Operations Associate
Focus Partners Wealth(18 hours ago)
About this role
The Operations Associate at Focus Partners Wealth supports back-office functions, ensures accurate handling of client requests, and collaborates across departments in a fast-paced environment. The role involves verifying transactions, maintaining data entry, and assisting with team projects, requiring flexibility and attention to detail.
Required Skills
- Client Service
- Financial Transactions
- Data Entry
- Customer Service
- CRM
- Microsoft Office
- Banking
- Relationship Management
- Problem Solving
- Attention to Detail
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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