Financial Assistant, Wealth Management (Part Time)
Texasonsite
Posted 2w ago · via Lever
About this 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…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Texas. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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