RIA 运营支持
RIA Operations Support
职责：
对报告和客户信息进行严格的品质检查，以确保准确性、一致性和完整性。
审查当前和之前的提交内容，识别差异并保持高质量的数据标准和合规性。
为RIA活动提供日常运营支持，包括电子邮件登录流程、存款更新和安全检查。
使用Basecamp跟踪运营任务并保持准确的工作流程更新。
准备和维护定期的运营和财务报告，包括Beta报告、客户分配组报告和发票报告。
在投资组合管理和报告系统中保持有条理的记录。
识别改进流程的机会，优化工作流程，并在适当的时候引入自动化。
维护和更新内部工作流程、标准操作程序（SOP）和文档，以支持运营连续性。
清晰地传达更新信息，并在分享已完成的工作或发现问题时提供适当的背景信息。
要求：
对细节有高度关注，能够以细致和分析的方式审查数据和报告。
能够在保证准确性和质量的前提下优先处理工作，同时持续满足运营需求。
具备主动解决问题的能力，在升级问题前能够查阅现有的培训材料、SOP和操作指南。
具有强烈的主人翁意识、可靠性、专业性和对高质量工作的承诺。
具备基础到中级的Excel技能，并能熟练使用电子表格。
熟悉Google Workspace和Microsoft Office。
具备学习新平台、投资组合管理系统和操作工具的能力和意愿。
具备良好的沟通能力，能够在分享更新时提供清晰的背景信息。
具备可靠的居家办公环境和个人设备，适合远程工作。
能够在美国营业时间内持续支持运营团队。
对长期的职业发展和持续成长有兴趣。
福利：
完全远程工作模式。
全面的HMO健康保险。
团体人寿保险。
带薪假期积分。
法定福利。
基于绩效的激励措施。
加班工资。
符合条件的晚班工作可获得夜班补贴。
第13个月薪资。
有机会在RIA运营、财务报告和财富管理流程中积累经验。
如何使用Jobgether：
我们使用人工智能驱动的匹配流程，确保您的申请快速得到审核。
查看英文原文
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.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
#LI-CL1