Wealth Management Admin

Wealth Mgmt Admin

About Pavago

We're a small, tight knit teams that takes serving clients seriously but also likes to have fun and keep our work environment light.

Responsibilities

• Pavago · United States (Remote) · Full-time · Posted 2026-11-04
• 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.
• Your day centers on the operational needs of the advisory team and their clients.
• You start by reviewing any pending custodian requests or outstanding document submissions on Schwab, following up on items that need attention.
• Throughout the day you prepare and process forms for new accounts, transfers, and account maintenance, and you coordinate with custodian service teams as needed.
• You support advisors directly, fielding administrative requests, updating client records, and handling correspondence so the advisors can stay focused on client relationships.
• The role is primarily asynchronous, with the expectation that you maintain reliable communication and consistent output aligned to the firm's operating hours in Las Vegas.

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), and the administrative processes associated with each.
• 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.

Perfect Fit / Culture

• You take ownership of administrative tasks without needing reminders, tracking open items and following through until they are resolved.
• You are comfortable working within the structured, compliance-aware environment of a registered investment advisor, where accuracy and documentation matter.
• You communicate proactively, flagging issues early and keeping advisors informed rather than waiting to be asked for updates.
• You manage competing priorities calmly and methodically, keeping the back office running smoothly even when request volume picks up.

Benefits

• We 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.

Salary / Hours / Location

• Working Hours: Aligned to the firm's business hours in Las Vegas (Pacific Time).
• Location: Remote, open to candidates in the Philippines, Pakistan, or Latin America. Full-time.