Financial Assistant, Wealth Management (Part Time)

Wing Assistant
Detroit
Workplace: RemotePart timeFunction: Administration & Executive AssistanceSkills: ["Detail-oriented","Stakeholder management","Organization","Ability to meet deadlines","Ownership"]

Support a financial-services practice as a virtual administrator, owning account administration end-to-end. Coordinate onboarding and account-opening documentation, process transfers including ACATS workflows, and manage routine client paperwork. Prepare and distribute approved statements and documents, keep CRM records up to date, and schedule appointments and client follow-ups. Lead multi-stakeholder employee-benefit plan administration (plan provider, accountant, actuary, employer) while tracking tax filing and ERISA-related requirements and insurance paperwork.

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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, owning account administration end-to-end. Coordinate onboarding and account-opening documentation, process transfers including ACATS workflows, and manage routine client paperwork. Prepare and distribute approved statements and documents, keep CRM records up to date, and schedule appointments and client follow-ups. Lead multi-stakeholder employee-benefit plan administration (plan provider, accountant, actuary, employer) while tracking tax filing and ERISA-related requirements and insurance paperwork.
Location: Detroit
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 pending client paperwork, preparing and distributing approved client statements and documents.
  • •Maintain and update CRM records and accurately log client communications; schedule appointments and support proactive follow-ups.
  • •Administer employee-benefit plans and insurance paperwork end-to-end, tracking ERISA-related requirements, tax filing information, and multi-party workflows through completion.

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.
  • •Familiarity with LPL Financial systems is a plus, subject to access and compliance approval.
Experience:Financial servicesWealth management
Skills:Detail-orientedStakeholder managementOrganizationAbility to meet deadlinesOwnership
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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