Come Work With Us
Joining Fortress Wealth Group means becoming part of a dedicated team passionate
about making a real difference in clients' lives, building relationships,
growing together, and creating a lasting impact.
OPERATIONS ASSOCIATE
We're seeking a motivated and experienced Operations Associate to support our daily business operations. This role requires strong organizational skills to handle administrative tasks across multiple departments. The ideal candidate is proactive, solution-oriented, able to work independently, and a team player.
Responsibilities:
- Support the operations manager with daily management tasks
- Help troubleshoot and resolve issues related to daily operations
- Aid in implementing changes to ensure compliance regulations
- Perform administrative tasks
- Assist in managing special project schedules and implementing new systems
- Develop expertise in primary operating systems including Orion, Redtail, Pontera, FortressClick, and Wealthscape
- Execute trading activities
- Provide support for financial and tax planning
- Manage billing and statement generation
- Conduct investment and market research
- Perform investment due diligence
Requirements & Skills:
- Bachelor’s degree
- Experience as an operations associate or similar role (3 year minimum)
- Proactive, able to take initiative
- Strong computer skills
- Excellent verbal and written communication skills
- Strong organizational skills
- Highly developed attention to detail
- Ability to work under pressure and multi-task
- Strong analytical skills
Salary Range: $50k-$70k (Health, Dental, Vision offered and PTO)
Full time, Monday to Friday
Email us directly to apply: info@fortresswealthgroup.com