Mirrai Careers

Financial Assistant, Wealth Management (Part Time)

Wing Assistant

Columbus, Ohio Remote Part-time Posted 9d ago
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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 workflows * Handle routine account-servicing requests and pending client paperwork * Prepare and distribute approved client statements and documents * Maintain and update CRM records, logging all client communications accurately * Schedule appointments and proactively support client follow-ups * Coordinate employee-benefit plan administration across multiple stakeholders — plan provider, accountant, actuary, employer, and other involved parties * Track and organize information required for tax filing and ERISA-related plan administration * Manage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end * Own outstanding requirements and "quarterback" multi-party workflows through to completion * Take on additional administrative responsibilities as you demonstrate capacity and reliability Required Experience * Strong working proficiency with a financial-services CRM * Prior hands-on experience with financial account-opening and account-servicing platforms * Working experience with ACATS or other account-transfer workflows * Prior experience with insurance and/or employee-benefit administration platforms * Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval) What We'll Train You On * Our firm-specific processes and service standards * Internal CRM procedures and documentation expectations * Practice-specific client communication and workflow preferences * LPL-specific systems and access procedures, if applicable Ideal Candidate You've worked in a financial-services or wealth-management back-office role before, you're comfortable juggling multiple stakeholders and deadlines without being told twice, and you take pride in being the person who keeps every workflow moving until it's done.

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