Client Operations & Asset Transfer Specialist (Part-Time)
Category: Financial Services
Location:
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 (The Person 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
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Process and manage asset transfers , including:
- 401(k) → IRA rollovers
- Brokerage-to-brokerage transfers
- New account openings and funding
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Track transfers through completion and proactively follow up
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Ensure clients understand what’s happening and what’s next
CRM & Workflow Management
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Maintain accurate records in Zoho CRM (big plus if you already use it)
- Update tasks, workflows, and notes
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Ensure nothing stalls due to missed follow-up
Scheduling & Communication
- Schedule client meetings
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Make outbound calls to move things forward
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Return voicemails promptly
(This is not a receptionist role—but phones matter.)
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Communicate clearly, professionally, and efficiently
(Warm, not chatty. Direct, not robotic.)
Tools & Technology
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Confident using:
- CRM systems
- Email & calendars
- Digital forms and document portals
- AI tools to improve productivity
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Work exclusively on a company-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
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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:
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Proven experience moving assets , including:
- 401(k) rollovers to IRAs
- Brokerage account transfers
- Comfort making phone calls when needed
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Strong organizational skills and follow-through
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Experience with digital tools (Zoho CRM, email, calendars (Google Workspace))
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Ability to work independently with limited weekly hours
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U.S. citizenship and residence in the U.S.
(Military spouses stationed abroad are welcome.)
Strong pluses:
- Zoho CRM experience
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Financial services / RIA / custodian background
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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
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Hungry for growth—but respectful of boundaries
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Proactive, detail-oriented, and allergic to loose ends
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Someone who believes there is always something useful to do
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Comfortable working with a founder who:
- Is fair
- Expects effort
- Is learning how to build a team
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Cares deeply about clients and quality of work
Compensation
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$25–$35 per hour , depending on experience
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We are specifically looking for someone we can confidently pay $35/hour because they truly know their craft
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Hours tracked and paid monthly
Work Structure & Growth
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Hours: ~5 hours/week to start
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Location: Remote (Burleson, TX is a plus)
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Growth Path Includes:
- Increased hours
- Expanded operational responsibilities
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Potential future involvement