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Virtual Wealth-Management Operations Coordinator

Wing Assistant

Lever, Inc. is seeking an experienced Virtual Administrator for its financial-services practice in New York. You will own account administration, insurance paperwork, and employee-benefit plan coordination, working with multiple stakeholders to keep every workflow moving. The role demands real prior experience in financial services operations, not just general admin, with proficiency in onboarding, account servicing, ACATS, and ERISA-related processes. #J-18808-Ljbffr Wing Assistant

Vacancy posted 2 days ago
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