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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 per year
- Generous bonus and 401(k) programs
- Tuition reimbursement and flexible work schedules
- Opportunity for remote work within the Virtual Administration department
- Comprehensive healthcare benefits and a commitment to employee growth
- Supportive and inclusive work environment focused on work/life balance
What to Expect (Job Responsibilities):
- Serve as a virtual operational point of contact for advisors, providing task ownership and support
- Collaborate with internal operational teams to research and resolve complex issues
- Manage client data in the CRM platform and prepare reports for client meetings
- Submit money movement requests and coordinate with partner departments to resolve issues
- Maintain proactive communication by monitoring alerts and advisor action items
What is Required (Qualifications):
- At least 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 notes
- Excellent active listening skills and ability to convey complex information clearly
- Highly refined time management and organizational skills
How to Stand Out (Preferred Qualifications):
- Experience in a customer service role within the financial services industry
- Ability to thrive in a collaborative team environment
- Comfort with adapting to various environments and cultivating relationships with advisors
#FinancialServices #RemoteWork #CareerGrowth #CustomerService #InclusiveWorkplace
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