Come work with us


Our firm is a $300M+ Registered Investment Advisor in Orlando, Florida specializing in high, net worth individuals and families. We function as both a wealth management firm and a multi-family office.

We are looking for a motivated and experienced Operations Associate to join our team. This person will be responsible for performing administrative tasks and assisting in managing daily business operations for our company. We are looking for someone with excellent organizational skills as they will be responsible for several administrative duties across multiple departments. In addition, they should have sound judgment, are proactive and solution-orientated, able to use initiative, and work independently when needed but also be a team player.


  • Assist the Operations Manager in daily management
  • Assist in troubleshooting problems and issues as they relate to daily operational activities
  • Assist in implementing changes to adhere to compliance regulations
  • Performing administrative tasks
  • Maintain special project schedules by assisting in implementation of new systems
  • Cooperating with different departments (specifically Compliance)
  • Becoming an expert in all systems: Orion, Redtail, Riskalyze and Wealthscape
  • Assistance in training new employees on the systems
  • Trading for the firm
  • Financial planning support

Requirements & Skills:

  • Minimum of a high school diploma (Bachelor’s Degree preferred)
  • Work 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: $45k-$55k (Health, Dental, Vision offered and PTO)

Full time, Monday to Friday,

Email us directly to apply: