Financial Assistant, Wealth Management (Part Time)

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Columbus, Ohio Remote Part-time Posted 3w ago

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 account-opening documentation * Process and track account transfers, including ACATS-related…

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