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Financial Assistant, Wealth Management – Part Time
Wing Assistant. Coordinate financial-account onboarding and manage account-opening documentation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services operations, including account onboarding, servicing, and administration of employee benefits and insurance. Proficient in managing multi-party workflows and maintaining accurate client records within financial services CRM systems.
Highest-signal resume keywords
Financial Services Operations ExperienceAccount-Opening Platform ProficiencyACATS Workflow ManagementEmployee-Benefit Administration ExperienceCRM System Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account-Opening DocumentationAccount-Servicing RequestsClient Statement PreparationTax Filing Information OrganizationInsurance Documentation Management
Soft Skills
Stakeholder ManagementDeadline ManagementProactive Client Support
Tools & Technologies
Financial-Services CRMLPL Financial Systems
Industry Keywords
ACATSERISAWealth ManagementFinancial Services
About the role
Key responsibilities & impact- 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, accurately logging client communications
- Schedule appointments and proactively support client follow-ups
- Coordinate employee-benefit plan administration across plan providers, accountants, actuaries, employers, and other stakeholders
- Track and organize information required for tax filing and ERISA-related plan administration
- Manage insurance paperwork, documentation, and status follow-ups
- Own outstanding requirements and quarterback multi-party workflows through completion
- Take on additional administrative responsibilities as capacity and reliability are demonstrated
Requirements
What you’ll need- Real prior experience in financial services operations
- 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 in a financial-services or wealth-management back-office role
- Ability to manage multiple stakeholders and deadlines independently
- LPL Financial systems experience is a plus, subject to LPL access and compliance approval
Benefits
Comp & perks- Part-time employment
- Training on firm-specific processes and service standards
- Training on internal CRM procedures and documentation expectations
- Training on practice-specific client communication and workflow preferences
- Training on LPL-specific systems and access procedures, if applicable