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Operations Associate: Onboarding & Cashiering
Job in
Deerfield, Lake County, Illinois, 60063, USA
Listed on 2026-08-23
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Banking Operations
Job Description & How to Apply Below
Focus Partners Wealth is seeking an Operations Associate (Paperwork and Cashiering) to streamline onboarding and money movement while maintaining high operational standards. The role emphasizes accurate paperwork, efficient cashiering, and meticulous client data management in a fast-paced environment.
The candidate should have a Bachelor’s degree preferred and 1+ years in financial services, with familiarity of major custodians (Schwab, Fidelity, Pershing) as a plus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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