RIA Operations Support (Part-Time)

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JobgetherRIA operations

Based in India, Availability to consistently support the operations team during US business hours.Part-Time

Salary not disclosed

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Job Details

Bring strong attention to detail and an analytical approach to reviewing data and reports.
Prioritize accuracy and quality while meeting operational requirements.
Use proactive problem-solving skills and review training materials, SOPs, and walkthroughs before escalating questions.
Demonstrate ownership, reliability, and professionalism.
Have basic to intermediate Excel skills and comfort working with spreadsheets.
Be familiar with Google Workspace and Microsoft Office.
Be willing to learn new platforms, portfolio management systems, and operational tools.
Provide clear context when sharing updates.
Have a reliable home-office setup and personal device suitable for remote work.
Be available to consistently support the operations team during US business hours.
Have interest in a long-term professional commitment and continuous growth.

Check reports and client information for accuracy, consistency, and completeness.
Compare current and previous submissions to identify discrepancies and maintain data quality and compliance.
Support daily RIA activities, including email sign-in processes, deposit updates, and security checks.
Track operational tasks and update workflows using Basecamp.
Prepare and maintain recurring 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.
Maintain internal workflows, SOPs, and documentation.
Share updates clearly and provide context when reporting completed work or identifying issues.

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