Financial Assistant, Wealth Management – Part Time

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Oversee the onboarding process for financial accounts and manage the documentation for account openings.

• Process and monitor account transfers, including workflows related to ACATS.

• Address routine account servicing requests and manage pending paperwork from clients.

• Prepare and disseminate approved statements and documents for clients.

• Maintain and update CRM records, ensuring accurate logging of client communications.

• Schedule appointments and assist with client follow-ups.

• Coordinate the administration of employee benefit plans among plan providers, accountants, actuaries, employers, and other stakeholders.

• Organize and track information necessary for tax filing and ERISA-related plan administration.

• Handle insurance paperwork, documentation, status follow-ups, and associated administrative communications.

• Take ownership of outstanding requirements and manage multi-party workflows to completion.

• Undertake additional administrative tasks as capacity and reliability are established.

⛳️ Requirements

• Experienced, detail-oriented Virtual Administrator with a background in financial services operations.

• Strong proficiency with a financial services CRM.

• Prior hands-on experience with platforms for financial account openings and servicing.

• Familiarity with ACATS or other account transfer processes.

• Experience with insurance and/or employee benefit administration platforms.

• Background in a financial services or wealth management back-office position.

• Ability to independently manage multiple stakeholders and deadlines.

• Experience with LPL Financial systems is advantageous, subject to access and compliance approval.

🏝️ Benefits

• Opportunities for professional growth and development.

• Competitive salary and comprehensive benefits package.

• Supportive work environment focused on teamwork and collaboration.