About this role
Virtual Administration Specialist at Overview. Location: Waltham or San Diego or Blue Ash. Role: providing support, managing data, submitting requests Requirements: 2+ years financial advisory or relevant experience preferred; strong written and verbal communication, problem-solving, CRM experience, and proficiency with Microsoft Word, Excel, and Outlook; highly organized and detail-oriented. Category: Finance Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM Commitment: Full Time Workplace: Remote Languages: English