Operations & Advisor Support Assistant
$60,000–$100,000 year
Remote · Wayne, Pennsylvania, United States or New York City, New York, United States
Wayne, Pennsylvania, United States or New York City, New York, United StatesRemoteFull Time$60,000–$100,000 yearMid LevelNot SpecifiedUnknown
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Unknown
Job Summary
Join a fast-paced wealth management operations team as an Operations & Advisor Support Assistant, where you'll manage advisor support, onboarding, client service, and compliance documentation. Ideal for candidates with 3–5+ years in brokerage operations and strong technical skills.
Required Qualifications
- 3–5+ years in RIA, asset management, or brokerage operations
- Hands-on knowledge of custodial processes (Schwab, Fidelity, Interactive Brokers)
- Familiarity with SEC compliance requirements, KYC/AML procedures
Desired Qualifications
- Strong verbal and written communication skills
- Technical proficiency with wealth management software
- Advanced skills in Excel, Word, and Google Suite
Additional Requirements
- Must be able to work in a hybrid remote environment
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