Financial Assistant, Wealth Management (Part Time)
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Description
We're looking for an experienced, detail-oriented Virtual Administrator to support a financial-services practice, taking full ownership of account administration, insurance paperwork, and employee-benefit plan coordination.
This role requires someone who can hit the ground running with minimal foundational training — you'll need real prior experience in financial services operations, not just general admin or EA experience.
What You'll Do
Coordinate financial-account onboarding and manage accou…
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