Remote Wealth-Management Operations Specialist
Lever, Inc.
Detroit, MI
- Remote job
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. #J-18808-Ljbffr Lever, Inc.
Vacancy posted 2 days ago
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