Operations Associate
Focus Partners Wealth(3 days ago)
About this role
Focus Partners Wealth is seeking an Operations Associate to support back-office functions ensuring accurate client transactions and data management. The role involves collaboration across teams, managing client requests, and maintaining attention to detail in a fast-paced environment. It offers a hybrid work schedule and opportunities for growth within a financial services setting.
Required Skills
- Custodians
- CRM
- Financial Systems
- Data Entry
- Communication
- Organizational Skills
- Detail-Oriented
- Microsoft Office
- Team Collaboration
- Client Service
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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