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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 account onboarding, account servicing, and employee-benefit plan administration while effectively managing multiple stakeholders and deadlines. Proficient in maintaining CRM records and handling administrative communications in a remote work environment.
Highest-signal resume keywords
Financial Services Operations ExperienceFinancial-Services CRM ProficiencyACATS Workflow ManagementEmployee-Benefit Administration ExperienceLPL Financial Systems Familiarity
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-Onboarding CoordinationAccount-Servicing PlatformsTax Filing Information ManagementInsurance Documentation ManagementClient Statement PreparationCRM Record MaintenanceMulti-Party Workflow ManagementAdministrative Communication HandlingDetail-Oriented DocumentationProactive Client Follow-Ups
Soft Skills
Strong Organizational SkillsIndependent Deadline ManagementEffective Communication
Industry Keywords
Financial ServicesWealth ManagementERISA ComplianceEmployee BenefitsACATS
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, logging all client communications accurately
- 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
- Handle related administrative communication end-to-end
- 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- Experienced, detail-oriented Virtual Administrator
- Real prior experience in financial services operations; general admin or EA experience alone is insufficient
- 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
- Experience in a financial-services or wealth-management back-office role
- Ability to manage multiple stakeholders and deadlines independently
- California-based
- Must be able to work remotely
Benefits
Comp & perks- What We'll Train You On: 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
- Part-time work arrangement
- Remote work arrangement