Virtual Administration Specialist

Overview
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Virtual Administration department offers a remote work schedule.

We're looking for a new virtual administration specialist to join our team. Commonwealth's Virtual Administration team is a group of focused, highly organized, and service-minded problem solvers who work directly with our independent financial advisors, through two service models- one dedicated and one pooled. Our team provides middle office support functions, such as document preparation and submission, account opening and updating, CRM management, meeting preparation, money movement requests, and client support.

Key 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

Core Strengths and 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

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

Proficient in Microsoft Word, Excel, and Outlook, with knowledge of CRM applications

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Min
USD $59,000.00 / Yr.

Max
USD $70,000.00 / Yr.

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