Remote Financial Operations Specialist - Wealth Management
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-10-12
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Finance & Banking
Business Administration, Finance Assistant, Banking & Finance, Office Administrator/ Coordinator
Lever, Inc. is seeking an experienced Virtual Administrator to support a financial-services practice.
You will take full ownership of account administration, insurance paperwork, and employee-benefit plan coordination, hitting the ground running with prior financial services operations experience. You will manage onboarding docs, ACATS workflows, servicing requests, client statements, CRM updates, and multi-stakeholder plan administration, ensuring end-to-end communication and timely completion
This is an excellent role to take on the Remote Financial Operations Specialist
- Wealth Management role at Wing Assistant.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Remote Financial Operations Specialist
- Wealth Management role at Wing Assistant, based in Columbus, OH, United States.
We are looking to fill the Remote Financial Operations Specialist
- Wealth Management position at Wing Assistant in Columbus, OH, United States.
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