Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Wealth Services Group Administrator image - Rise Careers
Job details

Wealth Services Group Administrator

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.

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Wealth Services Group Administrator, Aprio

Aprio, a nationally ranked CPA and advisory firm, is seeking a dedicated Wealth Services Group Administrator to join our dynamic team in Atlanta, GA. If you have a passion for wealth management and are looking to maximize client opportunities, this role is perfect for you. As part of our Wealth Services Team, you’ll be at the heart of client engagement, providing comprehensive administrative support that is crucial for our success. Your responsibilities will include coordinating client meetings, managing schedules, and processing financial documents, all while ensuring the smooth operation of the team. We are looking for someone with strong organizational and communication skills who thrives in a fast-paced environment. As a Group Administrator at Aprio, you’ll be drafting engagement letters, onboarding new clients into Retirement Plan Services, and facilitating account setups across various wealth management systems. Your role will also include managing general inquiries, maintaining organized client records, and supporting our seamless client service during mergers and acquisitions. We value detail-oriented team players who embrace technology and possess a knack for problem-solving. If you are ready to step into a role that not only challenges you but also helps you grow professionally in a supportive and innovative culture, apply to be our Wealth Services Group Administrator today and discover a rewarding career with Aprio.

Frequently Asked Questions (FAQs) for Wealth Services Group Administrator Role at Aprio
What are the primary responsibilities of the Wealth Services Group Administrator at Aprio?

The primary responsibilities of the Wealth Services Group Administrator at Aprio include coordinating client meetings, managing the schedules of the wealth management team, processing financial documents, and ensuring the team's operations are efficient. The administrator also drafts engagement letters, facilitates the onboarding of new clients, and provides essential support for account setups in various wealth management systems, making them integral to client service.

Join Rise to see the full answer
What qualifications are needed to apply for the Wealth Services Group Administrator position at Aprio?

To apply for the Wealth Services Group Administrator position at Aprio, candidates should ideally have a Bachelor's degree in Business, Finance, or Economics, though this is not mandatory. Additionally, at least 3 years of experience in tax administration is required, with familiarity in financial documents and investment products preferred. Strong organizational and communication skills are essential for success in this role.

Join Rise to see the full answer
How does Aprio support professional growth for its Wealth Services Group Administrator?

Aprio is committed to the professional growth of its employees, including the Wealth Services Group Administrator. With opportunities for continuous learning and advancement, team members can benefit from mentorship programs, tuition assistance, and tailored career development plans, fostering skills enhancement and leadership potential within the firm.

Join Rise to see the full answer
What does the work environment look like for a Wealth Services Group Administrator at Aprio?

The work environment at Aprio for a Wealth Services Group Administrator is collaborative and supportive, characterized by a team-oriented culture. Employees enjoy a flexible working environment with options for remote and hybrid work. The firm emphasizes a positive company culture guided by fundamental behaviors, making it an enjoyable place to work.

Join Rise to see the full answer
What sets Aprio apart as an employer for Wealth Services Group Administrators?

Aprio stands out as an employer due to its strong focus on innovation, employee development, and a top-rated culture. The firm not only offers competitive compensation and industry-leading benefits but also fosters a sense of community through its shared mindset, the 'Aprio Way.' This culture nurtures lasting relationships and allows team members to contribute ideas effectively.

Join Rise to see the full answer
Common Interview Questions for Wealth Services Group Administrator
Can you describe your experience with coordinating client meetings?

When answering this question, it's important to highlight specific examples of how you have successfully scheduled and managed client meetings in previous roles. Discuss the tools you used for scheduling, how you ensured all necessary parties were informed, and any techniques you implemented to keep the meetings productive.

Join Rise to see the full answer
How do you prioritize tasks in a fast-paced environment?

In responding to this question, showcase your organizational skills by providing a method or system that you use to assess the urgency and importance of tasks. Describe how you categorize tasks, set deadlines, and communicate with your team to ensure that everything runs smoothly, especially while juggling multiple responsibilities.

Join Rise to see the full answer
What strategies do you use to manage communications and client requests?

Discuss how you manage communications through organized digital systems or tracking tools. You may also want to illustrate how you approach client requests promptly by ensuring you have all necessary information at hand and can delegate tasks appropriately when needed.

Join Rise to see the full answer
Describe a time you helped improve a process in your previous role.

