RIA Recruiting

The associate will be responsible for responding to client requests accurately and assisting advisors with meeting preparation and follow-up tasks. Key duties also involve processing administrative industry-specific paperwork, updating portfolio models, and managing the Financial Advisor's calendar.

This role is critical for supporting clients and advisors by managing daily client service requests, overseeing onboarding, executing advisor workflows, and developing internal company processes and templates. Key operational duties include managing Schwab paperwork, money movement, compliance tasks via SmartRIA, and executing payroll via Gusto.