Financial Assistant, Wealth Management (Part Time)

Wing Assistant
Arizona
Workplace: RemotePart timeFunction: Administration & Executive AssistanceSkills: ["Detail-oriented","Stakeholder management","Documentation management","Workflow ownership","Deadline management"]

Support a financial-services wealth-management practice as a virtual administrator, owning account administration from onboarding through servicing. Coordinate account transfers and account-opening documentation, process client paperwork and statements, and keep CRM records updated. Manage insurance paperwork and status follow-ups end-to-end, and quarterback employee-benefit plan administration across stakeholders while tracking ERISA- and tax-filing information.

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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 wealth-management practice as a virtual administrator, owning account administration from onboarding through servicing. Coordinate account transfers and account-opening documentation, process client paperwork and statements, and keep CRM records updated. Manage insurance paperwork and status follow-ups end-to-end, and quarterback employee-benefit plan administration across stakeholders while tracking ERISA- and tax-filing information.
Location: Arizona
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, and handle account-servicing requests.
  • •Prepare and distribute approved client statements and documents, schedule appointments, and support client follow-ups.
  • •Maintain and update CRM records, accurately logging client communications.
  • •Administer insurance paperwork and employee-benefit plan coordination end-to-end, tracking ERISA/tax-file information and owning multi-party workflows.

Key Requirements

  • •Strong working proficiency with a financial-services CRM.
  • •Hands-on experience with financial account-opening and account-servicing workflows.
  • •Experience with ACATS or other account-transfer workflows.
  • •Experience with insurance and/or employee-benefit administration platforms.
  • •Experience with financial-services or wealth-management back-office operations.
Experience:Wealth managementFinancial servicesEmployee benefitsInsurance operations
Skills:Detail-orientedStakeholder managementDocumentation managementWorkflow ownershipDeadline management
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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