Wealth Ops Associate: Growth, Perks & Impact

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

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.