Financial Assistant, Wealth Management (Part Time)

Wing Assistant
Texas
Workplace: RemotePart timeFunction: Administration & Executive AssistanceSkills: ["Detail-oriented","Stakeholder coordination","Deadline management","Proactive follow-up","Workflow ownership"]

Support a financial-services practice with end-to-end account administration for onboarding, transfers (including ACATS workflows), and routine servicing. Coordinate insurance paperwork and employee-benefit plan administration across plan providers, accountants, actuaries, and employers. Maintain accurate CRM records and client communications, prepare client statements and documents, schedule appointments, and track tax/ERISA-related information through completion.

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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 with end-to-end account administration for onboarding, transfers (including ACATS workflows), and routine servicing. Coordinate insurance paperwork and employee-benefit plan administration across plan providers, accountants, actuaries, and employers. Maintain accurate CRM records and client communications, prepare client statements and documents, schedule appointments, and track tax/ERISA-related information through completion.
Location: Texas
Workplace: Remote
Employment Type: Part time
Job Function: Administration & Executive Assistance

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.
  • •Prepare and distribute approved client statements and documents while maintaining CRM records.
  • •Coordinate employee-benefit plan administration and manage insurance paperwork end-to-end, tracking outstanding requirements through completion.

Key Requirements

  • •Proven experience in financial-services operations and wealth-management back-office work, with minimal onboarding required.
  • •Strong proficiency with a financial-services CRM and comfort managing account administration workflows.
  • •Hands-on experience with financial account opening and account servicing platforms.
  • •Experience handling ACATS or other account-transfer workflows.
  • •Prior experience with insurance and/or employee-benefit administration platforms.
Experience:Financial servicesWealth managementBack-office
Skills:Detail-orientedStakeholder coordinationDeadline managementProactive follow-upWorkflow ownership
Tech Stack:CRMACATSLPL FinancialERISA

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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