Commonwealth Financial Network · 2 days ago
Virtual Administration Specialist
United States
Full-time
Remote
Entry, Mid Level
$56K/yr - $64K/yr
2+ years expCommonwealth Financial Network is a company that values work/life balance and offers a supportive environment for its employees. They are seeking a Virtual Administration Specialist to provide middle office support to independent financial advisors, managing client data, document preparation, and ensuring high levels of customer service.
ConsultingFinanceFinancial Services
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
Qualification
Required
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
Proficient in Microsoft Word, Excel, and Outlook, with knowledge of CRM applications
Preferred
At least two years of experience working in a financial advisory firm preferred; other relevant experience considered
Benefits
Generous bonus and 401(k) programs
Tuition reimbursement
Flexible work schedules
Incredible health care benefits
Company
Commonwealth Financial Network
Commonwealth Financial Network is an independent broker and dealer supporting financial advisors.
501-1000 employees
H1B Sponsorship
Commonwealth Financial Network has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (8)
2023 (7)
2022 (7)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2025-03-28Acquired
Leadership Team
Jay Grandfield CRPC®
CEO Zenith Advisory Group
Michael L. Stone
CEO & Founder of Milestone Investment Management LLC
Recent News
2025-12-07
GlobalFinTechSeries
2025-12-03
Company data provided by crunchbase