Hybrid Operations Associate — Finance & Client Service

Focus Partners; St. Louis (MO); Hybrid; USD 50,000 - 53,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

401(k)

Job summary

Focus Partners, a wealth and financial advisory firm, seeks an Operations Associate to support day-to-day operations across operations, technology, client service, wealth management, and compliance. The role offers a hybrid schedule with three in-office days per week and two remote days as arranged by a team leader.

The candidate should have a related degree with 1+ years in operations or client service, or 3+ years in financial services with strong analytical skills.

Qualifications

• Bachelor’s degree in related field and 1+ years of operations or client service experience preferred; OR high school diploma and 3+ years 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 ability to adapt to changing priorities with enthusiasm.

Responsibilities

• Enter and review transactions for client accounts.
• Cash and position reconciliation.
• Identify, investigate, and resolve cash, position, and performance issues.
• Communicate with external vendors and internal partners.
• Ensure data integrity and assist with system maintenance.
• Network with senior personnel to resolve issues and influence outcomes.
• Learn operational fundamentals and basics.
• Support team workload when required.
• Serve as backup for alternatives investments administration.

Skills

Analytical thinking

Attention to detail

Problem solving

Time management

Flexibility

Education

Bachelor’s degree in related field

High school diploma with 3+ years in financial services

Tools

Portfolio Center

Tamarac

Excel

Job description

Focus Partners, a wealth and financial advisory firm, seeks an Operations Associate to support day-to-day operations across operations, technology, client service, wealth management, and compliance. The role offers a hybrid schedule with three in-office days per week and two remote days as arranged by a team leader.

The candidate should have a related degree with 1+ years in operations or client service, or 3+ years in financial services with strong analytical skills.