RIA运营支持（兼职远程）
RIA Operations Support (Part-Time Remote)
这是一个远程职位。
我们做什么：在Outsource Access，我们帮助财富管理运营团队优化他们的日常业务流程。我们不只是完成重复的运营工作流，我们确保每份报告在到达客户之前都经过严格的质量控制并完全准确。
你将如何带来改变：
- 确保数据无误：你将执行严格的质量检查，以确保报告和客户信息的准确性与一致性。通过将数据与之前的提交进行对比，你将帮助维护公司对准确性和合规性的高标准。
- 支持日常运营：你将为RIA活动提供日常运营支持，包括管理电子邮件登录流程、支持存款更新，并执行安全检查。你还将通过更新Basecamp确保运营任务得到正确跟踪。
- 支持财务报告：你将准备和维护关键的定期运营报告，如Beta报告、客户分配组报告和发票报告。你还将协助维护不同投资组合管理报告系统中的有序记录。
- 提升流程：你将主动识别流程改进和自动化机会。你还将维护和更新内部工作流程和文档，以确保运营的连续性。
要求
你符合这些条件吗：
- 细致且分析能力强：你在提交工作前会仔细审查。你理解准确性比速度更重要，宁愿稍晚完成任务也不愿提交错误的信息。
- 主动解决问题：你在提问前会仔细阅读现有的培训材料、标准操作流程（SOP）和视频教程。你在分享更新时会提供背景信息，而不是仅仅发送已完成的报告，这体现了你的责任感。
- 有责任心且可靠：你希望长期投入，并以自己的职业操守为荣。你认同专业精神、关心他人以及愿意与公司共同成长的核心价值观。
- 熟悉技术：你具备基础到中级的Excel技能，能够熟练使用电子表格、Google Workspace和Microsoft Office。虽然不需要高级技术技能，但你愿意学习新平台和投资组合管理软件。
- 你的居家办公环境：你拥有可靠的居家办公设备。
查看英文原文
This is a remote position.
What We Do: 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: You will perform rigorous quality control checks to ensure accuracy and consistency across reports and client information. By reviewing data against previous submissions, you will help maintain the company's high standards for accuracy and compliance.
- Driving Daily Operations: You will provide daily operational support for RIA activities, including managing email sign-in processes, supporting deposit updates, and performing security checks. You will also ensure operational tasks are properly tracked by updating Basecamp.
- Powering Financial Reporting: You will prepare and maintain critical recurring operational reports, such as Beta Reports, Client Allocation Group Reports, and Invoicing Reports. You will assist with maintaining organized records across different portfolio management reporting systems.
- Elevating the Process: You will proactively identify process improvements and opportunities for automation. You will also maintain and update internal workflows and documentation to ensure operational continuity.
Requirements
Is This You?:
- Meticulous & Analytical: You are someone who reviews work carefully before submitting. You understand that accuracy is preferred over speed, and it is better to deliver a completed task slightly later than to submit incorrect information.
- Proactive Problem Solver: You think critically and review existing training materials, SOPs, and video walkthroughs before asking repetitive questions. You demonstrate strong ownership by providing context when sharing updates instead of simply sending completed reports.
- Committed & Reliable: You are looking for a long-term commitment and take pride in your work ethic. You align with core values of professionalism, care for others, and a willingness to grow with the company.
- Tech-Savvy: You have basic to intermediate Excel skills and are comfortable working with spreadsheets, Google Workspace, and Microsoft Office. While advanced technical skills are not required, you are comfortable learning new platforms and portfolio management software.
- Your Home Office: You have a reliable work-from-home setup and are prepared to use your own device (BYOD). You are ready to support the internal operations team consistently during US business hours.
Benefits
Why You’ll Love Being Part of the OAmazing Team
You’re not just taking a job — you’re stepping into a role where your growth, security, and peace of mind actually matter. Here is the total package we’ve built for you: Your Wellness & Security Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection — because your future (and your family’s) deserves a safety net.
Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self — at work and at home.
Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.
Your Financial Rewards Performance Incentives: Bring results — and you’ll see it rewarded. Simple as that.
Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.
Originally posted on Himalayas