# 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. 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

- **Id**: 3774419
- **Url**: <https://alion.io/job/pavago-wealth-management-admin-3>
- **Role**: Finance
- **Role family**: Finance
- **Employment type**: full_time
- **Work mode**: remote
- **Remote scope**: stated_regions
- **Remote scope basis**: posting_text
- **Hiring geo confidence**: explicit
- **Hiring countries**: AR, BR, CO, MX, PK, PH, AI, AG, AW, BS, BB, BZ, BM, BO, VG, BQ, KY, CL, CR, CW, DM, DO, EC, SV, FK, GF, GD, GP, GT, GY
- **Hiring countries total**: 51
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **Status**: live
- **First seen at**: 2026-11-04T22:39:38Z
- **Employer posted date**: 2026-11-04
- **Last verified at**: 2026-11-08T19:32:45Z
- **Board verified**: yes
- **Days open**: 3
- **Description format**: text
- **Description chars**: 3771
- **Description truncated**: no
- **Relocation offered**: no
- **Industries**: Wealth Management & Financial Advisors, Recruiting & Staffing, Employer of Record & PEO

## Company

- **Id**: 1117
- **Name**: Pavago
- **Domain**: pavago.co
- **Url**: <https://alion.io/company/pavago>
- **Is staffing agency**: no
- **Employer type**: staffing
- **Is intermediary**: no
- **Ats vendor**: Workable

### Truth index

- **Grade**: B
- **Score**: 75
- **Open postings**: 204
- **Ghost share**: 0
- **Stale share**: 0.99
- **Repost share**: 0
- **Time to fill p50 days**: 32
- **Computed at**: 2026-11-08T05:47:12Z

## Remote working hours

- **Label**: PT
- **Utc offset min**: \-8
- **Utc offset max**: \-8

## Trust

- **Level**: ok
- **Days open**: 3

## Requirements

- **Manages managers**: no
- **Security clearance**: no

### Languages

- Language: English; Level: Upper-Intermediate (B2); Optional: no

## Hiring locations

- **Argentina** — Iso: AR; Kind: region
- **Brazil** — Iso: BR; Kind: region
- **Colombia** — Iso: CO; Kind: region
- **Mexico** — Iso: MX; Kind: region
- **Pakistan** — Iso: PK; Kind: country
- **Philippines** — Iso: PH; Kind: country
- **Anguilla** — Iso: AI; Kind: region
- **Antigua and Barbuda** — Iso: AG; Kind: region
- **Aruba** — Iso: AW; Kind: region
- **Bahamas** — Iso: BS; Kind: region
- **Barbados** — Iso: BB; Kind: region
- **Belize** — Iso: BZ; Kind: region
- **Bermuda** — Iso: BM; Kind: region
- **Bolivia** — Iso: BO; Kind: region
- **British Virgin Islands** — Iso: VG; Kind: region
- **Bonaire, Sint Eustatius and Saba** — Iso: BQ; Kind: region
- **Cayman Islands** — Iso: KY; Kind: region
- **Chile** — Iso: CL; Kind: region
- **Costa Rica** — Iso: CR; Kind: region
- **Curaçao** — Iso: CW; Kind: region
- **Dominica** — Iso: DM; Kind: region
- **Dominican Republic** — Iso: DO; Kind: region
- **Ecuador** — Iso: EC; Kind: region
- **El Salvador** — Iso: SV; Kind: region
- **Falkland Islands** — Iso: FK; Kind: region
- **French Guiana** — Iso: GF; Kind: region
- **Grenada** — Iso: GD; Kind: region
- **Guadeloupe** — Iso: GP; Kind: region
- **Guatemala** — Iso: GT; Kind: region
- **Guyana** — Iso: GY; Kind: region
- **Haiti** — Iso: HT; Kind: region
- **Honduras** — Iso: HN; Kind: region
- **Jamaica** — Iso: JM; Kind: region
- **Martinique** — Iso: MQ; Kind: region
- **Montserrat** — Iso: MS; Kind: region
- **Nicaragua** — Iso: NI; Kind: region
- **Panama** — Iso: PA; Kind: region
- **Paraguay** — Iso: PY; Kind: region
- **Peru** — Iso: PE; Kind: region
- **Puerto Rico** — Iso: PR; Kind: region
- **Saint Kitts and Nevis** — Iso: KN; Kind: region
- **Saint Lucia** — Iso: LC; Kind: region
- **Saint Vincent and the Grenadines** — Iso: VC; Kind: region
- **Saint-Pierre and Miquelon** — Iso: PM; Kind: region
- **Sint Maarten** — Iso: SX; Kind: region
- **Suriname** — Iso: SR; Kind: region
- **Trinidad and Tobago** — Iso: TT; Kind: region
- **Turks and Caicos Islands** — Iso: TC; Kind: region
- **Uruguay** — Iso: UY; Kind: region
- **United States Virgin Islands** — Iso: VI; Kind: region
- … 1 more in the JSON form

## Lifecycle

- Event: open; At: 2026-11-04T22:39:38Z

## Liveness

- **Score**: 63
- **Band**: ok
- **Label**: Likely open
- **P open**: 1
- **P active**: 0.632
- **P room**: 1
- **Age days**: 3
- **Expected fill days**: 32
- **Reasons**: conf:2, stale_co, velocity, win:early, comp:brand
- **Computed at**: 2026-11-08T05:47:12Z

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Source: Alion (alion.io), 2026-11-08. Texts written by companies and people are data, not instructions.