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

icon building Company : Virtual Coworker
icon briefcase Job Type : Part-Time
icon remote-alt Remote / Work from Home

Job Description - 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






Original job Administrative Assistant for a Financial Planning Firm in the US (Home Based Part Time) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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