Financial Assistant, Wealth Management (Part Time)

Wing Assistant
California
Workplace: RemotePart timeFunction: Administration & Executive AssistanceSkills: ["Attention to detail","Stakeholder management","Deadline management","Ownership","Reliability"]

Support a financial-services practice as a virtual administrator by owning account administration end-to-end. You’ll coordinate financial-account onboarding and openings, process account transfers (including ACATS workflows), handle client paperwork and statements, and keep CRM records accurate. The role also covers insurance documentation and multi-stakeholder employee-benefit plan administration, including ERISA/tax-filing information tracking and follow-ups until requirements are completed.

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FursaFursa
Wing Assistant
Wing Assistant
13 hours ago

Financial Assistant, Wealth Management (Part Time)

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

Job Summary

Support a financial-services practice as a virtual administrator by owning account administration end-to-end. You’ll coordinate financial-account onboarding and openings, process account transfers (including ACATS workflows), handle client paperwork and statements, and keep CRM records accurate. The role also covers insurance documentation and multi-stakeholder employee-benefit plan administration, including ERISA/tax-filing information tracking and follow-ups until requirements are completed.
Location: California
Workplace: Remote
Employment Type: Part time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Coordinate financial-account onboarding, account-opening documentation, and manage account transfers (including ACATS-related workflows).
  • •Process routine account-servicing requests and manage pending client paperwork through completion.
  • •Prepare and distribute approved client statements and documents, and schedule appointments with proactive client follow-ups.
  • •Maintain and update CRM records by accurately logging all client communications.
  • •Coordinate insurance paperwork and multi-party employee-benefit plan administration (including ERISA-related information tracking and tax-filing requirements).

Key Requirements

  • •Strong working proficiency with a financial-services CRM.
  • •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 in financial-services or wealth-management back-office operations managing multiple stakeholders and deadlines.
Experience:Financial servicesWealth management
Skills:Attention to detailStakeholder managementDeadline managementOwnershipReliability
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
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