Operations Associate (PAC)

Focus Partners Wealth is seeking an Operations Associate (PAC) to specialize in account onboarding and money movement. The role involves ensuring compliance, enhancing client experiences, and maintaining accurate client records while supporting team collaboration and special projects.ResponsibilitiesPrepare all paperwork for new client onboarding and additional accounts for existing clientsEnsure all forms are completed accurately, submitted in a timely manner, and meet compliance standardsProcess account documentation across multiple custodians, including Schwab, Fidelity, and PershingResolve issues such as missing documents or non-standard cases by working closely with internal teams and custodiansStay current on custodial platform tools and complete all relevant custodial trainingsLook for opportunities to enhance the client experience (e.g., anticipating future needs, consolidating documentation that requires signatures)Accurately and promptly process cashiering requests (ACH transfers, wires, checks, journals, RMDs, capital calls, etc.)Ensure all money movement transactions comply with firm and custodial policies, including callback protocolsIdentify opportunities to consolidate client signature requests and enhance processing efficiencyMaintain accurate client records across CRM and custodial platformsRegularly audit client data to identify and correct errors or inconsistenciesCoordinate with Advisors and other service team members to ensure alignment and a seamless client experienceAssist with special projectsContribute to updating internal training materials and onboarding best practicesParticipate in enhancing workflows as systems and processes evolveUphold strict confidentiality of all client, firm, and employee informationSkillsBachelor's Degree preferred; 1+ years of experience in financial services preferredFamiliarity with account onboarding processes and major custodians (Schwab, Fidelity, Pershing) a plusStrong attention to detail, problem-solving skills, and ability to manage multiple deadlines effectivelyProficiency in Microsoft Office and CRM platforms (Salesforce, Dynamics 365, or similar)Excellent written and verbal communication skillsAbility to work independently and collaboratively in a fast-paced environmentBenefitsAnnual cash bonusComprehensive benefits packageCompany OverviewFocus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. It was founded in 1986, and is headquartered in Los Angeles, California, USA, with a workforce of 1001-5000 employees. Its website is http://thecolonygroup.com.Company H1B SponsorshipFocus Partners Wealth has a track record of offering H1B sponsorships, with 1 in 2022, 1 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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