Operations Specialist
Focus Partners Wealth(18 days ago)
About this role
An Operations Specialist at Focus Partners Wealth supports the advisor network by ensuring smooth client account servicing and maintaining strong custodian relationships. The role is part of a collaborative operations team and contributes to the firm’s delivery of wealth management services in a hybrid work environment.
Required Skills
- Salesforce
- Outlook
- Custodian Websites
- Account Maintenance
- Account Transfers
- Cashiering
- Quality Control
- Communication
- Research
- Regulatory Awareness
Qualifications
- Bachelor’s Degree in Related Field
- High School Diploma
About Focus Partners Wealth
focusfinancialpartners.comFocus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.
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