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Financial Serenity

Client Operations & Asset Transfer Specialist (Part-Time)

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Category: Financial Services

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About Financial Serenity

Financial Serenity is a faith-driven, independent financial planning firm focused on helping families make wise, intentional financial decisions with clarity and peace.

My name is Ian Powell and I'm looking to hire a Part-Time Client Operations & Asset Transfer Specialist (ThePerson Who Makes the Paperwork Behave).

I am a Financial Planner. I love people, strategy, and vision.

I hate paperwork.

And unfortunately… it shows.

This role exists because my clients deserve operational excellence—and because great paperwork is great client care.

Role Summary

This is a part-time, remote role (starting at ~5 hours per week) for someone who already knows how to move assets and keep financial operations running smoothly.

Your mission is simple:

Support the Financial Planner by executing asset transfers, opening accounts, maintaining the CRM, scheduling meetings, and ensuring client follow-up actually happens.

This position will grow as the firm grows.

Key Responsibilities

Client & Account Operations

  • Process and manage asset transfers, including:

    • 401(k) → IRA rollovers

    • Brokerage-to-brokerage transfers

    • New account openings and funding

  • Track transfers through completion and proactively follow up

  • Ensure clients understand what’s happening and what’s next

CRM & Workflow Management

  • Maintain accurate records in Zoho CRM (big plus if you already use it)

  • Update tasks, workflows, and notes

  • Ensure nothing stalls due to missed follow-up

Scheduling & Communication

  • Schedule client meetings

  • Make outbound calls to move things forward

  • Return voicemails promptly

    (This is not a receptionist role—but phones matter.)

  • Communicate clearly, professionally, and efficiently

    (Warm, not chatty. Direct, not robotic.)

Tools & Technology

  • Confident using:

    • CRM systems

    • Email & calendars

    • Digital forms and document portals

    • AI tools to improve productivity

  • Work exclusively on acompany-provided Chromebook and mobile phone

    (Monitored and archived for compliance.)

What This Role Is (and Isn’t)

This role IS:

  • Detail-heavy

  • Process-driven

  • Paperwork-centric

  • Client-impacting

This role is NOT:

  • Entry-level

  • A “learn financial ops from scratch” position

  • A job for someone who dislikes paperwork

If paperwork drains you, this role will feel painful.

If you enjoy turning complexity into order, you’ll thrive.


Requirements

You must have:

  • Proven experience moving assets, including:

    • 401(k) rollovers to IRAs

    • Brokerage account transfers

  • Comfort making phone calls when needed

  • Strong organizational skills and follow-through

  • Experience with digital tools (Zoho CRM, email, calendars (Google Workspace))

  • Ability to work independently with limited weekly hours

  • U.S. citizenship and residence in the U.S.

    (Military spouses stationed abroad are welcome.)

Strong pluses:

  • Zoho CRM experience

  • Financial services / RIA / custodian background

  • Operations, client service, or back-office experience

Who You’ll Work Well With

You’ll succeed here if you are:

  • Coachable and eager to learn

  • Hungry for growth—but respectful of boundaries

  • Proactive, detail-oriented, and allergic to loose ends

  • Someone who believes there is always something useful to do

  • Comfortable working with a founder who:

    • Is fair

    • Expects effort

    • Is learning how to build a team

    • Cares deeply about clients and quality of work

Compensation

  • $25–$35 per hour, depending on experience

  • We are specifically looking for someone we can confidently pay $35/hour because they truly know their craft

  • Hours tracked and paid monthly

Work Structure & Growth

  • Hours: ~5 hours/week to start

  • Location: Remote (Burleson, TX is a plus)

  • Growth Path Includes:

    • Increased hours

    • Expanded operational responsibilities

    • Potential future involvement in bookkeeping, payroll processing, and firm operations

    • Possible in-person role in the future (not replacing this position)


Benefits

Benefits

  • Your paycheck clears

  • Flexible part-time schedule

  • Meaningful work that helps real people

  • Growth alongside a growing firm

  • A genuinely great company culture (yes, really)

How to Stand Out

If you’ve successfully handled asset transfers and know how to keep things moving when paperwork gets messy—you’ll feel right at home here.





Details

Originally posted on Himalayas