Commonwealth’s Virtual Administration team is a group of focused, highly organized, service-minded problem solvers who will work directly with Commonwealth’s independent financial advisors and their staff. This team will provide middle office support functions, such as document preparation and submission, new accounts opening, CRM management, and financial deposits/transfers processing. As a founding member of this new team, you will help build a robust new service arm that supports the day-to-day activities of participating advisors’ offices.
As an administration specialist, you will be responsible for understanding various Commonwealth operational systems and helping advisors’ offices utilize them through effective communications—and by embracing our Anything but Common® culture and community. As a member of this team, you will build strong, trusting relationships with our financial advisors and their staff by using your industry knowledge and critical thinking to provide indispensable support and streamline procedures.
Additional skills and knowledge
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About Commonwealth—and Our Anything but Common® Culture
Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.
That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.
Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network® will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth Financial Network is an equal opportunity employer that is committed to a diverse workforce.