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Trade Operations Associate Jobs (NOW HIRING)

Trade Operations Analyst

Jacksonville, FL ยท On-site

$40K - $68K/yr

Job Title Trade Operations Analyst Corporate Title Analyst Location Jacksonville, FL Overview The ... Bachelors or Associate degree in Brokerage/Financial accounting or moderate Securities Operations ...

Trade Operations Analyst

Jacksonville, FL ยท Hybrid

$40K - $68K/yr

Job Title Trade Operations Analyst Corporate Title Analyst Location Jacksonville, FL Overview The ... Bachelors or Associate degree in Brokerage/Financial accounting or moderate Securities Operations ...

Trade Support Operations Associate

Saint Louis, MO ยท On-site

$16.50 - $21.50/hr

What You'll Be Doing The Trade Support Operations Associate is responsible for driving departmental results for the ongoing support reconciling and balancing fixed income transactions for the firm by ...

HIRING NOW: OPERATIONS ASSOCIATES @ Bellwood, NE LOCATION Frontier Cooperative is seeking ... our trade territories. * Verify that company vehicles, equipment & machinery are in good working ...

An OPERATIONS ASSOCIATE engages in the safe unloading, loading, and storage of grain in the ... our trade territories. * Verify that company vehicles, equipment & machinery are in good working ...

An OPERATIONS ASSOCIATE engages in the safe unloading, loading, and storage of grain in the ... our trade territories. * Verify that company vehicles, equipment & machinery are in good working ...

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Trade Operations Associate information

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How much do trade operations associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for trade operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

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

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 does a trading operations associate do?

A trading operations associate is responsible for supporting the execution and settlement of trades, ensuring compliance with regulations, and maintaining accurate records. They often work with trading platforms, financial data, and may use tools like Excel or trading software to monitor transactions and resolve issues promptly.

Is trade operations a good career?

Trade operations is a viable career that involves managing the processing of international transactions, ensuring compliance, and coordinating logistics. It often requires strong organizational skills, attention to detail, and familiarity with trade regulations and software tools. The role can offer stable employment and opportunities for advancement in finance, logistics, or supply chain fields.

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 is the role of an operations associate?

A Trade Operations Associate is responsible for supporting the execution and processing of trade transactions, ensuring compliance with regulations, and maintaining accurate records. They often work with trading platforms, perform data analysis, and coordinate between different departments to facilitate smooth operations in financial or trading environments.

What trade makes $100,000 a year?

In trade-related roles, positions such as experienced electricians, plumbers, or HVAC technicians can earn $100,000 or more annually, especially with specialized skills, certifications, and overtime. These trades often require apprenticeships, technical training, and a strong understanding of safety standards and tools.
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Trading & Investment Operations Associate

Trading & Investment Operations Associate

The Martin Financial Group

Wichita, KS โ€ข On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago


Job description

Trading & Investment Operations Associate

Location: Wichita, KS (in-office or hybrid)

Overview

We are a growing wealth management firm based in Wichita, KS, serving emerging affluent, high net-worth and ultra-high net-worth individuals, families, and business clients. We are seeking a Trading & Investment Operations Associate to support portfolio implementation, client money movement, and core operational workflows.

This role sits at the center of the firmโ€™s day-to-day executionโ€”ensuring trades are placed accurately, client transactions are processed seamlessly, and accounts are maintained with precision. The right candidate is highly detail-oriented, process-driven, and takes ownership of outcomes.

Key Responsibilities

ยทย ย ย ย ย ย ย ย  Trading & Portfolio Implementation

oย ย  Execute trades across client portfolios in alignment with model allocations and advisor direction

oย ย  Assist with portfolio rebalancing and cash management

oย ย  Monitor trade execution, settlement, and resolve discrepancies

oย ย  Coordinate with custodians (e.g., Schwab, Fidelity, Pershing)

ยทย ย ย ย ย ย ย ย  Client Money Movement

oย ย  Process wires, ACH transfers, journals, and account transfers (ACATs)

oย ย  Ensure accuracy, proper authorization, and compliance with all procedures

oย ย  Track and confirm completion of all transactions

oย ย  Communicate status updates to internal team members

ยทย ย ย ย ย ย ย ย  Operations & Account Maintenance

oย ย  Maintain accurate client and account records in CRM and portfolio systems

oย ย  Troubleshoot account issues and serve as a point of contact with custodians

oย ย  Support audit and compliance-related requests

ยทย ย ย ย ย ย ย ย  Process Improvement

oย ย  Identify inefficiencies and help improve workflows and documentation

oย ย  Contribute to building scalable operational processes as the firm grows

Qualifications

ยทย ย ย ย ย ย ย ย  Required

oย ย  Bachelorโ€™s degree in business administration, accounting, finance or related field or equivalent work experience

oย ย  Expertise with Microsoft Office suite of tools with an emphasis on Excel

oย ย  FINRA SIE, Series 7 and 63 licenses

oย ย  3-5 years in the wealth management or investment management industry

ยทย ย ย ย ย ย ย ย  Preferred

oย ย  Experience with Envestnet trading (Worksheet, Folio or Tamarac)

Key Characteristics

ยทย ย ย ย ย ย ย ย  Strong desire for personal and professional growth.ย 

ยทย ย ย ย ย ย ย ย  Approachable, respectful, and inclusive communication.

ยทย ย ย ย ย ย ย ย  Ability to give and receive constructive feedback.

ยทย ย ย ย ย ย ย ย  Ability to maintain confidentiality.

ยทย ย ย ย ย ย ย ย  Excellent verbal and written communication and interpersonal skills.

ยทย ย ย ย ย ย ย ย  Critical thinking skills and an ability to solve problems.

ยทย ย ย ย ย ย ย ย  Strong understanding of financial markets, instruments, and trading strategies.

ยทย ย ย ย ย ย ย ย  Ability to interpret data, analyze market trends, and make informed trading decisions.

ยทย ย ย ย ย ย ย ย  Proficient in Microsoft Office Suite or related software.

ยทย ย ย ย ย ย ย ย  Proficient in CRM or related software.

ยทย ย ย ย ย ย ย ย  Excellent organizational skills and attention to detail.

What Success Looks Like

ยทย ย ย ย ย ย ย ย  Trades are executed accurately and on time with minimal oversight

ยทย ย ย ย ย ย ย ย  Client money movement is processed flawlessly and efficiently

ยทย ย ย ย ย ย ย ย  Advisors and team members trust that operational details are handled

ยทย ย ย ย ย ย ย ย  Processes become more streamlined and scalable over time

Compensation & Growth

ยทย ย ย ย ย ย ย ย  Competitive salary based on experience

ยทย ย ย ย ย ย ย ย  Bonus potential tied to performance and firm growth

ยทย ย ย ย ย ย ย ย  Clear path to increased responsibility in trading, operations leadership, or client service

Why This Role

This is a high-impact position for someone who wants to be deeply involved in how a wealth management firm runs. Youโ€™ll gain exposure to portfolio management, client operations, and the systems that support both.

Please submit resume (with cover letter) toย megan.wetta@nm.com.