Job Opportunities

Administrator

Hartford, CT | Onsite/Hybrid

At SKY Investment Group, we provide a high-touch, client-first experience for families, business owners, and institutions. As an Account Administrator, you will play a central role in delivering that experience, serving as a trusted operational partner to both our clients and wealth advisors. 

This position sits at the intersection of client service and portfolio operations. You will be responsible for ensuring that every client interaction and account process is handled with precision, discretion, and a commitment to excellence. The ideal candidate is detail-oriented, highly organized, and takes pride in delivering a seamless, thoughtful experience at every stage of the client relationship. 

Key Responsibilities 

• Deliver a high-touch client experience by addressing client needs with care and urgency, supporting clients throughout their financial journey, and reinforcing a standard of exceptional service  

• Prepare and process all custodian paperwork for new client onboarding, ensuring accurate account setup and a smooth transfer of assets  

• Oversee ongoing account maintenance, including updates to account registrations, trustee changes, beneficiary designations, and other administrative requests  

• Respond to client correspondence and inquiries in a timely, professional, and thoughtful manner, ensuring clear and effective communication  

• Partner closely with custodian operations teams to execute account administration and transaction processing with accuracy, resolving any issues efficiently  

• Maintain and update client records within CRM and document management systems, ensuring a high standard of accuracy, organization, and confidentiality  

• Uphold all regulatory and compliance standards by remaining current on industry requirements and ensuring all client activities align with firm policies  

Qualifications 

• 2+ years of experience in wealth management, financial services, or a related field preferred  

• Exceptional attention to detail and a commitment to accuracy  

• Strong organizational and time management skills, with the ability to manage multiple priorities  

• Excellent written and verbal communication skills, with a polished and professional presence  

• Proficiency in Microsoft Office; experience with CRM systems and custodial platforms is preferred  

• A team-oriented mindset with a strong sense of ownership and accountability  

What Sets This Role Apart

This is an opportunity to join a growing wealth management firm that places a premium on long-term relationships and exceptional service. You will work alongside a team that values thoughtful advice, disciplined investment management, and a culture of responsiveness and care. The role offers meaningful exposure to all facets of wealth management and the opportunity to grow within a firm committed to excellence.