Operations Associate

About the role

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.

Responsibilities

• 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.

Qualifications

• 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.

Pay

The annualized base pay range for this role is expected to be between $50,000-$53,000 base salary compensation range. Other rewards may include an annual cash bonus.

Schedule

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 days per week, or as assigned by their team leader. This position is non-exempt.