About this role
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.