Provide an example where your initiative led to a smoother process or better efficiency. Discuss the problem you identified, the solution you proposed to your team or management, and how it was implemented. Highlight the positive results achieved after the changes.

Join Rise to see the full answer
How familiar are you with financial documents and compliance regulations?

Illustrate your familiarity with financial documents by mentioning specific types you've worked with, such as tax forms or investment reports. Explain any training or experiences you have that gives you a strong foundation in compliance regulations, underscoring your ability to handle sensitive information appropriately.

Join Rise to see the full answer
What role do you believe technology plays in wealth management administration?

Your answer should reflect an understanding of how technology can streamline processes. Discuss specific software or tools you've used and how they enhance efficiency in managing schedules, documentation, or client interactions, and express an eagerness to learn new technologies.

Join Rise to see the full answer
How do you handle stress during busy periods?

Share strategies you use to remain calm and focused during busy times, such as time management techniques and mindfulness practices. Emphasize your proactive approach to navigate stress and maintain high-performance standards even under pressure.

Join Rise to see the full answer
What do you think is the most important quality for a Group Administrator to possess?

Discuss the importance of being detail-oriented and organized, as these qualities are crucial in wealth management. You might also mention adaptability, highlighting how it helps in responding to changing client needs and team dynamics effectively.

Join Rise to see the full answer
Can you give an example of how you've worked as part of a team?

Use this opportunity to recount a specific project where collaboration was key. Explain your role, how you contributed to the team's goals, and the outcome of the project, showcasing your ability to work well with diverse team members.

Join Rise to see the full answer
Why do you want to work at Aprio as a Wealth Services Group Administrator?

Align your motivations with Aprio's mission and culture by expressing admiration for its innovative practices and commitment to client service. Share how you see yourself fitting into and contributing to the team while continuing your professional development in the wealth management arena.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Aprio Remote No location specified
Posted 14 days ago

Join Aprio's dynamic team as a Tax M&A Migration Coordinator, where you will enhance data migration processes for a leading CPA firm.

Photo of the Rise User

Aprio is seeking a Manager in Outsourced Accounting to support federal contractors, emphasizing mentorship and client relationships.

Photo of the Rise User
Posted 6 days ago

Baker Tilly is looking for a Manager in their CFO Advisory team, focusing on improving financial reporting for a diverse clientele.

Posted 4 days ago

Renuity seeks a Divisional Accounting Manager to lead financial operations while mentoring a dedicated accounting team in a fast-paced environment.

Photo of the Rise User
Local Government Federal Credit Union Hybrid US, Wake County, NC; North Carolina, Raleigh, NC
Posted 9 days ago

Join Civic as a Senior Reporting Analyst and deliver impactful financial analysis to guide executive decision-making.

Photo of the Rise User
Visa Remote Foster City, California, United States
Posted 2 days ago

Step into a pivotal role at Visa, where you'll enhance accounting operations for a global leader in payments technology as a Senior Accounting Analyst.

Photo of the Rise User
Datadog Remote United States
Posted 9 days ago
Customer-Centric
Rapid Growth
Diversity of Opinions
Reward & Recognition
Friends Outside of Work
Inclusive & Diverse
Empathetic
Feedback Forward
Work/Life Harmony
Casual Dress Code
Startup Mindset
Collaboration over Competition
Fast-Paced
Growth & Learning
Open Door Policy
Rise from Within
Maternity Leave
Paternity Leave
Flex-Friendly
Family Coverage (Insurance)
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
401K Matching
Paid Holidays
Paid Sick Days
Paid Time-Off

Seeking an experienced Accountant with expertise in Tally and Advanced Excel for a remote position in the United States.

Opsahl Dawson Remote Bellevue, Washington, United States
Posted 9 days ago

As a Tax Manager at Ascend, you'll leverage your expertise in trust and estate tax matters to deliver superior service while promoting a culture of professional growth.

BestEx Research Hybrid No location specified
Posted 7 days ago

Step into a key role at BestEx Research Group as a Lead Accountant, where your expertise will influence financial operations in a dynamic setting.

Photo of the Rise User
Posted 4 days ago

Join the City of Pearland as a Payroll Coordinator and contribute to fostering a collaborative and innovative workplace.

Aprio’s mission is to invest in our clients’ success by investing in our own. Through this mission, we are growing a premier firm where individual differences are celebrated and prosperous associates serve prosperous clients nationally and global...

127 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 21, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!