Financial Advisor Assistant – 401(k) & Retirement Plan Administration

We are seeking an experienced Financial Advisor Assistant to support a U.S.-based financial advisory practice. The ideal candidate has a background in wealth management or financial advisory services, with hands-on experience in 401(k) administration, participant servicing, and retirement account rollovers.

If you are detail-oriented, proactive, and experienced in supporting U.S. financial services operations, we encourage you to apply.

Key Responsibilities

• Provide administrative and client service support to a U.S.-based financial advisor or Registered Investment Advisor (RIA).
• Assist with 401(k) plan administration, participant inquiries, and retirement account rollovers.
• Coordinate account transfers, account maintenance, and client onboarding.
• Liaise with financial institutions, custodians, and plan providers to follow up on pending requests.
• Maintain accurate client records and update CRM systems.
• Assist with client reviews, reporting, billing coordination, and other advisory operations.
• Handle confidential financial information with discretion and professionalism.

Required Qualifications

• Previous experience supporting a U.S.-based financial advisor, wealth management team, or Registered Investment Advisor (RIA).
• Hands-on experience with 401(k) administration, servicing, and participant rollovers.
• Previous experience supporting U.S. clients or businesses.
• Excellent spoken and written English communication skills.
• Proficiency in Microsoft 365, Outlook, Excel, and CRM systems.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities independently.
• Resourceful, proactive, accountable, and committed to excellent client service.

Pay: From Php220.00 per hour

Expected hours: No more than 40.0 per week

Application Question(s):

• Have you previously supported a U.S.-based financial advisor, wealth management team, or Registered Investment Advisor (RIA)?
• Do you have hands-on experience with 401(k) administration, participant servicing, and rollovers?
• Which 401(k) or retirement plan administration tasks have you personally handled? Please describe your hands-on experience, including participant servicing, rollovers, account transfers, or plan administration, as applicable.

Work Location: Remote