Financial Assistant, Wealth Management (Part Time)

Wing Assistant · Texas

  • Junior
  • Part-time
  • Posted 2026-09-23
  • Confirmed live on 25 September 2026

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Job description

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<p dir="ltr">We're looking for an experienced, detail-oriented Virtual Administrator to support a financial-services practice, taking full ownership of account administration, insurance paperwork, and employee-benefit plan coordination. This role requires someone who can hit the ground running with minimal foundational training — you'll need real prior experience in financial services operations, not just general admin or EA experience.</p>
<p dir="ltr"><strong>What You'll Do</strong></p>
<ul dir="ltr">
<li>Coordinate financial-account onboarding and manage account-opening documentation</li>
<li>Process and track account transfers, including ACATS-related workflows</li>
<li>Handle routine account-servicing requests and pending client paperwork</li>
<li>Prepare and distribute approved client statements and documents</li>
<li>Maintain and update CRM records, logging all client communications accurately</li>
<li>Schedule appointments and proactively support client follow-ups</li>
<li>Coordinate employee-benefit plan administration across multiple stakeholders — plan provider, accountant, actuary, employer, and other involved parties</li>
<li>Track and organize information required for tax filing and ERISA-related plan administration</li>
<li>Manage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end</li>
<li>Own outstanding requirements and "quarterback" multi-party workflows through to completion</li>
<li>Take on additional administrative responsibilities as you demonstrate capacity and reliability</li>
</ul>
<p dir="ltr"><strong>Required Experience</strong></p>
<ul dir="ltr">
<li>Strong working proficiency with a financial-services CRM</li>
<li>Prior hands-on experience with financial account-opening and account-servicing platforms</li>
<li>Working experience with ACATS or other account-transfer workflows</li>
<li>Prior experience with insurance and/or employee-benefit administration platforms</li>
<li>Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval)</li>
</ul>
<p dir="ltr"><strong>What We'll Train You On</strong></p>
<ul dir="ltr">
<li>Our firm-specific processes and service standards</li>
<li>Internal CRM procedures and documentation expectations</li>
<li>Practice-specific client communication and workflow preferences</li>
<li>LPL-specific systems and access procedures, if applicable</li>
</ul>
<p dir="ltr"><strong>Ideal Candidate</strong><br>You've worked in a financial-services or wealth-management back-office role before, you're comfortable juggling multiple stakeholders and deadlines without being told twice, and you take pride in being the person who keeps every workflow moving until it's done.</p>
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