Client Operations & Asset Transfer Specialist (Part-Time)

Role Summary

Category: Financial Services

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.

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 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
• 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.

Strong pluses

• Zoho CRM experience
• Financial services / RIA / custodian background
• Operations, client service, or back-office experience
• Who You’ll Work Well With

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

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)

Responsibilities

Client & Account Operations

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

Requirements

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.)
• $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)

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

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.

About the Company

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.