About this opportunity
Wing Assistant lists this Financial Assistant, Wealth Management (Part Time) opportunity in columbus, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Virtual AdministratorWe'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 DoCoordinate financial-account onboarding and manage account-opening documentationProcess and track account transfers, including ACATS-related workflowsHandle routine account-servicing requests and pending client paperworkPrepare and distribute approved client statements and documentsMaintain and update CRM records, logging all client communications accuratelySchedule appointments and proactively support client follow-upsCoordinate employee-benefit plan administration across multiple stakeholders — plan provider, accountant, actuary, employer, and other involved partiesTrack and organize information required for tax filing and ERISA-related plan administrationManage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-endOwn outstanding requirements and "quarterback" multi-party workflows through to completionTake on additional administrative responsibilities as you demonstrate capacity and reliabilityRequired ExperienceStrong working proficiency with a financial-services CRMPrior hands-on experience with financial account-opening and account-servicing platformsWorking experience with ACATS or other account-transfer workflowsPrior experience with insurance and/or employee-benefit administration platformsExperience with LPL Financial systems is a plus (subject to LPL access and compliance approval)What We'll Train You OnOur firm-specific processes and service standardsInternal CRM procedures and documentation expectationsPractice-specific client communication and workflow preferencesLPL-specific systems and access procedures, if applicableIdeal 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.
Worksite address
columbus, OH, 43215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.