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Administrative Assistant for a Financial Planning Firm in the US (Home Based Part Time)

Posted 2 hours ago

United States

0-2 years experience

assistant onboarding

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AI Summary

Support the lead financial planner with client onboarding tasks, including account applications and document preparation. Maintain accurate client records in the CRM and provide overflow support for marketing tasks.

• Support the lead financial planner with repeatable client onboarding tasks for a growing US/Canadian wealth management firm

• Complete and submit client account applications for both the Canadian and US entities, following each entity’s separate process

• Prepare and route Investment Policy Statements (IPS) and other client documents for signature

• Identify which entity (Canadian or US) each client is working with and apply the correct process accordingly

• Maintain and update client records in the CRM, keeping all information accurate and current

• Organize, file, and retrieve client documents in Box.com

• Follow established step-by-step checklists and SOPs, checking off tasks to ensure nothing is missed

• Handle sensitive and confidential client financial information with discretion

• Use AI tools to support daily workflows and efficiency

• Provide overflow support on marketing tasks as needed

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Virtual Coworker

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Employees 201-500 employees Industry Outsourcing and Offshoring Consulting

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Virtual Coworker

Administrative Assistant for a Financial Planning Firm in the US (Home Based Part Time)

Create a cover letter for this job

Automatically Apply to the Best Remote Jobs

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Automatically Apply to the Best Remote Jobs

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