Wealth Management Operations Administrator
Current is hiring for Wealth Management Operations Administrator in Portland, OR. Mid level. First seen October 21, 2026; open as of November 10, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Current
- Where
- Portland, OR
- Level
- Mid
- First seen
- October 21, 2026
- Listed via
- Ashby
What the posting says
If you enjoy being the person who keeps everything moving, this role offers autonomy, visibility, and long-term stability in a fully remote environment. RESPONSIBILITIES - Custodial platform management (Schwab Advisor Center specifically) - Compliance coordination with external consultants (ADV filings, annual reviews, regulatory correspondence) - Client service operations (onboarding, account maintenance, service requests) - Technology stack administration (CRM, portfolio management system, document management) - Process documentation and SOP creation - Internal workflow and project…
Read more and apply on Current's site
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