Financial Assistant, Wealth Management (Part Time)

Lever, Inc.; California (MO); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking an experienced Virtual Administrator to own account administration for a financial-services practice, including onboarding, insurance paperwork, and benefit-plan coordination.

The role requires real prior experience in financial services operations, not just general admin. You will manage multi-party workflows, maintain CRM records, support client communications, and coordinate benefits with providers and employers.

Qualifications

• Strong working proficiency with a financial-services CRM.
• Hands-on experience with account-opening and account-servicing platforms.
• Experience with ACATS or other account-transfer workflows.
• Experience with insurance and employee-benefit administration platforms.
• Familiarity with LPL Financial systems is a plus.

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.
• Maintain and update CRM records, logging all client communications accurately.
• Schedule appointments and proactively support client follow-ups.
• Coordinate employee-benefit plan administration across multiple stakeholders.
• Track and organize information required for tax filing and ERISA-related plan administration.
• Manage insurance paperwork, documentation, and status follow-ups end-to-end.
• Own outstanding requirements and quarterback multi-party workflows through to completion.
• Take on additional administrative responsibilities as you demonstrate capacity and reliability.

Skills

CRM proficiency

Account opening

ACATS workflows

Insurance administration

Employee-benefit administration

Tools

LPL Financial systems

ACATS platform

Job description

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.

What You'll Do

• 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
• Maintain and update CRM records, logging all client communications accurately
• Schedule appointments and proactively support client follow-ups
• Coordinate employee-benefit plan administration across multiple stakeholders - plan provider, accountant, actuary, employer, and other involved parties
• Track and organize information required for tax filing and ERISA-related plan administration
• Manage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end
• Own outstanding requirements and 'quarterback' multi-party workflows through to completion
• Take on additional administrative responsibilities as you demonstrate capacity and reliability

Required Experience

• Strong working proficiency with a financial-services CRM
• Prior hands-on experience with financial account-opening and account-servicing platforms
• Working experience with ACATS or other account-transfer workflows
• Prior experience with insurance and/or employee-benefit administration platforms
• Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval)

What We'll Train You On

• Our firm-specific processes and service standards
• Internal CRM procedures and documentation expectations
• Practice-specific client communication and workflow preferences
• LPL-specific systems and access procedures, if applicable

Ideal Candidate

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.