Financial Assistant, Wealth Management (Part Time)

Wing Assistant; United States; On-site; USD 50,000 - 70,000; Full time

Job summary

Wing Assistant seeks an experienced Virtual Administrator to support a financial-services practice, taking full ownership of account administration, insurance paperwork, and employee-benefit plan coordination.

This role requires proven ops experience in financial services, the ability to hit the ground running, and a track record of coordinating multi-stakeholder workflows from onboarding to tax-related tasks.

Qualifications

• Experience in financial services operations and back-office support.
• Hands-on experience with account-opening and account-servicing workflows.
• Familiarity with ACATS or similar transfer processes.
• Experience with insurance and employee-benefit administration platforms.

Responsibilities

• Coordinate financial-account onboarding and manage onboarding docs.
• Process and track account transfers, including ACATS-related tasks.
• Handle routine account-servicing requests and client paperwork.
• Prepare and distribute client statements and documents.
• Maintain CRM records and log client communications accurately.
• Schedule appointments and support client follow-ups.
• Coordinate employee-benefit plan administration among stakeholders.
• Track information for tax filing and ERISA-related plan admin.
• Manage insurance paperwork and related communications end-to-end.
• Own outstanding requirements and drive multi-party workflows to completion.
• Take on additional admin responsibilities as capacity allows.

Skills

Financial-services operations

Account opening processes

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.