Financial Assistant, Wealth Management (Part Time)

Lever, Inc.; Columbus (OH); On-site; USD 42,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking an experienced Virtual Administrator to support a financial-services practice.

You will take full ownership of account administration, insurance paperwork, and employee-benefit plan coordination, hitting the ground running with prior financial services operations experience. You will manage onboarding docs, ACATS workflows, servicing requests, client statements, CRM updates, and multi-stakeholder plan administration, ensuring end-to-end communication and timely completion

Qualifications

• Must have real prior experience in financial services operations.
• Not a generic admin or EA background; able to own workflows end-to-end.
• Experience with client onboarding and servicing is essential.

Responsibilities

• Coordinate financial-account onboarding and document handling.
• Process and track account transfers and ACATS workflows.
• Handle routine account-servicing requests and client paperwork.
• Prepare client statements and documents for distribution.
• Maintain CRM records and log client communications accurately.
• Schedule appointments and support client follow-ups.
• Coordinate employee-benefit plan administration across stakeholders.

Skills

Financial-services CRM

Account-opening platforms

ACATS workflows

Insurance/benefits administration

LPL Financial systems (plus)

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.