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Executive Ria Operation Manager Jobs in Georgia (NOW HIRING)

LaunchPad Home Group Inc

Account Executive

Atlanta, GA · On-site

Residential Inspector of America (RIA) is hiring an Account Executive to drive new business and ... Manage a healthy sales pipeline and consistently drive year-over-year revenue growth * Conduct in ...

LaunchPad Home Group

Account Executive

Atlanta, GA · On-site

Residential Inspector of America (RIA) is hiring an Account Executive to drive new business and ... Manage a healthy sales pipeline and consistently drive year-over-year revenue growth * Conduct in ...

Next Step Systems

CEO/Operations Manager

Alpharetta, GA · On-site

CEO/Operations Manager, Alpharetta, GA Prefer prior experience with eCommerce Technology but will consider the right candidate. This CEO/Operations Manager position is a 100% onsite opportunity and ...

Crisp Recruit

Executive Coordinator

Lithia Springs, GA

$25 - $34/hr

Can you efficiently manage executive priorities while ensuring seamless office operations and administration? ** IMPORTANT: TO APPLY ** If you have any questions, please email recruit@crisp.co only.

Be Epic LLC

Executive VA

Atlanta, GA · On-site

Executive Virtual Assistant with SMM and Digital/Email Marketing Experience Location: Remote ... Final Interview with the Operations Manager: The final stage involves a 1-on-1 discussion with our ...

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Executive Ria Operation Manager information

What is the difference between Executive Ria Operation Manager vs Ria Compliance Officer?

AspectExecutive Ria Operation ManagerRia Compliance Officer
CredentialsRelevant certifications in money transfer and managementCompliance certifications like CAMS or CRCM
Work EnvironmentOversees daily operations of Ria money transfer servicesFocuses on regulatory compliance and risk management
Employer & Industry UsageUsed in financial services and remittance companiesCommon in financial institutions and money transfer firms
Search & Comparison IntentUnderstanding operational roles in RiaUnderstanding compliance responsibilities in Ria

The Executive Ria Operation Manager primarily oversees daily operations and ensures efficient service delivery within Ria, while the Ria Compliance Officer focuses on regulatory adherence and risk mitigation. Both roles require financial certifications but differ in their core responsibilities and focus areas within the money transfer industry.

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Executive Ria Operation Manager jobs near you

Office Manager - Financial Services - Roswell, GA

Advisor Talent Solutions

Roswell, GA • On-site

$83K - $109K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 12 days ago

Job description

Position: Office Manager - Financial Services
Firm: Park Square Financial Group
Location: Roswell, GA
Overview:
Advance your career and truly make a difference! We have an exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisor and Financial Services Company.
Park Square Financial Group, located in Roswell, GA, is hiring a full-time Office Manager-Financial Services. The ideal candidate will be client facing, a self-starter, tech savvy, and enthusiastic team player who can oversee and optimize daily office operations. We offer a supportive work environment, competitive compensation, and excellent opportunities for both professional and personal growth—perfect for a self-motivated go-getter!
This role requires previous experience working with a Registered Investment Advisor (RIA) to be considered for employment. Candidates must demonstrate a strong understanding of RIA operations, regulations, and client service standards.
What you’ll do:
  • Maintain weekly scorecard metrics for the firm and update weekly KPI’s
  • Coordinate internal communications, calendars, and daily support to Advisors
  • Own and update L10 meeting preparation, follow-up, and issue tracking
  • Serve as the primary POC for scheduling, client meeting prep, and client service workflow
  • Prepare client reports, packets, confirm appointments and set up for meetings
  • Process client service requests including beneficiary changes, address updates, and forms
  • Assist with onboarding new team members
  • Preparing training guides and updating SOP’s
  • Manage incoming/outgoing mail, supplies and scheduling
  • Assist with filing compliance documentation
  • Support and troubleshoot CRM and other platforms
What We’re Looking For:
  • 3+ years’ experience in Office or Operations Management
  • Experience working with a Registered Investment Advisor (RIA) firm is required
  • Proficient MS Office software
  • Previous CRM experience (Orion, Wealthbox or equivalent)
  • Experience with Schwab and Fidelity custodial platforms
  • Professional and warm client presence
  • Ability to work with minimal supervision
Bonus Points:
  • Bachelor’s degree preferred or equivalent work experience
  • Series 65 license preferred or willing to obtain
What You’ll Get:
Pay amp; Perks:
  • Competitive salary
  • Health
  • Dental
  • 401k
  • PTO
Schedule:
  • Onsite: Monday – Friday, 9am – 5pm
  • Occasional evening client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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