Wealth Management Client Associate & Administrator (Remote)

Fully Remote

Description

Wealth Management Client Associate & Administrator (Remote)

Location: Remote / Virtual (U.S.-Citizenship Required)

Employment Type: Full-Time | Exempt

Reports To: Founder / Owner

Hours: 8am-5pm ET

Compensation: Details Listed Below

Firm: Seven Mile Advisory

About Seven Mile Advisory - Seven Mile Advisory is a boutique independent wealth advisory firm serving ultra-high-net-worth individuals, families, entrepreneurs, and multigenerational households with highly sophisticated financial lives. The firm is built around delivering deeply personalized advice, white-glove client service, and thoughtful long-term partnership.

Our clients often face complex liquidity events, estate planning considerations, concentrated equity positions, philanthropic goals, family governance matters, tax-sensitive investment decisions, and multigenerational wealth transfer planning. We pride ourselves on operating as a strategic quarterback for our clients while maintaining an entrepreneurial, collaborative, and high-touch culture.

At Seven Mile Advisory, we believe exceptional client outcomes begin with exceptional people. We are committed to fostering a culture of intellectual curiosity, innovation, accountability, and professional growth.

Position Overview - Seven Mile Advisory is seeking a highly organized, proactive, and detail-oriented Client Associate & Administrator to support both the client experience and internal operations of the firm.

This individual will play a critical role in ensuring seamless execution across client servicing, operational coordination, investment tracking, estate planning implementation support, money movement processing, reporting, onboarding, and administrative initiatives. The ideal candidate thrives in a fast-paced, high-touch environment and takes pride in delivering exceptional service with accuracy, discretion, and follow-through.

Responsibilities

Client Service & Relationship Support

• Help deliver a highly personalized, white-glove client service experience for ultra-high-net-worth individuals and families.
• Coordinate day-to-day client servicing requests with professionalism, urgency, discretion, and attention to detail.
• Support Senior Partner Advisor(s) through data gathering, reporting preparation, and ongoing client relationship management.
• Take detailed meeting notes and coordinate follow-up action items across internal and external stakeholders.
• Assist with onboarding new client relationships and ensure a seamless transition into the firm.
• Coordinate account openings, account maintenance, retitling requests, beneficiary updates, and custodial paperwork.
• Coordinate money movements, wire transfers, ACH requests, and other client-directed transactions with custodians and clients.
• Assist clients and advisors with one-off requests, operational projects, and time-sensitive matters.

Financial & Investment Coordination

• Prepare and maintain client balance sheets, net worth summaries, and financial reports.
• Assist with cash flow analysis, liquidity tracking, and investment reporting support.
• Coordinate investment tracking and payment monitoring.
• Assist with private investment subscription documentation, tracking, and follow-up.
• Create and maintain task workflows, CRM updates, and operational tracking systems.
• Coordinate with custodians to ensure account feeds and investment data are accurately reflected within portfolio reporting systems.
• Help ensure accurate reporting and organization of client investment information.

Tax, Estate & Planning Coordination

• Create tax preparation checklists and assist with information gathering for clients and advisors.
• Coordinate with outside client professionals including CPAs, attorneys, estate planning professionals, and other service providers.
• Assist in carrying out estate planning implementation tasks and project management follow-through.
• Participate in internal planning and strategy discussions for clients and prospects.
• Support execution and follow-up surrounding complex client planning initiatives.

Operations & Administrative Support

• Support firmwide operational initiatives, procedures, and internal process improvements.
• Assist with client invoicing and operational workflows.
• Coordinate with firm vendors and external service providers.
• Support marketing initiatives, communications, and operational projects as needed.
• Assist with implementation and rollout of new technology platforms, dashboards, databases, and estate planning systems.
• Contribute to maintaining organized operational infrastructure across the firm.
• Assist with ad hoc team projects and administrative requests.

Requirements

Qualifications

Required Qualifications

• 3+ years of experience within wealth management, private wealth, financial services, family office, private banking, or an RIA environment.
• Strong organizational skills with exceptional attention to detail and follow-through.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Professional demeanor with a client-first mindset and high emotional intelligence.
• Ability to handle sensitive client information with discretion and confidentiality.
• Experience coordinating operational workflows, client service tasks, and administrative processes.
• Proficiency with Microsoft Office Suite and/or Google Workspace.

Preferred Qualifications

• Experience supporting high-net-worth or ultra-high-net-worth clients.
• Familiarity with custodial platforms such as Schwab, Fidelity, or Pershing.
• Experience using CRM and reporting systems such as Salesforce, Redtail, Addepar, Orion, Tamarac, Black Diamond, or eMoney.
• Experience assisting with estate planning coordination, trust administration, or tax coordination.
• Understanding of investment accounts, money movement procedures, and client onboarding workflows.
• Experience within a boutique RIA, multifamily office, or private wealth environment strongly preferred.
• Diploma preferred but not required based on experience.

Compensation

• Base Salary - $90,000-$110,000 + Discretionary Annual Bonus
• Full Benefits Package (Medical, Vision, Dental + 401(k) + PTO)

Salary Description$90,000 - $110,000+