Provide high-quality service to clients by managing requests, processing account paperwork, and coordinating meeting logistics. Maintain client data within the CRM and financial planning software while acting as the primary point of contact for Schwab.
RIA Recruiting
5 Remote Job Openings at RIA Recruiting
Handle client requests and administrative tasks such as account opening and money movements with accuracy. Assist advisors with meeting preparation, follow-up tasks, and the creation of investment-related proposals.
Manage daily client service requests, onboarding, and advisor workflows to ensure smooth business operations. Oversee administrative tasks including payroll via Gusto, compliance via SmartRIA, and financial movements through Schwab.
The role involves managing account transfers, RMD administration, and vetting prospects through structured phone calls. Additionally, the associate will execute distributions, manage Docusign forms, and generate various operational reports.
Provide high-quality client service and execute back-office operations including account opening and money movements. Assist the Financial Advisor with meeting preparation, follow-up tasks, and calendar management.
