RIA Operations Support (Part-Time)
Core
Supports day-to-day operations of a Registered Investment Advisor environment, ensuring accurate financial reports and recurring workflows.
Role type
Operations Support Specialist (Financial Services)
Builds
Recurring financial and operational reports, accurate client data, and streamlined operational workflows.
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Data quality control, Financial reporting, Process improvement, SOP documentation, Workflow tracking, Spreadsheet analysis, Platform adaptability, Operational compliance
Preferred skills
Automation implementation, Independent work, US business hours availability
Technologies
Basecamp, Google Workspace, Microsoft Office, Portfolio management systems
Responsibilities
Perform quality control checks on reports and client information, Review submissions to identify discrepancies, Provide daily operational support for RIA activities, Track operational tasks and maintain workflow updates, Prepare and maintain recurring financial and operational reports, Identify opportunities to improve processes and introduce automation
Seniority
Individual Contributor, Entry to Mid-level