RIA Operations Support – Part-Time

🕒 September 25

🇺🇸 United States – Remote

⏰ Full 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.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Outsource Access Careers

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<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 to ensure operational continuity

🎯 Requirements

• Meticulous and analytical approach with rigorous attention to accuracy and consistency • Critical thinking and proactive problem-solving skills • Ability to review training materials, SOPs, and video walkthroughs before asking repetitive questions • Strong ownership and ability to provide context when sharing updates • Long-term commitment and reliable work ethic • Professionalism, care for others, and willingness to grow with the company • 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 health coverage • Group life insurance • Paid leave credits • Government-mandated benefits • Performance incentives • Overtime pay • Night differential • 13th month pay

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