Wealth Management Asset Transfer Associate

Strategic Wealth Alliance is growing, and we are looking for a highly organized, proactive, and detail-oriented Operations & Asset Transfer Associate to join our team in Allentown, PA.

This role is critical to the day-to-day operations and client experience of our wealth management firm. The person in this position will help manage account paperwork, track transfers, follow up with custodians and financial institutions, resolve operational issues, and ensure that money movement and account processing are completed accurately and efficiently.

This is the person who owns the process and keeps things moving.

We are not looking for someone who simply waits for instructions. We are looking for someone who takes initiative, follows through relentlessly, communicates professionally, and thrives in a fast-paced environment with many moving parts.

The right candidate is highly organized, dependable, calm under pressure, and able to manage multiple priorities without letting details fall through the cracks.

If you enjoy problem-solving, process management, and helping create an exceptional client experience, we would love to hear from you.

Position Details

• Full-Time
• In-Office Position
• Monday–Friday
• Location: Allentown, PA
• Compensation: $65,000 based on experience
• Bonus opportunities available

Responsibilities

• Process new account paperwork and account maintenance requests
• Track incoming and outgoing transfers from start to finish
• Follow up with custodians, clients, and outside institutions to resolve delays or issues
• Monitor pending paperwork and ensure deadlines are met
• Maintain accurate CRM notes and workflow tracking
• Review forms for accuracy and completeness before submission
• Coordinate signatures and missing documentation
• Assist advisors with operational and client service tasks
• Help manage:
• ACAT transfers
• Rollovers
• Money movement requests
• Beneficiary updates
• Account openings
• Annuity and investment paperwork
• Communicate updates clearly and professionally with clients and advisors
• Help improve operational workflows and efficiency
• Maintain confidentiality and accuracy with sensitive financial information

Qualifications

• Strong organizational and multitasking skills
• Excellent follow-up and communication skills
• High attention to detail
• Ability to work independently and take ownership
• Professional phone and email communication
• Comfortable working in a fast-paced office environment
• Experience in financial services, banking, mortgage, insurance, or operations preferred
• CRM experience preferred
• Experience with Schwab or similar custodians is a plus

Ideal Candidate

The ideal candidate is:

• Persistent and proactive
• Process-oriented
• Extremely organized
• Reliable and dependable
• Calm under pressure
• Comfortable handling time-sensitive requests
• Able to manage multiple moving pieces simultaneously
• Focused on creating a smooth client experience

About Strategic Wealth Alliance

Strategic Wealth Alliance is a growing wealth management firm focused on delivering a high level of client service, operational excellence, and long-term relationship management. We are building a strong team culture centered around professionalism, accountability, growth, and client care.

Benefits

• Competitive compensation
• Growth opportunity within the firm
• Supportive team environment
• Paid time off
• Professional development opportunities

To apply, please submit your resume and a brief introduction explaining why you believe you would be a strong fit for this role.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Work Location: In person

Salary : $65,000 - $85,000