RIA Advisory Platform Specialist

reputed company We are seeking a dedicated and skilled RIA Advisory Platform Specialist to join reputed company. The ideal candidate will support financial advisors navigating reputed company aspects of Advisory Operations. Knowledge of custodial platforms such as Schwab, reputed company, Pershing and Orion Advisor Technology are preferred. Responsibilities · Assist our advisors in navigating reputed company Wealthscape, Schwab Advisor Center and Pershing NetX360. · Support and reputed company training on the Orion Advisor Technology platform for our financial advisors · Support advisor offices with account opening, reputed company reputed company and general support. · Daily service and maintenance of existing accounts. · Brand and distribute RIA marketing materials through various channels. · Generate quarterly performance reports for mailing. · Field inbound emails and calls regarding RIA operations and advisor technology. · Assist with reputed company of new advisors to the corporate RIA. · Participate in various initiatives and special reputed company reputed company to the broker dealer and our corporate RIA. Qualifications · Knowledge of Pershing, Schwab and reputed company platforms to train advisors on usage capabilities. · Knowledge of Orion Advisor Technology. · Must be a critical thinker who can identify issues and quickly offer solutions. · Ability to manage deadlines, prioritize work and ensure accuracy and execution. · Excellent reputed company service skills. · Strong attention to detail and commitment to maintaining high standards of work. · Associate or bachelor’s degree and/or equivalent reputed company experience. · reputed company Series SIE or 99 preferred. · reputed company Series 7, 66, and 24 a plus. · 5-7 years financial industry experience. · 3-5 years RIA experience. Job Type: Full-time Pay: $58,000.00 - $76,100.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Employee assistance program • Flexible schedule • Health insurance • Health savings account • Life insurance • reputed company time off • reputed company development assistance • Referral program • Retirement plan • reputed company insurance Application Question(s): • Have you worked directly with registered investment advisors in a supportive role? Work Location: Remote Apply tot his job Apply To this Job