Wealth Management Admin

Pavago

5d • Remote

About The Position

The Wealth Management Admin will provide day-to-day administrative support to the advisory team, coordinating tasks and ensuring nothing falls through the cracks between client meetings, calls, and deadlines. This role involves processing and managing account-related requests through Schwab's custodian platform, preparing and submitting necessary documentation, maintaining organized client records, and handling routine client and custodian communications. The position requires a strong understanding of wealth management account types and operational workflows, with a focus on compliance-minded documentation consistent with the requirements of a registered investment advisor.

Requirements

• A minimum of 2 years of hands-on experience working with Schwab Advisor Services as a custodian platform.
• Solid understanding of account types common to wealth management (individual, joint, IRA, trust, and similar), and the administrative processes associated with each.
• Proficiency with custodian portals, document management, and the operational workflows of an RIA or broker-dealer environment.
• Strong written English communication skills for client-facing and custodian correspondence.
• High attention to detail and accuracy when processing financial paperwork and account requests.

Nice To Haves

• Experience with LPL Financial as a custodian is a strong plus and will be prioritized in the selection process.

Responsibilities

• Process and manage account-related requests through Schwab's custodian platform, including account openings, transfers, and maintenance tasks.
• Prepare and submit forms, letters of authorization, and other documentation required by custodians on behalf of advisors and clients.
• Provide day-to-day administrative support to the advisory team, coordinating tasks and ensuring nothing falls through the cracks.
• Maintain organized client records, track outstanding items, and update internal systems.
• Handle routine client and custodian communications, follow up on pending requests, and flag time-sensitive items.
• Assist with maintaining files and documentation consistent with the requirements of a registered investment advisor.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed