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Trade Operations Associate Jobs in Santee, CA (NOW HIRING)

Expeditors

Business Operations Intern

San Diego, CA · On-site

$19/hr

The international logistics industry is an integral piece of the global trade puzzle; we make the ... Currently pursuing or recently completed an Associate's or Bachelor's degree (Business, Operations ...

Expeditors

Business Operations Intern

San Diego, CA

The international logistics industry is an integral piece of the global trade puzzle; we make the ... Currently pursuing or recently completed an Associate's or Bachelor's degree (Business, Operations ...

Axos Bank

FVP, ABL Operations

San Diego, CA · On-site

$130K - $150K/yr

Lead a high performing organization by engaging associates, setting expectations, holding teams ... Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under ...

Axos Bank

FVP, ABL Operations

San Diego, CA

$130K - $150K/yr

Lead a high performing organization by engaging associates, setting expectations, holding teams ... Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under ...

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Trade Operations Associate information

See Santee, CA salary details

$11

$26

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How much do trade operations associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for trade operations associate in Santee, CA is $26.60, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $30.72 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 job categories do people searching Trade Operations Associate jobs in Santee, CA look for?

The top searched job categories for Trade Operations Associate jobs in Santee, CA are:

What cities near Santee, CA are hiring for Trade Operations Associate jobs?

Cities near Santee, CA with the most Trade Operations Associate job openings:

Trade Operations Associate jobs near you

Investment Services Operations Associate

San Diego, CA • On-site

San Diego County Credit Union
Commercial Banking • 501 - 1,000 employees
Learn more about San Diego County Credit Unionexternal

$25.75 - $33.50/hr

Full-time

Re-posted 3 days ago

Job description

Position Summary

The Investment Services Operations Associate will provide comprehensive administrative and operational support to SDCCU Investment Services financial advisors. In this role, the Investment Services Operations Associate will support both financial advisors and their end-clients with a focus on enhancing client relationships, managing, and resolving a wide range of account‑related operational inquiries and ensuring compliance with industry regulations.

The ideal candidate is proactive, detail‑oriented, and driven to excel in a fast‑paced environment. They must demonstrate a service‑first mindset and consistently deliver high‑touch, white‑glove support with professionalism, accuracy, and urgency.

Minimum Qualifications (Licenses, Education, Experience, Skills)

  • 1 year of administrative or operational experience in the financial services industry
  • High school diploma or equivalent. Bachelor’s degree in Finance, Business, Economics or a related field is highly preferred.
  • Working experience with a CRM system (Salesforce preferred)
  • Proficient with Microsoft Office
  • Effective organizational skills and ability to manage multiple projects, establish priorities and meet deadlines.
  • Effective interpersonal and communication skills and proven ability dealing with clients and staff.
  • FINRA SIE, Series 6/7, and Series 63/65 preferred.

Essential Duties and Responsibilities

  • Prepare and submit new account documentation, ensuring all required materials are complete for processing.
  • Manage client inquiries including account notifications, cash management, RMD outreach, annual review scheduling, issue resolution, signing documents, and placing unsolicited trades.
  • Manage the scheduling of client and prospect meetings.
  • Coordinate and track rollovers and transfers (manual and ACAT) to ensure timely completion.
  • Identify client needs and refer clients seeking financial guidance to advisors.
  • Maintain operational excellence through ongoing training on policies, procedures, platforms, and service best practices.

Other Duties and Responsibilities

  • Perform other duties as assigned.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.


Monday-Friday: 8:00am-5:00pm
Saturday-Sunday: OFF
Full time - 40 hours/week