Wealth Management Admin

3 days, 22 hours 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, and maintenance requests through Schwab Advisor Services.
  • Prepare and submit custodian forms, letters of authorization, and supporting documentation.
  • Provide day-to-day administrative support and coordinate tasks for the advisory team.
  • Maintain accurate client records, track outstanding items, and update internal systems.
  • Handle routine client and custodian correspondence and follow up on pending requests.
  • Flag time-sensitive issues and proactively keep advisors informed of updates.
  • Maintain documentation and files in line with registered investment advisor compliance requirements.
  • Manage competing administrative priorities to keep back-office operations running smoothly.

Requirements

  • At least 2 years of hands-on experience using Schwab Advisor Services; this is a firm requirement.
  • Experience with LPL Financial as a custodian is strongly preferred.
  • Understanding of wealth-management account types, including individual, joint, IRA, and trust accounts.
  • Experience with custodian portals, document management, and RIA or broker-dealer operational workflows.
  • Strong written English communication skills for client and custodian correspondence.
  • High attention to detail and accuracy in financial paperwork and account processing.
  • Ability to independently track open items and follow through to resolution.
  • Ability to work full-time during business hours aligned with Las Vegas, Pacific Time.
  • Must be based in the Philippines, Pakistan, or Latin America.

Benefits

  • Remote full-time role.
  • Flexible scheduling that supports family and personal time.
  • Collaborative, close-knit work environment.

Interested in this position?

Apply directly on the company website

Apply Now

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