Executive Assistant
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Ria Recruiting
60 Ria Recruiting Jobs Hiring Near You
Executive Assistant
$60K - $75K/yr
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships ...
Administrative Assistant
Findlay, OH · On-site
Resolute Wealth Advisor (resoluteadvisor.com) is seeking an Administrative Assistant for our financial planning and investment advisory firm in Findlay, Ohio. This position will work with our ...
Administrative Assistant
Findlay, OH · On-site
Resolute Wealth Advisor (resoluteadvisor.com) is seeking an Administrative Assistant for our financial planning and investment advisory firm in Findlay, Ohio. This position will work with our ...
... recruiting, onboarding, and training of new staff as the firm grows. • Ensure compliance with all regulatory and firm-level requirements. Qualifications of the Operations Manager (RIA): • 5+ ...
... recruiting, onboarding, and training of new staff as the firm grows. • Ensure compliance with all regulatory and firm-level requirements. Qualifications of the Operations Manager (RIA): • 5+ ...
... recruiting, onboarding, and training of new staff as the firm grows. · Ensure compliance with all regulatory and firm-level requirements. Qualifications of the Operations Manager (RIA): · 5+ years ...
Quick apply
... recruiting, onboarding, and training of new staff as the firm grows. · Ensure compliance with all regulatory and firm-level requirements. Qualifications of the Operations Manager (RIA): · 5+ years ...
... recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ria Health Vision: A world with accessible, compassionate, and effective ...
... recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ria Health Vision: A world with accessible, compassionate, and effective ...
Licensed Psychologist- Remote
Tampa, FL · Remote
... recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ria Health Vision: A world with accessible, compassionate, and effective ...
Quick apply
Licensed Psychologist- Remote
Tampa, FL · Remote
... recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Ria Health Vision: A world with accessible, compassionate, and effective ...
RIA Operations Manager
Mill Valley, CA · Remote
$85K - $100K/yr
Working knowledge of RIA operations, compliance processes, billing, and advisor workflows * Strong ... recruitment process. If you require any accommodations, please let us know, and we will work with ...
RIA Operations Manager
Mill Valley, CA · Remote
$85K - $100K/yr
Working knowledge of RIA operations, compliance processes, billing, and advisor workflows * Strong ... recruitment process. If you require any accommodations, please let us know, and we will work with ...
Contract HR Coordinator
Buena Park, CA · On-site
$24 - $27/hr
EEFT), Ria is a leading expert in cross-border payments, delivering innovative omnichannel ... Supports the Recruiting team in the onboarding efforts, including verifying I9s forms and assisting ...
Contract HR Coordinator
Buena Park, CA · On-site
$24 - $27/hr
EEFT), Ria is a leading expert in cross-border payments, delivering innovative omnichannel ... Supports the Recruiting team in the onboarding efforts, including verifying I9s forms and assisting ...
Contract HR Coordinator
Buena Park, CA · Hybrid
$24 - $27/hr
EEFT), Ria is a leading expert in cross-border payments, delivering innovative omnichannel ... Supports the Recruiting team in the onboarding efforts, including verifying I9s forms and assisting ...
Contract HR Coordinator
Buena Park, CA · Hybrid
$24 - $27/hr
EEFT), Ria is a leading expert in cross-border payments, delivering innovative omnichannel ... Supports the Recruiting team in the onboarding efforts, including verifying I9s forms and assisting ...
RIA Operations Manager
Mill Valley, CA · Remote
$85K - $100K/yr
Working knowledge of RIA operations, compliance processes, billing, and advisor workflows * Strong ... recruitment process. If you require any accommodations, please let us know, and we will work with ...
Quick apply
RIA Operations Manager
Mill Valley, CA · Remote
$85K - $100K/yr
Working knowledge of RIA operations, compliance processes, billing, and advisor workflows * Strong ... recruitment process. If you require any accommodations, please let us know, and we will work with ...
Contract HR Coordinator
Buena Park, CA · Hybrid
$24 - $27/hr
EEFT), Ria is a leading expert in cross-border payments, delivering innovative omnichannel ... Supports the Recruiting team in the onboarding efforts, including verifying I9s forms and assisting ...
Contract HR Coordinator
Buena Park, CA · Hybrid
$24 - $27/hr
EEFT), Ria is a leading expert in cross-border payments, delivering innovative omnichannel ... Supports the Recruiting team in the onboarding efforts, including verifying I9s forms and assisting ...
