Financial Assistant, Wealth Management (Part Time)
Wing Assistant is hiring for Financial Assistant, Wealth Management (Part Time) in Texas. Junior level. First seen September 24, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Wing Assistant
- Where
- Texas
- Level
- Junior
- First seen
- September 24, 2026
- Listed via
- Lever
What the posting says
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…
Read more and apply on Wing Assistant's site
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