About this role
Virtual Administration Specialist at Commonwealth Financial Network. Location: United States. Role: managing data, supporting advisors, preparing documents Requirements: Remote administrative support for financial advisors including CRM management, account opening, document preparation, money movement requests; 2+ years financial advisory experience preferred; strong written communication and problem-solving; Microsoft Word, Excel, Outlook proficiency. Category: Administrative & Clerical Support Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM Commitment: Full Time Workplace: Remote Languages: English