Overview
Virtual Administration Specialist Jobs in Waltham, MA at Commonwealth Financial Network
Full Job Description
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 hybrid work schedule, so you’ll be able to work from home for part of the week!
We’re looking for a new class of virtual administration specialists to join our next training program, which begins in June 2024. 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, acting in the capacity of a member of the advisor’s office staff. 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. Our new team members will receive two months of training before working with their first office.
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
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 are building out a robust diversity, equity, and inclusion program; we offer incredible healthcare 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, …
Title: Virtual Administration Specialist
Company: Commonwealth Financial Network
Location: Waltham, MA
Category:
