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Assistant Ria Firm Jobs in St Louis, MO (NOW HIRING)

Plancorp

Senior Tax Associate

Saint Louis, MO · On-site

$76K - $94K/yr

... assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values. Who We Are: * Nationally recognized fee-only RIA firm

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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.

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Assistant Ria Firm jobs near you

Senior Tax Associate

Plancorp

Saint Louis, MO • On-site

$76K - $94K/yr

Full-time

Posted 8 days ago

Job description

Description
Senior Tax Associate
Plancorp is seeking a Senior Tax Associate to join our growing team. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values.
Who We Are:
  • Nationally recognized fee-only RIA firm
  • St. Louis based; in business for 40+ years
  • AUM approx. $10 billion
  • Serving individuals, families, business owners, non-profit and institutional clients

Position Overview:
Since our founding in 1983, income and estate tax planning has been an integral part of Plancorp's wealth management services. We are excited to expand this offering to include optional tax return preparation and filing for our wealth management clients. The Senior Tax Analyst, reporting directly to the Chief Advisory Officer, will assist with tax return preparation as well as tax planning for Plancorp clients throughout the year, including. the preparation of quarterly/annual tax projections, research, and related projects.
This position requires critical thinking and project management skills, a willingness to take initiative and a solution-oriented mindset. Curiosity, the ability to work independently and remain flexible to changing priorities will also contribute to success in this role. As with all positions at Plancorp, specific duties will be adapted to our clients' needs. In general, in this role you will...
Prepare and review the following:
  • federal, state and local income tax returns for individuals and related entities (trusts, etc.)

  • extensions and responses to tax notices as needed.

  • quarterly tax estimates and related tax projections.

  • Assist with implementing software solutions and designing and implementing processes, procedures and templates to build and grow an expanding tax services offering.

  • Perform research to analyze complex tax issues.

  • Collaborate with Plancorp Wealth Management team to recommend tax planning opportunities and answer client questions.

  • Coordinate planning recommendations with outside professionals, as needed.

  • Expand the client's trust in Plancorp by providing exemplary customer service.

What you bring:
  • Bachelor's degree (or higher) in Accounting

  • CPA license highly preferred

  • 4+ years of related tax experience including recent income tax return preparation experience

  • Commitment to acting in the clients' best interests.

  • Respect for the confidentiality of client and corporate information.

  • Strong analytical and time management skills.

  • Strong problem solving, communication and organization skills.

  • Positive customer-focused attitude.

  • Self-motivated to complete responsibilities in a team environment.

Why Work With Us?
You'll have the opportunity to learn from our team of experts, do work that touches people's lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch and free access to workout facility.

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