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RIA Specialist

08.12.2019

Berthel Fisher Companies (BFC) is a national financial services firm which supports four unique companies designed to provide investment management and financial products and services to independent financial advisors and their clients.

We have the opportunity for a professional individual to assume the role of RIA Specialist. The RIA Specialist will provide support for the RIA (Registered Investment Advisor) department, specializing in cashiering and new business submissions in the BFC Planning portal. The RIA Support Specialist will work with advisors to answer questions and resolve issues related to managed accounts.

Day to day functions include, but are not limited to:

  • Provide support to advisors
  • Provide various account maintenance duties (opening accounts, depositing funds, making transfers)
  • Provide daily service and surveillance of operational issues
  • Create and maintain RIA Procedures

Desired candidates will present themselves professionally and have excellent written and oral communication skills.  Candidate must have excellent customer service, problem solving, attention to detail and organizational skills.  Candidate must be proficient in word processing, database, spreadsheet, e-mail, and web-based software.

Previous experience in banking, insurance and/or securities business is helpful, but not required.  This position offers comprehensive benefits, including:

  • Health, dental and vision insurance
  • 401(k) safe harbor contribution
  • Paid time off
  • Short term and long-term disability coverage
  • On site fitness center

 

We offer a great working environment in a beautiful and professional office location. This is your opportunity to play a key role in the continued success of our company. Our culture is fast-paced and focused on improving our client’s lives.

If you are interested in this opportunity, please send your cover letter, resume, and salary requirements to humanresources@berthel.com.