About the Company Our client is an established outsourcing company that provides operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They support clients with essential back-office functions including client servicing, financial planning support, investment operations, account administration, and other operational processes. Their team works behind the scenes to provide high-quality, efficient support that allows advisors to focus on their clients and core business. They are now looking for an Investment Operations & Client Service Specialist to join the team on a part-time basis, with the potential to increase to full-time as the relationship develops.
About the Role 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, and 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.
Key Responsibilities
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 businessWhat We're Looking For
The successful candidate will be someone who:
Has experience in investment operations, wealth management, financial services, RIA operations, client servicing, or a similar environment
Has experience working with investment accounts, custodians, or financial administration
Is highly detail-oriented and takes pride in the quality of their work
Can work quickly without sacrificing accuracy
Has excellent written and verbal communication skills
Is confident identifying missing information and following up with the relevant person
Is comfortable communicating with external organisations and custodian support teams
Can follow established processes while also recognising opportunities to improve them
Is proactive and willing to speak up when there is a problem
Works well independently while remaining a strong team player
Experience With:
Experience with any of the following would be highly advantageous:
Charles Schwab
Fidelity
Raymond James
Black Diamond
Orion
RIA or wealth management platforms
Investment account administration
Client account opening and maintenance Why Join Assist World?
100% REMOTE $50 birthday bonus $200 testimonial bonus NO TRACKER.
Assist World is a virtual assistant staffing company that places remote administrative professionals with clients across various industries. The company serves diverse clients including a long-established mobile swim school in Florida and a luxury jewelry design business. Assist World matches detail-oriented virtual assistants with roles involving scheduling, client communication, appointment coordination, and operational support. The company emphasizes remote work flexibility and offers performance-based bonuses to incentivize quality service delivery.
