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About the Role
Guiding Financial is seeking a Fully Remote Operations / Client Service Associate to support clients and advisors, ensuring smooth daily business operations. This role offers the opportunity to manage operations across the business in a dynamic and collaborative work environment.
Responsibilities
- Manage daily client service requests
- Oversee and execute client onboarding
- Manage Advisor workflows and tasks, ensuring all client touch points are made
- Develop and fine-tune internal company processes, workflows, and templates
- Advisor and company Calendar and email management
- Manage Schwab paperwork, money movement, and trading
- Manage SmartRIA – executing compliance tasks as necessary
- Manage Gusto - executing payroll
- Project management and execution, reporting directly to CEO
- Perform various administrative tasks
- Resolve issues practically and proactively
- Participate in strategy meetings and help execute on firm goals
- No new business development / sales
Requirements
- Strong interpersonal skills, with the ability to work well with a variety of clientele
- Comfortable calling clients and outside vendors to get answers to questions
- Excellent verbal and written communication skills
- Organized and detail-oriented
- Good problem solving and time management skills
- Ability to prioritize and confidence to manage projects and individually assigned tasks
- Proactive in looking at upcoming calendar and prioritizing appropriately
- Candidates will start with a 15-30 minute Zoom interview conducted by a consultant
- Candidates may be required to fill out a Career History Form
- Candidates may be asked to take assessments
Location
- Austin, TX
- Remote
Work Type
- Fully Remote
- Full-time
Salary/Compensations
- $70K-$90K
Benefits
- Health insurance stipend
- Profit sharing plan
- 401(k) after one year
- Defined Benefit plan
- PTO
- Great work atmosphere
- Opportunity to make a big impact
About the Company
- Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi–family office for ultra–high-net-worth families.
- We provide disciplined investment management grounded in evidence-based principles alongside comprehensive wealth planning, including tax, estate, cash flow, risk management, and philanthropy.
- Our key differentiator is focus: we intentionally serve fewer than ten families, allowing for deep relationships, high-touch execution, and fully integrated financial stewardship.
- As a small, entrepreneurial firm, we offer a dynamic and collaborative work environment where your contributions will have a big impact in a short period of time.
- We are dedicated to providing white-glove service and guidance to our clients as they navigate their daily finances and chart their futures.
Equal Opportunity
- We are an Equal Opportunity Employer.