We are seeking precision-driven operators who function as the operational backbone of a financial advisory practice. This role is designed for individuals who bring ownership, accuracy, and a compliance-first mindset to high-touch client environments.
You will support advisors by ensuring client operations run with consistency, integrity, and regulatory alignment. This is not a task-based role; it is a performance role.
THE IMPACT Your effectiveness is measured by the stability and confidence you create across the practice:
Client Confidence: Clients experience responsiveness, clarity, and professionalism at every touchpoint.
Operational Precision: The back office runs with accuracy, consistency, and reliability.
Compliance Integrity: Processes and documentation remain audit-ready and aligned with regulatory expectations.
Advisor Bandwidth: Advisors regain time to focus on growth and high-level client relationships.
CORE RESPONSIBILITIES
Relationship & Communication: Own client communication flow to ensure same-day responsiveness and zero missed follow-ups
Operational Execution: Drive onboarding and account workflows from initiation to completion with no delays or rework
Compliance & Risk Management: Maintain audit-ready systems with zero documentation gaps or compliance risks
Advisor Support & Optimization: Actively remove friction from advisor workflows before it impacts client experience
TECH ENABLED PRODUCTIVITY Use financial platforms (Redtail, Wealthbox, Orion, Schwab custodian portals) and AI tools to improve accuracy, speed, and workflow organization while maintaining strict compliance standards.
LOGISTICS
Remote (U.S. only; excluding CA, CO, MT, NJ, NY, PA)
1099 Contractor | Starting at $30/hour, depending on experience
Monthly pay based on contracted hours; hours not guaranteed
WHO YOU ARE
You have 3+ years of experience in financial services or RIA support roles.
Detailed operator who thrives in regulated, compliance-heavy environments.
High emotional intelligence with the ability to manage professional client interactions.
Proactive problem-solver who operates independently in high-stakes environments.
Demonstrated ownership of end-to-end workflows, not just task support
Experience supporting multiple advisors or high client volume without quality loss
Evidence of building or improving systems, not just following them
Comfort being measured on accuracy, speed, and advisor satisfaction
THIS ROLE IS NOT FOR YOU IF
You prefer unstructured or loosely defined work environments.
You struggle with detail-heavy or rigid compliance-driven processes.
You avoid direct client or vendor interaction.
WHAT SUCCESS LOOKS LIKE The practice runs with absolute operational confidence, CRM and documentation systems remain audit-ready, and advisors operate with increased focus and zero administrative friction.
Since 2010, BELAY’s flexible staffing solutions have quickly connected over 10,000 busy leaders and owners with the fractional administrative and accounting help they need from the nation’s largest pool of exceptional, U.S.-based talent.
Our intentional matching process pairs leaders with the right hire designed to fit their exact needs and those of their organization with a fractional staffing model that ensures you only pay for what you need. In short, we get leaders back to leading.
