St. Louis, MO
Position Summary
As an Operations Specialist, you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts. This person will work with advisors, custodian partners as well as internal team members to accomplish a wide range of tasks such as opening new accounts, updating existing accounts, moving client funds from one custodian to another or distributing assets to clients as needed and in a timely manner. Flexibility is a key part of this role; you may be required to switch gears throughout the day to help our Regional Managers meet service level agreements, particularly during periods of high-volume spikes.
The hours are Monday through Friday from 8:30 a.m. to 5:00 p.m. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Primary Responsibilities
Qualifications
The annualized base pay range for this role is expected to be $53,000 - $56,000/year. 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 rewards may include an annual cash bonus and a comprehensive benefits package.
Operations Specialist • Saint Louis, MO, United States
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