Posted 08/19/2026
Job Number: 17529
Investment Administrator
Pasadena, California • Hybrid
Industry: Alternative Asset Management
Job Category: Administrative
Job Type: Temp
Salary: $0 / Hourly
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Job Description
Position Title: Investment Administrator
Pay: $32–$38 per hour
Step into a high-touch wealth management environment where precision, trust, and client service matter. We are seeking an experienced Investment Administrator to support a growing wealth management firm serving ultra-high-net-worth clients with approximately $600M in assets under management. This role will own critical investment account administration, including new account setup, transfers, distributions, account maintenance, complex ownership structures, and coordination with custodians. The ideal candidate brings hands-on RIA or wealth management experience, understands the details behind investment account registration and documentation, and is confident operating independently in a small, relationship-driven environment
Responsibilities
- Open and establish new investment accounts while ensuring ownership, registration, and documentation are accurate
- Prepare and process account opening, maintenance, transfer, contribution, and distribution paperwork
- Support trust accounts and other complex ownership structures while maintaining complete and accurate client documentation
- Coordinate directly with custodians, including Fidelity, to resolve account issues and outstanding requirements
- Maintain accurate client and investment information across Black Diamond and internal systems
- Partner with advisors and internal team members to provide responsive administrative and client service support
- Follow up on outstanding paperwork, account requirements, and additional investment operations projects
Requirements
- 2–3 years of relevant experience within wealth management, an RIA, or a similar investment advisory environment
- Hands-on investment administration experience, including opening and maintaining investment accounts
- Strong understanding of account ownership, registration, investment documentation, and account maintenance
- Experience supporting high-net-worth or ultra-high-net-worth client relationships
- Proficiency with Microsoft Word and Outlook
- High school diploma or equivalent
- Ability to work independently while maintaining exceptional accuracy, organization, and follow-through
Benefits
- Competitive hourly compensation of $32–$38 per hour
- Hybrid schedule with 2 remote workdays each week
- High level of autonomy and ownership over day-to-day responsibilities
- Exposure to sophisticated ultra-high-net-worth client relationships and complex investment accounts
- Opportunity to join a newly established and growing RIA with approximately $600M in assets under management
If you have the wealth management experience, investment account knowledge, and attention to detail to thrive in a sophisticated, high-touch environment, apply today and bring your expertise to a firm where your work will truly matter.
#LI-RB1 #LI-SB1
Job ID: a0CUm00004tFceeMAC
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