Financial Assistant, Wealth Management (Part Time)

Wing Assistant
Columbus
Workplace: RemotePart timeFunction: Administration & Executive AssistanceSkills: ["Detail-oriented","Stakeholder coordination","Time management","Ownership","Accurate record-keeping"]

Support a financial-services practice as a Virtual Administrator, owning account administration and client workflow coordination. You’ll manage onboarding documentation, handle account-transfer servicing (including ACATS-related steps), process client requests and statements, and keep CRM records accurate. You’ll also quarterback multi-party employee-benefit plan administration and insurance paperwork, tracking ERISA- and tax-filing information through completion.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Wing Assistant
Wing Assistant
13 hours ago

Financial Assistant, Wealth Management (Part Time)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Support a financial-services practice as a Virtual Administrator, owning account administration and client workflow coordination. You’ll manage onboarding documentation, handle account-transfer servicing (including ACATS-related steps), process client requests and statements, and keep CRM records accurate. You’ll also quarterback multi-party employee-benefit plan administration and insurance paperwork, tracking ERISA- and tax-filing information through completion.
Location: Columbus
Workplace: Remote
Employment Type: Part time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Coordinate financial-account onboarding and manage account-opening documentation.
  • •Process and track account transfers, including ACATS-related workflows.
  • •Handle routine account-servicing requests and prepare and distribute approved client statements and documents.
  • •Maintain and update CRM records, logging client communications accurately.
  • •Coordinate employee-benefit plan administration and manage insurance paperwork end-to-end, tracking information required for tax filing and ERISA-related administration.

Key Requirements

  • •Strong working proficiency with a financial-services CRM.
  • •Prior hands-on experience with financial account-opening and account-servicing platforms.
  • •Experience with ACATS or other account-transfer workflows.
  • •Prior experience with insurance and/or employee-benefit administration platforms.
  • •Familiarity with LPL Financial systems is a plus (subject to access and compliance approval).
Experience:Financial servicesWealth managementInsuranceEmployee benefitsWealth-management back-office
Skills:Detail-orientedStakeholder coordinationTime managementOwnershipAccurate record-keeping
Tech Stack:CRMACATSLPL Financial

Company Brief

Wing Assistant
Provides remote virtual assistant and administrative support services, matching businesses with trained assistants for tasks like scheduling, email management, research, and operations to improve productivity and reduce overhead.
Industry: Recruitment Agencies
Website