Financial Assistant, Wealth Management (Part Time)

Lever, Inc.; Town of Texas (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking an experienced Virtual Administrator to own account administration within a financial-services practice. You will manage onboarding, insurance paperwork, and employee-benefit plan coordination with minimal training.

Ideal candidates bring real prior experience in financial services operations, proficiency with multi-party workflows, and meticulous CRM record-keeping across stakeholders; you will ensure workflows move to completion.

Qualifications

• Experience in financial services operations with account opening and servicing.
• Hands-on with ACATS or account-transfer workflows.
• Experience with insurance and employee-benefit administration platforms.

Responsibilities

• Coordinate financial-account onboarding and manage onboarding docs
• Process and track account transfers, including ACATS 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 employee-benefit plan administration with providers and stakeholders
• Track information for tax filing and ERISA plan administration
• Manage insurance paperwork and end-to-end admin communication
• Own outstanding requirements and drive multi-party workflows to completion
• Take on additional admin tasks as capacity allows

Skills

Financial-services CRM proficiency

Account-opening and servicing

ACATS workflows

Insurance and benefits administration

LPL Financial systems experience (nice

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.