Note: The job is a remote job and is open to candidates in USA. Wing Assistant is seeking an experienced, detail-oriented Financial Assistant to support a wealth-management and financial-services practice. The role owns account administration, insurance paperwork, employee-benefit plan coordination, CRM updates, client follow-ups, and multi-party workflows through completion.

Responsibilities

• 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

Skills

• 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
• 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
• You take pride in being the person who keeps every workflow moving until it's done
• Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval)

Benefits

• Remote work arrangement
• Training on firm-specific processes and service standards
• Training on internal CRM procedures and documentation expectations
• Training on practice-specific client communication and workflow preferences
• Training on LPL-specific systems and access procedures, if applicable

Company Overview