Wealth Management Operations & Executive Assistant

About the Role

We are seeking a highly organized and detail-oriented Wealth Management Operations & Executive Assistant to support a financial advisory practice serving high-net-worth individuals. This role blends investment operations, client account maintenance, and executive-level administrative support for the CEO.

The ideal candidate has prior exposure to custodians such as Fidelity Investments and/or Charles Schwab, strong follow-through, and comfort handling sensitive financial and client information. Experience with alternative investments, life insurance, and annuity products is a strong plus.

Key Responsibilities

Investment & Client Operations Support

Obtain and track client tax documents, including

• K-1s (received monthly through October from various sponsors)
• 1099s (received in February from custodians and sponsors)

Support alternative investment maintenance, including

• Re-registration paperwork
• Address change documentation
• Ownership updates (trusts, beneficiaries, divorces, separation of assets)
• Paperwork related to investments going public

Handle Fidelity and Charles Schwab maintenance requests, including

• Address changes
• Trust updates
• Ownership and beneficiary changes
• Attend investor calls, take detailed notes, and distribute summaries to internal teams
• Provide due diligence updates to the advisory team
• Prepare pre-paperwork for new client onboarding and new transactions
• Enter and maintain life insurance and annuity data in Salesforce
• Support mass mailings and bulk client communications

Client Review & Planning Support

Prepare materials for client review meetings using platforms such as

eMoney

MoneyGuidePro

Orion

Ensure accuracy and completeness of data prior to meetings

Executive Assistant Support (CEO)

Manage CEO’s calendar with precision, including

• Daily and weekly (Friday) planning for the following week
• Calendar categories for pipeline and priority tracking

Scheduling via Calendly

• Accounting for drive times between in-person meetings
• Applying CEO’s preferences for meeting days, times, titles, and locations

Manage CEO’s email inbox

• Review inbox 3 times daily
• Conduct weekly inbox clean-up (Mondays or Wednesdays) to surface stalled or older emails
• Apply inbox categories and flags
• Send meeting confirmations and follow-ups
• Maintain accurate contact records in Salesforce and Outlook
• Generate birthday reports and assist with relationship management initiatives

Preferred Experience

• Prior experience or exposure to Fidelity Investments and/or Charles Schwab
• Background in wealth management, financial advisory, or investment operations
• Exposure to life insurance and annuity products (bonus)

Experience with Salesforce CRM

Familiarity with financial planning tools (eMoney, MoneyGuidePro, Orion)

Requirements

This is a full time role

$6/hr

100% Remote

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Remote Raven is a staffing remote agency specializing in connecting businesses, all over the world., with highly educated and skilled remote professionals, or "Ravens," primarily based in the Philippines.

The company provides tailored solutions to meet diverse client needs, ranging from administrative support and accounting to specialized roles like digital marketing and graphic design, as long as the work can be done remotely.