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RIA Operations Support

Company hidden

Hours

20 hrs/week

Schedule

Part Time

Location

Remote · USA

About this role

Accountabilities: Perform rigorous quality control checks on reports and client information to ensure accuracy, consistency, and completeness. Review current and previous submissions to identify discrepancies and maintain high standards of data quality and compliance. Provide daily operational support for RIA activities, including email sign-in processes, deposit updates, and security checks. Track operational tasks and maintain accurate…

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