Operations Associate

job description summary

focus partners is seeking a motivated and qualified individual for the position of operations associate. In this role, the individual will work with a team to support the day-to-day operations of a large financial advisory firm. This is a central seat with exposure to all aspects of the firm including, but not limited to, operations & technology, client service, wealth management, investment management, and compliance.

The ideal candidate is a natural leader who is organized, shows attention to detail, is solution-orientated, and flexible.

focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

• enter and review transactions for client accounts.
• cash and position reconciliation.
• identifying, investigating, and resolving cash, position, and performance, issues.
• communicating with and monitoring our external vendors (custodians, accountants, etc.) and internal partners.
• ensure data integrity and assist with system maintenance
• network with senior personnel internally and externally to resolve issues, gain needed information, and influence outcomes for team.
• learn operational fundamentals and basics.
• support team members with workload when required or capacity allows.
• serve as backup for alternative investments administration.

• bachelor’s degree in related field and 1+ years of operations and/or client service experience preferred; or high school diploma and 3+ years of working in financial services or related field.
• familiarity with portfolio center or similar portfolio accounting system, tamarac, excel
• strong analytical skills, attention to detail and accuracy
• general knowledge of financial accounting
• strong problem solving and time management skills
• versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

this position is a non-exempt position. The annualized base pay range for this role is expected to be between $50,000-$53,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package.

Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

focus partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, focus partners supports clients at every stage of life, helping them manage their financial future. Focus partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

Focus partners is part of focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about focus,  or follow the company on linkedin.

focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, focus helps individuals, families, and institutions navigate complex financial situations with…