Operations Associate, Robert Half

Robert Half

Location:
United States, Columbus

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

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

Requirements:

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

What we offer:

Access to top jobs
Competitive compensation
Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
Enrollment in the company 401(k) plan
Free online training

Additional Information:

Job Posted:
October 28, 2025

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Operations Associate