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Assistant Ria Firm Jobs in Atlanta, GA (NOW HIRING)

Advisor Group

VP, Data Architecture

Atlanta, GA · On-site

$200K - $230K/yr

Osaic is seeking a VP, Data Architecture to contribute to the firm's enterprise data strategy ... IBD) and RIA business lines. The VP will design and scale Osaic's entire data ecosystem, which ...

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Assistant Ria Firm information

What is an assistant at an RIA firm?

Assistant RIA Firm roles typically involve providing administrative and operational support within a Registered Investment Advisor (RIA) firm. Responsibilities can include assisting financial advisors with client communications, preparing reports, managing schedules, processing paperwork, and maintaining compliance records. These assistants help ensure that the firm runs smoothly, allowing advisors to focus on client service and investment management. Strong organizational skills, attention to detail, and knowledge of financial industry regulations are valuable for success in this role.

What skills and qualifications are needed to thrive as an assistant at an RIA firm?

To thrive as an Assistant at an RIA firm, you need strong organizational skills, attention to detail, and a foundational understanding of financial services, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and compliance platforms is typically required, and certifications like the Series 65 can be advantageous. Excellent communication, discretion, and client service orientation help you stand out in this client-facing, confidential environment. These skills and qualities ensure accurate administrative support, regulatory compliance, and a positive client experience, all of which are vital for a successful advisory practice.

What are common challenges faced by an assistant at an RIA firm, and how can they be addressed?

Assistants at RIA firms often manage multiple tasks simultaneously, from client communications to scheduling and document processing, which can make prioritization a challenge. Staying organized and proactive in communication is key to handling urgent requests and supporting advisors efficiently. Additionally, assistants must become familiar with industry regulations and firm-specific processes to ensure compliance and accuracy in client interactions. Building strong relationships with both the advisory team and clients helps facilitate smooth operations and contributes to a positive work environment.

What is the difference between Assistant Ria Firm vs Financial Advisor Assistant?

AspectAssistant Ria FirmFinancial Advisor Assistant
CredentialsTypically requires a FINRA Series 7 or 66 license, relevant financial certificationsOften requires similar licenses, with emphasis on client service and administrative skills
Work EnvironmentLocated within RIA firms, supporting financial advisors in investment managementWorks in financial advisory firms, assisting advisors with client interactions and administrative tasks
Industry UsageCommonly used in registered investment advisory firmsWidely used across financial planning and advisory firms

Both roles support financial professionals, often requiring similar licenses and working in similar environments. The main difference lies in the specific firm type—RIA firms versus broader financial advisory firms—though the responsibilities and credentials overlap significantly.

What are the most commonly searched types of Ria Firm jobs in Atlanta, GA?

The most popular types of Ria Firm jobs in Atlanta, GA are:

What are popular job titles related to Assistant Ria Firm jobs in Atlanta, GA?

For Assistant Ria Firm jobs in Atlanta, GA, the most frequently searched job titles are:

What job categories do people searching Assistant Ria Firm jobs in Atlanta, GA look for?

The top searched job categories for Assistant Ria Firm jobs in Atlanta, GA are:

What cities near Atlanta, GA are hiring for Assistant Ria Firm jobs?

Cities near Atlanta, GA with the most Assistant Ria Firm job openings:

Assistant Ria Firm jobs near you

Senior Client Services Associate - Atlanta, GA

Savant Insights

Atlanta, GA • On-site

$70K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

You've built a successful career supporting advisors and delivering exceptional service in an RIA-now it's time to take that experience even further. Join Savant as a Senior Client Services Associate, where you'll leverage your expertise supporting high-net-worth clients, serve as a trusted resource to your team, and continue growing your career with a firm that values collaboration and excellence.
In this role, you'll take ownership of complex client relationships, partner closely with advisors to deliver a seamless client experience, and help drive the success of our practice through proactive service, operational excellence, and collaboration across the firm.
The Senior Client Services Associate can expect to focus in the following areas:
  • Provides first line of contact with prospects, clients and specifically those high-net-worth clients with complex needs in a professional manner.
  • Functions as a high-level, self-directed member of the Client Services team.
  • Serves as an internal resource and problem solver to other team members.
  • Troubleshoots problems, schedules, and organizes meetings, and serves as liaison between Advisors and clients as needed. Proactively communicates with clients and advisors.
  • Manages client information-prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
  • Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents client interactions.
  • Facilitates completion of all client applications and transfer documents.
  • Proofreads reports, forms, and electronic data for errors.
  • Conducts client paperwork signing meetings with clients.
  • Collects and organizes specialized reports for management.
  • Utilizes Salesforce to complete both client and internal requests.
  • Professionally answers and directs incoming telephone calls.
  • Professionally greets and assists office visitors while maintaining office, lobby and conference room cleanliness.
  • Assist in coordinating RSVPs, planning and set-up for events in area.
  • Prepares for upcoming meetings including preparing reports and confirming next-day appointments.

A couple things to note about our Senior Client Services Associate position:
  • This position will be based out of our Atlanta, GA office.
  • The role is a full-time 40 hour/week position with a schedule of Monday - Friday 8:00am - 5:00pm.

The Senior Client Services Associate position typically requires the following qualifications:
  • Bachelor's or Associate's degree from an accredited college or university preferred.
  • Knowledge of financial services, principles, products and services.
  • Financial Paraplanner Qualified Professional or relevant Investment Designation recommended.
  • Minimum 5-7 years proven success in a client services / administrative support function in the field of financial services, banking, or insurance.
  • Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software.
  • Critical thinking, organized, detail-oriented, and able to multitask.
  • Client first attitude.
  • Effective written and verbal communication skills.
  • Position requires a high level of confidentiality.
  • Team player, collaborative, able to work with and through others.

What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning-no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success

The Perks
At Savant, we invest in our people-supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role in Atlanta, GA is $70,000 - $90,000 final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Our Total Rewards
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs

Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual "Savantiversary" day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.

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