Wealth Management Admin

Job description

Wealth Mgmt Admin Key Responsibilities • Custodian Operations : Process and manage account-related requests through Schwab's custodian platform, including account openings, transfers, and maintenance tasks to keep client accounts accurate and up to date. • Client Account Administration : Prepare and submit forms, letters of authorization, and other documentation required by custodians on behalf of advisors and clients. • Advisor Support : Provide day-to-day administrative support to the advisory team, coordinating tasks and ensuring nothing falls through the cracks between client meetings, calls, and deadlines. • CRM and Records Management : Maintain organized client records, track outstanding items, and update internal systems so the team always has accurate, current information at hand. • Correspondence and Follow-Up : Handle routine client and custodian communications, follow up on pending requests, and flag time-sensitive items to the appropriate advisor. • Compliance-Minded Documentation : Assist with maintaining files and documentation consistent with the requirements of a registered investment advisor, supporting the firm's operational and regulatory standards. Required Experience & Skills • A minimum of 2 years of hands-on experience working with Schwab Advisor Services as a custodian platform, this is a firm requirement. • Experience with LPL Financial as a…