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

Financial Assistant, Wealth Management (Part Time)

Responsibilities

Qualification

Required

Preferred

Company

Getwingapp

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