Wealth Management Assistant

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

Company Description

Backbone Planning Partners, LLC is a registered investment advisory firm focused on serving small business owners and entrepreneurs, the backbone of the American economy. The firm provides comprehensive financial planning and wealth management services tailored to the unique needs and challenges of closely held businesses and their owners. Investment advisor representatives Landon Mance and Austin Peterson lead the practice, offering personalized guidance on investments, retirement planning, and overall financial strategy. Team members collaborate closely with clients to help them build, protect, and transition wealth across various stages of their business and personal lives.

Role Description

The Wealth Management Assistant is a part-time, remote role that supports advisors in delivering high-quality service to clients. Day-to-day responsibilities include organizing client information, preparing meeting materials and reports, and maintaining accurate records in CRM and portfolio management systems. The role involves assisting with scheduling client meetings, coordinating follow-up tasks, and helping draft clear, client-facing communications such as emails, summaries, and basic presentations. The assistant may also support light research on investment and planning topics, help with document collection and onboarding processes, and contribute to improving internal workflows and client service standards.

Qualifications

• Strong organizational and administrative skills, including managing calendars, maintaining digital files, and tracking client tasks and deadlines.
• Proficiency with office and collaboration tools (e.g., Microsoft Office or Google Workspace, CRM systems, and video conferencing platforms).
• Excellent written and verbal communication skills, with the ability to prepare clear, professional emails, notes, and basic client materials.
• Attention to detail and accuracy when handling client data, preparing reports, and processing documentation.
• Comfort working remotely, with reliable internet access and the ability to manage time and priorities independently.
• Foundational understanding of personal finance or investment concepts, or strong interest in learning about wealth management.
• Demonstrated client service mindset, professionalism, and discretion in handling sensitive financial information.
• Prior experience in financial services, administrative support, or a similar professional environment is preferred but not required.
• Associate or bachelor’s degree in business, finance, accounting, economics, or a related field is beneficial, or equivalent relevant experience.