Virtual Administration Specialist
FINRA
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $55,700 - $63,900 per year
About the role
- Working as a virtual member and operational point of contact for advisors’ offices
- Collaborating with various internal operational teams to research and resolve complex issues
- Managing client data in Commonwealth’s CRM platform
Requirements
- At least two years of experience working in a financial advisory firm preferred; other relevant experience considered
- Proficient in Microsoft Word, Excel, and Outlook
- Knowledge of CRM applications
Benefits
- Generous bonus and 401(k) programs
- Tuition reimbursement
- Flexible work schedules
- Incredible health care benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM applicationsMicrosoft WordMicrosoft ExcelMicrosoft Outlook
Soft skills
collaborationproblem-solvingcommunication