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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.
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