财务助理，财富管理（兼职）
Financial Assistant, Wealth Management (Part Time)
我们寻找一位经验丰富、注重细节的虚拟管理员，以支持金融服务业务，全面负责账户管理、保险文件和员工福利计划协调。此职位需要能够快速上手、接受最少基础培训的人选——你需要有真实的金融服务运营经验，而不仅仅是普通的行政或助理经验。
你将负责的工作
- 协调金融账户开通并管理开户文件
- 处理并跟踪账户转移，包括ACATS相关流程
- 处理常规账户服务请求和待处理的客户文件
- 准备并分发已批准的客户报表和文件
- 维护和更新CRM记录，准确记录所有客户沟通
- 安排会议并主动支持客户后续跟进
- 在多个利益相关方之间协调员工福利计划管理——计划提供商、会计师、精算师、雇主及其他相关人员
- 跟踪并整理税务申报和ERISA相关计划管理所需信息
- 管理保险文件、文档和状态跟进，全程处理相关行政沟通
- 全程负责关键需求和多方协作流程直至完成
- 在展示出能力和可靠性后承担额外的行政职责
所需经验
- 熟练使用金融服务CRM系统
- 有金融账户开通和账户服务系统的实际操作经验
- 有ACATS或其他账户转移流程的实际经验
- 有保险和/或员工福利管理平台的经验
- 有LPL Financial系统经验者优先（需符合LPL访问和合规审批）
我们将培训你
- 我们公司特定的流程和服务标准
- 内部CRM操作流程和文档期望
- 针对特定业务的客户沟通和流程偏好
- 如果适用，LPL特定系统和访问流程
理想候选人
你之前在金融服务或财富管理后台岗位工作过，能够自如地同时处理多个利益相关方和截止日期，无需多次提醒，你以确保每个流程顺利完成为荣。
最初发布于Himalayas
查看英文原文
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.
Originally posted on Himalayas