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Assistant Remote Series 7 Jobs (NOW HIRING)

Adecco

Compliance/Supervision Consultant

Milwaukee, WI · Remote

$43 - $47/hr

Compliance/Supervision Consultant $43-$47hr This role REQUIRES a current series 7&24 license REMOTE Looking for your next career move in the Financial Services arena? We are hiring for a REMOTE ...

Wing Assistant

Social Media Assistant (US)

Columbus, OH · Remote

$3K/wk

Social Media Assistant (Remote) Wing is on the exciting mission of redefining the future of work ... 7. Create written content (captions, descriptions, etc.) for social media posts. 8. Assist the Ad ...

Wing Assistant

Executive Assistant (US)

Columbus, OH · Remote

$3.20K/wk

Executive Assistant (Remote) Wing is on the exciting mission of redefining the future of work for ... M system. 7. Monitor projects, conduct internal communication & organize company data. 8. ...

Wing Assistant

Healthcare Virtual Assistant (US)

$21.75 - $29.25/hr

We prioritize people who can do this successfully! Healthcare Virtual Assistant (Remote) Wing is on ... 7. Assist in analyzing healthcare data, preparing reports, and maintaining records. 8. Ensure ...

Wing Assistant

General Virtual Assistant (US)

Columbus, OH · On-site +1

$20.50 - $27.50/hr

General Virtual Assistant (Remote) Wing is on the exciting mission of redefining the future of work ... analysis). 7. Monitor projects, conduct internal communication & organize company data. 8. ...

Wing Assistant

Executive Assistant (US)

Columbus, OH · Remote

$3.20K/wk

Executive Assistant (Remote) Wing is on the exciting mission of redefining the future of work for ... M system. 7. Monitor projects, conduct internal communication & organize company data. 8. ...

Wing Assistant

General Virtual Assistant (US)

Columbus, OH · Remote

$21.75 - $29.25/hr

General Virtual Assistant (Remote) Wing is on the exciting mission of redefining the future of work ... analysis). 7. Monitor projects, conduct internal communication & organize company data. 8. ...

Wing Assistant

Social Media Assistant (US)

Columbus, OH · On-site +1

Social Media Assistant (Remote) Wing is on the exciting mission of redefining the future of work ... 7. Create written content (captions, descriptions, etc.) for social media posts. 8. Assist the Ad ...

Wing Assistant

Social Media Assistant (US)

Columbus, OH · Remote

Social Media Assistant (Remote) Wing is on the exciting mission of redefining the future of work ... 7. Create written content (captions, descriptions, etc.) for social media posts. 8. Assist the Ad ...

Wing Assistant

Executive Assistant (US)

Columbus, OH · Remote

Executive Assistant (Remote) Wing is on the exciting mission of redefining the future of work for ... M system. 7. Monitor projects, conduct internal communication & organize company data. 8. ...

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Assistant Remote Series 7 information

What are the key skills and qualifications needed to thrive as an Assistant Remote Series 7, and why are they important?

To excel as an Assistant Remote Series 7, you typically need a solid understanding of financial markets, securities regulations, and must hold a FINRA Series 7 license. Familiarity with financial software platforms, CRM systems, and compliance management tools is commonly required. Strong organizational skills, attention to detail, and clear communication are crucial soft skills in this role. These competencies ensure accurate client support, regulatory compliance, and effective collaboration in a remote financial services environment.

How does an Assistant Remote Series 7 professional typically collaborate with senior advisors and clients in a virtual environment?

As an Assistant Remote Series 7 professional, you’ll frequently support senior financial advisors by preparing client documentation, conducting research, and helping manage client portfolios—all while working remotely. Communication is key, so you'll use secure messaging platforms, video calls, and CRM systems to stay aligned with the advisory team and meet client needs efficiently. You'll also help facilitate virtual client meetings, ensuring all compliance standards are met and follow-ups are tracked. Regular collaboration with operations, compliance, and IT teams is common to ensure smooth, compliant workflows in the remote setting.

What is an Assistant Remote Series 7?

An Assistant Remote Series 7 is a professional who supports financial advisors or brokers remotely, often assisting with tasks related to securities trading, client communication, and administrative duties. The 'Series 7' refers to the FINRA licensing exam that authorizes individuals to sell a broad range of securities. While assistants themselves may not always be required to hold the Series 7 license, having it allows them to perform more complex duties, such as discussing investment options with clients. These roles are increasingly performed remotely, leveraging technology to support financial teams from anywhere. Their responsibilities can vary widely depending on the firm's needs and the assistant's qualifications.

