Financial Assistant, Wealth Management (Part Time)

Overview

Support a financial-services practice with account administration, insurance paperwork, employee-benefit plan coordination, and client follow-ups. The role requires prior financial-services operations experience and the ability to manage workflows independently.

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 employee-benefit plan administration across stakeholders.
• Manage insurance paperwork, documentation, and status follow-ups.
• Track outstanding requirements through completion.

What you'll need

• Prior hands-on experience in financial-services operations.
• Strong 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: Arizona.