Financial Assistant, Wealth Management (Part Time)

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.