Finance Services Ops Lead - Onboarding & Admin

Remote; San Francisco (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Remote is seeking an experienced Virtual Administrator for a financial-services practice. You will own account administration, insurance paperwork, and employee-benefit plan coordination with minimal training, leveraging prior financial services ops experience.

You'll manage onboarding, transfers, client paperwork, CRM records, and multi-stakeholder benefit processes, ensuring accurate communications and timely completion of all tasks.

Qualifications

• Experience with financial-services operations and back-office tasks.
• Hands-on with account-opening and account-servicing platforms.
• Familiarity with ACATS or other transfer workflows.
• Background in insurance or employee-benefit administration platforms.
• Experience with LPL Financial systems is a plus (subject to compliance).

Responsibilities

• Coordinate onboarding and manage account-opening documentation.
• Process and track account transfers and related workflows.
• Handle routine account-servicing requests and client paperwork.
• Prepare and distribute client statements and documents.
• Maintain CRM records and log client communications.
• Schedule appointments and support client follow-ups.
• Coordinate benefits administration across multiple stakeholders.
• Track information for tax filing and ERISA plan administration.
• Manage insurance paperwork and related communications end-to-end.
• Own outstanding requirements and drive workflows to completion.
• Take on additional admin tasks as capacity allows.

Skills

CRM proficiency

Account opening

ACATS workflows

Insurance/benefits admin

LPL Financial systems experience

Tools

LPL Financial systems

Job description

Remote is seeking an experienced Virtual Administrator for a financial-services practice. You will own account administration, insurance paperwork, and employee-benefit plan coordination with minimal training, leveraging prior financial services ops experience.

You'll manage onboarding, transfers, client paperwork, CRM records, and multi-stakeholder benefit processes, ensuring accurate communications and timely completion of all tasks.