Financial Assistant, Wealth Management (Part Time)

Lever, Inc.; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking an experienced Virtual Administrator for its financial-services practice in New York.

You will own account administration, insurance paperwork, and employee-benefit plan coordination, working with multiple stakeholders to keep every workflow moving. The role demands real prior experience in financial services operations, not just general admin, with proficiency in onboarding, account servicing, ACATS, and ERISA-related processes.

Qualifications

• Requires real experience in financial services operations.
• Hands-on account-opening and servicing.
• Familiarity with ACATS workflows.
• Experience with insurance and employee-benefit plans.

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 - 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

Skills

Detail-oriented

Ownership mindset

Multitasking

Client communication

Tools

Financial-services CRM

Account-opening platforms

ACATS

Insurance/benefit administration platforms

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.