Teams at Signal Advisors

Prepares and reviews financial information, manages accounts payable and receivable, reconciles accounts and bank statements, records journal entries, supports month-end close, monitors collections, prepares reports, and improves accounting processes through automation.

Guide financial advisors through RIA transitions from kickoff to go-live, coordinating custodian transfers, ACAT and non-ACAT paperwork, timelines, data, and issue resolution. Manage multiple transitions while communicating proactively with advisors, custodians, vendors, and internal teams. Improve onboarding efficiency by identifying process friction and applying AI and automation. Hands-on experience with Fidelity or Schwab platforms and advisor account transitions is essential.

Supports the full team member lifecycle, including recruiting coordination, candidate communications, onboarding, offboarding, employee support, internal communications, benefits enrollment, performance reviews, and people initiatives. Maintains accurate HR systems, processes, and documentation while assisting with confidential People Operations tasks and projects in a growing, distributed organization.