Ria Operations Analyst

Description:

A leading Big-4 Public Accounting firm is seeking a highly detail-oriented RIA Operations Analyst to support Banking Operations in a hybrid work environment. The ideal candidate will play a key role in managing client subscription documents, onboarding processes, and ensuring compliance with regulatory standards.

Key Responsibilities:

• Client Subscription Management: Prepare, track, and manage all client subscription documents and related paperwork for alternative investments.

• Client Liaison: Serve as a bridge between clients and external investment sponsors, resolving paperwork issues and ensuring seamless onboarding.

• Account Documentation: Answer documentation inquiries and establish client accounts on firm systems while ensuring compliance with regulations.

• Workflow & Process Management: Maintain procedures and documentation for onboarding, ensuring smooth operational workflows.

• Collaboration & Communication: Work closely with client-facing Service and Sales teams to deliver high-quality service.

• Problem-Solving & Escalation: Analyze and resolve operational issues while escalating complex onboarding matters to appropriate teams.

• Special Projects: Assist in automation-related initiatives and support new business lines as needed.

Required Skills & Qualifications:

• Exceptional attention to detail.

• Strong communication and teamwork skills.

• Process-oriented mindset with the ability to manage workflows efficiently.

• Ability to handle sensitive client data with confidentiality.

• Strong time management and organizational skills.

• Ability to multitask and work effectively in a fast-paced environment.

• Technical Proficiency: Experience with MS Office, Windows, Salesforce, and Adobe Acrobat.

Employment Details:

• Contract Duration: April 7, 2025 – December 31, 2025.

• Work Type: Hybrid.

• Salary: Up to $6690 per month (converted from $38.66 per hour).

Benefits:

• Medical, dental, vision, and life insurance.

• Short-term disability and additional voluntary benefits.

• 401K plan and commuter benefits.

• Paid Sick Leave (where required by law) and Holiday pay (upon eligibility).