Commonwealth Financial Network
Virtual Administration Specialist
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Job Description
- Req#: 6824
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $63,900
- Generous bonus and 401(k) programs, along with tuition reimbursement
- Flexible work schedules and the option for remote work
- Opportunity for career advancement and personal growth within the organization
- Supportive and inclusive work environment that values work/life balance
- Comprehensive health care benefits to ensure employee well-being
What to Expect (Job Responsibilities):
- Act as a virtual point of contact for advisors' offices, providing task ownership and coordination with various departments
- Collaborate with internal operational teams to research and resolve complex issues
- Manage client data in the employer's CRM platform to prepare reports and client meetings
- Submit money movement requests and work with partner departments to resolve related issues
- Build relationships and provide high-level customer service consistently
What is Required (Qualifications):
- Minimum of two years of experience working in a financial advisory firm or relevant experience
- Proficient in Microsoft Word, Excel, and Outlook, with knowledge of CRM applications
- Strong written communication skills and ability to take detailed and accurate notes
- Superior problem-solving skills and a detail-oriented approach to task execution
- Highly refined time management and organizational skills
How to Stand Out (Preferred Qualifications):
- Experience in a financial advisory firm is preferred
- Ability to thrive in a highly collaborative team environment
- Strong active listening skills with the capacity to communicate complex information clearly
#FinancialServices #RemoteWork #CareerGrowth #CustomerService #InclusiveWorkplace
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
The largest privately held RIA-independent broker/dealer ranking highest in advisor satisfaction. We are the RIA-B/D that puts you first.
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