Financial Assistant, Wealth Management (Part Time)

Overview

Part-time Financial Assistant supporting a wealth-management practice with account administration, insurance paperwork, employee-benefit plan coordination, and client follow-ups.

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.
• Coordinate appointments, client follow-ups, and approved document distribution.
• Administer employee-benefit plans across multiple stakeholders.
• Manage insurance paperwork and multi-party workflows 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 based in Columbus, Ohio.