Wealth Management Admin

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.