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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 employee-benefit plan administration. Proficient in managing multi-party workflows and maintaining accurate client communications within financial services CRM systems.
Highest-signal resume keywords
Financial Services Operations ExperienceAccount-Opening and Servicing PlatformsACATS Workflow ManagementEmployee-Benefit AdministrationCRM Proficiency
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 OnboardingAccount ServicingDocument ManagementTax Filing CoordinationInsurance Administration
Soft Skills
Detail-OrientedReliableStakeholder ManagementProactive Communication
Tools & Technologies
Financial-Services CRMLPL Financial Systems
Industry Keywords
ERISA ComplianceACATSEmployee-Benefit PlansFinancial Account Transfers
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, status follow-ups, and related administrative communications end-to-end
- Own outstanding requirements and coordinate 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; 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
- Ability to manage multiple stakeholders and deadlines independently
- Detail-oriented and reliable
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