What are the responsibilities and job description for the Operations Associate position at Fortitude Family Office?
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
- 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
- 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
The Benefits
- Competitive salary and annual performance-based bonus
- Flexible work arrangements
- 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