Remote-Ready Wealth Advisory Admin Associate

Apella Wealth; Bellevue (WA); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

HSA/FSA options

401(k) with company match

PTO

Job summary

Apella Wealth is seeking an Account Services Associate (ASA) to support advisory teams and Client Relationship Specialists in a high-trust, administrative role. You’ll help with daily client service, onboarding, and operations while learning the wealth advisory business from seasoned professionals.

The role is based in Bellevue, WA with in-person collaboration and flexibility for remote work as needed. Ideal candidates bring 1–3 years in financial services admin and a four-year degree or

Qualifications

• Four-year degree in business/finance/economics preferred
• 1–3 years admin experience in financial services or related fields
• High initiative and sound judgment under pressure
• Ability to manage competing priorities calmly
• Strong attention to detail and critical thinking
• Excellent written and verbal communication; professional demeanor
• Organizational and project management skills
• Ability to multi-task in a fast-paced environment
• Team player with independence
• Proficiency in Microsoft Office; ERP and CRM software
• Willingness to learn and adapt to multiple platforms

Responsibilities

• Provide daily administrative support to CRSs, FPAs, and advisors
• Manage office supplies, mail, and deliveries
• Prepare for onsite client visits with a white-glove experience
• Process account forms accurately within deadlines
• Scan documents and log receipts for compliance
• Assist with advisor expense filing and reimbursements
• Handle cashiering requests within SLA
• Support marketing and operations projects as needed
• Perform other duties as directed by senior team

Skills

Administrative support

Microsoft Office

CRM software

Attention to detail

Education

Four-year degree preferred

Tools

ERP software

CRM software

Job description

Apella Wealth is seeking an Account Services Associate (ASA) to support advisory teams and Client Relationship Specialists in a high-trust, administrative role. You’ll help with daily client service, onboarding, and operations while learning the wealth advisory business from seasoned professionals.

The role is based in Bellevue, WA with in-person collaboration and flexibility for remote work as needed. Ideal candidates bring 1–3 years in financial services admin and a four-year degree or