Financial Assistant, Wealth Management (Part Time)

Job description

We're looking for an experienced, detail-oriented Virtual Administrator to support a financial-services practice, taking full ownership of account administration, insurance paperwork, and employee-benefit plan coordination. This role requires someone who can hit the ground running with minimal foundational training — you'll need real prior experience in financial services operations, not just general admin or EA experience. **What You'll Do** - Coordinate financial-account onboarding and manage account-opening documentation - Process and track account transfers, including ACATS-related workflows - Handle routine account-servicing requests and pending client paperwork - Prepare and distribute approved client statements and documents - Maintain and update CRM records, logging all client communications accurately - Schedule appointments and proactively support client follow-ups - Coordinate employee-benefit plan administration across multiple stakeholders — plan provider, accountant, actuary, employer, and other involved parties - Track and organize information required for tax filing and ERISA-related plan administration - Manage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end - Own outstanding requirements and "quarterback" multi-party workflows through to completion - Take on additional administrative responsibilities as you demonstrate capacity and reliability **Required Experience** - Strong working proficiency with a financial-services CRM - Prior hands-on experience with financial account-opening and account-servicing platforms - Working experience with ACATS or other account-transfer workflows - Prior experience with insurance and/or employee-benefit administration platforms - Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval) **What We'll Train You On** - Our firm-specific processes and service standards - Internal CRM procedures and documentation expectations - Practice-specific client communication and workflow preferences - LPL-specific systems and access procedures, if applicable **Ideal Candidate** You've worked in a financial-services or wealth-management back-office role before, you're comfortable juggling multiple stakeholders and deadlines without being told twice, and you take pride in being the person who keeps every workflow moving until it's done.