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Wealth Administrator Jobs (NOW HIRING)

The Croghan Colonial Bank

Wealth Advisor

Fremont, OH · On-site

$55K - $80K/yr

Administer or coordinate assigned personal trust, agency, IRA, fiduciary, investment management, and related wealth relationships in accordance with governing documents, bank policy, delegated ...

The Croghan Colonial Bank

Wealth Advisor

Fremont, OH · On-site

$55K - $80K/yr

Administer or coordinate assigned personal trust, agency, IRA, fiduciary, investment management, and related wealth relationships in accordance with governing documents, bank policy, delegated ...

The Croghan Colonial Bank

Wealth Advisor

Fremont, OH · On-site

Administer or coordinate assigned personal trust, agency, IRA, fiduciary, investment management, and related wealth relationships in accordance with governing documents, bank policy, delegated ...

The Croghan Colonial Bank

Wealth Advisor

Fremont, OH · On-site

$55K - $80K/yr

Administer or coordinate assigned personal trust, agency, IRA, fiduciary, investment management, and related wealth relationships in accordance with governing documents, bank policy, delegated ...

Motion Recruitment

Systems Administrator

Boston, MA · Remote

Exciting Systems Administrator position with an established Wealth advisor firm. Senior Microsoft Systems Administrator - with Oracle Opera Cloud skills Integration and configuration of Opera Cloud ...

UMB Financial

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client ...

UMB Financial

Wealth Advisor

Madison, WI · On-site

$81K - $120K/yr

The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client ...

Vanguard Group, Inc.

Senior Wealth Advisor

Tampa, FL · On-site

They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators. As experts in the advice space, Wealth ...

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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.
More about Wealth Administrator jobs

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.

Client Operations Administrator

Calabasas, CA • On-site

Morton Wealth
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Morton Wealthexternal

Full-time

Medical, Retirement

Re-posted 15 days ago

Job description

Morton Wealth is currently for talented individuals who are interested in future opportunities for a Client Operations Administrator (COA) position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.
At Morton, our COAs are key contributors to our organization, as they provide administrative and operational support to our Advisory Teams, empowering them to deliver an outstanding experience to each of our clients. The COA position is an ideal role for anyone looking to begin or further their career in wealth management, as it helps to build a solid foundation towards long-term growth. Whether it be as the first step on the path towards becoming a Wealth Advisor, or a future as a leader of the Operations Team, the COA position is a great developmental role because they interact with team members across all departments on a daily basis. As a result, our COAs have opportunities to grow their network, expand their knowledge in a variety of topics including investments and financial planning and develop important skills (communication, organization etc.) as they continue to move forward in their careers.
While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration. If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time.
Requirements
Our ideal candidate for this role will strive to reflect our core values in the following ways:
  • Excellence - Exhibits high attention to detail and organizational skills while managing multiple requests and tasks.
  • Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
  • Empathy - Has good communication skills and understands how the role fits into company goals.
  • Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with client servicing - strives for efficiency.
  • Engagement - Has a passion for getting to know the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm.
  • Enjoyment - Works well as part of a team and participates in Morton events.

Daily responsibilities include:
  • Execute administrative/document preparation requests from advisory teams in a timely manner to meet client expectations.
  • Management of client accounts and households through internal reporting system.
  • Send documents to clients and follow up as needed.
  • Ensure compliance policies are being completed, including the sourcing of supporting documents.

Our Offer:
  • Competitive compensation package
  • Retirement and health benefits
  • Transparent career tracks and opportunities for advancement within the organization

Apply