B
Deer Park, TX · On-site
As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... General office equipment, including computer and printer, Point of Sale (POS) system, AS400 system ...
Operations
Haslet, TX · On-site
$20 - $24/hr
Trailer Operations Associate About the Role The Trailer Operations Associate supports the day-to ... Maintain a clean, organized, and professional office and yard environment. * Perform other duties ...
Quick apply
Operations
Haslet, TX · On-site
$20 - $24/hr
Trailer Operations Associate About the Role The Trailer Operations Associate supports the day-to ... Maintain a clean, organized, and professional office and yard environment. * Perform other duties ...
Operations
Haslet, TX · On-site
$20 - $24/hr
Trailer Operations Associate About the Role The Trailer Operations Associate supports the day-to ... Maintain a clean, organized, and professional office and yard environment. * Perform other duties ...
Quick apply
Operations
Haslet, TX · On-site
$20 - $24/hr
Trailer Operations Associate About the Role The Trailer Operations Associate supports the day-to ... Maintain a clean, organized, and professional office and yard environment. * Perform other duties ...
Billing Operations Associate
Dallas, TX · On-site
Summary NCD is seeking a Billing Operations Associate to join our Operations team. This role owns ... Remote, office-based flexibility within the United States of America Equal Opportunity NCD is an ...
Billing Operations Associate
Dallas, TX · On-site
Summary NCD is seeking a Billing Operations Associate to join our Operations team. This role owns ... Remote, office-based flexibility within the United States of America Equal Opportunity NCD is an ...
The Insurance Services Operations Associate is responsible for supporting all insurance business ... Notify and support advisors and office staff to resolve paperwork issues with NIGO's. * Research ...
The Insurance Services Operations Associate is responsible for supporting all insurance business ... Notify and support advisors and office staff to resolve paperwork issues with NIGO's. * Research ...
The Insurance Services Operations Associate is responsible for supporting all insurance business ... Notify and support advisors and office staff to resolve paperwork issues with NIGO's. * Research ...
The Insurance Services Operations Associate is responsible for supporting all insurance business ... Notify and support advisors and office staff to resolve paperwork issues with NIGO's. * Research ...
The Company is headquartered in New York, NY with an additional office in the Dallas-Fort-Worth ... The Whole Loan Operations Associate will touch loans across numerous departments ranging from lock ...
The Company is headquartered in New York, NY with an additional office in the Dallas-Fort-Worth ... The Whole Loan Operations Associate will touch loans across numerous departments ranging from lock ...
Sales Operations Associate
Austin, TX · On-site +1
$60K - $75K/yr
You'll enjoy our hip, newly renovated office in the heart of downtown with a view of the capital ... detail-oriented Sales Operations Associate to join our Revenue Operations team. This is an ...
Sales Operations Associate
Austin, TX · On-site +1
$60K - $75K/yr
You'll enjoy our hip, newly renovated office in the heart of downtown with a view of the capital ... detail-oriented Sales Operations Associate to join our Revenue Operations team. This is an ...
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... Proficiency in Microsoft Excel / Office Suite, Slack, Zoom; familiarity with Salesforce, eMoney ...
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... Proficiency in Microsoft Excel / Office Suite, Slack, Zoom; familiarity with Salesforce, eMoney ...
Client Service & Operations Associate
San Antonio, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... Proficiency in Microsoft Excel / Office Suite, Slack, Zoom; familiarity with Salesforce, eMoney ...
Client Service & Operations Associate
San Antonio, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... Proficiency in Microsoft Excel / Office Suite, Slack, Zoom; familiarity with Salesforce, eMoney ...
Office Operations Associate information
What is the difference between Office Operations Associate vs Administrative Assistant?
| Aspect | Office Operations Associate | Administrative Assistant |
|---|---|---|
| Primary Focus | Managing office processes, logistics, and operational workflows | Providing administrative support, scheduling, and correspondence |
| Required Skills | Organizational skills, process management, basic tech proficiency | Communication, scheduling, document handling |
| Work Environment | Office settings, often involved in cross-departmental tasks | Front desk, executive offices, general administrative roles |
| Common Employers | Corporations, startups, non-profits | Businesses, government agencies, educational institutions |
The Office Operations Associate typically handles office logistics and process management, focusing on operational efficiency. In contrast, the Administrative Assistant primarily provides clerical support and handles communication tasks. Both roles are essential in maintaining smooth office functions but differ in scope and responsibilities.
What are the key skills and qualifications needed to thrive as an office operations associate?
What are some common challenges faced by office operations associates and how can they be managed effectively?
What is an office operations associate?

Licensed Investment Operations Associate
Fort Worth, TX • On-site
Full-time
Re-posted 15 days ago
First Command Financial Services rating
7.5
Based on 11 frontline employees who took The Breakroom Quiz
Job description
How will this role impact First Command?
The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of First Command. The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with advisors and office staff. The Associate performs these duties within the standards set by the department.
What will the employee do in this role?
- Develop an understanding of the functional and task responsibilities within operations.
- Processing various account update and miscellaneous operations request for managed, brokerage, and direct at fund accounts.
- Fulfill Client and Advisor requests to establish, service and support mutual fund, brokerage, and annuity business, within departmental guidelines for quality and productivity.
- Review incoming client paperwork and collaborate with essential internal and external personnel to resolve items which are not in good order (NIGO).
- Process inbound First Command Advisor and Client requests received via mail, email, cases, fax, and service requests.
- Improve the client and Advisor experience by providing effective and professional written and verbal communication to First Command Advisors and Clients.
- Engage in regular training and professional development while obtaining additional skills to enhance individual growth and cross-departmental functionality.
- This position will involve rotation of job responsibilities for purposes of cross-training and career development.
What Skills/Qualifications Do You Need?
Education
- Bachelor's degree preferred. Equivalent combination of education and relevant work experience will be considered.
- Series 7 & 63 preferred.
Work Experience
- Minimum one year work experience in a business setting. (Required)
- Experience within the Financial Services Industry is preferred
- 4 year college degree accepted in lieu of previous work experience
- Experience working with multiple systems in a dual monitor environment, and basic computer skills
- Attention to detail and a strong commitment to comply with policies, procedures and guideline
Required Knowledge, Skills and Abilities
- Ability to work in a fast-paced environment and successfully meet strict operational deadlines.
- Above average time management and multitasking skills.
- Maintain a high degree of accuracy while meticulously processing each transaction request in a timely manner
- Experience working with multiple systems in a dual monitor environment, and basic computer skills
- Attention to detail and a strong commitment to comply with policies, procedures and guidelines.
- Demonstrate passion for superior customer service, i.e. a client / advisor first mentality with a high level of integrity
- Initiative-taking individual with the ability to work independently or collaboratively with proven results.
- Ability to work mandatory overtime when required.
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About First Command Financial Services
Sourced by ZipRecruiter
First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Fort Worth, TX, US
Year founded
1958