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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. Proficient in managing multi-party workflows and maintaining accurate client records within a financial-services CRM.
Highest-signal resume keywords
Financial Services Operations ExperienceFinancial-Services CRM ProficiencyAccount-Opening and Servicing PlatformsACATS Workflow ExperienceEmployee-Benefit Administration
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 OrganizationInsurance AdministrationClient Communication LoggingMulti-Party Workflow ManagementDetail Orientation
Soft Skills
ReliabilityAbility to Juggle Multiple Stakeholders and Deadlines
Tools & Technologies
LPL Financial Systems
Industry Keywords
ERISA ComplianceFinancial Account TransfersEmployee-Benefit PlansClient Statements Preparation
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
- 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 with LPL Financial systems is a plus, subject to LPL access and compliance approval
- Ability to work with minimal foundational training
- Experience in a financial-services or wealth-management back-office role
- Ability to juggle multiple stakeholders and deadlines
- Detail-oriented and reliable
Benefits
Comp & perks- Firm-specific processes and service standards training
- Internal CRM procedures and documentation expectations training
- Practice-specific client communication and workflow preferences training
- LPL-specific systems and access procedures training, if applicable