Client Services Administrative Professional
Loading... Please wait.Expand Show Other JobsJob Saved Save JobClient Services Administrative ProfessionalHanke & Apolonio Wealth AdvisorsFacebook X LinkedIn ShareApplicationCaptcha / Bot CheckCopy from hereto hereClick to hear these letters.What is this?The application opened in a new tab.You may close this popup.By using this feature you agree to our Terms and Conditions and Privacy Policy.DetailsPosted: 29-May-26Location: San Francisco, CaliforniaType: Full TimeSalary: $95,000 - $120,000 rangeCategoriesOperationsSectorWealth ManagementSalary DetailsTuition for professional development and continuing education; Series 65 and CFP education support opportunities, performance-based bonus opportunity; 401(k) with employer contribution, health insurance allowance.Required Education4 Year DegreeHanke & Apolonio Wealth Advisors is a boutique wealth management and financial planning firm based in San Francisco. Our approach combines technical financial expertise with a deeply human and collaborative planning philosophy. Hanke & Apolonio Wealth Advisors is seeking a highly organized, detail-oriented Client Service Administrative Professional to support the firm’s growing advisory, operational, and compliance needs.This full-time, on-site role provides the administrative, operational, and compliance support that allows our advisory team to deliver an exceptional client experience. The ideal candidate is dependable, systems-oriented, comfortable with structured processes, within a regulated environment.This position works closely with advisors and operations leadership to ensure a smooth, compliant, and thoughtful client experience. Significant advancement opportunities exist for candidates interested in growing into advisory, operations leadership, or financial planning roles with the appropriate skills, experience, licensing, and credentials.Key ResponsibilitiesClient Service AdministrationPrepare, process, and track account paperwork, including Schwab custodial formsCoordinate client onboarding and account transitionsManage client documentation, e-signatures, and follow-up itemsMaintain high-quality client data within CRM and planning systemsSupport advisors with scheduling, meeting preparation, and post-meeting follow-upUpload, organize, and maintain client documents in accordance with recordkeeping standardsHandle day-to-day communications with custodians and vendors as neededAssist with quarterly client reporting processesHelp ensure a polished, responsive, and thoughtful client experienceCompliance & Operational SupportMaintain accurate records for regulatory filings, audit trails, and document retentionAssist with annual compliance tasks and calendarsPerform email and communication archiving reviewsTrack required disclosures, acknowledgments, and client communicationsSupport the development and maintenance of operational workflowsMaintain data integrity across systems including CRM, Schwab, Orion, and planning softwarePerform routine data quality checks and updatesAssist with preparation of investment and planning reportsHelp identify opportunities to improve operational efficiency and consistencyMarketing & Administrative SupportAssist advisors with marketing and communication-related tasksHelp coordinate scheduling, organization, and administrative support for firm initiativesSupport client events, seminars, and communications as neededKey QualificationsBachelor’s degree required, Master’s preferredExceptional attention to detail and organizational skillsAbility to follow structured workflows and maintain accuracyComfort with repetitive tasks, documentation, and regulated processesStrong integrity and sense of confidentialityReliable, consistent, and calm under pressureProfessional verbal and written communication skillsInterest in financial services, compliance, operations, or financial planningAbility to learn new systems and processes quicklyProficiency with Google Workspace, Microsoft Excel, and CRM tools preferredCreate a Job Match for Similar JobsAbout Hanke & Apolonio Wealth AdvisorsConnections working at Hanke & Apolonio Wealth Advisorshttps://fpajobboard.org/jobs/22310802/client-services-administrative-professional