The Opportunity

Fortitude Family Office is looking for an 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 Expectations

Open new client accounts at Charles Schwab, and serve as a liaison with the custodian and our team
Facilitate client wire requests, deposits, and journals between custodial accounts, as well as other cash movements requested by clients
Provide basic accounting and bookkeeping support to clients
Input new client and financial data, verify information, reconcile accounts, and conduct audits as instructed
Process other account service requests initiated by advisors and/or clients

Requirements

The Qualifications

Operational experience at a Registered Investment Advisor (RIA) or in another wealth management environment is a plus
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 members
Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
Bachelor’s degree preferred, accounting experience a plus

Benefits

The Benefits

Competitive salary and annual performance-based bonus
Flexible work arrangements
Unlimited PTO and 10 paid holidays per year
Medical, dental, and vision health plans with generous employer contribution
Supplemented health savings account (HSA)
Short- and Long-term disability coverage paid for by employer
Flexible 401(k) retirement benefits with employer contributions
Opportunity for advancement based on performance, personal growth, and cultural fit
Work with a team-oriented culture that supports continuing education and career growth
Strong support for volunteer, community and/or industry involvement

Fortitude Family Office jobs

Operations Associate