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The Role:
- 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.
Work Environment:
- 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.
Benefits:
- 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.