Operations Associate-Reporting

Focus Financial Partners seeks a motivated and qualified individual for the position of Operations Associate-Reporting. In this role, the individual will work with a team to support the day-to-day operations of a large financial advisory firm. This is a central seat with exposure to all aspects of the firm including, but not limited to, Operations & Technology, Client Service, Wealth Management, Investment Management, and Compliance. The ideal candidate is a natural leader who is organized, shows attention to detail, is solution-orientated, and flexible.

Primary responsibilities for this position include:

•  Enter and Review transactions for client accounts.
• Cash and position reconciliation.
• Identifying, investigating, and resolving cash, position, and performance, issues.
• Communicating with and monitoring our external vendors (custodians, accountants, etc.) and internal partners.
• Ensure data integrity and assist with system maintenance
• Network with senior personnel internally and externally to resolve issues, gain needed information, and influence outcomes for team

Qualifications:

• 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

This is a non-exempt position

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives.

The annualized base pay range for this role is expected to be between $50 - $60k.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other reward may include an annual cash bonus and a comprehensive benefits package