Wealth Management Admin (Fully Remote)

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

• 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.