RIA Operations Support

🕒 September 25

🇵🇭 Philippines – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 31%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 49 days.
• Jobs at this company usually fill in 48 days.
• 81 open roles for a team of 15.
• No salary listed.

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Outsource Access Careers

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2019

📣 Marketing

⚖️ Legal

📦 Logistics

Marketing • Legal • Logistics

<Outsource Access Careers> Outsource Access Careers is a fully managed outsourcing and virtual services firm that connects U. S. -based clients with remote virtual staff located primarily in the Philippines. The company recruits, vets, trains, and matches virtual assistants and specialists across functions such as social media, admin/executive support, accounting, sales, HR, graphic design, marketing, and legal support, and operates a remote-first model with structured benefits, training, and employee support programs. It emphasizes long-term career growth for remote workers, compliance with local employment benefits, and tailored client staffing solutions.

📋 Description

• Perform rigorous quality control checks across reports and client information • Review data against previous submissions to maintain accuracy and compliance • Provide daily operational support for RIA activities • Manage email sign-in processes • Support deposit updates and perform security checks • Track operational tasks by updating Basecamp • Prepare and maintain recurring operational reports, including Beta Reports, Client Allocation Group Reports, and Invoicing Reports • Maintain organized records across portfolio management reporting systems • Identify process improvements and automation opportunities • Maintain and update internal workflows and documentation for operational continuity

🎯 Requirements

• Meticulous and analytical approach, with careful review of work • Strong accuracy and consistency focus • Critical thinking and proactive problem-solving • Review training materials, SOPs, and video walkthroughs before asking repetitive questions • Strong ownership and ability to provide context in updates • Long-term commitment and reliable work ethic • Alignment with professionalism, care for others, and willingness to grow • Basic to intermediate Excel skills • Comfortable working with spreadsheets, Google Workspace, and Microsoft Office • Willingness to learn new platforms and portfolio management software • Reliable work-from-home setup • Prepared to use own device (BYOD) • Availability to support the internal operations team consistently during US business hours

🏖️ Benefits

• Comprehensive HMO coverage with a top provider • Group Life Insurance • Paid leave credits • Government-mandated benefits • Performance incentives • Overtime Pay • Night Differential • 13th Month Pay

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