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 for portfolio management systems
Domain
Financial Services / Wealth Management
Required skills
Data quality control, Financial reporting, Process improvement, Workflow tracking, Excel proficiency, Google Workspace, Microsoft Office
Responsibilities
Perform quality control checks on client information and operational reports, Review submissions to identify discrepancies, Provide daily operational support including email sign-in and deposit updates, Track operational tasks using Basecamp, Prepare recurring financial and operational reports, Maintain organized records across portfolio management systems, Identify opportunities to improve processes and introduce automation, Maintain and update internal workflows and SOPs