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.
RIA Recruiting
5 Remote Job Openings at RIA Recruiting
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.
Manage the end-to-end onboarding process for new clients, including documentation, account opening, and data gathering. Provide high-level administrative support to advisors and maintain accurate client data within the CRM.
