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Ria Operations Jobs in Decatur, GA (NOW HIRING)

Gridline

Director, RIA Partnerships

Atlanta, GA · Remote

$125K - $150K/yr

The Opportunity We are seeking a Director, RIA Partnerships to own and scale revenue growth within the Registered Investment Advisor (RIA) market. As a senior, quota-carrying leader, you will be ...

Advisor Group

Investment Advisory Counsel

Atlanta, GA · On-site

$250K - $300K/yr

... operations. * Provide guidance on fiduciary obligations, disclosures and advisory business practices. RIA M&A & Integration Leadership * Lead legal aspects of RIA acquisitions, including regulatory ...

Mercer Advisors

Annuity Solutions Director

Atlanta, GA · On-site

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Operational efficiency and service-level metrics The Insurance Solutions team provides expertise ...

Wheels, Inc.

Senior Tax Accountant

Alpharetta, GA · Hybrid

$80K - $102K/yr

The position plays a critical role in ensuring compliance, managing risk, and enhancing operational ... Research and interpret sales tax law changes using RIA Checkpoint / Thomson Reuters, translating ...

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All JobsRia Operations JobsRia Operations Jobs in Decatur, GA

Ria Operations information

See Decatur, GA salary details

$30.8K

$75.4K

$133.3K

How much do ria operations jobs pay per year?

As of Aug 2, 2026, the average yearly pay for ria operations in Decatur, GA is $75,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,600.00 and $100,100.00 per year, depending on experience, location, and employer.

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, and why are they important?

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 are 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 job categories do people searching Ria Operations jobs in Decatur, GA look for? The top searched job categories for Ria Operations jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Ria Operations jobs? Cities near Decatur, GA with the most Ria Operations job openings:
Ria Operations jobs near you

Office Manager - Financial Services - Roswell, GA

Chelsea Senior Living

Roswell, GA • On-site

$83K - $109K/yr

Other

Medical, Dental, Retirement, PTO

Posted 13 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 & 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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