Administration Specialist

FINRA

Virtual Administration Specialist supporting independent financial advisors with task coordination and CRM management. Collaborating with teams to resolve issues and deliver exceptional service in a remote setting.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $59,000 - $65,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client data management and operational support within a financial advisory context, emphasizing strong collaboration and customer service skills.

Highest-signal resume keywords

Client Data ManagementCRM ApplicationsMicrosoft WordMicrosoft ExcelCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ReportingProcedure Workflow CreationMoney Movement RequestsDocument PreparationAccount Opening

Soft Skills

CollaborationProblem SolvingRelationship Building

Tools & Technologies

CRM PlatformDocuSignAccount Opening Platform

Industry Keywords

Financial AdvisoryOperational SupportInternal Collaboration

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

generous bonus and 401(k) programs
tuition reimbursement
flexible work schedules
incredible health care benefits