What are the responsibilities and job description for the Financial Assistant, Wealth Management (Part Time) position at Wing Assistant?
We're looking for an experienced, detail-oriented Virtual Administrator to support a financial-services practice, taking full ownership of account administration, insurance paperwork, and employee-benefit plan coordination. This role requires someone who can hit the ground running with minimal foundational training — you'll need real prior experience in financial services operations, not just general admin or EA experience.
What You'll Do
- 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 multiple stakeholders — plan provider, accountant, actuary, employer, and other involved parties
- Track and organize information required for tax filing and ERISA-related plan administration
- Manage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end
- Own outstanding requirements and "quarterback" multi-party workflows through to completion
- Take on additional administrative responsibilities as you demonstrate capacity and reliability
Required 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 with LPL Financial systems is a plus (subject to LPL access and compliance approval)
What We'll Train You On
- Our 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
Ideal Candidate
You've worked in a financial-services or wealth-management back-office role before, you're comfortable juggling multiple stakeholders and deadlines without being told twice, and you take pride in being the person who keeps every workflow moving until it's done.