Wealth Management Admin (Fully Remote)

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. #J-18808-Ljbffr