Provision and configure new advisor accounts and teams in internal systems.
Manage advisor transitions, including moves between account managers or teams.
Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Prepare, compile, and format financial and advisory reports for internal and client use.
Maintain and update administrative systems, ensuring accurate and organised record keeping.
Coordinate with advisers to gather information, clarify requirements, and deliver reports on schedule.
They are seeking an experienced Report Writer / Administrative Specialist to work closely with the UK Financial Advisory Administration Team in a dynamic financial services environment. The successful candidate will play a key role in supporting financial advisers and back-office operations.
Support the implementation, maintenance, and ongoing improvement of the financial planning function across the firm.
Implement firm-wide financial planning workflows, templates, and processes; coordinate the rollout of new planning deliverables.
Manage the “Voice of the Advisor” feedback loop and assist in drafting and publishing the Planning Roadmap.
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of their clients through comprehensive financial planning and intelligent investment management. They have over 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Review written communication to ensure client compliance with FINRA requirements and prevent non-compliant actions.
Review user transaction documents per supervising attorneys' guidelines and support legal and compliance issues.
Assist in conducting compliance Due Diligence- and KYC/AML- related tasks.
Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform. They deliver a white-labeled regulatory affiliation and compliance back-office solution. With Finalists from different countries and cultures, they encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.
Manages compliance with applicable rules, regulations and statutory requirements.
Serves as the designated Compliance Officer and compliance subject matter expert.
Independently runs the Compliance department and makes data-driven recommendations.
Grow Financial Federal Credit Union is dedicated to serving people, not profit. They have 600 team members and promote a diverse, collaborative culture where you can grow personally and professionally.
Assist clients and broker partners by being the first point of contact on service needs and issues
Submit and process certain operational requests as instructed by the brokerage team and/or client/broker partners.
Researching and responding to clients’ issues relating to form submissions, transfers, and various other operational items.
Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. It has a global team of 230+ members who are working to achieve its mission of opening financial services to everyone on the planet.
Manage Fund level projections and investor due diligence workflow through closing.
Perform quarterly updates to property level and Fund level projections based on actual events and annual tax returns.
Ensure compliance with Fund level operating agreements, analyze post-close waiver requests submitted by Asset Management.
Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. They celebrate employees’ unique differences, which drives innovation and creates a people-first culture where a career can take the long view.
Support fund accounting functions by ensuring accuracy in financial reporting.
Collaborate with third-party administrators and a U.S.-based team.
Leverage expertise in management company accounting to enhance fund-level reporting.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, which manages the final decision and next steps.
Creation and ongoing maintenance of portfolio investment master records.
Reconciliation of cash, positions, and profit & loss (P&L) across multiple exchanges, wallets, and custodians.
Preparation of financial statements and portfolio schedules.
Securitize is a leader in tokenizing real-world assets, managing over $3.7B+ AUM as of May 5, 2025. They partner with top-tier asset managers and are backed by prominent names in finance and technology. Securitize fosters a diverse and inclusive workplace.
Ensure Remote’s Canadian MSB remains compliant with new guidance and regulation stemming from FINTRAC and Bank of Canada’s RPAA legislation.
Draft policies relating to customer due diligence, enhanced due diligence, screening measures, business-wide risk assessments, customer risk assessments, transaction monitoring, suspicious activity reporting, law enforcement engagement, fraud prevention, anti-bribery and corruption, authentication standards, AML/PF training and sanctions compliance meeting the expectations of Canadian regulators.
Lead the AML/CTF audits for Remote’s Canadian regulated entity, manage relationships with other external advisors for Canada as required.
Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. They make it possible for businesses of all sizes to recruit, pay, and manage international teams. Remote's team works asynchronously around the world and encourages every member to bring their talents, experiences and culture to the table to help them build the best-in-class HR platform.
Spearhead efforts to obtain and maintain necessary licenses and registrations.
Become LemFi’s internal expert for the Retail Payment Activities Act (RPAA).
Serve as the main point of contact for FINTRAC and law enforcement.
LemFi is building the go-to financial app for the Global South, aiming to help immigrants stay connected to home, build stability, and create wealth. With millions of users across the globe and a team of 400+ spanning 20+ countries, they process over $1B in monthly transactions.
Own the preparation of lead schedules and reconciliations for key balance sheet accounts.
Prepare and post journals ranging from standard accruals to complex financial asset adjustments.
Manage the end-to-end lifecycle of corporate expenses and payables.
Xapo Bank is a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world. They are committed to changing the way things are done, with a focus on economic freedom and wealth protection.
Be a key member of the Options clearing team, the team is responsible for Options life cycle management
Be responsible for daily execution of all operational critical activities related to options reconciliations, settlements and expiration.
Work directly with motivated Operations Associates to ensure the accuracy of the records we hold for clients.
Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage their money. They are a large fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, they foster collaboration, humility, and an obsession over quality.
Partner with Sales, KYC Operations, Legal and Client Experience teams to ensure a seamless client onboarding process.
Ensure integrity of the sales pipeline, timely completion of client-specific contracts, and attentive client care.
Become familiar with new account opening requirements, verifying information, and coordinating necessary approvals.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto, offering custody, staking, and trading services. They are a diverse team of more than 600 members with offices in multiple locations and are funded by leading institutions.
Track project readiness and communicate updates across teams
Coordinate resources assignments and team availability based on scope and skillset
Spearbit was founded in 2021 by former Ethereum Foundation Solidity engineers and tackles Web3 security challenges. Spearbit is building Cantina, the "GitHub for Security", connecting security researchers with projects needing expertise, and currently supports collaborative security reviews, public and private security competitions, bug bounty programs, incident response, and AI code analyzer.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Build and lead the local compliance programme for Kraken’s Singapore expansion.
Design, implement, and operate an effective compliance and financial crime framework aligned to MAS expectations and Kraken Group standards.
Act as the designated Compliance Officer and MLRO for the Singapore entity.
Kraken is a mission-focused company rooted in crypto values, and they aim to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. As a fully remote company, they have Krakenites in 70+ countries and they are committed to industry-leading security, crypto education, and world-class client support.
Administration & maintenance of our CRM system (HubSpot).
Support in creating offers in cooperation with Legal, Finance and Compliance.
Maintenance of customer data and creation of sales documents.
CREALOGIX, a Vencora group member, is a leading provider of digital banking and financial technology solutions. With a team of 380 dedicated employees, they have been driving digitization in the financial sector for over 25 years, assisting organizations in enhancing digital customer experiences.
Manage day-to-day operations for private equity or real estate clients.
Review financial statements to meet fund reporting requirements.
Ensure accurate communication of cash movements between the fund and its investors.
IQ-EQ is a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. They employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion.