Wealth-Management Back-Office Operations Specialist
Listed on 2026-10-09
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Finance & Banking
Office Administrator/ Coordinator, Business Administration, Banking & Finance -
Business
Office Administrator/ Coordinator, Business Administration, Banking & Finance
Getwingapp is seeking an experienced Virtual Administrator to support a financial-services practice. You will own account administration, insurance paperwork, and employee-benefit plan coordination, requiring real prior experience in financial services operations.
Responsibilities include onboarding, transfers, client statements, CRM updates, and proactive client follow-ups. This role demands precision, the ability to juggle multiple stakeholders, and a problem-solving mindset.
This role, Wealth-Management Back-Office Operations Specialist at Getwingapp, could be your next move.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth-Management Back-Office Operations Specialist role at Getwingapp, based in AZ, United States.
We are looking to fill the Wealth-Management Back-Office Operations Specialist position at Getwingapp in AZ, United States.
The Wealth-Management Back-Office Operations Specialist role at Getwingapp is now open for applications in AZ, United States.
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