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Data-Driven Investment Operations Associate

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Truepoint Wealth Counsel, LLC
Full Time position
Listed on 2026-01-09
Job specializations:
  • Business
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Cincinnati is looking for an Investment Operations Associate to provide operational and administrative support. The role involves maintaining data accuracy, optimizing workflows, and supporting teams with various tools. Ideal candidates will have 1-2 years of related experience, strong Excel skills, and a client-centric mindset. This position offers the opportunity to work in a hybrid environment, with occasional travel required for internal meetings and professional development.
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Position Requirements
10+ Years work experience
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