Wealth Management Administrator

Job Summary

A company is looking for a Wealth Management Administrator - Remote.

Key Responsibilities

• Manage the end-to-end process of opening new client accounts with the custodian
• Facilitate and monitor the transfer of funds in and out of client accounts
• Address and resolve any issues related to client accounts promptly and effectively

Qualifications

• Demonstrated ability to learn quickly on your own
• Strong attention to detail in administrative tasks
• Ability to work effectively with a team
• An interest in financial services
• Enthusiasm for administrative work