Financial Assistant, Wealth Management (Part Time)

1 hour, 38 minutes ago
Part-time
Mid Level
Operations
Wing Assistant

Wing Assistant

Wing Assistant: Your dedicated assistant for businesses and executives, offering affordable support for essential tasks to drive business growth.

Professional Services
51-250
Founded 2017
$2M raised

Description

  • Coordinate financial-account onboarding and account-opening documentation.
  • Process and track account transfers, including ACATS workflows.
  • Handle account-servicing requests and outstanding client paperwork.
  • Prepare and distribute approved client statements and documents.
  • Maintain CRM records and accurately log client communications.
  • Schedule appointments and proactively manage client follow-ups.
  • Coordinate employee-benefit plan administration among providers, accountants, actuaries, employers, and other stakeholders.
  • Organize information for tax filing and ERISA-related plan administration.
  • Manage insurance paperwork, documentation, status tracking, and related communications.
  • Own outstanding requirements and coordinate multi-party workflows through completion.

Requirements

  • Prior hands-on experience in financial-services operations, wealth management, or a similar back-office role.
  • Strong working proficiency with a financial-services CRM.
  • Experience with financial account-opening and account-servicing platforms.
  • Working experience with ACATS or other account-transfer workflows.
  • Experience with insurance and/or employee-benefit administration platforms.
  • Ability to manage multiple stakeholders and deadlines with minimal supervision.
  • Strong attention to detail and ownership of workflows through completion.
  • Experience with LPL Financial systems is preferred, subject to access and compliance approval.

Interested in this position?

Apply directly on the company website

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