Wealth Management Client Associate & Administrator - Remote

Overview

The Wealth Management Client Associate & Administrator will support client experience and internal operations at Seven Mile Advisory, a boutique wealth advisory firm.

In Short

• Remote position requiring U.S. citizenship.
• Full-time employment with a focus on client service.
• Support high-net-worth individuals and families with personalized service.
• Coordinate operational tasks and financial reporting.
• Assist with estate planning and investment tracking.
• Manage multiple priorities in a fast-paced environment.
• Strong organizational and communication skills required.
• 3+ years of experience in wealth management or financial services preferred.
• Proficiency in Microsoft Office and/or Google Workspace is essential.
• Compensation includes a base salary and discretionary bonuses.

Requirements

• 3+ years of experience within wealth management or financial services.
• Exceptional attention to detail and organizational skills.
• Ability to handle sensitive client information with discretion.
• Experience with operational workflows and client service tasks.
• Proficiency in Microsoft Office Suite and/or Google Workspace.
• Preferred experience with custodial platforms and CRM systems.
• Bachelor’s degree preferred but not required based on experience.

Benefits

• Base Salary: $90,000 - $110,000.
• Discretionary annual bonus.
• Full benefits package including medical, vision, dental.
• 401(k) plan.
• Paid time off (PTO).