Wealth Management Client Associate & Administrator (Remote)
Location: Remote / Virtual (U.S.-Citizenship Required)
Employment Type: Full-Time | Exempt
Reports To: Founder / Owner
Hours: 8am-5pm ET
Compensation: Details Listed Below
Firm: Seven Mile Advisory
About Seven Mile Advisory - Seven Mile Advisory is a boutique independent wealth advisory firm serving ultra-high-net-worth individuals, families, entrepreneurs, and multigenerational households with highly sophisticated financial lives. The firm is built around delivering deeply personalized advice, white-glove client service, and thoughtful long-term partnership.
Our clients often face complex liquidity events, estate planning considerations, concentrated equity positions, philanthropic goals, family governance matters, tax-sensitive investment decisions, and multigenerational wealth transfer planning. We pride ourselves on operating as a strategic quarterback for our clients while maintaining an entrepreneurial, collaborative, and high-touch culture.
At Seven Mile Advisory, we believe exceptional client outcomes begin with exceptional people. We are committed to fostering a culture of intellectual curiosity, innovation, accountability, and professional growth.
Position Overview - Seven Mile Advisory is seeking a highly organized, proactive, and detail-oriented Client Associate & Administrator to support both the client experience and internal operations of the firm.
This individual will play a critical role in ensuring seamless execution across client servicing, operational coordination, investment tracking, estate planning implementation support, money movement processing, reporting, onboarding, and administrative initiatives. The ideal candidate thrives in a fast-paced, high-touch environment and takes pride in delivering exceptional service with accuracy, discretion, and follow-through.
Responsibilities
Client Service & Relationship Support
- 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.
Financial & Investment Coordination
- 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.
Tax, Estate & Planning Coordination
- 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.
Operations & Administrative Support
- 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.
