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Employer: Align Financial Team
Position: Administrative Assistant / Client Service Associate
Salary: $20 – $28 per hour
Job Type: Part-time
Work location: Remote (Work from Home)
FULL JOB DESCRIPTION
Align Financial Solutions seeks a detail-oriented Administrative Assistant/Client Service Associate to enhance client experience within their fee-only wealth management firm serving high-achieving women. This role supports onboarding, account management and client communications.
Your Responsibilities include:
• Calling clients for meeting confirmations, onboarding assistance and rollover guidance.
• Processing Schwab paperwork, managing ACATs, rollovers, RMDs and account maintenance.
• Responding to client inquiries, preparing follow-up emails and meeting recaps.
• Scheduling meetings, organizing documents and updating financial planning software records.
Work Schedule
Part-time 15-20 hours weekly with potential to grow into full-time position.
You Will Have
• 3+ years financial services/wealth management administrative experience preferred.
• Warm professional phone presence comfortable handling sensitive financial matters.
• Strong organizational skills with high attention to detail and follow-through.
• Familiarity with Schwab Advisor Center, ACATs, rollovers and account paperwork.
Requirements
• Proficiency managing client records in financial planning software (eMoney, RightCapital etc.).
Benefits
• Remote work within growing fiduciary wealth management firm.
• Opportunity to advance from part-time to full-time with business expansion.
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Application Process
if you’re interested in this role, check out more information on the OFFICAL WEBSITE HERE and apply now.