Wealth Management Operations

We are hiring a highly organized, detail-oriented
Wealth Management Operations & Executive Assistant
to support a fast-moving financial advisory practice serving high-net-worth clients.

This role is
not entry-level admin work
. It blends
investment operations
,
client account maintenance
, and
executive-level calendar and inbox management
. Accuracy, follow-through, and discretion are non-negotiable.

You will work closely with the CEO and advisory team to ensure client records, investment documentation, and executive priorities are handled cleanly and on time.

What You'll Do

Investment & Client Operations

• Track and obtain client tax documents (K-1s and 1099s) across multiple sponsors
• Support alternative investment maintenance, including ownership changes, trusts, beneficiaries, and asset separation
• Prepare and process custodian maintenance requests (address, trust, ownership, beneficiar...