Team Administrator

Job description

The Team Administrator will lead operational, client service, and administrative functions for a high-performing financial advisor team serving ultra-high-net-worth clients. This individual serves as the operational backbone of the team—ensuring exceptional execution, leading risk and compliance initiatives, and a seamless client experience. The ideal candidate is a seasoned and decisive operations professional with deep knowledge of wealth management processes, strong leadership capabilities, an ability to navigate firm processes efficiently, and who can drive innovation with a technology-forward mindset.

Client Service & Relationship Support

• Deliver white-glove service for clients, partnering closely with the financial advisors to anticipate client needs and act discretion and responsiveness.

Account Administration & Transactions

• Oversee and execute a range of important administrative tasks including account openings, account maintenance, and transfers across multiple account types and entities, wires, disbursements, journals, and cash movements with precision and appropriate controls.

Ensure timely and accurate processing of all client account paperwork

Team Leadership & Development

• Manage and develop operations and client service team members including setting priorities, workflow standards, and performance expectations for the operations team.

Build a high accountability culture focused on excellence, efficiency, and client satisfaction and lead by example in a dynamic, high-expectation, in-office team environment

Technology, Systems & Innovation

• Serve as the team’s operations technology lead, with strong knowledge of platforms, systems, and workflows. Be the team champion for implementing firm-approved tools, platforms, and AI-driven solutions to drive efficiency, reduce risk, and enhance client experience

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law should be subject to criminal penalties and civil liability.