Financial Assistant, Wealth Management (Part Time)

1 week 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 manage proactive client follow-ups.
  • Coordinate employee-benefit plan administration with 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 drive multi-party workflows through completion.

Requirements

  • Prior hands-on experience in financial-services or wealth-management operations.
  • 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 independently.
  • Strong attention to detail and follow-through.
  • Experience with LPL Financial systems is preferred, subject to access and compliance approval.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

AP - Scheduler | Construction (Remote)

D2B Professional Services

D2B is seeking a remote Scheduler to coordinate field-service jobs during Australian/New Zealand business hours, allocating work efficiently based on staff capabilities, availability, locations, and job requirements.

11 hours, 25 minutes ago

Environmental Compliance Lead

Promethean 251-1K Diversified Consumer Services

Promethean is seeking an Environmental Compliance Lead to manage environmental regulatory obligations across relevant markets, with additional responsibility for selected health and safety programs supporting the company’s edtech operations.

11 hours, 25 minutes ago

Product Operations Intern, Rewards

Sezzle 251-1K Diversified Financial Services

Sezzle is hiring a Product Operations Intern for its Rewards team to improve the accuracy, fairness, and scalability of the receipt-scanning experience through quality review, product feedback, and process improvements.

LLM
1 day, 9 hours ago

Fundraising Data Operations Associate

The Trevor Project 251-1K Diversified Consumer Services

The Trevor Project is hiring a remote Fundraising Data Operations Associate to maintain donor data systems, integrations, and reporting that support accurate revenue operations and fundraising strategy.

Microsoft Dynamics 365 Salesforce SQL
1 day, 10 hours ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers