Wealth Management Admin

2 hours, 47 minutes ago
Pavago

Pavago

Pavago specializes in connecting small and medium-sized businesses with skilled offshore talent from Pakistan and Latin America, offering a streamlined recruitment process that enables the hiring, onboarding, and payment of remote employees at signific...

IT Services
Founded 2023

Description

  • Process account openings, transfers, maintenance requests, and other account-related tasks through Schwab Advisor Services.
  • Prepare and submit custodian forms, letters of authorization, and client documentation.
  • Provide day-to-day administrative support to advisors and coordinate tasks, deadlines, and client requests.
  • Maintain accurate CRM records, client files, and tracking of outstanding items.
  • Manage routine client and custodian correspondence and follow up on pending requests.
  • Flag time-sensitive issues and keep advisors informed of status updates.
  • Maintain compliance-minded documentation supporting the RIA’s operational and regulatory standards.
  • Coordinate with custodian service teams and manage competing priorities during periods of high request volume.

Requirements

  • At least 2 years of hands-on experience with Schwab Advisor Services; this is required.
  • Experience with LPL Financial as a custodian is strongly preferred.
  • Understanding of common wealth management account types, including individual, joint, IRA, and trust accounts.
  • Experience with custodian portals, document management, and RIA or broker-dealer workflows.
  • Strong written English communication skills for client and custodian correspondence.
  • High attention to detail and accuracy when processing financial paperwork.
  • Ability to take ownership, track open items, and follow through without reminders.
  • Proactive communication skills and the ability to manage competing priorities methodically.
  • Comfort working in a structured, compliance-aware environment.
  • Availability for full-time work aligned with Las Vegas business hours, Pacific Time; candidates may be based in the Philippines, Pakistan, or Latin America.

Benefits

  • Fully remote work arrangement.
  • Flexible scheduling that supports family and personal commitments.
  • Full-time role aligned with the firm’s Las Vegas business hours.
  • Small, close-knit team environment with a light workplace culture.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Operations Engineer – Data Operations

CodeRoad 51-250 Internet Software & Services

CodeRoad is seeking a remote Data Operations Specialist to support U.S.-based clients by investigating data incidents, troubleshooting pipelines and BI systems, and improving operational workflows.

Apache Airflow PostgreSQL PowerShell Python SQL SQL Server Tableau
1 hour, 47 minutes ago

Retirement Plan Operations Specialist

Guidant Financial 51-250 Diversified Financial Services

Guidant Financial is seeking a fully remote Retirement Plan Operations Specialist to support small-business clients by reviewing plan documents, administering basic 401(k) plans, and completing annual testing and government reporting.

2 hours, 47 minutes ago

Operations Support Staff

iSupport Worldwide 251-1K Professional Services

Operations Support Staff role in a fast-paced automotive services environment, coordinating customers, technicians, vendors, parts, scheduling, and administrative processes to maintain accurate and efficient daily operations.

2 hours, 47 minutes ago

Client Services Coordinator – Reservations

Aisle and Abroad Travel & Tourism

The Client Services Coordinator supports reservation management by organizing booking details, coordinating client communications, and maintaining accurate records to deliver a reliable client experience.

2 hours, 47 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers