RIA Operations Support (Part-Time)

Accountabilities:

• • Perform rigorous quality control checks on reports and client information to ensure accuracy, consistency, and completeness.
  • Review current and previous submissions to identify discrepancies and maintain high standards of data quality and compliance.
  • Provide daily operational support for RIA activities, including email sign-in processes, deposit updates, and security checks.
  • Track operational tasks and maintain accurate workflow updates using Basecamp.
  • Prepare and maintain recurring operational and financial reports, including Beta Reports, Client Allocation Group Reports, and Invoicing Reports.
  • Maintain organized records across portfolio management and reporting systems.
  • Identify opportunities to improve processes, streamline workflows, and introduce automation where appropriate.
  • Maintain and update internal workflows, SOPs, and documentation to support operational continuity.
  • Communicate updates clearly and provide appropriate context when sharing completed work or identifying issues.

  Requirements:

  • Strong attention to detail with a meticulous and analytical approach to reviewing data and reports.
  • Ability to prioritize accuracy and quality over speed while consistently meeting operational requirements.
  • Proactive problem-solving skills and the ability to review existing training materials, SOPs, and walkthroughs before escalating questions.
  • Strong sense of ownership, reliability, professionalism, and commitment to high-quality work.
  • Basic to intermediate Excel skills and comfort working with spreadsheets.
  • Familiarity with Google Workspace and Microsoft Office.
  • Ability and willingness to learn new platforms, portfolio management systems, and operational tools.
  • Strong communication skills, including the ability to provide clear context when sharing updates.
  • Reliable home-office setup and personal device suitable for remote work.
  • Availability to consistently support the operations team during US business hours.
  • Interest in a long-term professional commitment and continuous growth.

  Benefits:

  • Fully remote working model.
  • Comprehensive HMO health coverage.
  • Group life insurance.
  • Paid leave credits.
  • Government-mandated benefits.
  • Performance-based incentives.
  • Overtime pay.
  • Night differential for eligible late-hour work.
  • 13th month pay.
  • Opportunity to develop experience in RIA operations, financial reporting, and wealth management workflows.