Operations Associate

Fortitude Family Office; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary and annual performance-based bonus

Flexible PTO and 10 paid holidays

Medical, dental, and vision plans

Supplemented health savings account (HSA)

Disability coverage paid for by employer

Flexible 401(k) benefits

Opportunities for advancement

Support for continuing education

Volunteer and community involvement support

Job summary

A financial services firm in Phoenix is seeking a tenured operations associate to support advisors and manage client account services. Ideal candidates will have 5-7 years of operational experience within a Registered Investment Advisor or similar environment. Responsibilities include account management, client transactions, and data verification. The position offers a competitive salary, flexible PTO, health benefits, and opportunities for professional growth within a team-oriented culture.

Qualifications

• 5-7 years of operational experience in a relevant environment.
• Self-starting individual who takes responsibility for work.
• Ability to work in a small team with varied responsibilities.
• Proficiency in Microsoft Suite and operating other systems.

Responsibilities

• Open new client accounts and serve as a liaison with the custodian.
• Facilitate client wire requests and cash movements.
• Input client and financial data, verify information, and conduct audits.
• Process account service requests from advisors and clients.

Skills

Operational experience at a Registered Investment Advisor (RIA) or wealth management

Self-starter

Communication

Proficiency in Microsoft Suite

Job description

Fortitude 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 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
• 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

The Qualifications

• 5-7 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 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

The Benefits

• Competitive salary and annual performance-based bonus
• Flexible 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