RIA Operations Support (Part-Time)
Core
Part-time remote operations support for a Registered Investment Advisor (RIA), ensuring accurate financial reporting, data quality, and daily workflow execution.
Role type
Operations Support Specialist (Financial Services)
Builds
Recurring financial and operational reports, client data submissions, and workflow documentation for an RIA environment.
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Data quality control, Financial reporting, Process improvement, SOP documentation, Excel proficiency, Google Workspace/Microsoft Office, Independent work, US business hours availability
Responsibilities
Perform quality control checks on client information and operational reports; Review submissions to identify discrepancies; Support daily RIA activities including email sign-in, deposit updates, and security checks; Track operational tasks using Basecamp; Prepare recurring financial and operational reports; Identify automation opportunities and update internal workflows.
Seniority
Entry-level to Mid-level, Part-time