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Trade Operations Associate Jobs in Portland, OR (NOW HIRING)

DraftKings

Operations Associate, Jackpocket

Portland, OR ยท On-site

The Crown Is Yours As an Operations Associate, you'll be at the heart of a fast-paced fulfillment ... traded (NASDAQ: DKNG) technology company headquartered in Boston. As a regulated gaming company ...

Employbridge

Operations Associate

Tualatin, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Wilsonville, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Tualatin, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Oregon City, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Portland, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Lake Oswego, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Portland, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Sherwood, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Oregon City, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Oregon City, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Beaverton, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Oregon City, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Beaverton, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Newberg, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Newberg, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

Employbridge

Operations Associate

Tualatin, OR ยท On-site

$24.04/hr

We are looking for great attitudes, punctuality, and people with a passion for trading cards and collectibles. Once you are signed up and on the job, you can expect a call from our LEAD, Dylan Frank ...

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Showing results 1-20

All JobsTrade Operations Associate JobsTrade Operations Associate Jobs in Portland, OR

Trade Operations Associate information

See Portland, OR salary details

$11

$27

$56

How much do trade operations associate jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for trade operations associate in Portland, OR is $27.83, according to ZipRecruiter salary data. Most workers in this role earn between $18.85 and $32.12 per hour, depending on experience, location, and employer.

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 popular job titles related to Trade Operations Associate jobs in Portland, OR?

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

What job categories do people searching Trade Operations Associate jobs in Portland, OR look for?

The top searched job categories for Trade Operations Associate jobs in Portland, OR are:

Trade Operations Associate jobs near you

Investment Operations Associate (wealth management)

The Vested Network

Portland, OR โ€ข On-site

$55K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

Position Title:                   Investment Operations Associate

Position:                             Onsite - Portland Office

Employment Type:         Full Time

Hours:                                Monday-Friday; 8am-5pm PST


The Opportunity: As an Investment Operations Associate at Cascadia Wealth Advisors, youโ€™ll play a hands-on role executing trades across client portfolios while supporting a high-quality client experience. This position blends trading responsibilities with core client service tasks, including onboarding, account maintenance, and money movement. Youโ€™ll work closely with Advisors and the client service team to ensure all activity is accurate, timely, and aligned with client goals.


About Us: Cascadia Wealth Advisors was founded with a deep-rooted passion for community and empowering individuals to achieve their financial aspirations. Based in Portland, Oregon, we are dedicated to delivering personalized service, fostering genuine relationships, and providing meaningful financial guidance. Our team takes pride in supporting and recognizing outstanding members who contribute to our growing enterprise.


Key Responsibilities:

  • Execute trades across portfolios (mutual funds, ETFs, individual securities, alternatives) ensuring all trades are accurate, timely, and aligned with client portfolios and firm strategy
  • Facilitate the onboarding of investment clients by coordinating the new account opening process from beginning to end, including the collection of necessary documentation, and liaising with broker dealer, Wealth Advisors, and clients to ensure accurate setup of investment accounts.
  • Assist with client service items like beneficiary distributions and settling estates.
  • Handle routine maintenance like name or address changes and bank authorizations.
  • Execute money movement and asset transfers as directed including client deposits, rollovers, withdrawals, and internal transfers while adhering to regulatory requirements and internal policies, utilizing security trading platforms such as Pershing (NetX360) and National Financial (Wealthscape).
  • Monitor asset transfers and ensure completion
  • Maintain client information and notes in Redtail (CRM).
  • Contribute to the development and enhancement of operational processes and procedures.
  • Other duties as assigned.


Qualifications:

  • Minimum of 2 years of trading, operations, financial planning, client service, or related experience in wealth management.
  • Familiarity with security trading platforms such as Pershing and National Financial preferred 
  • Familiarity with RedTail and Right Capital is a plus.
  • FINRA Series 7 preferred but not required
  • Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
  • Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through.
  • Proficiency in computer applications such as Adobe Acrobat Pro, CRM systems, and Microsoft Office Suite (Windows, Word, Excel, PowerPoint).
  • Strong work ethic, punctuality, dependability, and professionalism
  • Collaboration skills and the ability to thrive in a team-oriented culture.
  • Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information.
  • Outstanding interpersonal, written, phone, and email communication skills.


Compensation: $55,000-$85,000


๏ปฟPosition Details:

  • Benefit Eligible: Group health, vision dental plans, 401k retirement with employer contribution, Paid vacation, sick, and holiday hours
  • Opportunities for professional growth and development
  • A supportive and inclusive work environment where your contributions are valued.

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