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Ria Operations Jobs in Tennessee (NOW HIRING)

W3Global Inc.

Associate Financial Advisor

Chattanooga, TN · On-site

$60K - $120K/yr

... RIA) firm seeking an experienced Financial Advisor who is looking for more than a traditional ... Dedicated operations and administrative support * Comprehensive financial planning resources

Adams Keegan

Financial Advisor

Memphis, TN

... based RIA with over $2.7 billion in assets under management is seeking an experienced Financial ... Dedicated office space and substantial operational and administrative support * Full-service ...

RIA Recruiting

Client Service Associate

Nashville, TN

$65K - $80K/yr

Room for development into an operations role Responsibilities include: * Respond to client requests with timeliness and accuracy * Process account opening applications, transfer paperwork, money ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$65K - $80K/yr

Room for development into an operations role Responsibilities include: * Respond to client requests with timeliness and accuracy * Process account opening applications, transfer paperwork, money ...

McCabe Restoration LLC

Water Mitigation Tech

Memphis, TN · On-site

$17.25 - $21.75/hr

... operation, and site stabilization. The ideal candidate is hands-on, safety-focused, and committed ... IICRC (WRT, ASD, or FSRT) or RIA certifications are preferred and will lead to higher compensation ...

SageSpring Wealth Partners

Investment Strategist

Franklin, TN · On-site

$117K - $151K/yr

... their operational workflows. * Exceptional written and verbal communication skills, with the ... Experience within an independent RIA environment. * Familiarity with platforms such as Salesforce ...

Hines

Leasing Professional - The Rowley

Murfreesboro, TN · On-site

$20 - $21/hr

... site operations management during natural disasters * Transfer properties and work overtime as ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...

Hines

Leasing Professional - The Rowley

Murfreesboro, TN · On-site

$20 - $21/hr

... site operations management during natural disasters * Transfer properties and work overtime as ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...

All JobsRia Operations JobsRia Operations Jobs in Tennessee

Ria Operations information

What are some common challenges faced in a Ria Operations role, and how can I prepare for them?

In a Ria Operations role, you may frequently encounter challenges related to compliance with international money transfer regulations, managing high transaction volumes, and ensuring accuracy in data processing. Being detail-oriented and staying updated on regulatory changes are critical to overcoming these challenges. Additionally, developing strong communication skills will help you collaborate effectively with compliance teams, customer service, and external partners. Proactively learning about anti-money laundering (AML) and fraud prevention practices can also give you a competitive edge.

What are the key skills and qualifications needed to thrive as a Ria Operations specialist?

To thrive as a Ria Operations specialist, you need a solid understanding of financial operations, compliance, and transaction processing, often supported by a degree in finance or business administration. Familiarity with payment processing systems, anti-money laundering (AML) compliance tools, and Ria’s proprietary platforms is typically required. Attention to detail, problem-solving skills, and effective communication are crucial soft skills in this role. These competencies ensure accurate, secure, and efficient handling of financial transactions while maintaining regulatory compliance.

What is Ria Operations?

Ria Operations typically refer to the functions and processes involved in managing money transfer and remittance services within the Ria Money Transfer company. This includes handling transactions, ensuring compliance with financial regulations, customer service, and supporting the secure and efficient movement of funds across borders. Operations staff work to prevent fraud, resolve customer issues, and maintain smooth workflow within the company. Their role is crucial in delivering reliable and timely remittance services to customers worldwide.
What are popular job titles related to Ria Operations jobs in Tennessee? For Ria Operations jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Ria Operations jobs in Tennessee look for? The top searched job categories for Ria Operations jobs in Tennessee are:
What cities in Tennessee are hiring for Ria Operations jobs? Cities in Tennessee with the most Ria Operations job openings:
Ria Operations jobs near you
Infographic showing various Ria Operations job openings in Tennessee as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

RIA Support Coordinator

Jackson National Life

Nashville, TN

Full-time

Re-posted 22 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job PurposeThe RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate client and case records; coordinates documentation; manages CRM updates; and facilitates communication between internal stakeholders, external partners, and advisors. The RIA Support Coordinator ensures smooth operational processes and timely follow-up on case activities, contributing to an efficient and professional experience for all parties involved.Essential Responsibilities
  • Supports the creation, maintenance, and accuracy of CRM and client records in accordance with FINRA standards related to client and case management.
  • Updates and tracks case statuses, monitoring potential and realized interruptions in service and ensuring timely follow-up on outstanding requirements and documentation.
  • Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and summaries, ensuring completeness and compliance with company standards.
  • Monitors and follows up with ceding carriers to obtain status updates on in-flight cases awaiting funds.
  • Works with the Sr. Coordinator to schedule and maintain calendars for writing agents and related stakeholders using Outlook and CRM tools.
  • Provides periodic reports and communications regarding required deadlines and outstanding items.
  • Establishes, maintains, and updates files and records to ensure data integrity and accessibility.
Other Duties
  • Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
  • Strong verbal and written communication skills.
  • Strong organization, project coordination, and problem-solving skills with an ability to coordinate multiple projects simultaneously.
  • Strong interpersonal, relationship management, and customer service skills.
  • Ability to work in a deadline driven environment with a willingness to be part of a fast-paced, dynamic team.
  • Proficient in all Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
  • Proficient with Adobe Acrobat suite.
  • Ability to create and modify CRM platform dashboards and reports at an intermediate level.
  • Comprehensive understanding of compliance policies and FINRA records standards.
  • Ability to work independently or collaboratively in a team-oriented environment.
Qualifications
  • H.S. Diploma or equivalent (GED) required.
  • Associate's Degree preferred.
  • 2+ years of experience in an administrative role preferred.
  • Experience with CRM platforms preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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