Financial Assistant, Wealth Management (Part Time)

Getwingapp; California (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Getwingapp is seeking an experienced Virtual Administrator to own account administration, insurance paperwork, and benefits coordination for a financial-services practice.

You’ll handle onboarding, ACATS workflows, and client communications, while maintaining CRM records and supporting cross-functional stakeholders across plans and tax-related tasks.

Qualifications

• Experience with a financial-services CRM and onboarding workflows.
• Hands-on ACATS or account-transfer process exposure.
• Experience with insurance or employee-benefit administration platforms.
• Familiarity with LPL Financial systems is a plus (subject to access).

Responsibilities

• Own account onboarding and related documentation.
• Process account transfers and ACATS-related tasks.
• Handle routine account-servicing requests and paperwork.
• Prepare client statements and distribute documents.
• Maintain CRM records and log client communications.
• Schedule and support client follow-ups.
• Coordinate employee-benefit plan administration with providers and stakeholders.
• Track information for tax filing and ERISA-related administration.
• Manage insurance paperwork and end-to-end communications.
• Own outstanding requirements and drive multi-party workflows to completion.
• Take on additional administrative responsibilities as needed.

Skills

Financial-services CRM

Account-opening workflows

Account-servicing workflows

ACATS workflows

Insurance/benefits administration

Tools

LPL Financial systems

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.