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Trading Operations Associate Jobs in Escondido, CA

Axos Bank

FVP, ABL Operations

San Diego, CA ยท On-site

Lead a high performing organization by engaging associates, setting expectations, holding teams ... Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading ...

Boutique Recruiting

Associate Wealth Advisor

San Diego, CA ยท On-site

$110K - $120K/yr

Associate Wealth Advisor The Associate Wealth Advisor role offers an opportunity for individuals ... Learn the operational side of the business, including securities trading, wire transfers, opening ...

Axos Bank

FVP, ABL Operations

San Diego, CA ยท 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 ยท 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 ...

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All JobsTrading Operations Associate JobsTrading Operations Associate Jobs in Escondido, CA

Trading Operations Associate information

See Escondido, CA salary details

$11

$27

$55

How much do trading operations associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for trading operations associate in Escondido, CA is $27.48, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $31.73 per hour, depending on experience, location, and employer.

What is a trading operations associate?

Trading Operations Associates are professionals who support the daily activities of trading desks at financial institutions. Their key responsibilities include trade settlement, trade confirmation, reconciliation, and ensuring compliance with regulatory requirements. They act as a bridge between traders, back-office teams, and external parties to ensure transactions are processed smoothly and efficiently. Attention to detail, strong analytical skills, and the ability to work under pressure are essential for this role. This position offers valuable exposure to financial markets and is often a stepping stone to more advanced roles in finance.

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

To thrive as a Trading Operations Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with trading platforms, order management systems (OMS), and proficiency in Excel or other data analysis tools are commonly required, and certifications like FINRA Series 7 or 63 may be advantageous. Exceptional problem-solving, communication, and time-management skills help you excel under pressure and work effectively with traders, clients, and back-office teams. These skills ensure accurate trade processing, risk mitigation, and smooth market operations in a high-stakes environment.

What are some common challenges faced by trading operations associates in supporting trade settlements and how are they addressed?

Trading Operations Associates often encounter challenges such as resolving trade discrepancies, ensuring timely settlement of trades, and managing high volumes of transactions under tight deadlines. Addressing these issues requires strong attention to detail, effective communication with counterparties and internal teams, and the ability to quickly troubleshoot and escalate problems when necessary. Many firms provide comprehensive training and utilize advanced reconciliation tools to help associates efficiently identify and resolve breaks, ensuring smooth trade lifecycle management.

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

AspectTrading Operations AssociateTrading Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are a plus but not mandatorySimilar credentials; often holds a bachelor's degree, with some roles preferring CFA or related certifications
Work EnvironmentSupports trading desks by handling operational tasks, trade settlements, and compliance; fast-paced, team-orientedFocuses on analyzing trading data, market trends, and performance; analytical and research-driven
Employer & Industry UsageCommon in investment banks, asset management firms, and trading housesFound in financial institutions, hedge funds, and asset managers

While both roles require a finance background and involve working within trading environments, the Trading Operations Associate primarily manages operational tasks and trade support, whereas the Trading Analyst focuses on analyzing market data and trading performance. They often work closely but serve different functions within trading teams.

What job categories do people searching Trading Operations Associate jobs in Escondido, CA look for?

The top searched job categories for Trading Operations Associate jobs in Escondido, CA are:

What cities near Escondido, CA are hiring for Trading Operations Associate jobs?

Cities near Escondido, CA with the most Trading Operations Associate job openings:

Trading Operations Associate jobs near you
Infographic showing various Trading Operations Associate job openings in Escondido, CA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $57,160 per year, or $27.5 per hour.

Investment Services Operations Associate

San Diego County Credit Union

San Diego, CA โ€ข On-site

$25.75 - $33.50/hr

Full-time

Posted 25 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