ria jobs in Pasig

Outsource Access, Inc. is seeking a detail‑driven remote operations assistant to support wealth management teams. You will perform rigorous quality checks to ensure accuracy and consistency across reports and client data before delivery.You’ll support daily RIA activities, manage sign‑in processes, deposit updates, and security checks, and track tasks...

This is a remote position. What We Do: At Outsource Access, we help wealth management operations teams streamline their daily business processes. We don't just complete recurring operational workflows, we make sure every report is strictly quality-controlled and perfectly accurate before it ever reaches a client. How You’ll Make a Difference: Guaranteeing...

Wealth Mgmt Admin Key Responsibilities Custodian Operations : Process and manage account-related requests through Schwab's custodian platform, including account openings, transfers, and maintenance tasks to keep client accounts accurate and up to date. Client Account Administration : Prepare and submit forms, letters of authorization, and other...

Wealth Mgmt Admin Key Responsibilities Custodian Operations : Process and manage account-related requests through Schwab's custodian platform, including account openings, transfers, and maintenance tasks to keep client accounts accurate and up to date. Client Account Administration : Prepare and submit forms, letters of authorization, and other documentation...

**This is a full-time independent contractor role. Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired.** Are you a detail-oriented tax professional who enjoys going beyond tax preparation to support strategic tax planning, improve processes, and work with technology to make things more...