Osaic · 4 days ago
Virtual Administrative Services Specialist
Holbrook - AP
Full-time
Hybrid
Entry, Mid Level
$50K/yr - $60K/yr
2+ years expOsaic is a company focused on providing financial services, and they are seeking a Virtual Administrative Services Specialist to support client interactions. The role involves answering client calls and emails, preparing for meetings, and performing various administrative tasks.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Answer all incoming client calls into the Virtual Administrative Services (VAS) Client Calls and Emails queue and inform the respective advisor of the call details
Review and respond to client emails received into VAS-subscribed advisors’ inboxes
Prepare all VAS physical mailings
Log all time spent with advisors and their clients into AP Support, powered by Salesforce
Give support in preparation of client meetings for VAS-subscribed advisors
Aid VAS team in performing administrative tasks for VAS-subscribed advisors, including assisting in keeping the AP queues up to date, entering NAFs, opening accounts, updating accounts, filling out paperwork, answering VAS emails, bolstering business, and communicating with vendors
Act as the subject matter expert on all business processes, as well as all web services platforms
Assist investment professionals in the navigation of AP’s internal and external processes
Solicit and log all requests for technology or process enhancement
Qualification
Required
Bachelor's degree (or currently working on one) with a focus in business administration, management, accounting, or finance
Possess excessive knowledge of web meeting and e-learning tools/methodologies
Ability to take direction based on the goals of the broker/dealer and RIA
Possess a strong sense of initiative and a self-motivated, self-starter who can work independently and anticipate needs, as well as work well with team members
Must be able to multi-task and work under tight deadlines
Excellent organizational skills and ability to problem solve
Ability to understand and present complex technical information to technical and non-technical audiences
Ability to adapt to changing assignments and multiple priorities
Strong presentation, speaking and writing skills, as well as the ability to communicate information clearly
Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
Technically proficient with digital media and web-based communications systems
Preferred
Two years' experience in the financial industry required; knowledge of all registrations, account types and investment products, as well as how each security works, preferred
Call center, customer service, training and/or education experience preferred
Knowledge of Salesforce, ETI Quik, Albridge and XTIVA web services preferred
Benefits
Annual performance bonus
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase