Remote Wealth Management Operations Specialist

Partner Company; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Partner Company in the United States seeks a fully remote, full-time Operations Administrator to support a wealth management advisory team, handling account openings, transfers, maintenance, and documentation. Candidates need 2+ years with Schwab Advisor Services as a custodian platform, a solid grasp of wealth management account types and RIAs, and excellent written English with proactive communication.

This role offers an asynchronous, Pacific Time-aligned schedule and a close-knit culture

Qualifications

• 2+ years of hands-on experience with Schwab Advisor Services as a custodian platform.
• Solid understanding of wealth management account types and RIAs.
• Strong written English with proactive communication.

Responsibilities

• Provide essential operational support to wealth management advisory team.
• Manage account openings, transfers, maintenance, and documentation.
• Collaborate with custodians, advisors, and clients to ensure accuracy and timeliness.

Skills

Strong written English

Attention to detail

Proactive communication

Asynchronous work

Tools

Schwab Advisor Services

Job description

Partner Company in the United States seeks a fully remote, full-time Operations Administrator to support a wealth management advisory team, handling account openings, transfers, maintenance, and documentation. Candidates need 2+ years with Schwab Advisor Services as a custodian platform, a solid grasp of wealth management account types and RIAs, and excellent written English with proactive communication.

This role offers an asynchronous, Pacific Time-aligned schedule and a close-knit culture