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Ascent, an Alera Group Company is seeking a RIA Operations Associate to join their Virginia Beach team!
A dynamic and rapidly growing RIA and asset management platform supporting 40 advisorsand over $3 billion in wealth assets under management is seeking an RIA Operations Associateto support database administration and operations processing efforts. Core responsibilities arefocused around supporting new account opening and ongoing account maintenance activitiesthrough the firm’s primary technology platform, Orion Advisor Services. This key role will helppromote an efficient operational workflow for all new accounts established across the RIA. Thisposition will expand a strong and experienced existing team to help the group continue drivingscale and building a more robust operations department
RESPONSIBILITIESFull Time
Insurance
$60k-76k (estimate)
05/25/2024
05/22/2025
aleragroup.com
DEERFIELD, IL
1,000 - 3,000
2017
Private
ALAN LEVITZ
$200M - $500M
Insurance
Alera is an insurance brokerage firm that provides employee benefits, property, casualty insurance, risk and wealth management services.