What is the difference between Assistant Remote Series 7 vs Financial Advisor?

AspectAssistant Remote Series 7Financial Advisor
CertificationsSeries 7, possibly Series 63/66Series 7, Series 63/66, CFP (optional)
Work EnvironmentRemote, support role in financial firmsIn-person or remote client-facing role
Employer & IndustryBrokerages, financial servicesFinancial planning firms, banks

The Assistant Remote Series 7 typically supports licensed financial professionals and requires Series 7 certification. In contrast, a Financial Advisor directly manages client portfolios and may hold additional certifications like CFP. While both roles operate within the financial industry, the Assistant Remote Series 7 focuses on administrative and support tasks remotely, whereas Financial Advisors engage directly with clients, often in person or via virtual meetings.

More about Assistant Remote Series 7 jobs
What cities are hiring for Assistant Remote Series 7 jobs? Cities with the most Assistant Remote Series 7 job openings:
What are the most commonly searched types of Remote Series 7 jobs? The most popular types of Remote Series 7 jobs are:
What states have the most Assistant Remote Series 7 jobs? States with the most job openings for Assistant Remote Series 7 jobs include:
What job categories do people searching Assistant Remote Series 7 jobs look for? The top searched job categories for Assistant Remote Series 7 jobs are:
Assistant Remote Series 7 jobs near you
Infographic showing various Assistant Remote Series 7 job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 72% Full Time, 24% Part Time, and 2% Contract. Highlights an 97% Physical, and 3% Remote job distribution.
Real Estate Virtual Assistant (US)

Real Estate Virtual Assistant (US)

Wing Assistant

Columbus, OH • Remote

$21.75 - $29.25/hr

Full-time

Posted 19 days ago

Job description

Please whitelist the domains "lever.co" and "hire.lever.co" with your email provider to make sure you get our emails.
Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully!

*Please only apply for this job if you are located in the US.

Real Estate Virtual Assistant (Remote)
Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking to be the one-stop shop for companies that are looking to build world-class teams & place their operations on autopilot.

And we’re looking for a Real Estate Virtual Assistant to start immediately!

Duties and Responsibilities include but are not limited to:
1. Manage listings and address customer inquiries, concerns, and transaction documentation.
2. Create and maintain a pipeline of prospects identified from various lead sources.
3. Keep accurate records of leads, contacts, buyers, and sellers through the upkeep of a CRM system.
4. Manage listings, monitor staging and repairs, and coordinate open-house events and other promotional activities. 
5. Gather information about market insights and locational amenities to provide assistance in client selections.
6. Set appointments and meetings between buyers, sellers, brokers, and agents. 
7. General administration tasks
8. Ad hoc tasks

Qualifications:
• Bachelor's degree in any field or a certified course in business-related programs
• At least  1-year proven experience as a Real Estate Virtual Assistant or relevant role
• Proficient in CRM and Multiple Listing Software 
• Proficient in Property Management software (such as Appfolio, Buildium, etc.)
• Proven content writing or copywriting experience
• Working knowledge of content management systems
• Excellent English communication skills, both written and verbal (at least B2 level)
• Solid organizational and time management skills

Technical Requirements:
• USB Headset with Noise Cancellation feature
• Working Webcam
• Computer with at least 1.8 GHz processor and at least 4GB RAM
• Main Internet Service Speed: at least 25 Mbps cable connection
• Backup Internet Service Speed: at least 10 Mbps

Benefits:
• Performance Incentives
• Job Security and Stability
• Paid Training
• Inclusive Culture
• Upskilling Opportunities
• 100% Work-From-Home
• Exceptionally Supportive Team
• Opportunities for Career Growth
• Fun Work Environment
• Holiday & Overtime Pay

Schedule: US work hours (20-40 hours per week)
Location: This is a remote job

Salary: 
• Entry Level (1-3 years of experience): Up to $3,200
• Intermediate Level (3-5 years of experience): Up to $4,000
• Expert Level (5+ years of experience): Up to $5,000

Please note:
• Only qualified candidates will be invited to take the assessment & scheduled for an interview.
• We have other vacancies that might interest your friends & colleagues. They can check us out at our Jobs Website.
• You may also refer your friends using our Affiliate Marketing Program and earn up to $30 if your referral is hired.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.