Virtual Administration Specialist

Commonwealth Financial Network•Remote,

1d•$59,000 - $65,300•Remote

About The Position

Commonwealth is seeking a new virtual administration specialist to join their team. The Virtual Administration team supports independent financial advisors through two service models: dedicated and pooled. The team provides middle office support functions, including document preparation and submission, account opening and updating, CRM management, meeting preparation, money movement requests, and client support. This role offers a remote work schedule within a high-energy, inclusive atmosphere that values work/life balance.

Requirements

Comfortable adapting to a variety of environments, and able to cultivate lasting relationships with advisors
Superior problem-solving skills, with a detail-oriented approach to task execution
Strong written communication skills and ability to take detailed and accurate notes
Strong active listening skills and ability to communicate complex information clearly and concisely
Ability to learn, understand, and apply new information quickly
Highly refined time management and organizational skills, with the aptitude to use multiple systems
Ability to thrive on a highly collaborative team
Proficient in Microsoft Word, Excel, and Outlook, with knowledge of CRM applications

Nice To Haves

At least two years of experience working in a financial advisory firm preferred; other relevant experience considered

Responsibilities

Working as a virtual member and operational point of contact for advisors’ offices and providing task ownership, support, and coordination with other Commonwealth departments
Collaborating with various internal operational teams across the firm to research and resolve complex issues
Managing client data in Commonwealth’s CRM platform to create and distribute reports, prepare for client meetings and calls, and create procedure workflows
Submitting money movement requests and working with partner departments to resolve issues
Monitoring alerts and advisor action items and proactively collaborating on responses to time-sensitive requests
Building relationships by consistently providing the highest level of customer service
Collaborating with Sponsor Companies to research and obtain required documents
Use our account opening platform to open and update accounts, prepare documents, and send DocuSign documents to clients