Join Nifty Advisor Support – Build a Career with Impact!

Role: Implementation Specialist

Department: Servicing

Location: Remote (U.S. Only)

Employment Type: Part-Time Hourly (90-Day Probation) Note: Paid time off and sick leave begin after the probation period.

Ideal Start Date: Monday, May 12, 2025

Who We Are

At Nifty Advisor Support, we create a work experience that sets the gold standard in the financial services industry. Since 2018, we’ve been helping advisors turn their ideas into action with ongoing and project-based solutions.

Our team is 100% remote, built on trust, autonomy, and efficiency. If you thrive in a collaborative environment that values your contributions, we’d love to have you on board.

Why Join Us?

✅ A People-First Culture – We prioritize support, belonging, and professional growth.

✅ A Structured, High-Impact Work Environment – Designed for efficiency and success.

✅ Opportunities for Growth – Develop and advance within a dynamic industry.

✅ A Remote-First Team – Work from anywhere in the U.S.

✅ Work That Matters – Help financial advisors operate at their best, making a real impact.

A Day in the Life as an Implementation Specialist

As an Implementation Specialist, Servicing, you will support financial advisors by managing the administrative and client servicing aspects of their business. Your role will focus on the Service Flow service line, ensuring advisors receive the structured support they need to maintain efficient operations and deliver exceptional client experiences.

🛠 Managing Multiple Priorities

• You’ll support multiple clients with unique needs, workflows, and deadlines.
• You’ll need to balance tasks effectively, ensuring nothing falls through the cracks.
• Our structured approach ensures consistent, high-quality support across the board.

💻 Adapting to Different Systems & Tools

• Our clients use various platforms for operations, task management, and client relationships such as Redtail, Wealthbox, and Advyzon.
• While familiarity with common business and industry software is helpful, we provide onboarding and training to set you up for success.
• Being adaptable and quick to learn new systems will be key in this role.

📅 Meeting Deadlines & Staying Organized

• You’ll be expected to track tasks proactively and keep clients informed.
• Time management and prioritization are critical for delivering high-quality work efficiently.
• Clear communication ensures everyone stays aligned on goals and expectations.

🤝 Collaboration & Support

• While you’ll work independently, our team is highly collaborative—you’ll always have support when needed.
• Regular check-ins, shared best practices, and ongoing professional development keep you growing.

What You’ll Do

Your role will include a combination of the following responsibilities, with each area contributing to your overall impact:

• Assist financial advisors with client servicing tasks and projects that are in-scope of services provided by Nifty Advisor Support
• Manage custodian paperwork and processes, while communicating with custodians as necessary (60%)
• Communicating directly with advisors and their clients through video, Slack, email, and phone (15%)
• Complete ad hoc tasks which includes, but is not limited to: auditing and installing workflows, drafting emails, conducting research, administrative support, etc. (25%)
• Available AM or PM time block between 9am-5pm Eastern time and can meet strict deadlines

Non-Negotiables

To be successful in this role, you must have:

✔ Minimum of 3 years' experience supporting financial advisors in a back-office or operational role; prior experience with Registered Investment Advisors (RIAs) is preferred.

✔ Bachelors degree (or degree equivalent) in Finance or a related field.

✔ Experience with custodians such as Charles Schwab, Fidelity, or SEI.

✔ Ability to manage multiple workflows and shifting priorities effectively.

✔ Comfort with learning and using various business and operational platforms.

✔ Strong organizational skills and attention to detail.

✔ Ability to work independently while maintaining strong communication with the team.

✔ Problem-solving mindset and ability to adapt to evolving client needs.

✔ Must be located in the United States and legally authorized to work (U.S. Citizen or Valid Work Permit).

✔ Employment is contingent upon successfully passing a background check.

Compensation & Benefits

💡 Competitive pay

🏡 100% Remote – Work from anywhere in the U.S.

🚀 Growth opportunities and continued learning

🎉 A dynamic, supportive team culture where you can thrive

🛠 Hands-on training to ensure success in your role

🌴 Accrued paid time off and sick days

💰 401(k) enrollment upon eligibility

Hiring Process

We believe in hiring the right people and setting them up for success.

Here’s what to expect:

1️⃣ Application Review – We assess your experience and qualifications.

2️⃣ Cultural Interview – A 1-hour conversation focused on values, communication style, and alignment with our team culture.

3️⃣ Technical Interview & Assessment – A skills-based interview, including practical exercises to evaluate your ability to manage workflows, adapt to systems, and prioritize tasks effectively.

4️⃣ Final Decision & Offer – If selected, you'll receive an offer and start onboarding with our team over a period of two weeks.

How to Apply

If you're ready to be part of a strategic, high-performing team, we’d love to hear from you! Apply by Wednesday, April 23, 2025. The deadline may be extended depending on the volume of candidates.

Please Note: We do not respond to emails or direct messages regarding applications. 

All applicants must apply through the designated application portal.

We look forward to hearing from you! 👋

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Nifty Advisor Support is committed to building a diverse and inclusive workplace where everyone feels valued and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. We encourage candidates of all backgrounds to apply and bring their unique perspectives to our team. Accommodations are available upon request for candidates taking part in all aspects of the recruitment process.