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About the Company:
- The client provides operational support to RIAs and financial planning firms across the US.
- They work behind the scenes to deliver high-quality, efficient back-office services.
About the Role:
- You will be hands-on and detail-oriented, focused on processing investment and client administration tasks.
- You will work primarily behind the scenes supporting advisors with account openings, maintenance, and money movements.
- You must be highly organised and take pride in producing accurate, high-quality work.
Key Responsibilities:
- Process new account openings with major custodians such as Charles Schwab, Fidelity, and Raymond James.
- Complete client account maintenance, updates, and money movement requests.
- Communicate with advisors and internal teams, and resolve account-related issues.
What We're Looking For:
- Experience in investment operations, wealth management, or financial services.
- Highly detail-oriented with excellent written and verbal communication.
- Proactive, independent, and a strong team player.
Not Disclosed
The client is an established outsourcing company providing operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They work behind the scenes to deliver high-quality, efficient back-office services that allow advisors to focus on their clients.