Wealth Advisor Services Associate - RPW
Overview
We design and deliver a comprehensive client experience across wealth management operations. The role owns end-to-end account onboarding and offboarding while coordinating cashiering requests and supporting alternative investments. This position drives operational efficiency through cross‑functional collaboration and maintains accurate client records across systems. It uniquely combines hands‑on advisory support with deep exposure to custodial platform ecosystems.
What You'll Do11
- 1Manage end‑to‑end account onboarding and offboarding including Docusign workflows and custodial platform setup
- 2Process cashiering requests such as wire transfers ACH and journal distributions
- 3Support alternative investments including subscription document preparation and investor statement management
- 4Act as liaison between advisors clients and custodians to resolve service issues
- 5Maintain client records in CRM and portfolio accounting systems
- 6Coordinate action items and track follow‑through documentation
- 7Support compliance workflows documentation collection and regulatory communications
- 8Assist with performance reporting and client meeting preparation
- 9Participate in workflow development to improve operational efficiency
- 10Support technology platforms including Orion RightCapital ClickUp Microsoft Dynamics and custodial portals
- 11Attend team meetings training sessions and learning opportunities
Requirements5
- 1High school diploma required bachelor's degree preferred
- 22+ years experience in wealth management financial services or related operations
- 3Prior experience with custodial platforms in wealth management or RIA environments
- 4Strong knowledge of custodial operations and account administration processes
- 5Proficiency with Microsoft Office Suite and document management tools
Salary Insight
$54 - $62k per year
Location
Required Skills
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