Wealth Management Admin
Core
Provide operational support to a wealth management advisory team by managing account openings, transfers, maintenance, and documentation across custodian platforms.
Role type
Wealth Management Administrator (via careerplan.io/jobs/745f14d7-693d-4e3c-bfb8-d6c11551af23-wealth-management-admin-at-jobgether)
Builds
Client account records and administrative workflows for an RIA/broker-dealer
Domain
Financial Services / Wealth Management
Required skills
Schwab Advisor Services platform expertise, custodian portal proficiency, RIA/broker-dealer workflow knowledge, account type administration, document management, written English communication, attention to detail, time management, self-direction, proactive communication
Responsibilities
Process account requests (openings, transfers, maintenance) via Schwab Advisor Services; prepare and submit forms and authorization letters; coordinate advisory team requests and deadlines; maintain accurate client records and CRM data; monitor and escalate pending custodian requests; manage routine client and custodian communications; support compliance-aligned recordkeeping; track administrative workflows to closure; maintain back-office operations during high volume.