Wealth Advisor Jobs

About The Position

Requirements

• Strong working knowledge of custodial operations and account administration processes.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams) and document management tools.
• Experience with CRM and portfolio management platforms; familiarity with Orion and Microsoft Dynamics a plus.
• Exceptional attention to detail and ability to manage multiple tasks simultaneously.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively in a team environment.
• Client-first mindset with a proactive approach to problem-solving and follow-through.
• 5-7 years of relevant experience

Nice To Haves

• High school diploma required; bachelor's degree preferred.
• 2+ years of experience in wealth management, financial services, or a related operations role preferred.
• Prior experience with custodial platforms in a wealth management or RIA environment a plus.

Responsibilities

• Manage the end-to-end account onboarding and offboarding process, including preparation and submission of new account documentation, Docusign workflows, and custodial account setup.
• Process and coordinate cashiering requests including wire transfers, ACH, journals, and distributions across custodial platforms.
• Support alternative investments operations, including subscription document preparation, capital call coordination, and investor statement management.
• Serve as a liaison between advisors, clients, and custodians to ensure timely resolution of service requests and account-level issues.
• Maintain accurate and up-to-date client records across CRM and portfolio accounting systems, including account data, contact information, and relationship details.
• Coordinate and track client and advisor action items to ensure thorough follow-through and documentation.
• Support compliance workflows including documentation collection, record retention, and preparation of regulatory communications.
• Assist with performance reporting and client meeting preparation in coordination with advisors and the operations team.
• Participate in the development and maintenance of operational workflows, identifying opportunities to improve efficiency and reduce client friction.
• Support technology platforms used by the team including Orion, RightCapital, ClickUp, Microsoft Dynamics, and custodial portals.
• Attend and participate in team meetings, training, and learning opportunities to stay current on industry practices, compliance requirements, and firm procedures.
• Perform other duties as assigned.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) plus match
• Company Paid STD
• Life Insurance
• parental leave
• 2 weeks of vacation
• sick leave
• floating holiday’s