Remote Financial Services Client Associate (Part-Time)

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

Benefits offered by this job

Virtual workplace

Flexible work hours

Meaningful impact supporting families

Supportive team environment

Job summary

Family Business Legacies seeks a part-time, remote Administrative Assistant to support client service and day-to-day operations. The role emphasizes accuracy, responsiveness, and proactive problem solving in a flexible schedule between 8 am–6 pm, Monday–Friday.

Ideal candidates have a client-first mindset, 2+ years of administrative experience, and comfort managing multiple priorities while maintaining thorough CRM records and compliant paperwork.

Qualifications

• Administrative experience in a fast-paced setting.
• Proactive with attention to detail.
• Ability to manage multiple client requests through completion.
• Experience with CRM systems.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Serve as the primary point of contact for client service requests, delivering a responsive, professional, and personalized client experience.
• Manage account servicing activities, including beneficiary updates, registration changes, account maintenance requests, and client record updates.
• Prepare, review, and distribute client paperwork, ensuring accuracy, completeness, and compliance before submission.
• Coordinate electronic signatures, track outstanding documentation, and proactively follow up with clients to ensure timely completion of requests.
• Process and monitor asset movement transactions, including transfers, deposits, withdrawals, RMDs, wires, ACH transactions, and check requests.
• Communicate regularly with clients, custodians, insurance carriers, and financial institutions to provide updates and resolve service-related issues.
• Maintain accurate CRM records, workflow systems, and audit-ready client files while documenting all client interactions and account activity.
• Track service requests from initiation through resolution, ensuring a seamless and efficient experience for clients.
• Identify opportunities to improve processes, enhance operational efficiency, and support the overall growth of the practice.

Skills

Client service

Organizational skills

Multi-tasking

Communication

Problem solving

Ownership

Education

High school diploma

Associate or bachelor’s degree

Tools

CRM systems

Microsoft Office

Job description

Family Business Legacies seeks a part-time, remote Administrative Assistant to support client service and day-to-day operations. The role emphasizes accuracy, responsiveness, and proactive problem solving in a flexible schedule between 8 am–6 pm, Monday–Friday.

Ideal candidates have a client-first mindset, 2+ years of administrative experience, and comfort managing multiple priorities while maintaining thorough CRM records and compliant paperwork.