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Trade Operations Associate Jobs in Wisconsin (NOW HIRING)

You will lead a diverse group of team members, which can include Operations Associates, Drivers and ... Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 ...

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

Organize and assist in the maintenance of complete client account and trade- related records for ... Perform operational or administrative functions for client related requests (i.e., check requests ...

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

Organize and assist in the maintenance of complete client account and trade- related records for ... Perform operational or administrative functions for client related requests (i.e., check requests ...

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

Organize and assist in the maintenance of complete client account and trade- related records for ... Perform operational or administrative functions for client related requests (i.e., check requests ...

Use established estimating templates, corporate operations yearly set rates and mark-up and Master ... Bachelors or Associate degree and / or 5+ more years of relevant experience * Experience working ...

Use established estimating templates, corporate operations yearly set rates and mark-up and Master ... Bachelors or Associate degree and / or 5+ more years of relevant experience * Experience working ...

Use established estimating templates, corporate operations yearly set rates and mark-up and Master ... Bachelors or Associate degree and / or 5+ more years of relevant experience * Experience working ...

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Trade Operations Associate information

What does a Trade Operations Associate do?

A Trade Operations Associate is responsible for supporting the daily operations of trade processing within financial institutions. Their tasks typically include confirming, settling, and reconciling trades, maintaining accurate records, and ensuring compliance with regulations. They work closely with traders, clients, and other departments to resolve discrepancies and facilitate smooth trade execution. Attention to detail and knowledge of financial products are essential in this role.

What are the key skills and qualifications needed to thrive as a Trade Operations Associate?

To thrive as a Trade Operations Associate, you need a solid understanding of financial markets, trade processing, and settlement procedures, often supported by a degree in finance, business, or a related field. Familiarity with financial software such as Bloomberg, SWIFT, and trade management systems, as well as knowledge of relevant regulations, is typically required. Strong attention to detail, problem-solving skills, and effective communication are vital soft skills for ensuring accuracy and collaborating with stakeholders. These skills and qualities are crucial for minimizing operational risk, meeting regulatory requirements, and ensuring smooth, error-free trade execution.

What are some common challenges Trade Operations Associates face when managing post-trade processes?

Trade Operations Associates often encounter challenges such as resolving trade discrepancies, ensuring timely settlement, and adapting to evolving regulatory requirements. Working in a fast-paced environment, they must be detail-oriented to prevent costly errors and communicate effectively with traders, custodians, and counterparties to resolve issues quickly. Staying organized and proactive is key to managing multiple tasks while maintaining accuracy and compliance throughout the trade lifecycle.

What are the most commonly searched types of Trade Operations jobs in Wisconsin?

The most popular types of Trade Operations jobs in Wisconsin are:

What are popular job titles related to Trade Operations Associate jobs in Wisconsin?

For Trade Operations Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Trade Operations Associate jobs in Wisconsin look for?

The top searched job categories for Trade Operations Associate jobs in Wisconsin are:

Infographic showing various Trade Operations Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Compliance & Financial Operations Associate

UMH Properties, Inc

Milwaukee, WI • On-site

$85 - $110/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New


UMH Properties rating

6.2

Company rating: 6.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

169th of 204 rated real estate companies


Job description

Compliance & Financial Operations Associate

7 days ago Requisition ID: 1245

Salary Range: $85,000.00 To $110,000.00 Annually

Location

Memphis or Milwaukee, (Hybrid/Remote)

Reports To

President & CEO

About UMH American Dream

UMH American Dream, LLC is the finance subsidiary of UMH Properties, Inc., a publicly traded REIT specializing in the ownership and operation of manufactured housing communities.

Our mission is to provide responsible, technology-driven financing solutions that make homeownership more accessible while delivering an exceptional customer experience.

Position Summary

The Compliance & Financial Operations Associate will be responsible for overseeing the implementation of the Company’s compliance program and financial operations while serving as the primary liaison with regulators and auditors. The Associate will also serve as the Consumer Contact to respond to complaints from consumers, regulatory agencies and third parties in a timely manner and to log and track all such complaints in accordance with the Company’s Complaint Resolution Plan.

