Operations Associate

The OpportunityFortitude Family Office is looking for a tenured operations associate to join our team. As an integral part of our organization, you will have the opportunity to work closely with advisors, gaining exposure to the strategic and operational aspects of our business. This role is designed for a proactive individual who thrives in a dynamic environment and is eager to contribute to the success of our company.The ExpectationsOpen new client accounts at Charles Schwab, and serve as a liaison with the custodian and our teamFacilitate client wire requests, deposits, and journals between custodial accounts, as well as other cash movements requested by clientsInput new client and financial data, verify information, reconcile accounts, and conduct audits as instructedProcess other account service requests initiated by advisors and/or clientsThe Qualifications5-7 years of operational experience at a Registered Investment Advisor (RIA) or in another wealth management environment Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions, while maintaining a high level of communication with team membersDesire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilitiesProficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systemsBachelor's degree preferredThe BenefitsCompetitive salary and annual performance-based bonusFlexible work arrangementsFlexible PTO and 10 paid holidays per yearMedical, dental, and vision health plans with generous employer contributionSupplemented health savings account (HSA)Short- and Long-term disability coverage paid for by employerFlexible 401(k) retirement benefits with employer contributionsOpportunity for advancement based on performance, personal growth, and cultural fitWork with a team-oriented culture that supports continuing education and career growthStrong support for volunteer, community and/or industry involvement

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