[Hiring] Virtual Administration Specialist REMOTE USA
Position: Virtual Administration Specialist
Date Posted: 05 February 2026
Industry: Financial Services / Advisory Support / Administration
Employment Type: Full Time
Experience: At least 2 years of experience in a financial advisory firm preferred; other relevant experience considered
Qualification: Estimated Qualification like Bachelor Degree holder, Diploma/Degree/Certificate
Salary: $55,700 – $63,900 per year
Location: United States [REMOTE]
Company: Commonwealth Financial Network
Description:
Commonwealth Financial Network is seeking a highly organized and service-oriented Virtual Administration Specialist to join our remote team. This role supports independent financial advisors by providing middle-office assistance, including document preparation, account management, client support, and CRM maintenance.
Key Responsibilities:
- Serve as a virtual point of contact for advisors’ offices, taking ownership of tasks and coordinating with other Commonwealth departments
- Collaborate with internal operational teams to research and resolve complex issues
- Manage client data within Commonwealth’s CRM, prepare reports, assist in client meetings, and develop workflow procedures
- Submit money movement requests and coordinate with partner departments to resolve issues
- Monitor alerts and advisor action items, responding proactively to time-sensitive requests
- Build strong relationships by delivering exceptional customer service
- Coordinate with Sponsor Companies to obtain required documents
- Use the account opening platform to open/update accounts, prepare documents, and send DocuSign documents to clients
Core Strengths and Skills:
- Adaptable to various environments and capable of building lasting advisor relationships
- Detail-oriented problem solver with excellent task execution skills
- Strong written and verbal communication, with the ability to take accurate notes and convey complex information clearly
- Quick learner with the ability to understand and apply new information effectively
- Excellent time management and organizational skills; comfortable using multiple systems
- Thrive in a collaborative team environment
- Proficient in Microsoft Word, Excel, Outlook, and CRM applications
Why Join Commonwealth:
- Inclusive, high-energy environment with work/life balance
- Generous bonus, 401(k), and tuition reimbursement programs
- Flexible work schedules with remote work option
- Opportunities for employee growth, career advancement, and recognition
- Supportive culture focused on excellence, collaboration, and personal development
About Commonwealth Financial Network:
Commonwealth Financial Network, Member FINRA/SIPC, is a Registered Investment Adviser serving over 3,000 independent financial advisors nationwide. Founded in 1979, the firm is headquartered in Waltham, Massachusetts, with additional offices in San Diego, California, and Blue Ash, Ohio. The company fosters an environment of excellence, rewards, growth, and fun.
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