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Added 1 min ago
Nurse Operations Manager (70931)
Sanitas
N. Largo, FL
Added 1 min ago
LPN
CIEL LAKEWOOD LLC
Lakewood, CO
Participates in annual flu clinics, TB testing of associates/residents.
Added 3 mins ago
Technology Support Specialist, SPHHP Business Operations
University of Buffalo
NY
…systems, presentation technologies, lecture capture, setup, testing, and…
Added 4 mins ago
Hospitality Service Attendant/Assistant/Associate/Sr. Associate (Evening Shift)
The University Of Nebraska At Lincoln
Lincoln, NE
When hired as a Hospitality Services Assistant, Hospitality Services Associate or Hospitality Services Sr. Associate the position will routinely perform the skills associated with that…
Added 4 mins ago
CH
Behavioral Health Associate
COMPREHENSIVE HEALTHCARE
Yakima, WA
- $20.24 to $30.36 USD / hour
What are we looking for in a Behavioral Health Associate?
Added 4 mins ago
A
Test Technician
Actalent
Circle Pines, MN
- $68,000 to $77,000 USD / year
Job Title: Test TechnicianJob DescriptionThe Test Technician plays a key role in supporting testing, validation, and continuous improvement activities within a hands-on laboratory…
Added 5 mins ago
Government Property and Materiel Accountability Specialist [P1ACBRNP012]
ProSidian Consulting, LLC
Jefferson County, AR
Associate or bachelor’s degree in logistics, business, or information systems preferred. Relevant property control experience is accepted.
Added 5 mins ago
SO
Security Counselor - Forensic Support Specialist
State of Minnesota
St. Peter, MN
- $27.33 to $34.96 USD / hour
An associate's degree or higher in a related field of study, such as Law Enforcement, Criminal Justice, Psychology, Sociology or other.
Added 5 mins ago
JG
Production Maintenance Technician |2nd Shift
JB Group
St. Michael, MN
- $24 USD / hour
Associate Purchase Program: product purchase discounted rate
Added 5 mins ago
SO
Transportation Generalist - Adrian Truck Station
State of Minnesota
Worthington, MN
- $25.19 to $31.6 USD / hour
…passed the math and reading assessment may be exempt from re-testing. Please check with your district HR…
Added 5 mins ago
Associate Lab Engineer, Thermals
Henkel
Chanhassen, MN
Completes Customer Technical Request Testing and Reports within the Application Engineering database or equivalent, including 'customer ready' reports
Added 5 mins ago
Associate R&D Engineering Lab Technician
nVent
Anoka, MN
If you enjoy hands‑on lab work and like being trusted to think, adapt, and solve problems, this role is for you. As an Associate R&D Engineering Lab Technician, you’ll support prototype and…
Added 5 mins ago
SO
Vendor Liaison/Acquisition Management Spec
State of Minnesota
St. Paul, MN
- $34.07 to $50.53 USD / hour
…business requirements, design approvals, and the functional testing of enhancements or changes related to functionality, and coordinates continuous improvement efforts within the system.…
Added 5 mins ago
MS
Executive Analyst to VP of IT
Minnesota State
Brooklyn Park, MN
- $28.75 to $42.16 USD / hour
…including requirements gathering, analysis, documentation, testing, training, implementation, and process improvement managing projects. A master’s degree may substitute for 18 months of…
Added 5 mins ago
SO
Transportation Generalist - Mankato Truck Station
State of Minnesota
Mankato, MN
- $25.19 to $31.6 USD / hour
…passed the math and reading assessment may be exempt from re-testing. Please check with your district HR…
Added 6 mins ago
Surgical Technologist
North Memorial Health Care
Maple Grove, MN
Graduate from an accredited Associate degree surgical technologist program.
Added 6 mins ago
MC
Lab Processing Assistant - Central Processing Lab
Mayo Clinic
Rochester, MN
- $20 to $26.44 USD / hour
…respond to a high volume of phone calls seeking laboratory testing information. Is responsible for ensuring correct patient identification on specimens and documentation and resolution of…
Added 6 mins ago
Associate Software Engineer
Highmark Health
Saint Paul, MN
…software development life cycle, including coding standards, unit testing, code reviews, source control management, build processes, testing, and…
Added 6 mins ago
Senior Workday Configurator, Talent
Humana
Saint Paul, MN
…solutions that align with business objectives and enhance the associate…
Added 6 mins ago
Software Engineer 2
Humana
Saint Paul, MN
…applications that support business and technology objectives. The associate works on moderately complex assignments, collaborates with cross-functional teams, and contributes to all phases…
Added 6 mins ago
Sr Technology Project Manager- Vulnerability and Product Support Team - Remote
SitusAMC
Saint Paul, MN
Facilitate Kick Off meetings, status calls, requirements workshops and QA/Testing activities
Added 6 mins ago
Systems Administrator – Kiteworks
SitusAMC
Saint Paul, MN
The Associate, Systems Administrator is an individual contributor in the Systems Administration job family, responsible for the implementation, administration, and ongoing support of the…
Added 6 mins ago
SO
Production Associate - 2nd shift
System One
Minneapolis, MN
- $21 USD / hour
Set up and prepare production equipment for product trials and testing, ensuring everything is ready to run safely and efficiently.
Added 6 mins ago
UO
Lab + Medical Assistant (Broadway Family Medicine Clinic)
University of Minnesota Physicians
Minneapolis, MN
- $11.41 USD / hour
Obtains specimens from patients while assessing integrity of all specimens for testing, and verifying correct identification before testing.
Added 6 mins ago
Senior Associate, Okta Identity Governance Engineer
KPMG LLP
Minneapolis, MN
KPMG is currently seeking a Senior Associate, Okta Identity Governance Engineer to join our Advisory Technology Organization.

