Note: The job is a remote job and is open to candidates in USA. Commonwealth Financial Network is a company focused on providing business solutions for independent financial advisors. They are seeking a Virtual Administration Specialist to support advisors by managing tasks such as document preparation, CRM management, and client support in a remote work environment.
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
Skills
- 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
- At least two years of experience working in a financial advisory firm preferred; other relevant experience considered
Benefits
- Generous bonus and 401(k) programs
- Tuition reimbursement
- Flexible work schedules
- Remote work schedule
- Incredible health care benefits
- Employee growth both in your career and education
- Plenty of occasions to celebrate
Company Overview
Company H1B Sponsorship