We are looking for a skilled Operations Associate III to join our client's team in Columbus, Ohio. This long-term contract position offers the opportunity to work in a dynamic environment supporting institutional broker dealer operations, focusing on client onboarding, asset movement, and account maintenance. The ideal candidate will have experience with brokerage platforms and electronic documentation tools, as well as a strong ability to manage multiple priorities and collaborate effectively with team members. Responsibilities:• Handle institutional client onboarding by reviewing requests and verifying appropriate documentation based on client type.• Conduct scans and reviews for various onboarding and account maintenance requests.• Approve asset movements, including wire transfers and other financial transactions.• Process account maintenance tasks accurately and efficiently.• Support operational functions for institutional sales and trading products, such as money market fund investments.• Oversee daily settlement processes, including reconciliation and wire approvals.• Draft and update procedures and job aids to ensure compliance and operational efficiency.• Generate ad hoc reports and fulfill special requests as needed.• Collaborate with audit and risk teams to provide necessary information and validate internal controls.• Assist in training new team members and perform quality checks to ensure accuracy.

• High school diploma or equivalent. • At least one year of experience in brokerage or investment onboarding operations. • Proficiency in using DocuSign for sending and managing documentation. • Familiarity with Pershing or National Financial Services brokerage platforms. • Strong ability to prioritize tasks and adapt to changing environments. • Detail-oriented with excellent organizational skills. • Proficiency in Microsoft Office tools, including Excel and Outlook. • Experience with wire transfers and other financial transaction processes.

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Columbus, OH
remote
Temporary
33.00 - 35.00 USD / Hourly
We are looking for a skilled Operations Associate III to join our client's team in Columbus, Ohio. This long-term contract position offers the opportunity to work in a dynamic environment supporting institutional broker dealer operations, focusing on client onboarding, asset movement, and account maintenance. The ideal candidate will have experience with brokerage platforms and electronic documentation tools, as well as a strong ability to manage multiple priorities and collaborate effectively with team members. Responsibilities:• Handle institutional client onboarding by reviewing requests and verifying appropriate documentation based on client type.• Conduct scans and reviews for various onboarding and account maintenance requests.• Approve asset movements, including wire transfers and other financial transactions.• Process account maintenance tasks accurately and efficiently.• Support operational functions for institutional sales and trading products, such as money market fund investments.• Oversee daily settlement processes, including reconciliation and wire approvals.• Draft and update procedures and job aids to ensure compliance and operational efficiency.• Generate ad hoc reports and fulfill special requests as needed.• Collaborate with audit and risk teams to provide necessary information and validate internal controls.• Assist in training new team members and perform quality checks to ensure accuracy.
2025-10-27T15:19:02Z

Operations Associate: Iii (senior) Job in Columbus | Robert Half