Financial Assistant, Wealth Management – Part Time

Job not on LinkedIn

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Wing Assistant

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

📣 Marketing

📦 Logistics

💰 $2.1M Seed Round on 2022-03

Consulting • Marketing • Logistics

Wing Assistant is a company specializing in providing virtual assistant services to businesses worldwide. The company offers a wide range of services including general virtual assistant work, executive assistance, customer service, bookkeeping, and digital marketing. Wing Assistant aims to enhance productivity for startups and enterprise teams by delegating tasks to dedicated virtual assistants, reducing operational load, and enabling businesses to focus on core activities. Their services are accessible via a subscription model, providing flexible and cost-effective solutions compared to traditional hiring methods. Clients benefit from a dedicated assistant model where the assistant works solely for their business, gaining a deeper understanding of their processes over time.

📋 Description

• 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 plan providers, accountants, actuaries, employers, and other stakeholders • Track and organize information required for tax filing and ERISA-related plan administration • Manage insurance paperwork, documentation, and status follow-ups • Handle related administrative communication end-to-end • Own outstanding requirements and quarterback multi-party workflows through completion • Take on additional administrative responsibilities as capacity and reliability are demonstrated

🎯 Requirements

• Experienced, detail-oriented Virtual Administrator • Real prior experience in financial services operations; general admin or EA experience alone is insufficient • 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 • Experience in a financial-services or wealth-management back-office role • Ability to manage multiple stakeholders and deadlines independently • California-based • Must be able to work remotely

🏖️ Benefits

• What We'll Train You On: 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 • Part-time work arrangement • Remote work arrangement