Financial Assistant, Wealth Management (Part Time)

Getwingapp
California, US
RemoteCareer-pivot friendly

Who this role is best for

Aimed at mid-level financial-services professionals who can manage complex workflows and coordinate with multiple stakeholders.

Best fit for

  • Candidates with prior back-office experience in financial services and a track record of managing multi-party workflows
    — “you've worked in a financial-services or wealth-management back-office role before”
  • Individuals comfortable with financial CRM systems and account-servicing platforms
    — “Strong working proficiency with a financial-services CRM”
  • Professionals who have handled insurance and employee-benefit administration tasks independently
    — “Prior experience with insurance and/or employee-benefit administration platforms”

Things to consider

  • The role requires a candidate who can work with minimal training and hit the ground running
    — “hit the ground running with minimal foundational training”
  • It is a part-time role, which may require managing workload intensity within a compressed timeframe
    — “you'll need real prior experience in financial services operations”

How to stand out

  • Highlight experience with ACATS workflows and CRM systems in your resume and interview responses
    — “Working experience with ACATS or other account-transfer workflows”
  • Demonstrate your ability to coordinate with multiple stakeholders through specific examples
    — “you're comfortable juggling multiple stakeholders and deadlines without being told twice”
  • Emphasize your ownership of workflows and ability to complete them through to resolution
    — “Own outstanding requirements and 'quarterback' multi-party workflows through to completion”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Successfully onboarded financial accounts
  • Managed and tracked account transfers
  • Coordinated employee-benefit plan administration
Typical background
Experience in financial services operationsPrior hands-on experience with financial account-opening and account-servicing platforms

Skills & requirements

Required

Financial Services CRMFinancial Account-opening And Account-servicing PlatformsAcats WorkflowsInsurance And Employee-benefit Administration

Preferred

LPL Financial Systems

Stack & domain

Financial-services CRMFinancial Account-opening And Account-servicing PlatformsAcats Or Other Account-transfer WorkflowsInsurance And/or Employee-benefit Administration PlatformsLPL Financial SystemsDetail-orientedProactiveReliableFinanceWealth Management

About the role

Original posting from Getwingapp via Lever

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.

Source: Getwingapp careers (Lever)

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