Top 28702 Advisor client data 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)
10d
Business Consultant
Transworld Business Advisors —Remote
- $100,000 - $125,000 a year
- Full-time
- Remote
- Research
- Mid-level
- Analysis skills
- Professional development assistance
- Flexible schedule
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Client Services Assistant
BELAY —Remote
- $25 - $35 an hour
- Contract
- Remote
- Background check
- Mid-level
- Travel
Literacy Specialist
Wilson Language Training —Remote
- $73,700 - $100,000 a year
- Full-time
- Remote
- Mid-level
- Presentation skills
- Travel
- Paid holidays
- Disability insurance
Data Measurement & Reporting Advisor - Evernorth Health Services - Hybrid
The Cigna Group —Remote
- $96,700 - $161,100 a year
- Online Application
- Remote
- Mid-level
- 3 years
- SQL
- Paid holidays
- Health insurance
Investment Portfolio Associate (Maite, Guam)
Raymond James Financial, Inc. —Maite, GU
- Full-time
- Writing skills
- No experience needed
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Senior Tax Advisor for High Net Worth Individuals
Ashton Thomas Private Wealth —Denver, CO
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- Full-time
- Background check
- 7 years
- 6 years
- Health insurance
- Dental insurance
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Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
Financial Planning Associate
Raymond James Financial, Inc. —Bend, OR
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Sr. Operations Analyst (ICHRA) (Hybrid)
NFP Corp —Norwell, MA
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Licensed Office Professional (Financial Associate)
SCOTT HERRMANN SHORELINE GROUP —Burlington, WI
- $20 - $28 an hour
- Full-time
- Background check
- Microsoft Excel
- Research
- Paid time off
4d
Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Financial Planning Administrative Support
Pure Financial Advisors, LLC —San Diego, CA
- $45,000 - $50,000 a year
- Full-time
- Microsoft Word
- Office
- Finance
- Health savings account
- AD&D insurance
Quick Apply
Paralegal + Legal Process Innovator
Framework Legal PLLC —Scottsdale, AZ
- $25 - $40 an hour
- Email
- Hybrid work
- Background check
- Contracts
- Senior level
Quick Apply
12d
NJ Personal Lines Insurance Customer Service Rep
David M Hundertmark Agency Inc —Pompton Lakes, NJ
- $40,000 - $56,000 a year
- Full-time
- Microsoft Excel
- English
- Mid-level
Quick Apply
Caregiver
CareLinx by Sharecare —La Jolla, CA
- Part-time
- Background check
- Writing skills
- English
Paraplanner - Financial Planning
Davidov Wealth Group —Garden City, NY
- $79,650 - $95,000 a year
- Full-time
- Background check
- Microsoft Excel
- 11+ years
- Paid training
- Health savings account
Quick Apply
12d
Account Manager
Confidential —West Palm Beach, FL
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave

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Virtual Administration Specialist

Commonwealth Financial Network -
Remote

Apply Now

Job Details

Full-time
$59,000 - $70,000 a year
10 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

advisor client data jobs

Virtual Administration Specialist

Business Consultant

Client Services Assistant

Literacy Specialist

Data Measurement & Reporting Advisor - Evernorth Health Services - Hybrid

Investment Portfolio Associate (Maite, Guam)

Senior Tax Advisor for High Net Worth Individuals

Trader

Wealth Planning Liaison

Financial Planning Associate

Sr. Operations Analyst (ICHRA) (Hybrid)

Licensed Office Professional (Financial Associate)

Tax Planner Associate

Financial Planning Administrative Support

Paralegal + Legal Process Innovator

NJ Personal Lines Insurance Customer Service Rep

Caregiver

Paraplanner - Financial Planning

Account Manager

Client Service Associate (Hybrid Work Option)

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