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Operations Associate - Reams Asset Management

Raymond James Financial, Inc.

Multiple U.S. locationsJobSeen 2mo agoSeen in employer's feed 1w ago

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At a glance

Compensation
No compensation found
Location
Multiple U.S. locations
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

The Operations Associate supports day-to-day investment accounting problem resolution, transaction processing, and client portfolio reconciliation. The role processes and reviews account transactions, investigates discrepancies and exceptions, and works with custodians, brokers, and internal teams to resolve operational issues. It also identifies process improvements and requires a bachelor’s degree in a related field or two years of relevant experience.

Skills & qualifications

RequiredNice to have

Skills

Portfolio Accounting Systems, requiredDatabases, requiredExcel, requiredOral Communication, requiredWritten Communication, requiredEthical Principles, requiredManagement Reporting, requiredProblem Analysis, requiredCreative Problem Solving, requiredCustomer Service, requiredCollaboration, requiredTeamwork, requiredAttention to Detail, requiredAnalytical Skills, requiredMultitasking, requiredSelf-Motivation, requiredCuriosity, requiredInterpersonal Skills, requiredProcess Improvement, requiredFixed Income Securities, nice to haveCustodian Platforms, nice to haveDerivative Securities, nice to haveNon-USD Securities, nice to haveSWIFT, nice to have

Qualifications

Bachelor's in Accounting, Finance, or Related Degree or 2 Years' Experience, required2 Years' Relevant Experience, required

Full job description

Responsibilities:

Supports day-to-day resolution of complex investment accounting problems and transaction processing and is responsible for the client portfolio reconciliation processes.

  • Processes and reviews account transactions, ensuring accuracy and timely settlement.

  • Performs cash, position, and portfolio reconciliations and investigates discrepancies.

  • Prepares and posts journal entries and adjustments as required.

  • Researches and resolves transactions, reconciliation, and accounting-related exceptions.

  • Collaborates with custodians, brokers, and internal teams to resolve operational issues.

  • Identifies process improvement opportunities and recommends solutions to enhance efficiency and controls.

  • Balances competing priorities and meets established deadlines.

  • Performs other duties and responsibilities as assigned.

Knowledge of:

  • Demonstrate a satisfactory level of technical and professional skills or knowledge in position-related areas; remains current with developments and trends in areas of expertise.

Skills in:

  • Portfolio accounting systems and databases.

  • Strong Excel skills.

  • Communicating effectively in both oral and written communications.

  • Demonstrating uncompromising adherence to ethical principles.

  • Preparing analyses and information reports for management.

Abilities to:

  • Analyze problems and develop creative solutions.

  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.

  • Provide efficient service to internal and external clients.

  • Partner and collaborate and work in a team environment.

  • Foster a cooperative work environment and partner with other functional areas to accomplish objectives.

  • Attend to detail while maintaining a big picture orientation.

Education/Required Experience:

  • Bachelor’s degree in Accounting, Finance, or related degree or two (2) years of relevant experience.

  • Possess strong analytical skills

  • Be able to multi-task

  • Be self-motivated, have natural curiosity

  • Work well in team environment

  • Exhibit excellent interpersonal skills

  • Involvement in process improvement projects

Preferences

  • Experience with fixed income securities

  • Experience with custodian platforms

  • Familiarity with derivative securities

  • Familiarity with non-USD securities

  • Familiarity with SWIFT

How this job compares

Set against the 809 open Operations Associate jobs on Olive Jobs, counted November 11, 2026.

Pay
  • This postingNot listed
  • US median$63–86K/yr49 salary ranges
  • Indiana median$14/hr20 hourly ranges
Openings
Olive Jobs lists 21 open Operations Associate jobs in Indiana and 809 across the US. Under 1% of them nationwide are listed as remote or flexible.
Hiring the most in Indiana
Experience
Operations Associate postings that state a minimum ask for 1 year of experience at the median; the middle half ask for 1 to 2 years (85 postings).
Education
12 of the 809 open Operations Associate jobs (1%) ask for a bachelor's degree or higher.

Counted across the open, public US postings on Olive Jobs on November 11, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.

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