[Hiring] RIA Operations Support @Outsource Access

Role Description

This is a remote position.

At Outsource Access, we help wealth management operations teams streamline their daily business processes. We don't just complete recurring operational workflows; we make sure every report is strictly quality-controlled and perfectly accurate before it ever reaches a client.

How You’ll Make a Difference:

• Guaranteeing Flawless Data:
  • Perform rigorous quality control checks to ensure accuracy and consistency across reports and client information.
  • Review data against previous submissions to help maintain the company's high standards for accuracy and compliance.
• Driving Daily Operations:
  • Provide daily operational support for RIA activities, including managing email sign-in processes, supporting deposit updates, and performing security checks.
  • Ensure operational tasks are properly tracked by updating Basecamp.
• Powering Financial Reporting:
  • 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.
• Elevating the Process:
  • Proactively identify process improvements and opportunities for automation.
  • Maintain and update internal workflows and documentation to ensure operational continuity.

Qualifications

• Meticulous & Analytical: Review work carefully before submitting; prioritize accuracy over speed.
• Proactive Problem Solver: Think critically and review existing training materials before asking repetitive questions.
• Committed & Reliable: Looking for a long-term commitment with a strong work ethic.
• Tech-Savvy: Basic to intermediate Excel skills; comfortable with spreadsheets, Google Workspace, and Microsoft Office.
• Your Home Office: Reliable work-from-home setup; prepared to use your own device (BYOD).

Requirements

• Support the internal operations team consistently during US business hours.

Benefits

• Your Wellness & Security:
  • Comprehensive HMO coverage with a top provider.
  • Group Life Insurance for added protection.
  • Paid leave credits for rest and recovery.
  • All government-mandated benefits handled properly and on time.
• Your Financial Rewards:
  • Performance incentives for results.
  • Overtime Pay for extra hours and Night Differential for late support.
  • 13th Month Pay as a bonus for annual efforts.