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

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