Financial Assistant, Wealth Management (Part Time)

Overview

Part-time Financial Assistant supporting a financial-services or wealth-management practice. The role owns account administration, insurance paperwork, employee-benefit plan coordination, and multi-party workflow completion.

What you'll do

• Coordinate financial-account onboarding and account-opening documentation.
• Process and track account transfers, including ACATS workflows.
• Handle account-servicing requests and pending client paperwork.
• Maintain CRM records and log client communications.
• Schedule appointments and support client follow-ups.
• Coordinate employee-benefit plan administration across stakeholders.
• Manage insurance paperwork and track outstanding requirements through completion.

What you'll need

• Prior hands-on experience in financial-services operations.
• Strong working proficiency with a financial-services CRM.
• Experience with financial account-opening and account-servicing platforms.
• Experience with ACATS or other account-transfer workflows.
• Experience with insurance or employee-benefit administration platforms.
• Ability to manage multiple stakeholders and deadlines independently.

Nice to have

• Experience with LPL Financial systems.

Details

• Part-time role.
• Location: California.