Nifty Advisor Support Seeking Remote Advisor Advocate (Servicing)

Interested candidates can apply here.

Advisor Advocate – Job Description (Servicing)

Nifty Advisor Support is the leading virtual assistant firm for Registered Investment Advisors. We provide outsourced marketing, client servicing, and paraplanning support to growth-oriented Nifty Advisors across the United States, while also providing the ability to work remotely and thrive in a team environment. If challenging and diverse work motivates you… if learning fintech and best practices excites you, you’re in the right place!
Benefits of Working with Nifty:
  • Work virtually and find the work/life balance you’ve been longing
  • Collaborate with a firm that advisors trust and love
  • Gain mentorship from the Nifty team, advisors, and partners
  • Receive complimentary marketing underneath the Nifty brand
  • Be a part of a team that values your creativity, hard work, and service
  • Ability to explore career paths for non-advisor roles
The Role:
– Support multiple RIAs on the Servicing team with administrative and workflow oriented tasks
– Workflow, paperwork, technology, and custodial support (60%)
– Communicating directly with advisors and their clients through Zoom, Slack, email, and phone (15%)
– Ad hoc tasks such as building and auditing workflows, resolving technical issues,  drafting emails, conducting research, administrative support, etc. (25%)
– Available to respond to requests between 9am-5pm Eastern Time, flexibility to work whenever as long as deadlines and communication needs are met
The Technicalities:
– Existing or aspiring freelancers/contractors only apply
– This is an entirely 100% remote position
– Must pass a mandatory background check
– Must have a reliable computer and internet connection
– Must adhere to ongoing cybersecurity and compliance measures
– Must be a U.S. Citizen
Minimum Requirements:
– Bachelors degree in finance, economics, or a related field
– At least 3 years of client service experience
– Experience with Schwab, Fidelity, and/or TD Ameritrade platforms
 Must use LastPass, ClickUp, Slack, and other Nifty core systems for relationship management
– High acumen for excellent client service
– High attention to detail, organized, and process-oriented
– Tactical thinker, problem solver, and resourceful
Pay is 1099 hourly $30-40/hour depending on experience
Starts part-time (20-25 hours/week), but open to full-time based on your capacity
Engagement starts with a training rate of $25/hour for 30-60 days
This role is great for someone who is currently contracting/wants to contract, but might not be as strong in prospecting or business development