Hybrid Financial Operations Associate

Focus Financial Partners; St. Louis (MO); Hybrid; USD 45,000 - 55,000; Full time

Job summary

Focus Partners seeks Operations Associates to support back‑office functions, verify pending work, and assist with team projects in a fast‑paced environment. This hybrid role requires 3 days in the Clayton, MO office with 2 days remote, offering flexibility via team leadership.

You will handle monetary transactions, data entry, and coordination with custodians and client service teams. Responsibilities include reconciling transactions, tracking processing requests, and contributing to training

Qualifications

• Bachelor's Degree or 2+ years of relevant Client Service experience.
• Attention to detail and accuracy in financial transactions.
• Strong verbal and written communication skills.
• Familiarity with custodians and CRM/financial systems is preferred.

Responsibilities

• Validate and reconcile monetary transactions on custodial platforms.
• Monitor processing requests and provide timely updates for accuracy.
• Support digital signature processes and account setup; assist with mailed checks.
• Maintain data entry across Salesforce and Orion.
• Communicate clearly with colleagues, custodians, and internal partners.
• Collaborate across departments to achieve shared objectives.
• Share knowledge and contribute to training and onboarding.
• Demonstrate adaptability to changing priorities and overtime when needed.

Skills

Attention to detail

Communication skills

Microsoft Office

CRM systems

Team collaboration

Independent worker

Education

Bachelor's Degree

High School Diploma with 2+ years experience

Tools

Salesforce

Orion

DocuSign

Envestnet

Schwab

Fidelity

Job description

Focus Partners seeks Operations Associates to support back‑office functions, verify pending work, and assist with team projects in a fast‑paced environment. This hybrid role requires 3 days in the Clayton, MO office with 2 days remote, offering flexibility via team leadership.

You will handle monetary transactions, data entry, and coordination with custodians and client service teams. Responsibilities include reconciling transactions, tracking processing requests, and contributing to training