Job Description:
Remote Advisor Resources (RAR) is seeking an Experienced Assistant to support top Financial Advisors and RIAs serving Ultra High Net Worth (UHNW) clients ($10 million+). This role is ideal for a seasoned professional with deep RIA experience, advanced software proficiency, and a track record of supporting complex client needs.
Responsibilities:
- Provide full-service support to Advisors serving UHNW individuals, families, and family offices.
- Manage workflows across Fidelity, Schwab, Raymond James, RIAs, and Mega-RIAs.
- Support alternative investments, subscriptions, and specialized reporting.
- Coordinate client onboarding, account servicing, and investment-related requests.
- Utilize advanced software platforms including Orion, Black Diamond, Redtail, and other RIA technology stacks.
- Ensure compliance with firm policies and industry regulations.
- Deliver proactive, detail-driven support with a focus on discretion and professionalism.
Requirements:
- Minimum 5+ years of experience supporting an RIA, OSJ, or wealth management practice.
- Demonstrated expertise with Orion, Black Diamond, and related portfolio management/reporting tools.
- Familiarity with alternative investments and subscription management.
- Strong knowledge of custodians: Fidelity, Schwab, Raymond James ,LPL
- Exceptional organizational, communication, and problem-solving skills.
- High integrity, confidentiality, and ability to manage complex UHNW client needs.
Compensation & Details:
- Competitive hourly rate based on experience.
- Remote role with flexible hours.
- Long-term assignments with established Advisors and RIAs nationwide.
Job Types: Full-time, Part-time, Contract
Pay: $80,000.00 - $116,930.68 per year
Expected hours: 20 – 40 per week
Work Location: Remote
