Investment Administrator

$70K–$80K Base + Bonus | Hybrid (3 days remote / 2 in-office) | Conshohocken, PALooking for a role where your Schwab expertise actually makes an impact?We’re hiring an Investment Administrator on behalf of our client—a growing, midsize boutique wealth management firm (~$1.2B AUM) focused on high-touch client service, personalized portfolio management, and long-term wealth planning.This is an opportunity to step into a mission-critical role supporting a firm that prides itself on operational excellence and a premium client experience.Why this role stands out:High-impact position – play a key role in account operations and client experienceLeadership exposure – work directly with decision-makers in a boutique environmentHybrid – 3 days remote, 2 days in-officeGrowth opportunity – expand your responsibilities as the firm scalesWhat you’ll be doing:Managing account openings, ACATs, and ongoing account maintenanceWorking daily within Charles Schwab Advisor CenterSupporting account transitions and onboarding pipelinesServing as a key point of contact for client service and custodial requestsEnsuring compliance, documentation accuracy, and audit readinessPartnering across operations, compliance, and advisory teams to improve processesWhat you bring:3+ years in an RIA, wealth management firm, or broker-dealer (not entry-level)Hands-on experience with Charles Schwab Advisor Center (required)Strong understanding of account types, transfers, and operational workflowsDetail-oriented, organized, and able to manage multiple prioritiesA client-first mindset with strong communication skillsWhat’s in it for you:$70K–$80K base salary + performance bonusHealth, retirement, and 16 days PTOProfessional development and long-term growth opportunitiesA collaborative, team-oriented environment where your work truly mattersIf you’re someone who thrives in a fast-paced, detail-driven environment and wants to be part of a firm that values both precision and client experience—apply today!