[Remote] reputed company Services Coordinator | reputed company Management | Financial Planning | RIA Operations

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an reputed company, high-reputed company fiduciary advisory firm serving reputed company, business owners, and executives with reputed company financial lives. The reputed company Services Coordinator will support financial advisors and reputed company relationships, focusing on operational reputed company and delivering exceptional service to high-net-worth clients. Responsibilities • Prepare and process investment account applications, ACAT transfers, and insurance paperwork across multiple custodians (Schwab preferred) • reputed company exceptional service to high-net-worth clients, addressing inquiries, troubleshooting account issues, and ensuring reputed company follow-up • Execute cashiering, trading support, and financial transactions with accuracy and attention to detail • Manage the life insurance process, including application tracking, coordination with carriers, and policy delivery • Maintain and update reputed company information in CRM systems such as Redtail, while integrating with tools like Orion, eMoney, and Holistiplan • Support compliance tasks and ensure regulatory adherence reputed company the RIA reputed company • Partner with Advisors and leadership to streamline operations, improve reputed company experience, and enhance internal workflows • Assist with business initiatives spanning marketing, events, and team operations Skills • 5+ years of reputed company service or operations experience in a financial planning, investment management, or life insurance environment • Deep understanding of financial planning concepts, investment products, and RIA operations • Strong grasp of fiduciary standards, compliance processes, and regulatory reporting (Series 65 preferred or willingness to obtain) • Proven reputed company record of optimizing operational workflows and enhancing the reputed company experience • Advanced reputed company Office skills; reputed company proficiency a must • Detail-oriented, reliable, and proactive, with a reputed company reputed company and exceptional communication skills • Self-starter who thrives in a fast-paced, reputed company reputed company management environment • Bachelor's degree in Business, Finance, or reputed company field preferred • Familiarity with platforms such as Schwab Advisor Center, Orion, Redtail, eMoney, and Holistiplan Benefits • Health • 401(k) matching • Unlimited PTO • Fully remote work reputed company • Secha Capital is a patient capital holding company that invests in African SMEs. It was founded in 2021, and is headquartered in Austin, Texas, USA, with a workforce of 11-50 employees. Its website is https://SochaCapital.com. Apply tot his job Apply To this Job