[Hiring] Investment Operations & Client Service Specialist @Assist World

Role Description

This is a hands-on, detail-oriented role focused on processing investment and client administration tasks quickly and accurately. You will work primarily behind the scenes, supporting advisors and internal teams with tasks such as:

• Opening new investment accounts
• Maintaining existing client accounts
• Processing money movements
• Updating client information
• Resolving operational issues

The ideal candidate will be highly organised, comfortable working within established processes, and take genuine pride in producing accurate, high-quality work.

Qualifications

• Experience in investment operations, wealth management, financial services, RIA operations, client servicing, or a similar environment
• Experience working with investment accounts, custodians, or financial administration
• Highly detail-oriented and takes pride in the quality of their work
• Excellent written and verbal communication skills
• Confident identifying missing information and following up with the relevant person
• Comfortable communicating with external organisations and custodian support teams
• Proactive and willing to speak up when there is a problem
• Works well independently while remaining a strong team player

Requirements

• Process new account openings with major financial custodians such as Charles Schwab, Fidelity, and Raymond James
• Complete client account maintenance and administrative updates
• Process requests such as money movements and changes to client information
• Review documentation and identify missing or incorrect information
• Communicate with advisors and internal teams when additional information is required
• Work with investment performance reporting platforms such as Black Diamond and Orion
• Contact custodian support teams to investigate and resolve account-related issues
• Escalate more complex issues to team leads or appropriate members of the team
• Follow established processes and workflows to ensure work is completed consistently
• Maintain a high level of accuracy while processing a significant volume of work
• Identify opportunities to improve processes and communicate suggestions to the team
• Collaborate effectively with colleagues across the business

Benefits

• $900 - $1,100 a month
• Part-Time | 25–30 Hours Per Week | Potential to Progress to Full-Time
• 100% REMOTE
• $50 birthday bonus
• $200 testimonial bonus