{"id":1720576,"url":"https://alion.io/job/pavago-wealth-management-admin","title":"Wealth Management Admin","company":{"id":1117,"name":"Pavago","domain":"pavago.co","url":"https://alion.io/company/pavago","size_band":null,"is_staffing_agency":false,"employer_type":"staffing","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"B","score":75,"open_postings":162,"ghost_share":0,"stale_share":0.988,"repost_share":0,"time_to_fill_p50_days":28,"computed_at":"2026-10-06T05:45:30Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_regions","remote_scope_basis":"posting_text","remote_working_hours":{"label":"PT","utc_offset_min":-8,"utc_offset_max":-8},"hiring_geo_confidence":"explicit","locations":[],"countries":[],"hiring_countries":["AR","BR","MX","PK","PH","AG","AW","BS","BB","BZ","BM","BO","VG","BQ","KY","CL","CR","CW","DM","DO","EC","SV","FK","GF","GD","GP","GT","GY","HT","HN","JM","MQ","MS","NI","PA","PY","PE","PR","KN","LC"],"hiring_countries_total":47,"salary":null,"salary_estimate":{"min_usd":113000,"max_usd":292000,"period":"year","method":"role_country_seniority_unknown","sample_n":8509},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-02T20:21:37Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-10-06T20:38:48Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Wealth Mgmt Admin\nKey Responsibilities\nCustodian 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.\nClient Account Administration: Prepare and submit forms, letters of authorization, and other documentation required by custodians on behalf of advisors and clients.\nAdvisor 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.\nCRM and Records Management: Maintain organized client records, track outstanding items, and update internal systems so the team always has accurate, current information at hand.\nCorrespondence and Follow-Up: Handle routine client and custodian communications, follow up on pending requests, and flag time-sensitive items to the appropriate advisor.\n 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.\nRequired Experience & Skills\nA minimum of 2 years of hands-on experience working with Schwab Advisor Services as a custodian platform, this is a firm requirement.\nExperience with LPL Financial as a custodian is a strong plus and will be prioritized in the selection process.\nSolid understanding of account types common to wealth management (individual, joint, IRA, trust, and similar), and the administrative processes associated with each.\nProficiency with custodian portals, document management, and the operational workflows of an RIA or broker-dealer environment.\nStrong written English communication skills for client-facing and custodian correspondence.\nHigh attention to detail and accuracy when processing financial paperwork and account requests.\nPerfect Fit / Culture\nWe're a small, tight knit teams that takes serving clients seriously but also likes to have fun and keep our work environment light.\nWe value family and personal time and pride ourselves on being flexible to your schedule so you can also manage the truly important things in life - your family and your relationships.\nYou take ownership of administrative tasks without needing reminders, tracking open items and following through until they are resolved.\nYou are comfortable working within the structured, compliance-aware environment of a registered investment advisor, where accuracy and documentation matter.\nYou communicate proactively, flagging issues early and keeping advisors informed rather than waiting to be asked for updates.\nYou manage competing priorities calmly and methodically, keeping the back office running smoothly even when request volume picks up.\nTypical Day\nYour day centers on the operational needs of the advisory team and their clients. 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