Wealth Management Admin
PavagoRemote · South AfricaPosted 4 weeks ago
About the role
Wealth Mgmt Admin Key Responsibilities Custodian Operations : Process and manage account-related requests through Schwab's custodian platform, including account openings, transfers, and maintenance tasks to keep client accounts accurate and up to date. Client Account Administration : Prepare and submit forms, letters o…
Full details and requirements are on the company's own posting.
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