Client Services Specialist - Registered Investment Adivsor (RIA)
Los Angeles, CA · On-site
$18.25 - $24.25/hr
Client Service Specialist - Registered Investments Adviser (RIA) SUMMARY We are looking for a ... Meet Your Recruiter Tim Bramley
Client Services Specialist - Registered Investment Adivsor (RIA)
Los Angeles, CA · On-site
$18.25 - $24.25/hr
Client Service Specialist - Registered Investments Adviser (RIA) SUMMARY We are looking for a ... Meet Your Recruiter Tim Bramley
Product Manager
Denver, CO · On-site
$140K - $160K/yr
Description Ria Money Transfer, a business segment of Euronet Worldwide, Inc. (NASDAQ: EEFT ... What You Will Accomplish Lead the Internal Tools Vertical You will recruit, mentor, and lead the ...
New
Product Manager
Denver, CO · On-site
$140K - $160K/yr
Description Ria Money Transfer, a business segment of Euronet Worldwide, Inc. (NASDAQ: EEFT ... What You Will Accomplish Lead the Internal Tools Vertical You will recruit, mentor, and lead the ...
New
Description Envestnet is seeking a Head of Acquisition & Lifecycle Marketing, RIA & Software to ... Recruit, lead, and mentor a team of lifecycle marketing professionals. * Collaborate with external ...
Description Envestnet is seeking a Head of Acquisition & Lifecycle Marketing, RIA & Software to ... Recruit, lead, and mentor a team of lifecycle marketing professionals. * Collaborate with external ...
Head of Advisor Recruiting
Chicago, IL · Remote
$21.50 - $28.75/hr
Track and report recruiting metrics and pipeline activity Qualifications: * 10+ years recruiting financial advisors at a broker-dealer, RIA, or recruiting firm * Proven track record of closing ...
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Head of Advisor Recruiting
Chicago, IL · Remote
$21.50 - $28.75/hr
Track and report recruiting metrics and pipeline activity Qualifications: * 10+ years recruiting financial advisors at a broker-dealer, RIA, or recruiting firm * Proven track record of closing ...
... recruiting and hiring process. Associated Bank conducts a thorough background check on all new ... Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ...
... recruiting and hiring process. Associated Bank conducts a thorough background check on all new ... Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ...
... recruiting and hiring process. Associated Bank conducts a thorough background check on all new ... Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ...
... recruiting and hiring process. Associated Bank conducts a thorough background check on all new ... Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ...
... recruiting and hiring process. Associated Bank conducts a thorough background check on all new ... Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ...
... recruiting and hiring process. Associated Bank conducts a thorough background check on all new ... Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ...
... recruiting and hiring process. Associated Bank conducts a thorough background check on all new ... Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ...
... recruiting and hiring process. Associated Bank conducts a thorough background check on all new ... Lead end-to-end broker-dealer and RIA operations, including account lifecycle management, trade ...
Relationship Specialist - RIA/BT
Los Angeles, CA · On-site
$99K - $159K/yr
... RIA Relationship Specialists, you'll establish and maintain relationships with Registered ... Apply now to move to the next step in our recruiting process. If this role isn't what you're ...
Relationship Specialist - RIA/BT
Los Angeles, CA · On-site
$99K - $159K/yr
... RIA Relationship Specialists, you'll establish and maintain relationships with Registered ... Apply now to move to the next step in our recruiting process. If this role isn't what you're ...
Ria Recruiting Jobs Information
$60K - $75K/yr
Other
Medical, Retirement, PTO
Posted 28 days ago
Job description
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking an Executive Assistant to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity, collaboration, and commitment. We provide comprehensive, client-centered financial planning and investment management services. Our mission is to help clients navigate complex financial decisions with confidence. Find out more about the firm at oakwellpwm.com.
Salary and Benefits
- Base salary $60K-75K, plus quarterly bonus plan based on individual and firm performance metrics
- Firm pays 75% of health care cost for employee
- 401(k) with company match
- 20 days of PTO and additional firm holidays
Responsibilities
- Provide support to our partner Lou Boumaza, CFP
- Manage calendar by protecting Lou's time and ensuring he is always in the right place
- Provide administrative support by notetaking, inputting info into our CRM, and communicating with other team members
- Manage email inbox with the goal of handling lower priority emails without oversight
- Assist with projects in an administrative and data-gathering capacity
- Delegate tasks to other team members as appropriate
Qualifications
- 2 years of experience in an Executive Assistant role
- Adept and skilled with technology and 3rd party software.
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to learn and implement new technology and software quickly
- Ability to communicate well and work in a collaborative environment
The Process
Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be asked to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an equal opportunity employer.