Job Description

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.