Hello 😊
Looking for an experienced work-from-home opportunity in financial services? 🏡💼
Belay is hiring Client Services Assistants to support financial advisory practices remotely.
💰 Starting at $30/hour
💵 Up to $38/hour
🏡 Remote U.S. only
📑 1099 Contractor
⭐ 3+ years of financial services or RIA experience required
This opportunity is designed for professionals who are highly organized, detail-oriented, and comfortable working in compliance-focused financial environments.
💼 What You'll Do
Client Services Assistants may help with:
📧 Client communication
📋 Account onboarding and workflows
🗂️ Account administration
🔐 Compliance documentation
📅 Deadlines and follow-ups
💻 CRM management
🤝 Advisor support
⚙️ Workflow improvement
The role may use platforms such as Redtail, Wealthbox, Orion, and Schwab custodian portals, along with AI tools.
⚠️ Important: This is a 1099 contractor opportunity. Hours are not guaranteed, and certain states are excluded, including CA, CO, MT, NJ, NY, and PA.
💡 Career Tip: If you're applying, highlight specific examples of how you've improved client service, managed financial workflows, reduced errors, or supported advisors.
👉 CLICK HERE for full details and to apply!
And don't forget to check out The Work From Home Queen's VA Jobs Board for more remote opportunities. 👑💻
Friendly reminder: The Work From Home Queen doesn't play a role in the applications or hiring processes for jobs posted on the site. We're a job board and blog.
To Your WFH Success!
The Work From Home Queen 👑
My latest ebook-How To Transform Into A Freelance Writer -is out now!