Private Wealth Admin & Onboarding Specialist
$70k - $85kRWA Wealth Partners, LLC
RWA Wealth Partners, LLC is seeking a Private Wealth Administrative Officer to provide high touch operational and client service support. The role requires at least 3 years of experience in a wealth management or RIA environment and proficiency in Microsoft Excel. Key responsibilities include managing firm documentation, customer onboarding, and case management using Salesforce. This position offers a base salary between $70,000 and $85,000, with additional benefits including health insurance and a 401(k) plan. #J-18808-Ljbffr RWA Wealth Partners, LLC
Vacancy posted 4 days ago
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