Remote Administrative Assistant – Wealth Management

About the role

We are seeking a highly organized Remote Administrative Assistant to support a growing wealth management and financial services firm. The role blends client service, operational efficiency, and technology to ensure advisors can focus on delivering exceptional client experiences.

Key responsibilities

• Maintain and update the firm’s Zoho CRM, ensuring data accuracy and managing workflows and automations.
• Prepare meeting notes, client documentation, and ensure compliance with regulatory requirements.
• Process policy illustrations, changes, and client requests while keeping records current.
• Coordinate advisor calendars, schedule appointments, and prepare meeting materials.
• Review, audit, and improve operational workflows, supporting continuous improvement initiatives.

Required profile

• 2–5 years of administrative or operations experience, preferably in financial services.
• Strong analytical, organizational, and problem‑solving abilities.
• Excellent written and verbal communication skills.
• Detail‑oriented with the capacity to manage multiple priorities.
• Bachelor’s degree or college diploma; LLQP designation is a plus.

Required skills

• Experience with Zoho CRM or similar cloud‑based CRM platforms.