Operations Associate: Onboarding & Cashiering

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.