Operations Associate

position summary

focus partners wealth is seeking an operations associate that will serve as a key member of the core operations team and support essential back‑office functions that ensure accurate and timely handling of client requests. This role provides additional capacity for the team by verifying and completing pending work, assisting with team projects, and maintaining strong attention to detail in a fast‑paced environment.

Responsibilities fluctuate with seasonal volumes, market conditions, and team coverage needs, so flexibility and adaptability are critical. Occasional overtime may be required.

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

• validate and reconcile monetary transactions on custodial platforms (e.g., schwab, fidelity).
• monitor, track, and provide timely updates on processing requests to ensure accuracy and completion.
• support digital signature processes, account setup and validation, and assist the client service team with processing mailed checks and paperwork as needed.
• monitor custodian alerts and escalate or distribute updates as appropriate.
• maintain accurate and timely data entry across core systems, including salesforce and orion.
• communicate effectively with colleagues, custodians, and internal partners through clear written and verbal channels.
• collaborate across departments to achieve shared objectives and contribute to team initiatives.
• share knowledge, best practices, and insights to enhance team effectiveness.
• assist with team projects and daily operational responsibilities as needed.
• demonstrate adaptability, initiative, and a proactive approach to changing priorities.
• consistently model the firm’s core values through actions and communication.
• contribute to training, knowledge sharing, and onboarding of new team members.

• bachelor’s degree or high school diploma and 2+ years of relevant client service or customer service experience.
• experience in the service or financial services industry preferred.
• high attention to detail and accuracy in handling financial transactions and client information.
• excellent verbal and written communication skills.
• familiarity with custodians (e.g., schwab, fidelity) and crm/financial systems (e.g., salesforce, orion, docusign, envestnet) preferred.
• proficiency with microsoft office suite and working knowledge of windows operating systems.
• ability to work independently while collaborating effectively within a team environment.
• strong organizational skills, follow-through, and ability to manage multiple priorities.
• service‑oriented mindset with strong interpersonal and relationship management skills.
• self‑starter with initiative, adaptability, and problem‑solving capabilities.
• commitment to maintaining confidentiality and adhering to compliance standards.

the operations associate is a non‑exempt position. The annualized base pay range for this role is expected to be between $50,000 and $53,000. Actual base pay could 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 for employees.

Other rewards may include an annual cash bonus and a comprehensive benefits package.

focus partners wealth 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, we work with clients at every stage, helping them control their financial future—whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients.

Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

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