Operations Associate (PAC)

Job Description Summary:

Job Description:

Account Onboarding & Paperwork

• Prepare all paperwork for new client onboarding and additional accounts for existing clients.

• Ensure all forms are completed accurately submitted in a timely manner and meet compliance standards.

• Process account documentation across multiple custodians including Schwab Fidelity and Pershing.

• Resolve issues such as missing documents or non-standard cases by working closely with internal teams and custodians.

• Stay current on custodial platform tools and complete all relevant custodial trainings.

• Look for opportunities to enhance the client experience (e.g. anticipating future needs consolidating documentation that requires signatures).

Cashiering

• Accurately and promptly process cashiering requests (ACH transfers wires checks journals RMDs capital calls etc.).

• Ensure all money movement transactions comply with firm and custodial policies including callback protocols.

• Identify opportunities to consolidate client signature requests and enhance processing efficiency.

Client & Data Management

• Maintain accurate client records across CRM and custodial platforms.

• Regularly audit client data to identify and correct errors or inconsistencies.

• Coordinate with Advisors and other service team members to ensure alignment and a seamless client experience.

Project Support & Team Collaboration

• Assist with special projects

• Contribute to updating internal training materials and onboarding best practices.

• Participate in enhancing workflows as systems and processes evolve.

• Uphold strict confidentiality of all client firm and employee information.

Qualifications

• Bachelors Degree preferred; 1 years of experience in financial services preferred.

• Familiarity with account onboarding processes and major custodians (Schwab Fidelity Pershing) a plus.

• Strong attention to detail problem-solving skills and ability to manage multiple deadlines effectively.

• Proficiency in Microsoft Office and CRM platforms (Salesforce Dynamics 365 or similar).

• Excellent written and verbal communication skills.

• Ability to work independently and collaboratively in a fast-paced environment.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between$55000 - $65000base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matterexpertise geographic location where work will be performed and the applicants skill set. The base pay is just onecomponentof the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

Focus Partners is an organization of wealthasset and business management resources that brings strength innovation and partnership to client relationships. Through a comprehensive range of services Focus Partners supports clients at every stage of life helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios anddeliverspersonalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus a leading financial services firmcomprisedof wealth management family office and business management services. To learn more about Focus visitor follow the company onLinkedIn.

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Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

The following language is for US based roles only

For California Applicants:Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.