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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, with a strong focus on detail and stakeholder management. Proficient in utilizing financial-services CRM systems and managing multi-party workflows effectively.
Highest-signal resume keywords
Financial-Services Operations ExperienceAccount-Opening Documentation ManagementACATS Workflow ExperienceCRM ProficiencyEmployee-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-OpeningAccount-ServicingFinancial-Services CRMACATS WorkflowsInsurance AdministrationEmployee-Benefit AdministrationTax Filing Information ManagementClient Communication LoggingMulti-Party Workflow ManagementDetail Orientation
Soft Skills
Independent ManagementStakeholder CoordinationDeadline Management
Tools & Technologies
LPL Financial Systems
Industry Keywords
Financial-ServicesWealth-ManagementERISA Compliance
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 and accurately log client communications
- Schedule appointments and 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 communication
- Own outstanding requirements and manage 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 with prior hands-on financial-services operations 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 in a financial-services or wealth-management back-office role
- Ability to manage multiple stakeholders and deadlines independently
- Experience with LPL Financial systems is a plus, subject to LPL access and compliance approval