---
title: "Financial Assistant, Wealth Management (Part Time)"
company: "Wing Assistant"
company_url: "https://www.remjobs.works/companies/wing-assistant"
url: "https://www.remjobs.works/job/wing-assistant-financial-assistant-wealth-management-part-time-a8575e3c-b036-4bb5-811a-aaf21a59134b"
apply_url: "https://jobs.lever.co/getwingapp/f0b708c1-8403-43b1-83d0-7cf4522c3bcd"
workplace: remote
location: "Arizona"
remote_scope: "Arizona"
employment_type: part-time
seniority: mid
role: finance-legal
region: united-states
date_posted: 2026-09-23T22:51:47.528Z
first_seen_by_remjobs: 2026-09-23T23:08:45.556Z
---

# Financial Assistant, Wealth Management (Part Time)

**Wing Assistant** · Arizona

Apply: https://jobs.lever.co/getwingapp/f0b708c1-8403-43b1-83d0-7cf4522c3bcd

## About the role

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 plan administration across multiple stakeholders — plan provider, accountant, actuary, employer, and other involved parties

- Track and organize information required for tax filing and ERISA-related plan administration

- Manage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end

- Own outstanding requirements and "quarterback" multi-party workflows through to completion

- Take on additional administrative responsibilities as you demonstrate capacity and reliability

**Required Experience**

- Strong working proficiency with a financial-services CRM

- Prior hands-on experience with financial account-opening and account-servicing platforms

- Working experience with ACATS or other account-transfer workflows

- Prior experience with insurance and/or employee-benefit administration platforms

- Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval)

**What We'll Train You On**

- Our firm-specific processes and service standards

- Internal CRM procedures and documentation expectations

- Practice-specific client communication and workflow preferences

- LPL-specific systems and access procedures, if applicable

**Ideal 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.

---

Source: Wing Assistant's own career page, read by RemJobs. Canonical HTML version: https://www.remjobs.works/job/wing-assistant-financial-assistant-wealth-management-part-time-a8575e3c-b036-4bb5-811a-aaf21a59134b