Administrative support for wealth management advisory team, managing custodian operations, client account administration, CRM and records management, and compliance documentation.
Locations (4)
Philippines
Pakistan
Colombia
South Africa
Responsibilities
Process and manage account-related requests through Schwab's custodian platform
Prepare and submit forms, letters of authorization, and other documentation required by custodians
Provide day-to-day administrative support to the advisory team
Maintain organized client records and update internal systems
Handle routine client and custodian communications
