Operations Associate in Arizona

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
• Provide basic accounting and bookkeeping support to clients
• Input new client and financial data, verify information, reconcile accounts, and conduct audits as instructed.
• Process other account service requests initiated by...

iT1, a leading national technology solution provider headquartered in Tempe, AZ, is looking for a dynamic, motivated, individual, to join our growing Operations team. iT1 has been recognized by the Phoenix Business Journal's "Best Places to Work" in Arizona for the past 11 years. This is a testament to the great team and culture we have here at iT1!

The position of Order Operations Associate is crucial to our business. In this role, you will be responsible for providing excellent support to our sales staff while acting as a liaison between them and our vendors. Tasks include completing purchase orders, invoicing, shipment tracking, handling of returns, reconciliation, AP/AR, among other duties. Experience working at a Value Added Reseller is a plus!

Requirements

• Provide excellent support overall to help complete any requests and resolve potential issues
• Support the sales team by completing the order process within our internal...