Operations Associate: Onboarding & Cashiering

Focus Partners Wealth; Deerfield (IL); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

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.

Qualifications

• Bachelor’s Degree preferred; 1+ years 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.

Responsibilities

• Account Onboarding & Paperwork: Prepare all paperwork for new client onboarding and additional accounts; ensure accuracy and timeliness; meet compliance standards.
• Cashiering: Process cashiering requests (ACH transfers, wires, checks, journals, RMDs, capital calls) with accuracy and adhere to policies.
• Client & Data Management: Maintain accurate client records across CRM and custodial platforms; audit data for errors.
• Project Support & Team Collaboration: Assist with special projects; update training materials and onboarding best practices; protect confidentiality.

Skills

Attention to detail

Problem solving

Communication skills

Work independently

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Salesforce

Dynamics 365

Job description

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.