Investment Operations Associate

Toler Financial Group, a small independent wealth management and financial planning firm, is seeking an
Investment Operations Associate
to assist us in our mission of helping clients achieve their financial goals. We serve our community as independent fiduciaries with client-centered financial planning and investment services.

This is a
full-time, in-office position
based in downtown
Silver Spring, Maryland

Compensation & Benefits

• Compensation:
  The salary range for this position is
  $55,000 – $65,000
  annually, commensurate with experience and qualifications.
• Benefits:
  We are committed to supporting the well-being, professional growth, and long-term success of our team. Our comprehensive benefits package includes:

·       
Health, dental, and vision insurance
, with access to a Health Savings Account (HSA).

·       
401(k) retirement plan with employer matching contributions.

·       
Paid time off
, including 15 days annually in the first year (increasing with tenure), as well as paid sick leave and holidays.

·       
Quarterly performance-based bonuses
reflecting both firm and individual achievements.

·       
Technology and transportation reimbursements
to support day-to-day work efficiency.

·       
Professional development and continuing education support
to foster career advancement.

·       
A collaborative, mission-driven environment
grounded in the firm's fiduciary responsibilities and commitment to client service.

About Us

Toler Financial Group was formed to provide financial services to communities that are typically outsiders in the financial industry, including women, progressives, people of color and LGBTQ+. If this perspective speaks to you, this is your opportunity to use and grow your talents within a key role in our fast-growing organization.

Our investment approach includes a strong commitment to sustainable investing and helping our clients express their values through their financial choices. We are a diverse and close-knit team culture, working together for the smooth functioning of our organization and for the financial success of our clients.

About the Role

As an Investment Operations Associate, you will support key back-office functions including account setup, data management, portfolio/fund research, and investment performance measurement. This hands-on role offers exposure to trading workflows and investment research, with opportunities to build foundational skills and grow into more advanced responsibilities as you develop within the firm.

Key Responsibilities

• Support internal investment department functions including trading, performance reporting, money movement (check deposits, transfers, etc.), asset allocation, and market/manager research projects
• Maintain and follow processes for ensuring accurate client and account data in portfolio reporting and CRM systems
• Support advisors in new account onboarding and ongoing maintenance of accounts by drafting, sending, tracking, and following up on account paperwork with clients and custodians
• Support investment committee research projects, report creation, presentation materials, and note taking
• Identify opportunities to streamline workflows and enhance operational efficiencies

Qualifications

Required:

• Bachelor's degree in Business (Finance, Accounting, Economics preferred)
• High level of accuracy and attention to detail
• Proficiency in Microsoft Excel and Word
• Strong analytical and data management skills
• Ability to regularly commute to the Toler Financial Group office in Silver Spring, MD

Preferred:

• 1-2 years of professional experience with wealth management/financial advisory firm
• Demonstrated interest in and knowledge of investment markets
• Excellent written and oral communication skills
• Interest in impact investing, ESG, or mission-driven financial services.
• Ability to thrive in a collaborative, values-focused environment.

Why Join Us

You'll be trusted to work independently, supported to keep learning, and encouraged to grow into new challenges. This role offers broad exposure across the firm and a chance to see how values-driven financial operations have meaningful impact for our clients and communities. You'll be part of a team that's passionate about values, mission, and accountability — and that takes our role as fiduciaries seriously.

How to Apply

Please submit your resume and a brief cover letter via LinkedIn or with the subject line
Investment Operations Associate Application
.