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 Flawless Data: You will perform rigorous quality control checks to ensure accuracy and consistency across reports and client information. By reviewing data against previous submissions, you will help maintain the company's high standards for accuracy and compliance.
Driving Daily Operations: You will provide daily operational support for RIA activities, including managing email sign-in processes, supporting deposit updates, and performing security checks. You will also ensure operational tasks are properly tracked by updating Basecamp.
Powering Financial Reporting: You will prepare and maintain critical recurring operational reports, such as Beta Reports, Client Allocation Group Reports, and Invoicing Reports. You will assist with maintaining organized records across different portfolio management reporting systems.
Elevating the Process: You will proactively identify process improvements and opportunities for automation. You will also maintain and update internal workflows and documentation to ensure operational continuity.
Requirements
Is This You?:
Meticulous & Analytical: You are someone who reviews work carefully before submitting. You understand that accuracy is preferred over speed, and it is better to deliver a completed task slightly later than to submit incorrect information.
Proactive Problem Solver: You think critically and review existing training materials, SOPs, and video walkthroughs before asking repetitive questions. You demonstrate strong ownership by providing context when sharing updates instead of simply sending completed reports.
Committed & Reliable: You are looking for a long-term commitment and take pride in your work ethic. You align with core values of professionalism, care for others, and a willingness to grow with the company.
Tech-Savvy: You have basic to intermediate Excel skills and are comfortable working with spreadsheets, Google Workspace, and Microsoft Office. While advanced technical skills are not required, you are comfortable learning new platforms and portfolio management software.
Your Home Office: You have a reliable work-from-home setup and are prepared to use your own device (BYOD). You are ready to support the internal operations team consistently during US business hours.
Benefits
Why You’ll Love Being Part of the OAmazing Team
You’re not just taking a job — you’re stepping into a role where your growth, security, and peace of mind actually matter. Here is the total package we’ve built for you:
Your Wellness & Security Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection — because your future (and your family’s) deserves a safety net.
Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self — at work and at home.
Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.
Your Financial Rewards Performance Incentives: Bring results — and you’ll see it rewarded. Simple as that.
Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.
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