Client & Advisor Support Administrator

Description

We're Hiring: Client & Advisor Support Administrator | Remote
Are you an organized, tech-savvy professional with a knack for backend support in financial environments? This non-client-facing role supports critical administrative operations across multiple platforms — including data accuracy, document management, and CRM upkeep — to ensure smooth advisor workflows.

Perfect for someone with financial services or executive support experience, this position is remote, offers flexibility, and provides room to grow within a purpose-driven team.

Location: Remote
Role Type: Non-licensed, Non-client-facing
Experience: 2–3 years of experience in financial services with 3+ years prior experience in admin, EA, or client service roles
Education: Bachelor’s Degree required

Apply now: https://lnkd.in/dxhEu_f5