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Wealth Administrator Jobs (NOW HIRING)

BofA Securities

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... The CDS Credit Administrator is a hybrid role that blends the operational precision of a Lending ...

Savvy Wealth, Inc.

Is energized by the idea of spending more time with clients and less time on admin * CFA or CFP ... Wealth management is a $545 billion industry still running on spreadsheets. We\'re changing that ...

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Wealth Administrator information

How does a wealth administrator typically collaborate with financial advisors and clients on a daily basis?

Wealth Administrators work closely with financial advisors to ensure that clients' investment portfolios and financial plans are managed smoothly. On a daily basis, they handle administrative tasks such as preparing client reports, processing transactions, and updating account information. They also communicate directly with clients to address inquiries, schedule meetings, and relay important information. Effective collaboration and clear communication with both advisors and clients are key to maintaining high service standards and building strong, trusting relationships.

What are the key skills and qualifications needed to thrive as a wealth administrator, and why are they important?

To thrive as a Wealth Administrator, you need strong financial acumen, attention to detail, and a background in finance or accounting, often supported by relevant certifications such as STEP or CISI. Familiarity with financial management software, client relationship management (CRM) systems, and regulatory compliance tools is typically required. Excellent organizational skills, discretion, and clear communication help build trust with clients and colleagues. These skills ensure accurate management of client portfolios, regulatory adherence, and high-quality client service in the wealth management sector.

What is the difference between Wealth Administrator vs Financial Advisor?

AspectWealth AdministratorFinancial Advisor
CredentialsCertifications like CFP, CFA, or CPA often preferredCFP, CFA, or other financial planning certifications
Work EnvironmentFinancial institutions, private banks, wealth management firmsIndependent practice, banks, or advisory firms
Primary FocusManaging and administering client accounts, ensuring complianceProviding financial planning, investment advice, and strategy

While both roles work within the wealth management industry and may share similar credentials, Wealth Administrators primarily focus on managing client accounts and ensuring compliance, whereas Financial Advisors provide comprehensive financial planning and investment advice. The roles often overlap but serve different core functions within wealth management firms.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold certifications like the Certified Financial Planner (CFP). Salaries vary based on location, experience, and performance, with many wealth managers earning significant commissions and bonuses in addition to base pay.

What does a wealth administrator do?

A wealth administrator manages and oversees clients' financial assets, including investments, estate planning, and banking services. They coordinate with financial advisors and use tools like CRM software to ensure clients' financial goals are met efficiently.
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What states have the most Wealth Administrator jobs?

States with the most job openings for Wealth Administrator jobs include:

What are popular job titles related to Wealth Administrator jobs?

For Wealth Administrator jobs, the most frequently searched job titles are:

Wealth Administrator jobs near you
Infographic showing various Wealth Administrator job openings in the United States as of September 2026, with employment types broken down into 67% Full Time, 31% Part Time, 1% Temporary, and 1% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution.

Portfolio Administrator

Bellevue, WA

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

$70K - $80K/yr

Full-time

Re-posted 18 days ago

Job description

Are you looking for an opportunity to advance your career in wealth management and increase your investment knowledge? Coldstream Wealth Management is looking for a Portfolio Administrator to support two of our wealth management teams in Bellevue and Kirkland.

In this position, you'll have the opportunity to work directly with the team's Portfolio Manager and Associate Portfolio Manager daily and participate in our firm-wide Investment Strategy Group (ISG), which makes investment decisions for Coldstream as a whole. The team has a hybrid environment with members working in office Tuesday through Thursday and allowing work from home Monday and Friday.

Responsibilities will include:

  • Generating and executing daily trade orders and model-based portfolio rebalancing
  • Providing research and analysis to support the portfolio management team in their investment-related decisions
  • Facilitating new client setup in (Tamarac)
  • Supporting Wealth Managers and the portfolio management team on ad hoc projects
  • Participating in ongoing monitoring and reporting regarding private investments
  • Assisting in ongoing due diligence for public markets managers
  • Create and maintain documentation regarding wealth manager investment practices
  • Answering team members' questions related to the rebalancer (Tamarac) and funds' custodian-specific attributes (minimums, fees, restrictions, etc.)
  • Monitoring cash and yield alternatives and communicating best thinking to team
  • Executing model portfolio audits and projects
  • Utilizing Salesforce CRM to communicate and execute requests

  • A Bachelor's degree in Economics, Finance, or a related field
  • FINRA Series 65 or willingness to obtain it within the first 12-18 months (Coldstream to cover the cost)
  • 1-2 years of experience as an analyst with an RIA, asset manager, or similar firm; knowledge of private investments is a plus
  • High proficiency with Excel
  • Strong organizational skills, detail orientation, and the ability to manage multiple priorities
  • The ability to communicate effectively with a wide range of people in a professional manner, using proper grammar, tact, courtesy, and good judgment
  • Experience with Bloomberg and/or Morningstar is preferred
  • Experience with CRM software is a plus as is experience with Tamarac or a similar trading platform
  • Intellectual curiosity and a passion for learning about investing and financial markets