This unique opportunity is ideal for a strong accounting and/or consumer finance background who is seeking broad exposure to consumer finance, regulatory compliance, financial operations and executive leadership.

The successful candidate will work directly with the President & CEO of UMH American Dream and chair the Compliance Committee to supervise the compliance activities and manage its quality assurance and compliance risk. The candidate will play an integral role in ensuring UMH American Dream operates with the highest standards of regulatory compliance, financial integrity, and operational excellence.

Primary Responsibilities Compliance
  • Lead the day-to‑day compliance function for a growing multi‑state consumer finance company.
  • Coordinate mortgage lender and loan servicing licensing across multiple states.
  • Monitor changes in federal and state consumer lending laws and regulations and recommend necessary policy or procedural changes.
  • Maintain corporate records, compliance documentation, and licensing files.
  • Coordinate regulatory examinations, audits, licensing renewals, and responses to regulatory inquiries.
  • Assist in the development and maintenance of compliance policies and procedures.
Financial Operations
  • Lead loan accounting, servicing accounting, reconciliations, and financial operational processes.
  • Coordinate monthly reporting, reconciliations, and operational controls.
  • Partner with accounting, auditors, regulators, banking partners, and third‑party vendors.
  • Develop and document financial operations procedures and internal controls.
  • The position includes all other responsibilities that may be necessary to fulfill the duties associated with the position or as may be assigned.
Qualifications Required
  • Accounting, consumer finance, or business background strongly preferred. Candidates with an accounting degree or meaningful financial operations experience are highly encouraged to apply.
  • Strong analytical, organizational, and problem‑solving skills.
  • Excellent written and verbal communication skills.
  • High attention to detail and the ability to manage multiple priorities in a fast‑paced environment.
  • High ethical standards, sound judgment, and strong professional integrity.
  • Proficiency with Google Office Suite and/or Microsoft 365/Office and the ability to quickly learn lending, compliance, and financial technology platforms.
Preferred Qualifications
  • Experience supporting a mortgage lender, consumer finance company, bank, manufactured housing lender, or loan servicer.
  • Familiarity with federal consumer lending regulations, including TILA, RESPA, ECOA, FCRA, Fair Housing, UDAAP, and related compliance requirements.
  • Experience with loan accounting, servicing reconciliations, financial reporting, or operational controls.
  • Desire to grow into a senior leadership role overseeing compliance and financial operations.
Physical requirements of the job
  • Frequent use of computer, keyboard, mouse and phone during the workday.
  • No Heavy lifting is required.
  • Working indoors in an office environment
Travel
  • Minimal travel to Headquarters one to two times per year.
Work Schedule
  • Full‑time schedule, Monday through Friday, 40 hours per week
Job classification
  • This is an exempt position under the Fair Labor Standards Act
Why Join UMH American Dream?

This is a unique opportunity to join a newly established captive finance company backed by a publicly traded REIT and help shape the future of manufactured housing finance.

You will work directly with executive leadership and gain hands‑on experience across compliance, financial management, lending, loan servicing, technology implementation, and strategic decision‑making. As the company grows, this position offers exceptional opportunities for professional advancement into senior leadership.

  • Competitive salary ranging from $85,000 - $110,000 commensurate with experience.
  • Annual performance bonus opportunity.
  • Paid time off and company holidays.
  • 401(k) with company match.
  • Medical/Rx, dental, and vision insurance.
  • Voluntary benefit plan options
  • Employee Assistance Program
  • Professional development and continuing education support.
To Apply

Qualified candidates should submit a resume and cover letter describing their experience and interest in compliance, consumer finance, legal operations, accounting, and financial services.

UMH American Deam will explore and provide reasonable accommodations to assist any qualified individual with a disability in performing the essential functions of his/her job. Please speak with human resources should you require an accommodation or have any questions.

UMH American Dream is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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