Teams at Outsource Access

Provides remote operational support for registered investment adviser activities, including quality-control checks, data verification, recurring financial reporting, deposit updates, security checks, and task tracking in Basecamp. Maintains records across portfolio management systems, identifies process improvements, and updates workflows and documentation. Requires accuracy, reliability, basic to intermediate Excel skills, familiarity with Google Workspace and Microsoft Office, and a dependable home-office setup for US business hours.

Manage executive communications, organize high-volume inboxes, professionalize QuickBooks invoicing, audit projects for outstanding orders, and coordinate government and county RFP submissions. Develop standard operating procedures and operational infrastructure while supporting leadership remotely. The role requires strong attention to detail, autonomy, administrative discipline, financial workflow knowledge, and proficiency with office, cloud storage, and AI productivity tools.

Provides empathetic customer support to parents through email and messaging, resolving login, account access, billing, and technical issues using Zendesk and Jira. Explains app functionality clearly, escalates complex issues to engineering, creates FAQ content, identifies recurring bugs, supports beta testing, and gathers product feedback. The role requires strong written communication, problem-solving, customer support experience, technical multitasking, reliable equipment, high-speed internet, and availability for a consistent remote night shift.