Wealth Management Administrator - Compass Business Solutions, Inc.

At H2R CPA, we treat our team members with respect, offer competitive compensation and benefits, and provide a relaxed, professional environment. We understand the changing workplace and plan to continue to offer the benefits of a flexible remote and hybrid work schedule, including a substantial work from home policy.

Role Overview:
We are looking for a Wealth Management Administrator to join our the H2R Wealth Management Team. This role will provide independent support to the Wealth Management department to ensure the group and business unit has consistent and comprehensive support, processes, and workflows.
As our Wealth Management Administrator, you will…

1. Gather, scan, and electronically bookmark paper and electronic documents for wealth management.
2. Assemble and prepare envelope for delivery and include instructions sheets.
3. Contact clients via phone for wealth management issue resolution.
4. Provide tactical portal support; resolve simple and complex client issues.  
5. Schedule quarterly meetings for wealth management clients and team; prepare any relevant reports or documentation for meetings.
6. Print and bind needed documents.
7. Join client meetings to create summary notes for client files.
8. Manage compliance approval process and ensure any needed documentation exists for compliance.
9. Manage e-sign as new customer intakes.
10. Set up new wealth management clients on the system and processes of the group.

1. High school diploma or equivalent required; advanced education preferred.
2. Prior customer service experience required, prior experience in accounting, banking, finance, or wealth management administration highly preferred.
3. Ability to obtain FBI Clearances required.
4. General Securities and Insurance Licenses highly preferred to act on behalf of the advisory team. If licenses are not currently possessed, an interest in obtaining them is a suitable substitute.

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