5+ years of experience in financial services or wealth management
Experience with custodial platforms such as Schwab preferred
Strong attention to detail and precision in task execution
Ability to manage multiple priorities in a fast-paced environment
Excellent communication and organizational skills
High level of professionalism and discretion with client information
Proficiency in Microsoft Office Suite and CRM systems
Responsibilities
Process client withdrawals, distributions, and money movements
Coordinate ACH, wire requests, and check disbursements
Verify funding availability and ensure proper documentation for transactions
Troubleshoot and resolve transaction-related issues with custodians and clients
Support the team with client service requests and inquiries
Maintain accurate client records in CRM and portfolio management systems
Collaborate with advisors and team members for smooth daily operations
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Full Job Description
What You'll Do
Cash Management & Client Transactions
Process client withdrawals, distributions, and money movements
Coordinate ACH, wire requests, and check disbursements
Verify funding availability and ensure proper documentation for all transactions
Troubleshoot and resolve transaction-related issues with custodians and clients
Client Service & Support
Support the team with client service requests
Assist with account maintenance, service follow-ups, and client inquiries
Help ensure timely and accurate completion of client requests
Provide a high level of responsiveness and professionalism in all client interactions
Account Maintenance & Operations
Prepare paperwork for client accounts and new client accounts
Maintain accurate client records in CRM and portfolio management systems
Assist with account linking, beneficiary updates, and banking instructions
Support reporting and data accuracy across platforms
Compliance & Documentation
Maintain proper documentation for trades, distributions, and client requests
Assist with compliance tracking for client transactions and correspondence
Ensure all activities meet firm and regulatory standards
Team & Operational Support
Collaborate with advisors and team members to ensure smooth daily operations
Assist with process improvements and operational efficiencies
Provide backup support for administrative tasks as needed
What You'll Bring
5+ years of experience in financial services or wealth management
Experience with custodial platforms such as Schwab is strongly preferred
Understanding of account operations
Strong attention to detail and ability to execute tasks with precision
Ability to manage multiple priorities in a fast-paced environment
Excellent communication and organizational skills
High level of professionalism and discretion when handling client information
Proficiency in Microsoft Office Suite and CRM systems
Client-focused mindset with a commitment to delivering high-quality service
Proactive problem-solver with a positive attitude
Ability to work both independently and as part of a team
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $80,000-$90,000 plus discretionary bonus (exact base salary amount will be dependent on experience) (required in some states, optional in others)
