Wealth Management Admin, Remote (US Hours) via Pavago

Pavago recruits remote professionals in Pakistan for client companies, mostly in the US, working US business hours. This Wealth Management Admin role is with one of its client companies.

Key responsibilities

• Custodian Operations: Process and manage account-related requests through Schwab's custodian platform, including account openings, transfers
• Client Account Administration: Prepare and submit forms, letters of authorization
• Advisor Support: Provide day-to-day administrative support to the advisory team
• CRM and Records Management: Maintain organized client records, track outstanding items, and update internal systems so the team always has accurate
• Correspondence and Follow-Up: Handle routine client and custodian communications, follow up on pending requests
• Compliance-Minded Documentation: Assist with maintaining files and documentation consistent with the requirements of a registered investment advisor

Requirements

• 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 custodian is a strong plus and will be prioritized in the selection process
• Solid understanding of account types common to wealth management (individual, joint, IRA, trust, and similar)
• Proficiency with custodian portals, document management, and the operational workflows of an RIA or broker-dealer environment
• Strong written English communication skills for client-facing and custodian correspondence
• High attention to detail and accuracy when processing financial paperwork and account requests

Location and schedule

• Remote, working from Pakistan
• Full-time

Salary and benefits

The posting does not give a salary figure.

How to apply

Apply on the company's own site.