Wealth Management Admin

📋 Description

• Process and manage account-related requests through the Schwab Advisor Services platform, including
• Prepare, complete, and submit forms, letters of authorization, and other documentation required by
• Provide day-to-day administrative support to the advisory team, coordinating requests, deadlines
• Maintain accurate and organized client records, CRM information, documentation, and tracking
• Monitor outstanding custodian and administrative requests, proactively follow up on pending items
• Manage routine communications with clients and custodians while ensuring information is clear

🎯 Requirements

• Minimum 2 years of hands-on experience with Schwab Advisor Services as a custodian platform; this
• Experience with LPL Financial as a custodian is strongly preferred and will be considered an
• Solid understanding of common wealth management account types, including individual, joint, IRA
• Proficiency with custodian portals, document management systems, and operational workflows within
• Strong written English skills and the ability to communicate effectively in client-facing and
• Exceptional attention to detail and accuracy when handling financial paperwork, account requests

🎁 Benefits

• Fully remote, full-time position.
• Working schedule aligned with the firm's business hours in Las Vegas / Pacific Time.
• Flexible, primarily asynchronous work environment.
• Opportunity to support a close-knit wealth management team and play a meaningful role in client and
• Work focused on professional development within wealth management administration, custodian
• Culture that values family, personal time, flexibility, and a positive working environment.