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Remote Investment Operations Associate Jobs in Charleston, SC

ASCENSUS

Financial Operations Associate

Charleston, SC · Remote

... various financial operations activities including but not limited to: quarterly automated ... For all virtual remote positions, in order to ensure associates can effectively perform their job ...

KORE1 Technologies

Data Engineer

Charleston, SC · On-site +1

$107K - $128K/yr

Remote /hybrid flexibility. Position Overview We are seeking a highly capable Data Engineer to design and build the data infrastructure that powers investment operations, reporting, and business ...

CenterWell Primary Care

Associate Actuary

Charleston, SC · On-site +1

$106K - $147K/yr

... and operational decisions. Establishes metrics, provides data analyses, and works directly to ... Position Type : Remote Work Schedule : Full-time/40 Hours The Associate Actuary, Analytics ...

Tristar Insurance

Senior Vice President - Managed Care

SC · On-site +1

$175K - $250K/yr

This is a remote position but hybrid at one of our office locations would be preferred. POSITIONS ... Analyze operational and financial performance to identify opportunities for improved client ...

New

The Provider Finder

Radiology Physician

Charleston, SC · Remote

$299K - $374K/yr

Remote Tele Radiologist (1099) - Flexible Schedules High Earnings 100% Work From Home Nationwide ... We Invest in You From licensure assistance to career growth support, our goal is to create a worry ...

Amerihealth Caritas

Account Executive

Charleston, SC · On-site +1

General Operational Knowledge related to provider satisfaction, education and communication with a ... Those fully remote associates residing in states where service is required by contract, law, or ...

Amerihealth Caritas

Account Executive

Charleston, SC · On-site +1

General Operational Knowledge related to provider satisfaction, education and communication with a ... Those fully remote associates residing in states where service is required by contract, law, or ...

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Remote Investment Operations Associate information

See Charleston, SC salary details

$10

$24

$49

How much do remote investment operations associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for remote investment operations associate in Charleston, SC is $24.56, according to ZipRecruiter salary data. Most workers in this role earn between $16.63 and $28.37 per hour, depending on experience, location, and employer.

What is the difference between Remote Investment Operations Associate vs Remote Investment Analyst?

AspectRemote Investment Operations AssociateRemote Investment Analyst
Primary FocusHandling operational tasks, trade settlements, and data managementConducting market research, financial analysis, and investment evaluations
Required SkillsAttention to detail, data management, basic financial knowledgeAnalytical skills, financial modeling, market analysis
CertificationsTypically none required; relevant certifications like CFA Level I may be a plusOften requires CFA Level I or similar credentials
Work EnvironmentSupportive, process-oriented, often back-officeResearch-driven, client-facing, strategic

While both roles support investment firms, the Remote Investment Operations Associate primarily manages operational tasks and data accuracy, whereas the Remote Investment Analyst focuses on analyzing markets and making investment recommendations. Understanding these differences helps candidates align their skills and career goals with the right position.

What are popular job titles related to Remote Investment Operations Associate jobs in Charleston, SC? For Remote Investment Operations Associate jobs in Charleston, SC, the most frequently searched job titles are:
What job categories do people searching Remote Investment Operations Associate jobs in Charleston, SC look for? The top searched job categories for Remote Investment Operations Associate jobs in Charleston, SC are:
Remote Investment Operations Associate jobs near you

Financial Operations Associate

ASCENSUS

Charleston, SC • Remote

Full-time

Posted 9 days ago

Ascensus rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

46th of 150 rated financial services

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Section 1: Position Summary

This position will be responsible for day-to-day handling of various financial operations activities including but not limited to: quarterly automated Recordkeeping, RIA, and TPA payment processing and distribution, RIA database oversight and management, Government Savings billings, Managed accounts, Newport Insurance tasks, Subta billing, AFCA deposit and Fee equalization process.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Owner of the quarterly and monthly automated RIA & TPA fee process. Responsibilities include payment processing, research and correction of errors / variances, trade confirmation, and payment instruction delivery to the Trust.
  • Respond and / or resolve RIA / TPA related issues, questions, and inquiries.
  • Coordinate custom reporting and delivery of RIA information to various firms.
  • Submit RK HD tickets needed for fee enhancements, research and/or reporting.
  • Maintenance and compliance of Credit Memo and RK Loss databases according to published Table of Authority (TOA)
  • Oversight of the Managed account and Fiduciary service product process.
  • Monthly allocation of fund revenue (SubTA & 12b1's) into plan holding accounts and manage participant fee equalization process.
  • QC quarterly wrap fee calculation.
  • Create invoices and post outgoing wires using various annual, quarterly, and month end journal entries for Government Saving contracts.
  • Monthly reconciliation of billed revenue, insurance and mutual fund commissions. Coordinate the release of monthly or quarterly payments to third parties.
  • Dashboard Reporting & QC of RIA Payments
  • Work closely with the Strategic Business Consultant team and client service to answer questions and ensure a positive advisor payment experience.
  • Ability to successfully prioritize and balance multiple projects concurrently.
  • Assist with other tasks and projects as assigned.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

Supervision

  • N/A

Section 3: Experience, Skills, Knowledge Requirements

  • PC skills in Excel, Word, and PowerPoint. Access a plus.
  • Strong written and verbal communication skills.
  • Ability to handle multiple priorities
  • Bachelor's degree in accounting or finance preferred.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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