Wealth Management Admin

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Wealth Management Admin based in the United States.

This remote role provides essential operational support to a wealth management advisory team, helping keep client accounts accurate, organized, and moving forward. You will work closely with custodians, advisors, and clients to manage account openings, transfers, maintenance, and documentation.

The position combines administrative precision with proactive follow-through in a compliance-conscious financial environment. You’ll help advisors stay focused on client relationships by managing important back-office workflows and outstanding requests. The role is primarily asynchronous and requires dependable communication, strong organization, and excellent attention to detail.

It is well suited to someone who takes ownership, works independently, and enjoys being a trusted operational partner within a close-knit team.