Part-Time Virtual Client Service Associate - Financial Services

WestPoint Financial Group is assisting with the sourcing of this candidate for Family Business Legacies, LLC.

With a passion for helping families and business owners plan for the future, Family Business Legacies provides strategic guidance on business succession, ownership transitions, exit planning, and wealth preservation. By combining analytical expertise with a personalized approach, T. Ray Phillips and his team empower clients to achieve their financial goals while safeguarding their legacy for future generations.

This non-exempt position operates virtually and is part-time, offering 15-25 hours per week and a flexible schedule within business hours (Monday-Friday, 8 am to 6 pm).

The ideal candidate is a proactive, service-oriented professional who thrives in a fast-paced environment and demonstrates exceptional organizational skills, attention to detail, critical thinking, and resourcefulness. They will provide top-notch administrative and client support, anticipate needs, solve problems efficiently, and help ensure smooth day-to-day operations while delivering an outstanding client experience.

• Serve as the primary point of contact for client service requests, delivering a responsive, professional, and personalized client experience.
• Manage account servicing activities, including beneficiary updates, registration changes, account maintenance requests, and client record updates.
• Prepare, review, and distribute client paperwork, ensuring accuracy, completeness, and compliance before submission.
• Coordinate electronic signatures, track outstanding documentation, and proactively follow up with clients to ensure timely completion of requests.
• Process and monitor asset movement transactions, including transfers, deposits, withdrawals, RMDs, wires, ACH transactions, and check requests.
• Communicate regularly with clients, custodians, insurance carriers, and financial institutions to provide updates and resolve service-related issues.
• Maintain accurate CRM records, workflow systems, and audit-ready client files while documenting all client interactions and account activity.
• Track service requests from initiation through resolution, ensuring a seamless and efficient experience for clients.
• Identify opportunities to improve processes, enhance operational efficiency, and support the overall growth of the practice.

• A client-first mindset with a commitment to delivering responsive, accurate, and proactive service.
• Strong organizational skills and attention to detail, ensuring work is completed accurately and efficiently.
• The ability to manage multiple priorities, track requests through completion, and follow up without losing momentum.
• Confidence building professional relationships with clients, custodians, and business partners while communicating clearly and effectively.
• A proactive, problem-solving approach that helps streamline processes and supports a smooth, efficient practice.
• A sense of ownership and accountability, taking pride in getting things done right the first time and contributing to the overall success of the team.

• High school diploma or equivalent, required
• Associate or bachelor’s degree, preferred
• 2+ years’ experience in an Administrative Assistant role
• Strong organizational skills with demonstrated ability to manage multiple priorities and deadlines
• Proven follow-through and attention to detail
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)
• Experience using CRM systems required
• Technologically adept with a solid understanding of digital workflows
• Prior experience in insurance, investments, banking or financial services, preferred
• Must be authorized to work in the United States without…