RIA Operations Support

About the role

You will perform rigorous quality control checks to ensure accuracy and consistency across reports and client information. You will provide daily operational support for RIA activities, including managing email sign-in processes, supporting deposit updates, and performing security checks. You will prepare and maintain critical recurring operational reports, such as Beta Reports, Client Allocation Group Reports, and Invoicing Reports. You will proactively identify process improvements and opportunities for automation.

Key responsibilities

• Perform rigorous quality control checks to ensure accuracy and consistency across reports and client information
• Review data against previous submissions to maintain high standards for accuracy and compliance
• Provide daily operational support for RIA activities, including managing email sign-in processes and supporting deposit updates
• Perform security checks and ensure operational tasks are properly tracked by updating Basecamp
• Prepare and maintain critical recurring operational reports, such as Beta Reports, Client Allocation Group Reports, and Invoicing Reports
• Assist with maintaining organized records across different portfolio management reporting systems
• Proactively identify process improvements and opportunities for automation
• Maintain and update internal workflows and documentation to ensure operational continuity

About you

• Review work carefully before submitting and understand that accuracy is preferred over speed
• Think critically and review existing training materials, SOPs, and video walkthroughs before asking repetitive questions
• Demonstrate strong ownership by providing context when sharing updates
• Looking for a long-term commitment and take pride in your work ethic
• Align with core values of professionalism, care for others, and a willingness to grow with the company
• Have basic to intermediate Excel skills and are comfortable working with spreadsheets, Google Workspace, and Microsoft Office
• Comfortable learning new platforms and portfolio management software
• Have a reliable work-from-home setup and are prepared to use your own device (BYOD)
• Ready to support the internal operations team consistently during US business hours