Wealth-Management Back-Office Operations Specialist
Getwingapp
Getwingapp is seeking an experienced Virtual Administrator to support a financial-services practice. You will own account administration, insurance paperwork, and employee-benefit plan coordination, requiring real prior experience in financial services operations. Responsibilities include onboarding, transfers, client statements, CRM updates, and proactive client follow-ups. This role demands precision, the ability to juggle multiple stakeholders, and a problem-solving mindset. #J-18808-Ljbffr Getwingapp
Vacancy posted 4 days ago
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