Investment Operations and Administrative Lead

Job Description

We are seeking a mid-level Administrative Professional to join our Operations and Advisor Support team. This role is ideal for an experienced operations professional in the Registered Investment Advisor (RIA) space who is detail-oriented, client-focused, and technologically adept.

The individual will manage account administration, advisor transitions, client onboarding, reporting, and compliance support across multiple custodians and platforms. This is a dynamic role that requires balancing client-facing service with advisor operational support. The ideal candidate is detail-oriented, proactive, and able to handle complex tasks independently while collaborating closely with advisors, clients, custodians, and internal staff.

Advisor Support :

• Serve as the primary operational support contact for advisors, assisting with daily account activity, trading coordination, and client inquiries.
• Provide advisors with accurate performance and custodial reporting.
• Train and guide advisors on effective use of Black Diamond tools and workflows.
• Anticipate advisor needs and help streamline processes across custodians and internal systems.
• Coordinate mass account transitions, client notifications, and repapering efforts.

Client Onboarding

Client Service & Support

Account Administration

Compliance & Documentation

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and / or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy :

Skills and Requirements