Remote Wealth-Management Operations Specialist

Lever, Inc.; Detroit (MI); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. seeks an experienced Virtual Administrator to own end-to-end account administration for a financial-services practice. The role requires real prior experience in financial services operations and the ability to coordinate multiple stakeholders without extensive training.

You will manage onboarding, account transfers, and servicing while maintaining CRM records and client communications. The position emphasizes accuracy, proactive follow-ups, and ownership of complex workflows.

Qualifications

• Strong working proficiency with a financial-services CRM.
• Prior hands-on experience with financial account-opening and account-servicing platforms.
• Working experience with ACATS or other account-transfer workflows.
• Prior experience with insurance and/or employee-benefit administration platforms.
• Experience with LPL Financial systems is a plus (subject to LPL access and compliance approval).

Responsibilities

• Coordinate financial-account onboarding and manage account-opening documentation.
• Process and track account transfers, including ACATS-related workflows.
• Handle routine account-servicing requests and pending client paperwork.
• Prepare and distribute approved client statements and documents.
• Maintain and update CRM records, logging all client communications accurately.
• Schedule appointments and proactively support client follow-ups.
• Coordinate employee-benefit plan administration across multiple stakeholders - plan provider, accountant, actuary, employer, and other involved parties.
• Track and organize information required for tax filing and ERISA-related plan administration.
• Manage insurance paperwork, documentation, and status follow-ups, handling related administrative communication end-to-end.
• Own outstanding requirements and 'quarterback' multi-party workflows through to completion.
• Take on additional administrative responsibilities as you demonstrate capacity and reliability.

Skills

CRM proficiency

Account opening

Account servicing

ACATS workflows

Insurance administration

Employee-benefit administration

LPL systems experience

Tools

LPL systems

Job description

Lever, Inc. seeks an experienced Virtual Administrator to own end-to-end account administration for a financial-services practice. The role requires real prior experience in financial services operations and the ability to coordinate multiple stakeholders without extensive training.

You will manage onboarding, account transfers, and servicing while maintaining CRM records and client communications. The position emphasizes accuracy, proactive follow-ups, and ownership of complex workflows.