Closed listing

INNOVAYTE LLC

Associate - Brokerage Operations Support

United States

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Posting language: English
Posted: Nov 4, 2026

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Original job description

Archived listing. The details below describe a past opening.

JOB OVERVIEW

The Associate - Brokerage Operations Support provides institutional broker dealer operations support. This entails client onboarding, asset movement, trade settlement, and the establishment and servicing of investment accounts. The role includes a multitude of processing functions from the opening of an account to the transfer of assets, depositing of funds, and maintenance of standard and non-standard asset types. This position works closely with various departments to facilitate the efficient processing of transactions and client requests.

RESPONSIBILITIES & DUTIES

Responsibilities will vary based on assigned functional area(s) within Brokerage Operations. Associates may specialize in one or more operational disciplines and are expected to build subject matter expertise in their designated area(s) while maintaining a general understanding of end-to-end brokerage operations. Responsibilities may include, but are not limited to:

Assist in the processing and settlement of trades, including equities, fixed income, and derivatives.
Instruct the set-up of new alternative investment products in line with the firm's asset acceptance policy. Process purchase and sale transactions of alternative investments in client accounts.
Process dividend reinvestments, corporate actions, and cash flow transactions for alternative investments on behalf of our clients.
Monitor and reconcile cash, securities, and alternative investment positions against transfer agents and asset sponsors in accordance with firm policies and procedures.
Act as a point of contact for client issues within assigned scope of responsibility. Handle client inquiries and requests related to account maintenance, transactions, and operational processes, escalating complex matters to a Senior Associate or supervisor.
Collaborate with internal departments, including Compliance, Risk Management, and Client Services, to address operational issues and inquiries, and work with external vendors to resolve client inquiries.
Respond to internal inquiries and work in close contact with ancillary and support departments and vendors via email and telephone.
Monitor assigned workflows and flag prioritization needs to a supervisor to help the team meet service level expectations
Assist in reviewing policies and procedures for risk and efficiency and share observations with management as requested.
Assist in the implementation and testing of new systems and processes to improve operational efficiency.
Maintain accurate records and documentation in accordance with regulatory requirements and internal policies.
Work with asset sponsors, transfer agents, and vendors to build deep, mutually beneficial relationships.
Assist in onboarding new team members on standard policies and procedures under the guidance of a supervisor or Senior Associate.
Travel to various locations, both within the organization and externally, may be required depending on role and responsibilities.
Follows assigned work schedule with regular and predictable attendance.
Performs other duties as assigned.

QUALIFICATIONS

Two or more years of experience in a customer service or operations environment, preferably in financial services
Bachelor’s Degree in Business, Finance, or related field preferred
Strong analytical and problem-solving skills with a high degree of accuracy and attention to detail
Effective communication, active listening, and interpersonal skills
Professionalism and results-driven approach
Ability to prioritize tasks and work efficiently in a fast-paced environment

PROFESSIONAL CERTIFICATIONS

SIE Certification
Series 99
Series 7 preferred
If you do not already have a Securities license relevant to your role at Innovayte, you may be required to take and pass the Securities Industries Essentials exam provided by FINRA. In addition, based on your role responsibilities, you may also be required to pass additional Securities Industry exams to allow you to operate in your role and be compliant with FINRA and the SEC requirements. These licenses, when required, need to be obtained within certain specific time frames, typically 120 calendar days.

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

Data entry
Intermediate level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Ability to type at least 45+ WPM preferred
Basic 10-key skills a plus

CULTURAL COMPETENCIES

Innovayte is dedicated to building an environment where each team member can thrive, contribute meaningfully, and grow professionally and personally. We believe that our core values - rooted in

respect,
empowerment,
innovation,
service,
integrity,
trust, and
accountability

are essential to achieving our mission. These values guide us in everything we do, from daily interactions to strategic decisions. We’re looking for individuals who not only share these principles but are excited to bring them to life in meaningful ways.

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.

About employer

More about this job

Skills

Onboarding
Securities
Regulatory compliance
Risk management
Prioritization
Documentation
Customer service
Problem solving
Attention to detail
Communication skills
Active listening
Interpersonal skills
Work efficiently
Data entry
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Office equipment
Tolerate sitting for long periods

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