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Securities Operations Associate Jobs in Dallas, TX

Level Four

Trading & Operations Associate

Dallas, TX · On-site

Trading And Operations Associate Our team is growing, and we need you! Come be a part of this ... Knowledge and experience in the securities industry in order to support the firm's investment ...

Crate and Barrel

Operations Associate

Plano, TX · On-site

Crate and Barrel Operations Associate We inspire purpose-filled living that brings joy to the ... Maintain an awareness of loss prevention, security and safety following the guidelines provided by ...

Crate and Barrel

Operations Associate

Plano, TX · On-site

Crate and Barrel Operations Associate We inspire purpose-filled living that brings joy to the ... Maintain an awareness of loss prevention, security and safety following the guidelines provided by ...

SS&C

Senior Associate, Loan Operations

Dallas, TX · Hybrid

Senior Associate, Loan Operations Locations : Union, NJ (Hybrid), New York, NY (Hybrid), Boston, MA ... Bachelor's degree in finance or related discipline * 2+ years financial services/securities ...

SS&C

Senior Associate, Loan Operations

Dallas, TX · Hybrid

Senior Associate, Loan Operations Locations: Dallas, TX (Hybrid) Los Angeles, CA (Hybrid), NY/NJ ... Bachelors degree in finance or related discipline * 2+ years financial services/securities industry ...

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All JobsSecurities Operations Associate JobsSecurities Operations Associate Jobs in Dallas, TX

Securities Operations Associate information

See Dallas, TX salary details

$11

$25

$52

How much do securities operations associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for securities operations associate in Dallas, TX is $25.96, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $29.95 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a securities operations associate?

To thrive as a Securities Operations Associate, you need strong analytical skills, attention to detail, and a degree in finance, business, or a related field. Familiarity with financial software such as Bloomberg, SWIFT, and settlement systems, as well as knowledge of industry regulations, is typically required. Exceptional organizational skills, effective communication, and the ability to multitask under pressure are important soft skills for this role. These skills ensure accurate trade processing, risk mitigation, and smooth financial operations within high-volume, fast-paced environments.

What is the difference between Securities Operations Associate vs Securities Analyst?

AspectSecurities Operations AssociateSecurities Analyst
Primary RoleSupports daily securities transactions, reconciliations, and trade processingAnalyzes securities markets, evaluates investment opportunities, and provides research
Required SkillsAttention to detail, knowledge of trading systems, compliance understandingFinancial analysis, market research, valuation skills
CertificationsTypically none required, but CFA Level I may be beneficialCFA Level I or II often preferred
Work EnvironmentBack-office, operational teams within financial firmsResearch departments, investment firms, asset management

While Securities Operations Associates focus on processing and supporting securities transactions, Securities Analysts analyze market data and provide investment insights. Both roles require financial knowledge, but their daily tasks and career paths differ significantly.

What is a securities operations associate?

Securities Operations Associates are professionals who support the processing, settlement, and administration of financial securities transactions for banks, investment firms, or other financial institutions. They ensure trades are accurately recorded, resolved, and reconciled, while also handling compliance and risk management tasks. Their work is essential for the smooth functioning of financial markets, as they help minimize errors and maintain regulatory standards. Securities Operations Associates often liaise between trading desks, back office teams, and external parties to resolve discrepancies and facilitate timely settlements.

What are some typical challenges faced by securities operations associates in ensuring accurate trade settlement?

Securities Operations Associates often encounter challenges related to tight settlement deadlines, high transaction volumes, and the need to resolve trade discrepancies quickly. Effective communication with brokers, custodians, and internal teams is essential to troubleshoot issues such as unmatched trades or failed settlements. Staying organized and detail-oriented helps prevent costly errors and ensures compliance with regulatory requirements. The fast-paced environment requires adaptability and a proactive approach to problem-solving.
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What job categories do people searching Securities Operations Associate jobs in Dallas, TX look for? The top searched job categories for Securities Operations Associate jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Securities Operations Associate jobs? Cities near Dallas, TX with the most Securities Operations Associate job openings:
Securities Operations Associate jobs near you
Infographic showing various Securities Operations Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,001 per year, or $26 per hour.

Trading & Operations Associate

Level Four

Dallas, TX • On-site

Other

PTO

Posted 8 days ago

Job description

Trading And Operations Associate

Our team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer:

  • Casual work environment
  • Generous paid time off
  • Flexible work schedule
  • Great benefits
  • And more…

Come take your career path to the next level! The Level Four Capital Management (LFCM) Trading and Operations Associate is a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions. Essential responsibilities and tasks of the Trading and Operations Associate are:

  • Ensure operational efficiencies and data integrity in support of the LFCM asset management platform, with an emphasis on collaboration and process development
  • Provide support for GIPS (Global Investment Performance Standards) verification process, including LFCM model assignments and changes, closing of accounts and working with various custodians/regulators to ensure all data accuracy and completeness
  • System and database data entry and maintenance to ensure database integrity (Black Diamond & Salesforce)
  • Manage operational and portfolio management reporting, including but not limited to, asset flow, custodian alerts, portfolio high cash, etc.
  • Interface with the operations team on day-to-day tasks relating to new account on-boarding to ensure client accounts are in good order before trading occurs in LFCM managed models
  • Serve as key point of contact between financial advisors and LFCM, providing support for account on-boarding and account transitions, ensuring a professional and proactive experience
  • Assist with monthly and quarter-end reporting to support financial advisors and industry database partners
  • Prepare and develop client proposals based on the specific needs and requests of financial advisors
  • Facilitate the creation and submission of fixed income paperwork for onboarding new clients to sub-advisor partners, such as Eaton Vance and First Trust.
  • Allocate fixed income trades, ensuring accurate booking of bond trades into accounts as received daily from sub-advisors.
  • Assist the trader in resolving trade discrepancies between fixed income sub-advisors, brokers, and custodians, ensuring timely and effective resolutions.
  • Assist the trader in resolving trade corrections, including completing and submitting forms to both the custodian and internal home office teams with prior approval
  • Review and monitor holdings amongst client strategies
  • Additional duties as required

Successful Trading and Operations Associate candidates will have:

  • Knowledge and experience in the securities industry in order to support the firm's investment management team and platform of SMA and asset allocation portfolios.
  • This position is critical to the efficient management, operations, implementation and tracking of client portfolios managed by the portfolio management team.
  • This professional will be able to work in the Dallas corporate office, reporting to the LFCM practice director.

Required:

  • Bachelor's degree in finance or related field
  • Must have prior experience in a financial services office/broker-dealer with knowledge of equity and fixed income markets as well as securities
  • Meticulous attention to detail and excellent organizational skills
  • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in both face-to-face and phone interactions
  • Reliable and accountable; follows through on commitments start-to-finish
  • Possesses critical thinking, analytical and problem-solving skills
  • Has strong time-management skills; able to prioritize tasks
  • General computer and software knowledge in Microsoft Office Suite

Preferred:

  • Minimum 3 years of experience
  • FINRA series 7, 66, 63 and/or 65 registration
  • Securities license or willingness to obtain
  • Black Diamond
  • J AdvisorAccess, Schwab, and/or Fidelity Wealthscape

Icing on the cake:

  • Salesforce

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