Wealth Services Group Administrator
Atlanta, GA
Capital Partners – Wealth Operations /
Full Time /
Hybrid
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Wealth Services Team, and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Group Administrator to join their dynamic team.
As a Wealth Group Services Administrator, you are responsible for providing comprehensive administrative support to a wealth management team. This role involves coordinating client meetings, managing schedules, processing financial documents, and ensuring the efficient operation of the team. The position requires strong organizational, communication, and problem-solving skills and an understanding of financial services and client needs.
The ideal candidate is resourceful, an excellent problem solver, and a team player. You are detail-oriented with proven organizational skills, able to manage time efficiently and prioritize tasks. You have proven written and verbal communication skills. You embrace technology and the efficiencies it allows and are a driven self-learner who is always looking to improve processes.
Position Responsibilities:
- Draft and manage engagement letters for 1040 Wealth Management services, ensuring compliance and accuracy.
- Prepare and process all necessary documentation for onboarding new clients into Retirement Plan Services pooled accounts at Charles Schwab.
- Facilitate the onboarding of new clients by setting up accounts in wealth management systems, including platforms like eMoney and Orion, and coordinating account setups with custodians such as Schwab or Fidelity.
- Provide clients with access to financial planning tools by generating eMoney links and ensuring their accounts are properly integrated into the Orion platform for performance tracking.
- Work closely with the tax department to coordinate the transfer of 1040 Wealth Management clients, ensuring a smooth transition and accurate documentation.
- Serve as the primary receptionist for the wealth management group, handling incoming calls, managing the general mailbox, and addressing generic client requests promptly and professionally.
- Assist in organizing and facilitating in-office visits for clients, prospects, and during mergers and acquisitions, ensuring a welcoming and professional environment.
- Handle administrative tasks such as processing name changes, fulfilling basic form requests, and updating personal information changes in client records.
- Manage the process for clients exiting the firm, including closing accounts, final billing, and ensuring all necessary documentation is completed and filed appropriately.
- Maintain organized records by managing box filings, processing 1099 forms, and supporting the preparation and distribution of quarterly statements.
- Regularly update and maintain distribution lists to ensure effective communication with clients and internal teams.
Qualifications:
- Bachelor’s degree in Business, Finance, Economics, or a related field (preferred but not required).
- 3+ years of Tax administration required.
- RIA administration experience preferred.
- Prior experience in administrative or coordinator roles in a financial, banking, or wealth management environment (preferred).
- Familiarity with financial documents, investment products, and compliance regulations.
- Excellent organizational and time management skills with the ability to multitask effectively.
- Strong verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to handle confidential information with integrity and discretion.
- Strong attention to detail and problem-solving abilities.
- Ability to work both independently and as part of a team.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
