Virtual Wealth-Management Operations Specialist
Listed on 2026-09-27
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Finance & Banking
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.
The following opportunity is for a Virtual Wealth-Management Operations Specialist with Lever, Inc.
Join us at Lever, Inc. as our next Virtual Wealth-Management Operations Specialist in United States.
We are currently recruiting a Virtual Wealth-Management Operations Specialist for our team in United States.
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