Financial Assistant, Wealth Management (Part Time)

We're looking for an experienced, detail-oriented Virtual Administrator to support a financial-services practice, taking full ownership of account administration, insurance paperwork, and employee-benefit plan coordination. This role requires someone who can hit the ground running with minimal foundational training — you'll need real prior experience in financial services operations, not just general admin or EA experience.

What You'll Do

Coordinate financial-account onboarding and manage account-opening documentation

Process and track account transfers, including ACATS-related workflows

Handle routine account-servicing requests and pending client paperwork

Prepare and distribute approved client statements and documents

Maintain and update CRM records, logging all client communications accurately

Schedule appointments and proactively support client follow-ups

Coordinate employee-benefit plan administration across multiple stakeholders — plan provider, accountant, actuary, employer, and other involved parties

Track and organize information required for tax filing and ERISA-related plan administration

Manage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end

Own outstanding requirements and "quarterback" multi-party workflows through to completion

Take on additional administrative responsibilities as you demonstrate capacity and reliability

Required Experience

Strong working proficiency with a financial-services CRM

Prior hands-on experience with financial account-opening and account-servicing platforms

Working experience with ACATS or other account-transfer workflows

Prior experience with insurance and/or employee-benefit administration platforms

Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval)

What We'll Train You On

Our firm-specific processes and service standards

Internal CRM procedures and documentation expectations

Practice-specific client communication and workflow preferences

LPL-specific systems and access procedures, if applicable

• Ideal Candidate
• You've worked in a financial-services or wealth-management back-office role before, you're comfortable juggling multiple stakeholders and deadlines without being told twice, and you take pride in being the person who keeps every workflow moving until it's done.