{"id":1167403,"url":"https://alion.io/job/wing-assistant-financial-assistant-wealth-management-part-time","title":"Financial Assistant, Wealth Management (Part Time)","company":{"id":3275,"name":"Wing Assistant","domain":"wingassistant.com","url":"https://alion.io/company/wing-assistant","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":70,"open_postings":299,"ghost_share":0.421,"stale_share":0,"repost_share":0.013,"time_to_fill_p50_days":79,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"part_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":51000,"max_usd":131000,"period":"year","method":"role_country_seniority_unknown","sample_n":12606},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-23T22:52:34Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-10-30T23:56:45Z","board_verified":true,"closed_at":null,"days_open":37,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":35},"description":"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.\nWhat You'll Do\nCoordinate financial-account onboarding and manage account-opening documentation\nProcess and track account transfers, including ACATS-related workflows\nHandle routine account-servicing requests and pending client paperwork\nPrepare and distribute approved client statements and documents\nMaintain and update CRM records, logging all client communications accurately\nSchedule appointments and proactively support client follow-ups\nCoordinate employee-benefit plan administration across multiple stakeholders - plan provider, accountant, actuary, employer, and other involved parties\nTrack and organize information required for tax filing and ERISA-related plan administration\nManage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end\nOwn outstanding requirements and \"quarterback\" multi-party workflows through to completion\nTake on additional administrative responsibilities as you demonstrate capacity and reliability\nRequired Experience\nStrong working proficiency with a financial-services CRM\nPrior hands-on experience with financial account-opening and account-servicing platforms\nWorking experience with ACATS or other account-transfer workflows\nPrior experience with insurance and/or employee-benefit administration platforms\nExperience with LPL Financial systems is a plus (subject to LPL access and compliance approval)\nWhat We'll Train You On\nOur firm-specific processes and service standards\nInternal CRM procedures and documentation expectations\nPractice-specific client communication and workflow preferences\nLPL-specific systems and access procedures, if applicable\nIdeal Candidate\nYou've worked in a financial-services or wealth-management back-office role before, you're 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