Senior Financial Services & Client Operations Virtual Assistant

We are seeking a proactive, experienced Financial Services Virtual Assistant to support our advisory team with client service, 401(k) servicing, financial account administration, and daily operations.

The ideal candidate brings prior wealth management or RIA experience, exceptional communication skills, strong problem-solving abilities, and high professional judgment.

Key Responsibilities:

• 401(k) & Financial Account Administration: Assist with 401(k) plan servicing, participant rollovers, new account openings, transfers, and quarterly billing/review coordination.
• Client Service & Relationship Management: Serve as a responsive point of contact for clients, resolve inquiries, follow up on paperwork, and ensure high-touch client support.
• Executive & Operational Support: Oversee calendar scheduling, client meeting prep, CRM management, task tracking, and general administrative operations.

Qualifications & Preferred Experience:

• Required: Experience in banking, wealth management, or financial advisory services; native/fluent English communication; proficiency in MS 365 (Outlook, Excel) and CRM systems.

• Preferred: Direct experience supporting an RIA/Financial Advisor, managing IRAs, account transfers, custodians, 401(k) administration, and client onboarding.

• Work Style: Resourceful, highly organized, proactive, accountable, and capable of operating independently with confidential financial data.