Operations Associate: III

21 hours ago

Columbus, Ohio, United States Robert Half Full time

We are looking for a detail-oriented and experienced Operations Associate: III (Senior) to join our team on a contract basis in Columbus, Ohio. In this role, you will play a critical part in institutional broker-dealer operations, focusing on client onboarding, asset movement, and account maintenance. This position requires a strong understanding of organizational policies and procedures, as well as the ability to thrive in a dynamic, fast-paced environment.

Responsibilities:


• Review institutional client onboarding requests to ensure accurate documentation is provided based on client type such as corporations or partnerships.


• Conduct scans and evaluations for onboarding and account maintenance requests to ensure compliance and accuracy.


• Approve and process asset movement transactions, including wire transfers and other financial activities.


• Manage daily settlement operations by reviewing reports, reconciling accounts, and initiating settlement wires.


• Support institutional sales and trading products, including money market fund investments and specialized services.


• Create and update procedural documents and job aids to enhance operational efficiency.


• Collaborate with audit and risk teams to provide necessary information and test internal controls.


• Assist in training new team members and perform quality checks on completed work to ensure accuracy.


• Generate ad hoc reports and fulfill special requests as needed.


• Participate in process improvement initiatives and special projects to optimize workflows.


• High school diploma or equivalent educational background.


• At least one year of experience in brokerage or investment onboarding operations or a related field.


• Proficiency in managing multiple priorities and adapting to changes in a fast-paced environment.


• Strong organizational skills and attention to detail.


• Familiarity with wire transfers, ACH processes, and institutional client onboarding workflows.


• Advanced knowledge of Microsoft Office products, including Excel and Outlook.


• Ability to work collaboratively with business partners and contribute to a team-oriented environment.


• Preferred qualifications include Series 99 licensing or experience with securities and fund administration.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit for more information.

2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use.

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