Top 4966 Commonwealth Financial Jobs

Virtual Administration Specialist
Commonwealth Financial Network —Remote
- $59,000 - $70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
8d
Customer Financial Specialist Associate (Eastern United States resident)
Geisinger —Remote
- Full-time
- Remote
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Senior Accountant (Remote in US)
Digital Green —San Francisco, CA
- $80,000 - $105,000 a year
- Full-time
- Remote
- CPA
- Finance
- Bachelor's degree
Quick Apply
Financial Analyst - Financial Planning & Analysis
Encore Boston Harbor —Everett, MA
- $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
Quick Apply
Director of Pharmacy
Boston Medical Center —Brighton, MA
- $136,000 - $197,500 a year
- Full-time
- Acute care
- Background check
- Hospital
- Health insurance
- Dental insurance
Quick Apply
Civil Engineer Manager (General)
Commonwealth of PA —Emporium, PA
- $84,264 - $119,844 a year
- Full-time
- Driver's License
- 1 year
- Senior level
- Paid parental leave
- Health insurance
12d
Commercial Credit Analyst
Michigan Business Connection, LC —Ann Arbor, MI
- $70,000 - $80,000 a year
- Full-time
- Background check
- Bachelor of Science
- Basic math
- Health insurance
- Dental insurance
Quick Apply
Registered Nurse Assessment Coordinator (RN MDS Coordinator)
The Gardens at Camp Hill —Camp Hill, PA
- Full-time
- Skilled nursing facility
- RN License
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Pega Consultant
Sonsoft Inc —Portland, OR
- Full-time
- 3 years
- Analysis skills
- Bachelor's degree
Quick Apply
Director of Pharmacy Services
Community Access Network —Lynchburg, VA
- $140,000 - $150,000 a year
- Full-time
- Bachelor of Science
- 3 years
- Bachelor's degree
- Tuition reimbursement
- Employee assistance program
Quick Apply
Pega (Architect)
Sonsoft Inc —Folsom, CA
- Full-time
- 3 years
- Bachelor's degree
- JavaScript
Quick Apply
Pega consultant
Sonsoft Inc —Folsom, CA
- Full-time
- 3 years
- Analysis skills
- Bachelor's degree
Quick Apply
Clinical Pharmacist
Pantherx Specialty LLC —Pittsburgh, PA
- Full-time
- Hybrid work
- Management
- Mid-level
- Driver's License
- Paid holidays
- Disability insurance
Quick Apply
Client Service Associate
Atlantic Wealth Advisors —Glastonbury, CT
- From $65,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Health insurance
Quick Apply
PCF Architect (pivotal cloud foundry )
Sonsoft Inc —Riverwoods, IL
- Full-time
- System design
- 3 years
- Bachelor's degree
Quick Apply
Sterling Integrator ( USC & GC ) ONLY
Sonsoft Inc —Peoria, IL
- Full-time
- 3 years
- Analysis skills
- Bachelor's degree
Quick Apply
PCF Architect
Sonsoft Inc —Riverwoods, IL
- Full-time
- System design
- US work authorization
- Senior level
Quick Apply
"Oracle Financials Consultant (GC USC only)"
Sonsoft Inc —Columbus, IN
- Full-time
- Oracle
- Mid-level
- Analysis skills
Quick Apply
Informatica consultant (GC-EAD,GC,USC)
Sonsoft Inc —San Francisco, CA
- Full-time
- System design
- Mid-level
- Analysis skills
Quick Apply
Licensed Practical Nurse (LPN), per diem
All Care —Lynn, MA
- $42 - $43 an hour
- Per diem
- Background check
- Mid-level
- Driver's License
- 403(b) matching
- Mileage reimbursement
Quick Apply

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Virtual Administration Specialist

Commonwealth Financial Network -
Remote

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Job Details

Full-time
$59,000 - $70,000 a year
8 days ago

Benefits

Health insurance
401(k)
Tuition reimbursement
401(k) matching
Flexible schedule

Qualifications

Customer communication

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 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

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.

Min: USD $59,000.00/Yr. Max: USD $70,000.00/Yr.

Apply Now

Refine Your Search

Commonwealth Financial jobs

Virtual Administration Specialist

Customer Financial Specialist Associate (Eastern United States resident)

Senior Accountant (Remote in US)

Financial Analyst - Financial Planning & Analysis

Director of Pharmacy

Civil Engineer Manager (General)

Commercial Credit Analyst

Registered Nurse Assessment Coordinator (RN MDS Coordinator)

Pega Consultant

Director of Pharmacy Services

Pega (Architect)

Pega consultant

Clinical Pharmacist

Client Service Associate

PCF Architect (pivotal cloud foundry )

Sterling Integrator ( USC & GC ) ONLY

PCF Architect

"Oracle Financials Consultant (GC USC only)"

Informatica consultant (GC-EAD,GC,USC)

Licensed Practical Nurse (LPN), per diem

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