Hi All! I am hoping this community can help us find an amazing Admin Assistant. Our business is growing and we need some additional support. Here are the details: 💻Virtual part time position with full time potential in the coming months 💰$30/hr to start ☑️Must have Redtail or Wealthbox experience Please DM me if you or someone you know is interested in learning more about the position!

**AGC Career Opportunity** — Become our next rockstar Community Manager! 🎸 Are you passionate about building communities that help financial advisors grow both personally and professionally? The AGC™ - Advisors Growing as a Community, a safe, collaborative space for advisors to learn and grow alongside their peers, is currently looking for a dynamic, growth-minded Community Manager to join our leadership team. 👋 If you’re friendly, knowledgeable about financial advisor community needs, and ready to take on a rewarding role, we’d love to hear from you! 📅 Starting today through November 20th, we’re accepting resumes at team@advisorgc.com. Send yours along with a note on why you think you’d be a great fit as our next Community Manager. We can’t wait to hear from you! ➡️ To review the job description, go here: https://lnkd.in/gQJ4jfHk ❔Questions? Feel free to reach out to any of the The AGC™ leadership team members tagged in this post: @Brian Thorp Mallory Clouse Taylor Schulte, CFP®, Justin Castelli, CFP®, and yours truly @Diana Cabrices . 📣 If you know someone you think would make an amazing addition to our team, please share this post with them, or tag them directly below. Thank you! Originally posted here

Role Description Seeking a Client Service & Operations professional for a full-time on-site role located in Neptune Beach, FL. As a Client Service & Operations professional, you will report directly to the owner, assisting with all aspects of client service and operations. Day-to-day tasks will include portfolio accounting, trading, quarterly reporting, account management, money transfers, and compliance. Qualifications Proficiency in MS Office Suite and CRM software Excellent communication and customer service skills to build strong, positive relationships with clients Strong analytical and problem-solving ability to identify and resolve operational complexities Ability to think critically, manage multiple projects, prioritize, and meet deadlines Good organizational skills to manage multiple priorities, projects, and tasks Ability to work independently and in a team-oriented environment Prior experience in the financial services industry is required. Experience with a variety of financial services fintech including Schwab Advisor Center and Tamarac Portfolio Reporting is required. Pay Range: 90,000 to 120,000 annually based upon experience CRM: Redtail Custodian: SCHWAB/TD Financial Planning: EMONEY Apply here

UPDATE: Amy Kizer with TalentLink Solutions has taken over our job board. You can access it here: https://po-sao.com/ or reach out to Amy with any questions: akizer@talentlinksolutions.com --------------------------- Our talent network has grown to 15 members. If your firm is hiring and would like access, please let me know!

The Opportunity: We are seeking a Director of Operations with excellent time management skills and the ability to work autonomously. Our small office will require the candidate to manage the day-to-day, non-client facing operations of the practice. This position will require experience in the operations and IT management, accounting, human resources, and investment administration. Taking ownership of these operations roles is critical to the success of this employee. You will work collaboratively with the operations staff and are responsible for establishing or contributing ideas for department processes, procedures, and protocols. You MUST have meaningful experience in RIA operations with a fee-only RIA firm. The position is part- or full-time and while we would give preference to someone who will relocate to the Black Hills area of South Dakota, we would consider a virtual employee. Responsibilities: - Maintaining company accounting records - Providing clients with accurate and timely accounting and financial support - Making routine SEC audits easy, efficient, and non-eventful - Researching, administering, and maintaining company benefit plans - Getting financial processes under control and keeping them there. - Making software conversions seamless - Procuring great software to make the functioning of team members’ roles optimal - Streamlining company operations for efficiency - Understanding everything about our trading and rebalancing software - Assuring new team members are successfully onboarded - Keeping document storage easy, efficient - Keeping client assets held outside of our primary custodians in balance and with the best managers. - Manage / integrate / operate Trading, IT, Operations and Client Support functions, computer systems, VOIP systems and various cloud-based tech. - Design, develop, implement, and coordinate systems, policies, and procedures - Work with our IT vendor to ensure security of data, network access and backup systems