Remote Wealth-Management Operations Specialist
Detroit, Wayne County, Michigan, 48228, USA
Listed on 2026-10-07
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Finance & Banking
Business Administration
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.
As a Remote Wealth-Management Operations Specialist, you will play an important part at Lever, Inc. in Detroit, MI, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Wealth-Management Operations Specialist role in the description above.
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