Wealth Management Admin (Fully Remote)

• Provides essential operational support to a wealth management advisory team.
• Manages account openings, transfers, maintenance, and documentation.
• Works closely with custodians, advisors, and clients.

Requirements:

• Minimum 2 years of hands-on experience with Schwab Advisor Services as a custodian platform.
• Solid understanding of common wealth management account types and RIA workflows.
• Strong written English, exceptional attention to detail, and proactive communication.
• Fully remote, full-time position with schedule aligned to Pacific Time business hours.
• Flexible, primarily asynchronous work environment.
• Be part of a close-knit, supportive team culture that values family and personal time.
• Fully remote and flexible schedule.
• Professional development within wealth management administration and custodian operations.
• Positive working environment with a culture that values family and flexibility.

Partner Company

The company is a wealth management advisory firm that provides essential operational support to help client accounts stay accurate and organized. It is a close-knit, supportive team that values family, personal time, flexibility, and a positive working environment.