Wealth Management Admin

We are seeking a detail-oriented Wealth Management Administrator to support our advisory team by managing custodian operations and client account administration. This role involves processing account-related requests, maintaining accurate client records, and ensuring smooth communication between advisors, clients, and custodians. The ideal candidate will be highly organized, proactive, and comfortable working within a compliance-driven environment, helping the team deliver exceptional service while managing operational tasks efficiently.

Key Responsibilities

Custodian Operations: Manage and process account-related requests through Schwab’s custodian platform, including account openings, transfers, and ongoing maintenance to ensure client accounts remain accurate and up to date.

Client Account Administration: Prepare and submit necessary forms, letters of authorization, and other documentation required by custodians on behalf of advisors and clients.

Advisor Support: Provide daily administrative assistance to the advisory team by coordinating tasks, managing deadlines, and ensuring seamless workflow between client meetings and communications.

CRM and Records Management: Maintain organized client records, track outstanding items, and update internal systems to guarantee the team has access to current and accurate information at all times.

Correspondence and Follow-Up: Handle routine communications with clients and custodians, follow up on pending requests, and promptly escalate time-sensitive matters to the appropriate advisor.

Compliance-Minded Documentation: Assist in maintaining files and documentation in accordance with registered investment advisor standards, supporting the firm’s operational and regulatory compliance.

Required Qualifications

- Minimum of 2 years of hands-on experience working with Schwab Advisor Services as a custodian platform; this is a firm requirement.
- Strong understanding of common wealth management account types such as individual, joint, IRA, and trust accounts, along with their associated administrative processes.
- Proficiency in using custodian portals, document management systems, and familiarity with operational workflows in an RIA or broker-dealer environment.
- Excellent written English communication skills for client-facing and custodian correspondence.
- High attention to detail and accuracy when processing financial paperwork and account requests.

Preferred Qualifications and Benefits

- Experience with LPL Financial as a custodian is a significant advantage and will be prioritized during the selection process.
- The role offers a flexible and supportive work culture within a small, close-knit team that values both professionalism and a light, enjoyable work environment.
- Emphasis on work-life balance, with flexibility to accommodate personal and family commitments.
- Candidates who take ownership of their responsibilities, communicate proactively, and manage competing priorities calmly will thrive in this role.

Typical Day

Your day will focus on supporting the operational needs of the advisory team and their clients. You will begin by reviewing pending custodian requests and outstanding documentation on Schwab, following up as necessary. Throughout the day, you will prepare and process forms related to new accounts, transfers, and maintenance, while coordinating with custodian service teams. You will also directly support advisors by managing administrative requests, updating client records, and handling correspondence, allowing advisors to concentrate on client relationships. The role operates primarily asynchronously, with an expectation of consistent communication and output aligned with the firm’s business hours in Las Vegas (Pacific Time).

Salary / Hours / Location

- Working hours are aligned with the firm’s business hours in Las Vegas (Pacific Time).
- This is a full-time remote position open to candidates based in the Philippines, Pakistan, or Latin America.