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