Geared toward candidates with prior financial-services back-office experience, comfortable with multi-party workflow coordination.
Derived from job-description analysis by Serendipath's career intelligence engine.
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)