Remote opportunity at
PavagoWealth Management Admin
Pavago is hiring a full-time Wealth Management Admin to join its remote team. This position is open to applicants located in the Philippines, Pakistan, or Latin…
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About This Role
Pavago is hiring a full-time Wealth Management Admin to join its remote team. This position is open to applicants located in the Philippines, Pakistan, or Latin America. The role operates on a full-time schedule aligned with the firm's business hours in Las Vegas, Pacific Time, and functions primarily asynchronously. Pavago operates as a registered investment advisor with a small, tight-knit team that values personal time and flexibility. The ideal candidate…
Job Description
Pavago is hiring a full-time Wealth Management Admin to join its remote team. This position is open to applicants located in the Philippines, Pakistan, or Latin America. The role operates on a full-time schedule aligned with the firm's business hours in Las Vegas, Pacific Time, and functions primarily asynchronously. Pavago operates as a registered investment advisor with a small, tight-knit team that values personal time and flexibility. The ideal candidate takes complete ownership of administrative duties, communicates proactively, and maintains high attention to detail in a compliance-oriented environment.
The person in this role will handle critical back-office operations for the advisory team. Key duties involve managing account-related requests through the Schwab custodian platform, preparing authorization forms, and maintaining client records in internal systems. The admin will also process account openings, coordinate transfers, handle routine correspondence, and support compliance-minded documentation standards. This position suits an organized administrative professional with direct custodian experience who can manage competing priorities methodically and keep the back office running smoothly.
Responsibilities
- Process account openings, transfers, and maintenance tasks through the Schwab custodian platform
- Prepare and submit forms, letters of authorization, and custodian documentation
- Provide daily administrative support to the advisory team and coordinate operational tasks
- Maintain organized client records, track outstanding items, and update internal systems
- Handle routine client and custodian communications while flagging time-sensitive items
- Assist with maintaining files and documentation that meet registered investment advisor requirements
Requirements
- Minimum of two years of hands-on experience using Schwab Advisor Services as a custodian platform
- Solid understanding of wealth management account types such as individual, joint, IRA, and trust
- Familiarity with custodian portals, document management, and RIA or broker-dealer workflows
- Strong written English communication skills for client and custodian correspondence
- High attention to detail and accuracy when processing financial paperwork
Qualifications
- Experience with LPL Financial as a custodian
Core Skills
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the location and remote policy for this position?
The role is remote and open to candidates residing in the Philippines, Pakistan, or Latin America.
What working hours are expected for this job?
The working hours are full-time and aligned with the firm's business hours in Las Vegas, Pacific Time.
What specific platform experience is mandatory?
Candidates must have a minimum of two years of hands-on experience working with Schwab Advisor Services as a custodian platform.
Is the salary specified in the job posting?
No, the salary is not stated in the job posting.
Sample Interview Questions
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