Wealth Management Administrator

Compass Business Solutions, Inc.; Pittsburgh (Allegheny County); On-site; USD 42,000 - 64,000; Full time

Job summary

H2R CPA in Pittsburgh seeks a Wealth Management Administrator to provide independent support to the Wealth Management department, ensuring consistent processes and workflows. You will support advisors with client onboarding, documentation, and meeting preparation, helping the team deliver high-value client service.

Key tasks include scheduling meetings, coordinating internal staff, managing client documents and CRM (WealthBox), assisting with withdrawals/deposits, and ensuring compliance through

Qualifications

• High school diploma or equivalent required; advanced education preferred.
• Prior customer service experience required; prior experience in accounting, banking, finance, or wealth management administration highly preferred.
• Experience with any cloud-based CRM highly preferred.
• Ability to obtain FBI Clearances required.
• General Securities and Insurance Licenses optional to act on behalf of the advisory team.

Responsibilities

• Schedule quarterly and as requested meetings for wealth management clients and team; prepare any relevant reports or documentation for meetings.
• Coordinate meetings with internal staff
• Gather, scan, and electronically bookmark paper and electronic documents for wealth management.
• Assemble and prepare envelope for delivery and include instructions sheets.
• Build, maintain, and organize files, both electronically and physically.
• Client contacts via phone for wealth management issue resolution.
• Provide tactical portal support; resolve simple and complex client issues.
• Print and bind needed documents.
• Join client meetings to create summary notes for client files.
• Manage compliance approval process and ensure any needed documentation exists for compliance.
• Manage e-sign as new customer intakes.
• Set up new wealth management clients on the system and processes of the group.
• Assist Advisors on client requested withdrawals and deposits.
• Maintain client records and utilize various functions in the department CRM System (WealthBox)

Skills

Customer service experience

Finance/wealth management background

FBI clearance ability

Education

High school diploma or equivalent

Advanced education preferred

Tools

WealthBox CRM

Cloud-based CRM

Job description

Firm Overview

Wealth Management Administrator– H2R CPA

Headquartered in western Pennsylvania for more than 65 years, H2R CPA is a locally owned and managed accounting firm dedicated to providing outstanding value, exceptional client service experiences, and building long term trusted relationships with our clients. We take great pride in possessing the expertise, resources, and depth of knowledge of a large accounting firm while offering the personalized attention and character of a smaller accounting practice. At H2R, you are not just a number or a name; your opinion matters, and your voice is heard. H2R has the strategic vision to remain a regionally independent firm and is committed to implementing the resources, technology and succession planning to achieve this goal long-term.

To learn more about our firm, please visit our website: https://www.h2rcpa.com/vision/

Role Overview

We are looking for a Wealth Management Administratorto join our the H2R Wealth Management Team. This role will provide independent support to the Wealth Management department to ensure the group and business unit has consistent and comprehensive support, processes, and workflows.

As our Wealth Management Administrator, you will…

1. Schedule quarterly and as requested meetings for wealth management clients and team; prepare any relevant reports or documentation for meetings.
2. Coordinate meetings with internal staff
3. Gather, scan, and electronically bookmark paper and electronic documents for wealth management.
4. Assemble and prepare envelope for delivery and include instructions sheets.
5. Build, maintain, and organize files, both electronically and physically.
6. Client contacts via phone for wealth management issue resolution.
7. Provide tactical portal support; resolve simple and complex client issues.
8. Print and bind needed documents.
9. Join client meetings to create summary notes for client files.
10. Manage compliance approval process and ensure any needed documentation exists for compliance.
11. Manage e-sign as new customer intakes.
12. Set up new wealth management clients on the system and processes of the group.
13. Assist Advisors on client requested withdrawals and deposits.
14. Maintain client records and utilize various functions in the department CRM System (WealthBox)

Qualifications and Experience

1. High school diploma or equivalent required; advanced education preferred.
2. Prior customer service experience required, prior experience in accounting, banking, finance, or wealth management administration highly preferred.
3. Experience with any cloud-based CRM highly preferred.
4. Ability to obtain FBI Clearances required.
5. General Securities and Insurance Licenses optionalto act on behalf of the advisory team.