Assistant to Financial Advisor | Financial Services Multi-Family Office (RIA Experience Preferred)

Assistant to Financial Advisor | Financial Services Multi‑Family Office (RIA Experience Preferred) Looking for a career leap? Socha Capital seeks a detail‑oriented executive assistant or operations professional ready to step into wealth management sales. Work directly with our CEO, mentor with HNW clients while accelerating your career. Location : 100% Remote — U.S.-based This Isn’t Just a Job — It’s Your Career Accelerator in Financial Services. At Socha Capital, we’re redefining what a modern Multi‑Family Office looks like for entrepreneurs and executives. You’ll work directly with our CEO — a 20‑year industry veteran — gaining hands‑on exposure to client service, operations, and business development at the highest level of wealth management. If you’re organized, analytical, and thrive in fast‑paced, high‑accountability environments, this role will sharpen your operational skill set while expanding your strategic career path. What You’ll Do Coordinate meetings, follow‑ups, and communications for high‑net‑worth clients Support CEO on sales calls and relationship management with entrepreneurs and executives Maintain and enhance CRM accuracy, pipeline tracking, and compliance documentation Research and qualify prospective clients and affiliates Manage client onboarding workflows and deliverables Use tech and AI tools to improve reporting, outreach, and client engagement Support firm‑wide marketing and visibility efforts (podcasts, partnerships, events) Who You Are Financial Services Background: 2+ years in operations, client service, or executive support in an RIA, broker‑dealer, or similar firm Detail‑Oriented: You catch what others miss and take pride in accuracy Disciplined & Driven: You follow through, stay organized, and hit goals consistently Professional Communicator: Comfortable engaging with C‑suite clients and internal leaders Tech‑Savvy: Proficient in CRM systems (Salesforce, Redtail) and Excel; curious about automation and AI tools Career‑Focused: You want mentorship, challenge, and long‑term growth Why This Role Stands Out Elite Mentorship: Work directly with the CEO on strategy, client engagement, and process improvement Career Growth: Transition from operations into client relationship and business development leadership Remote Flexibility: 100% remote, performance‑based environment Unlimited Upside: Competitive base + uncapped performance bonuses Integrity & Impact: Collaborative culture built on precision, reliability, and respect Benefits Health, 401(k) match, and family benefits Fast‑track advancement in a scaling firm Socha Capital is a boutique Multi‑Family Office helping entrepreneurs and executives grow, protect, and transfer wealth. We blend elite financial strategy with deep operational excellence — and we’re looking for high‑performing professionals who want to grow fast within that environment. Skills Client Service, Executive Support, Financial Operations, Wealth Management, CRM Management, HNW Client Coordination, Pipeline Tracking, Project Management, Compliance Support, Microsoft Excel Equal Opportunity: We hire based on integrity, performance, and potential. Compensation varies by experience and location. #J-18808-Ljbffr Socha Capital