Virtual Wealth-Management Operations Specialist

Lever, Inc.; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking an experienced Virtual Administrator to own account administration, insurance paperwork, and employee-benefit plan coordination for a financial-services practice.

You will manage onboarding, account transfers, servicing requests, client communications, and CRM maintenance while coordinating across providers and stakeholders. This role requires prior hands-on financial-services operations experience and the ability to hit the ground running in a fully remote environment.

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/benefit administration

LPL systems

Tools

CRM software

ACATS platforms

Account-transfer systems

Job description

Lever, Inc. is seeking an experienced Virtual Administrator to own account administration, insurance paperwork, and employee-benefit plan coordination for a financial-services practice.

You will manage onboarding, account transfers, servicing requests, client communications, and CRM maintenance while coordinating across providers and stakeholders. This role requires prior hands-on financial-services operations experience and the ability to hit the ground running in a fully remote environment.