Operations Associate: Onboarding & Cashiering

Posted 17 days ago

focus partners wealthDeerfield (IL)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Junior

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About the role

Focus Partners Wealth is seeking an Operations Associate (Paperwork and Cashiering) to streamline onboarding and money movement while maintaining high operational standards. The role emphasizes accurate paperwork, efficient cashiering, and meticulous client data management in a fast-paced environment. The candidate should have a Bachelor’s degree preferred and 1+ years in financial services, with familiarity of major custodians (Schwab, Fidelity, Pershing) as a plus.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.