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Client Services Assistant
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Client Services Assistant

BELAY -
Remote

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Job Details

Contract
$25 - $35 an hour
12 days ago

Qualifications

Confidential information handling
Regulatory compliance
Executive administrative support
Customer relationship management (CRM) systems (technically supported)
Computer skills
Financial services
Video conferences (communication methods)
Financial compliance

Full Job Description

WHY WORK AT BELAY

https://youtu.be/6GkxuSDoFRo

Envision a career built for the long run, one that blends flexibility, meaningful work, and the opportunity to support leaders in ways that truly matter. That’s exactly what you’ll find at BELAY.

When you join BELAY, you’re contracting with our network of professionals, not applying for a single role. Once onboarded, you’ll gain access to our curated job board of pre-vetted opportunities across multiple industries so you can pursue the engagements that best align with your strengths, availability, and professional goals.

As an Executive Assistant serving financial-industry clients, you’ll bring clarity, precision, and confident administrative leadership to advisors, planners, and investment professionals who rely on exceptional support to operate at their best. Your work helps clients stay organized, compliant, and responsive as they serve their own clientele. And you’ll do it within a professional, people-first contractor community known for excellence, support, and modern remote work practices.

This isn’t a gig. It’s a flexible, professional career where your strengths, experience, and initiative make a lasting impact.

ROLE OVERVIEW

BELAY Executive Assistants supporting the financial sector are experienced administrative professionals who understand the unique pace, expectations, and confidentiality required when partnering with advisors and firms in wealth management, financial planning, investment, and related services. You’ll manage complex communication flows, prepare documentation, support client-meeting prep, maintain secure systems, and uphold the highest standards of professionalism and accuracy.

This role requires strong judgment, meticulous attention to detail, and comfort working within regulatory and compliance-sensitive environments. You’ll serve as a proactive, trusted partner who brings structure, clarity, and operational excellence to every engagement.

If you have experience with at least 75% of the responsibilities below and 3+ years of financial-industry experience, you may be an excellent fit.

LOCATION

Remote. Currently accepting applications for U.S.-based contractors except in CA, CO, MT, NJ, NY, and PA.

STATUS

1099 Independent Contractor | Remote.

Open to occasional travel for on-site meetings based upon client's needs.

PAY RANGE

Compensation for this role is $25–$35 per hour, depending on experience and skill set. As you grow with BELAY and demonstrate strong performance, you may have opportunities to increase your earnings through additional client engagements. Contractors are paid monthly based on contracted hours, and BELAY does not guarantee hours or client assignments.

CONTRACTOR PERKS

100% remote work with flexible scheduling
Access to BELAY’s exclusive job board featuring pre-vetted opportunities across industries — including financial services — so you can pursue engagements that match your expertise and interests
Invoicing and payment collection handled for you, minimizing administrative burden
Access to affordable health and financial options through our contractor benefits partner
Access to BELAY’s Contractor Community gives you a connected peer network of fellow 1099 professionals who share knowledge, exchange best practices, and support one another through templates, discussion spaces, live learning sessions, and ongoing upskilling opportunities, creating a collaborative environment designed to help you grow your skills, stay supported, and thrive as part of the BELAY network
Support from a dedicated Success Consultant and Talent Specialist who partner with you throughout your engagement, helping you navigate client relationships, solve challenges, and access the resources you need to thrive
Flexibility to take on the clients and the monthly hours that work best for you, based on availability and demand

WHY BELAY?

BELAY is nationally recognized for culture, excellence, and innovation:

Entrepreneur Magazine: #1 “Best Culture – Small Business”
Inc. Magazine: “Fastest-Growing Companies in America”
SHRM: “When Work Works” Award
Atlanta Business Chronicle: “Best Places to Work”

We believe exceptional support changes business outcomes, and we are committed to delivering that experience for both our clients and our contractors.

CORE RESPONSIBILITIES:

Executive Support & Communication

Manage and optimize executive calendars, appointments, and schedules
Organize inboxes, support email follow-through, and prioritize communication across internal and external contacts
Draft, proofread, and format client-facing correspondence, reports, and summaries with accuracy and compliance awareness
Prepare, edit, and maintain documents, presentations, and spreadsheets used in advisory and client review meetings

Financial-Industry Administrative Support

Assist with onboarding and client lifecycle documentation, ensuring accuracy and confidentiality
Prepare meeting materials, review packets, summaries, and follow-up notes for financial advisors and clients
Track and process expense reports, reimbursements, and firm-related financial documentation
Maintain and update sensitive client data within financial CRMs (e.g., RedTail, Wealthbox, Orion, ClientWorks, Advyzon, Black Diamond)
Manage secure document handling using approved systems and encrypted communication tools

Operations, Systems & Compliance Support

Maintain organized digital and physical filing systems with attention to compliance and retention requirements
Ensure documentation, communication, and workflows adhere to internal standards and regulatory expectations
Create and refine workflows, checklists, and operational systems that improve efficiency and reduce risk
Coordinate meeting logistics, travel arrangements, and internal/external events

Relationship Management & Client Experience

Serve as a professional, confident point of contact for clients, custodians, and vendors
Demonstrate exceptional discretion with high-net-worth client information
Support recurring operational tasks and small projects that advance client goals

OUR APPROACH TO INNOVATION

Innovation at BELAY is grounded in balance. You’ll use modern tools — including AI — to increase clarity, streamline workflows, and support quicker decision-making. But your judgment, professionalism, and discretion remain essential, especially when supporting clients who operate within regulated environments.

Human judgment + technology-enabled efficiency = the BELAY advantage.

KEY QUALIFICATIONS:

3+ years of experience in the financial services industry (wealth management, financial planning, financial advisory, private equity, investment, or related fields)
1+ year of executive assistant or administrative experience
Strong understanding of financial terminology (equities, IRAs, rollovers, fixed income, mutual funds, etc.)
Experience using industry-specific tools such as RedTail, Wealthbox, Orion, ClientWorks, Black Diamond, or Advyzon
Close attention to detail and accuracy, especially with sensitive financial and client information
Familiarity with secure email practices, encrypted document handling, and compliance-sensitive workflows
Strong written and verbal communication skills with professional presence
Ability to work independently, prioritize effectively, and manage multiple demands
Availability during standard business hours, Monday–Friday
Reliable computer, high-speed internet, webcam, smartphone, and a quiet home workspace
Ability to participate in video calls regularlyPreference for contractors who can commit to at least 12 months of service for continuity

KEY ATTRIBUTES:

Strategic awareness and the ability to anticipate needs
Professionalism, discretion, and sound judgment
Strong organizational skills and consistent follow-through
Emotional intelligence and confident, client-facing communication
Resourcefulness and independent problem-solving
Tech-forward mindset with comfort learning new systems
Calm, steady presence when working in fast-paced or compliance-sensitive environments

ADDITIONAL REQUIREMENTS

All applicants may be subject to an identity and background check before receiving a contract offer. Certain financial-industry clients may require additional screening or documentation.

READY TO APPLY?

If you’re ready to support financial-industry leaders with clarity, precision, and exceptional professionalism while building a flexible, meaningful contractor career, we’d love to meet you.

All BELAY applicants are limited to applying for one open role at a time. This role should be the one in which your skills and qualifications are most closely aligned with. If you are brought on board as a contractor with BELAY, you have the opportunity to add additional service offerings if your skills and qualifications are a match.

Apply Now

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