Remote 1099 Experienced RIA Assistant – Ultra High Net Worth Clients ($10M+)

Job Description: Remote Advisor Resources (RAR) is seeking an Experienced Assistant to support top Financial Advisors and RIAs serving Ultra High Net Worth (UHNW) clients ($10 million+). This role is ideal for a seasoned professional with deep RIA experience, advanced software proficiency, and a track record of supporting complex client needs. Responsibilities: • Provide full-service support to Advisors serving UHNW individuals, families, and family offices. • Manage workflows across Fidelity, Schwab, Raymond James, RIAs, and Mega-RIAs. • Support alternative investments, subscriptions, and specialized reporting. • Coordinate client onboarding, account servicing, and investment-related requests. • Utilize advanced software platforms including Orion, Black Diamond, Redtail, and other RIA technology stacks. • Ensure compliance with firm policies and industry regulations. • Deliver proactive, detail-driven support with a focus on discretion and professionalism. Requirements: • Minimum 5+ years of experience supporting an RIA, OSJ, or wealth management practice. • Demonstrated expertise with Orion, Black Diamond, and related portfolio management/reporting tools. • Familiarity with alternative investments and subscription management. • Strong knowledge of custodians: Fidelity, Schwab, Raymond James ,LPL • Exceptional organizational, communication, and problem-solving skills. • High integrity, confidentiality, and ability to manage complex UHNW client needs. Compensation & Details: • Competitive hourly rate based on experience. • Remote role with flexible hours. • Long-term assignments with established Advisors and RIAs nationwide. Job Types: Full-time, Part-time, Contract Pay: $80,000.00 - $116,930.68 per year Expected hours: 20 – 40 per week Work Location: Remote Apply tot his job