Advisor Advocate (Client Servicing) - Nifty Advisor Support

We are open to both 1099 part-time and W-2 full-time for this role. W-2 role includes salary with benefits. This is a 100% forever remote role.

The role of the Advisor Advocate works independently and collaboratively with Registered Investment Advisors and the Nifty Advisor Support team to provide day-to-day implementation and client servicing support. Our part-time, 1099 roles are perfect for those slowly transitioning back into work, stay-at-home parents, or active retirees.

Benefits of Working with Nifty:

Work virtually while having work/life balance
Collaborate with a firm that advisors trust
Gain mentorship from the Nifty team, advisors, and partners
Be a part of a team that values your creativity, hard work, and service

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%)
Complete 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 hours, deadlines, and communication needs are met

The Technicalities:

This is an entirely 100% remote position
Must pass a mandatory background check
Must have a reliable computer and internet connection (a speed test will be required)
Must adhere to ongoing cybersecurity and compliance measures
Must be legally authorized to work in the United States (U.S. Citizen or Permanent Resident)

Minimum Requirements: