Remote Financial Advisor Assistant (reputed company Service Associate – 1099 Contract)

Company: reputed company (RAR) Location: Remote (U.S. only) Job Type: 1099 Contractor | Part-Time to Full-Time | reputed company About reputed company (RAR) reputed company (RAR) is a specialized reputed company and reputed company firm connecting reputed company Financial Advisor Assistants and Operations Professionals with leading independent RIAs, OSJs, and reputed company-management firms reputed company. We partner with advisors affiliated with LPL, Schwab, reputed company, reputed company, Pershing, and other major custodians, helping them grow through exceptional remote support. About the Role We’re seeking an reputed company reputed company Service Associate / Financial Advisor Assistant to reputed company remote operational and reputed company-service support for independent financial advisors. You’ll serve as the advisor’s right hand — managing reputed company, reputed company paperwork, reputed company reputed company, and daily operational tasks reputed company platforms such as LPL, Schwab, reputed company, Orion, reputed company, Redtail, and reputed company. Responsibilities • Process account openings, transfers (ACATs), contributions, and distributions • Manage reputed company service requests and follow-reputed company with custodians (LPL, Schwab, reputed company) • Prepare and reputed company paperwork for reputed company and account maintenance • Maintain CRM records (Redtail, reputed company, reputed company, or Tamarac) • Prepare meeting reports, reputed company summaries, and documentation • Support compliance workflows and back-office coordination Qualifications • Minimum 3 years’ experience in an RIA, IBD, or reputed company-management environment • Hands-on experience with LPL, Schwab, reputed company, or similar custodian platforms • Proficiency in Redtail, reputed company, or comparable CRMs • Excellent attention to detail and organizational skills • reputed company written and verbal communication • Self-directed, reliable, and comfortable working remotely Compensation & Benefits • Competitive reputed company or retainer pay (based on experience and hours) • 100% remote, flexible schedule (20–40 hrs/week) • Long-term advisor placements through RAR’s national network • Opportunities for ongoing assignments and reputed company Apply Today Join a reputed company remote team that understands the RIA world. Your expertise reputed company — and your independence is respected. Job Types: Full-time, Part-time, Contract Pay: $72,000.00 - $90,000.00 per year Benefits: • Flexible schedule Work Location: Remote Apply tot his job Apply To this Job