Remote Wealth Mgmt Assistant - Part-Time Client Support

Backbone Planning Partners, LLC; Las Vegas (NV); Remote; USD 25,000 - 39,000; Part time

Job summary

Backbone Planning Partners, LLC is seeking a part-time Wealth Management Assistant to support advisors with client information, meeting materials, and reports. The remote role involves scheduling, follow-ups, and drafting clear client communications, with potential light research and onboarding support.

Qualified candidates bring strong organization, office tools proficiency, and a client-service mindset. Prior financial services experience is helpful but not required; a related degree is

Qualifications

• Strong organizational and administrative skills, including managing calendars, digital files, and deadlines.
• Proficiency with office and collaboration tools (CRM, Office/Workspace, video conferencing).
• Excellent written and verbal communication, with the ability to prepare clear emails and client materials.
• Attention to detail when handling client data, reports, and documentation.
• Comfort working remotely with reliable internet and strong time management.
• Foundational understanding of personal finance or investment concepts, or interest in wealth management.
• Demonstrated client service mindset, professionalism, and discretion handling sensitive information.
• Prior experience in financial services or admin support is preferred but not required.
• Bachelor’s or associate degree in business/finance/economics or related field beneficial.

Responsibilities

• Organize and maintain client information and records.
• Prepare meeting materials and client reports.
• Maintain accurate data in CRM and portfolio systems.
• Schedule client meetings and coordinate follow-up tasks.
• Draft clear client communications such as emails and summaries.
• Assist with light research on investment and planning topics.
• Support onboarding and document collection processes.
• Help improve internal workflows and client service standards.

Skills

Organizational skills

Communication

Attention to detail

Remote work

Discretion

Customer service

Financial services experience

Education

Associate or bachelor’s degree in business, finance, accounting, economics, or related field

Tools

CRM systems

Microsoft Office / Google Workspace

Video conferencing platforms

Job description

Backbone Planning Partners, LLC is seeking a part-time Wealth Management Assistant to support advisors with client information, meeting materials, and reports. The remote role involves scheduling, follow-ups, and drafting clear client communications, with potential light research and onboarding support.

Qualified candidates bring strong organization, office tools proficiency, and a client-service mindset. Prior financial services experience is helpful but not required; a related degree is