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. 👑💻

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To Your WFH Success!

The Work From Home Queen 👑

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