Virtual Administration Specialist

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 Docu Sign 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

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts;
San Diego, California; and Blue Ash, Ohio.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.

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.

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