Remote Client Service Associate, Financial Services

WestPoint Financial Group; Indianapolis (IN); On-site; USD 28,000 - 34,000; Part time

Benefits offered by this job

Virtual workplace

Flexible hours 15-25 per week

Supportive team environment

Meaningful impact on families

Remote collaboration

Job summary

Family Business Legacies is seeking a proactive Administrative Assistant to support a financial services practice remotely on a part-time basis. You will handle client service requests, paperwork accuracy, and CRM updates, while coordinating signatures and ensuring compliant client files.

The role emphasizes organization, problem-solving, and effective communication with clients and institutions. 15-25 hours weekly, flexible schedule within business hours.

Qualifications

• High school diploma or equivalent; associate or bachelor’s preferred.
• 2+ years in an Administrative Assistant role with CRM usage.
• Strong organization, detail-orientation, and deadlines management.
• Proficient in Microsoft Office; experience with CRM systems.

Responsibilities

• Serve as primary contact for client service requests with a personal touch.
• Manage account servicing: beneficiary updates, registrations, and changes.
• Prepare and review client paperwork for accuracy and compliance.
• Coordinate electronic signatures and follow up on documents.
• Process asset movements: transfers, deposits, withdrawals, and more.
• Maintain CRM records and document client interactions and activity.
• Communicate with clients, custodians, and financial institutions regularly.
• Identify process improvements to enhance efficiency and growth.

Skills

Customer service

Organizational skills

CRM experience

Microsoft Office

Communication

Problem solving

Work authorization

2+ years experience

Education

High school diploma

Associate degree

Bachelor’s degree preferred

Tools

CRM systems

Microsoft Office

Job description

Family Business Legacies is seeking a proactive Administrative Assistant to support a financial services practice remotely on a part-time basis. You will handle client service requests, paperwork accuracy, and CRM updates, while coordinating signatures and ensuring compliant client files.

The role emphasizes organization, problem-solving, and effective communication with clients and institutions. 15-25 hours weekly, flexible schedule within business hours.