[Remote] Virtual Administration Specialist

Note: The job is a remote job and is open to candidates in USA. Commonwealth Financial Network is a leading provider of business solutions for independent financial advisors. They are seeking a Virtual Administration Specialist to provide middle office support functions, including document preparation, CRM management, and client support, while collaborating with various teams to resolve issues and enhance service delivery.

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

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

Benefits

• Generous bonus and 401(k) programs
• Tuition reimbursement
• Flexible work schedules
• Remote work schedule
• Employee growth both in your career and education
• Incredible health care benefits

Company Overview

Commonwealth Financial Network is an independent broker and dealer supporting financial advisors. It was founded in 1979, and is headquartered in Waltham, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is http://www.commonwealth.com.

Company H1B Sponsorship

Commonwealth Financial Network has a track record of offering H1B sponsorships, with 4 in 2026, 10 in 2025, 8 in 2024, 7 in 2023, 7 in 2022, 2 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.