Remote Wealth-Management Operations Specialist
Rochester Hills, Oakland County, Michigan, USA
Listed on 2026-09-27
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Finance & Banking
Business Administration, Banking & Finance
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.
The Remote Wealth-Management Operations Specialist role at Lever, Inc. is now open for applications in Detroit, MI, United States.
We invite applications for the Remote Wealth-Management Operations Specialist position located in Detroit, MI, United States.
The following role is for a Remote Wealth-Management Operations Specialist with Lever, Inc.
Our group is growing, and we are hiring a Remote Wealth-Management Operations Specialist in Detroit, MI, United States.
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