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Getwingapp

Getwingapp jobs

Virtual assistant services with training, expert supervision, and flexible month-to-month plans.

362 open roles at Getwingapp

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Manage wealth-management account administration, transfers, client paperwork, insurance documentation, and employee-benefit workflows, coordinating stakeholders and deadlines while keeping CRM records and follow-ups accurate.

Financial-services OperationsWealth Management AdministrationFinancial-services CRMAccount Opening

Manage wealth-management account administration, transfers, client servicing, insurance paperwork, and employee-benefit plan workflows, coordinating stakeholders and keeping documentation and follow-ups on track.

Financial Services OperationsWealth Management AdministrationFinancial-services CRMAccount Opening

Own financial account administration, insurance paperwork, and employee-benefit plan coordination, keeping client documentation and multi-party workflows accurate and moving through to completion.

Financial Services OperationsWealth Management AdministrationFinancial-services CRMAccount Onboarding

Own financial account administration, transfers, client servicing, insurance paperwork, and employee-benefit plan coordination while keeping multi-party workflows and client follow-ups moving to completion.

Financial-services OperationsWealth Management AdministrationFinancial-services CRMAccount Opening

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