Finance Operations Specialist: Account Onboarding & Admin

Wing Assistant; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Wing Assistant seeks an experienced Virtual Administrator to support a financial-services practice, taking full ownership of account administration, insurance paperwork, and employee-benefit plan coordination.

This role requires proven ops experience in financial services, the ability to hit the ground running, and a track record of coordinating multi-stakeholder workflows from onboarding to tax-related tasks.

Qualifications

• Experience in financial services operations and back-office support.
• Hands-on experience with account-opening and account-servicing workflows.
• Familiarity with ACATS or similar transfer processes.
• Experience with insurance and employee-benefit administration platforms.

Responsibilities

• Coordinate financial-account onboarding and manage onboarding docs.
• Process and track account transfers, including ACATS-related tasks.
• Handle routine account-servicing requests and client paperwork.
• Prepare and distribute client statements and documents.
• Maintain CRM records and log client communications accurately.
• Schedule appointments and support client follow-ups.
• Coordinate employee-benefit plan administration among stakeholders.
• Track information for tax filing and ERISA-related plan admin.
• Manage insurance paperwork and related communications end-to-end.
• Own outstanding requirements and drive multi-party workflows to completion.
• Take on additional admin responsibilities as capacity allows.

Skills

Financial-services operations

Account opening processes

Account servicing workflows

ACATS workflows

Insurance & benefits administration

Tools

LPL Financial systems

Job description

Wing Assistant seeks an experienced Virtual Administrator to support a financial-services practice, taking full ownership of account administration, insurance paperwork, and employee-benefit plan coordination.

This role requires proven ops experience in financial services, the ability to hit the ground running, and a track record of coordinating multi-stakeholder workflows from onboarding to tax-related tasks.