Virtual Wealth-Management Operations Specialist
Listed on 2026-09-30
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Administrative/Clerical
Business Administration, Office Administrator/ Coordinator, Data Entry, Finance Assistant -
Finance & Banking
Business Administration, Office Administrator/ Coordinator, Finance Assistant
Wing Assistant is seeking a seasoned Virtual Administrator to own account administration, insurance paperwork, and employee-benefit plan coordination for a financial-services practice.
You will manage onboarding, ACATS-related workflows, CRM records, and client communications, while coordinating benefits and ERISA-related tasks across multiple stakeholders. The role requires real operations experience in financial services and a proactive, multi-tasking mindset.
Are you ready to take on the Virtual Wealth-Management Operations Specialist role at Wing Assistant?
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
This is a Full Time role.
The position is based in United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 60.000 - 95.000.
We aim to respond to suitable candidates as soon as possible.
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