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Onboarding & Cashiering Operations Associate
Job in
Deerfield, Lake County, Illinois, 60063, USA
Listed on 2026-08-28
Listing for:
LE0123 Focus Partners Wealth LLC
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Focus Partners seeks an Operations Associate (Paperwork and Cashiering) to streamline client onboarding and money movement. You will prepare onboarding paperwork, process cashiering requests, and maintain client data across CRM and custodial platforms to deliver a seamless client experience.
The role requires attention to detail, ability to meet deadlines, and proficiency with Salesforce and Dynamics 365. A Bachelor's degree is preferred and 1+ years in financial services is desirable.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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