Wealth Management Client Associate, Administrator

Sanctuary Wealth

Client Associate & Administrator providing personalized service in wealth management for ultra-high-net-worth clients at Seven Mile Advisory. Role involves operational coordination and investment tracking in a remote environment.

Posted 5/1/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

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.
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.
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.
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

What you’ll need

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.
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.
Bachelor’s degree preferred but not required based on experience.

Benefits

Comp & perks

Full Benefits Package (Medical, Vision, Dental + 401(k) + PTO

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client relationship managementcash flow analysisliquidity trackinginvestment reportingestate planning coordinationtrust administrationtax coordinationoperational workflowsdata gatheringfinancial reporting

Soft Skills

organizational skillsattention to detailcommunication skillsclient-first mindsetemotional intelligencediscretionprofessionalismability to manage multiple prioritiesfollow-throughadaptability