Remote opportunity at
PavagoWealth Management Admin
Pavago seeks a full-time Wealth Management Admin to support its advisory team with daily operations, client records, and custodian workflows. This position is suited for an…
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About This Role
Pavago seeks a full-time Wealth Management Admin to support its advisory team with daily operations, client records, and custodian workflows. This position is suited for an organized professional who can manage administrative duties independently within a registered investment advisor environment. The role operates on a full-time schedule aligned with business hours in Las Vegas, Pacific Time. Work is primarily asynchronous, and the position is open to candidates located in the…
Job Description
Pavago seeks a full-time Wealth Management Admin to support its advisory team with daily operations, client records, and custodian workflows. This position is suited for an organized professional who can manage administrative duties independently within a registered investment advisor environment.
The role operates on a full-time schedule aligned with business hours in Las Vegas, Pacific Time. Work is primarily asynchronous, and the position is open to candidates located in the Philippines, Pakistan, or Latin America.
Daily duties include managing account requests via Schwab, preparing custodian documentation, keeping client records current, and coordinating correspondence between clients and advisors. Ideal candidates are detail-oriented, take ownership of tasks, and maintain reliable communication.
Responsibilities
- Process account openings, transfers, and maintenance tasks through the Schwab custodian platform
- Prepare and submit forms, letters of authorization, and paperwork to custodians
- Provide daily administrative assistance to the advisory team
- Maintain organized client records and update internal systems
- Handle routine communications with clients and custodians
- Assist with file maintenance and documentation to meet registered investment advisor standards
Requirements
- At least 2 years of hands-on experience using Schwab Advisor Services as a custodian platform
- Understanding of common wealth management account types such as individual, joint, IRA, and trust
- Proficiency with custodian portals and document management workflows
- Strong written English communication skills
- High attention to detail when processing financial paperwork
Qualifications
- Experience with LPL Financial as a custodian
Core Skills
Frequently Asked Questions
Is this a remote position?
Yes, the posting states the role is open to remote candidates located in the Philippines, Pakistan, or Latin America.
What working hours are required?
Working hours are aligned with the firm's business hours in Las Vegas, operating on Pacific Time.
What experience is strictly required for this job?
Candidates must have a minimum of two years of hands-on experience working with Schwab Advisor Services as a custodian platform.
What is the salary for this position?
The job posting does not specify the salary.
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