Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate, Business Operations. In this role, the individual will work with a team to support the day-to-day operations of a large financial advisory firm with more than 100 offices across the country. This is a central seat with exposure to all aspects of the firm including, but not limited to, Operations & Technology, Client Service, Wealth Management, and Compliance. The ideal candidate is well organized, shows attention to detail, is solution-orientated and flexible

Primary responsibilities for this position include:

Manage, maintain, and review facilities-related vendor relationships, including consolidation of vendor engagements in connection with M&A activity Consolidate vendors company-wide, when applicable Serve as the primary contact for all facility-related work orders Consolidate vendor billing and payables in coordination with Finance Team, including electronic access points/logins Clearly communicate expectations to vendors and work to resolve issues Monitor and maintain contracts Maintain and update databases for multiple technologies, including office security systems, desk-booking systems, and building management portals Maintain electronic and physical records and files in an orderly fashion

Qualifications:

Bachelor’s degree 3 years of relevant career experience A familiarity with office management and administrative requirements Proficiency in Microsoft Office applications, particularly Excel, and proven ability to learn other software and technology

This is a non-exempt position.

Focus Partners Wealth 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 $65 - $75k.  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