Wealth Management Operations Specialist
Listed on 2026-10-04
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Administrative/Clerical
Business Administration, Office Administrator/ Coordinator -
Finance & Banking
Business Administration, Office Administrator/ Coordinator
Lever, Inc. is seeking an experienced Virtual Administrator to own account administration for a financial-services practice, including onboarding, insurance paperwork, and benefit-plan coordination.
The role requires real prior experience in financial services operations, not just general admin. You will manage multi-party workflows, maintain CRM records, support client communications, and coordinate benefits with providers and employers.
For the Wealth Management Operations Specialist position at Lever, Inc., we are reviewing applications now.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Operations Specialist role in the description above.
We appreciate your interest in this position.
Join Lever, Inc. and contribute to our ongoing work.
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