This is a remote position.
Fixed ScheduleMonday - Friday: 8AM - 5PM PST with 1hr unpaid break
Job purpose:
The Offshore Administrator, Member Services is a key support role, responsible for ensuring smooth administrative operations on the Member Services team. The role includes managing internal systems, supporting client communications, coordinating events and training, and handling a wide range of day-to-day administrative tasks. Reporting directly to the Director, Member Services, this role focuses on enhancing the member experience by ensuring the smooth coordination of communications, events, onboarding, and support systems.
This position is responsible for managing tools such as the ticketing management system, the Learning Management System (LMS), and SharePoint/Teams and Power BI, while also generating KPI reports for network member meetings in CRM and assisting with departmental initiatives. With strong attention to detail and a passion for service, the Offshore Administrator contributes to a high-quality, consistent member experience and
helps drive the team’s goals forward through proactive and thoughtful support.
Tasks and responsibilities:
Member Services Support
• Act as the dedicated administrative partner to the Member Services team, delivering proactive and reliable support.
• Manage and triage member inquiries through our ticketing manamgement system; escalate tickets as needed and maintain updated FAQs.
• Upload and maintain content in the Learning Management System (LMS); provide user support and ensure accuracy of learning resources.
• Work closely with the marketing team on ensuring content and communication strategies align and are relected in the LMS
• Coordinate and schedule onboarding activities for new members and team members within the Member Services department.
Meetings, Events & Presentations
• Plan and coordinate logistics for Member Services-led events and meetings, including:
o IA Academy, IA Town Hall, IA Forum, Monthly SBU, Bi-weekly Strategy Meetings, Trimester Meetings, and IAPN Meetings.
• Pre-event responsibilities include managing scheduling, invitations, agendas, branded materials, and PowerPoint presentations.
• Post-event responsibilities include distributing surveys, compiling feedback, managing LMS uploads, and supporting member follow-up activities.
Digital Platforms & Document Management
• Organize and maintain the Member Services MS Teams site, Channels, and SharePoint.
• Ensure structured digital filing, proper storage of resources, and easy access to key documents and templates.
• Maintain the central repository of policies, ensuring updates are tracked and version control is maintained.
Client Experience & Engagement
• Champion the WOW Client Experience by providing responsive, thoughtful service that reflects WealthCo’s values.
• Support the execution of member engagement initiatives including recognition, event follow-ups, and milestone celebrations.
• Ensure a high standard of professionalism and confidentiality in all member interactions.
Team Culture & Continuous Improvement
• Actively promote WealthCo’s core values, team culture, and service-oriented mindset.
• Identify and implement opportunities for improving administrative processes, tools, and workflows within Member Services.
• Contribute to a collaborative, respectful, and inclusive team environment.
• Maintain a commitment to ethical conduct and continuous professional growth.
Administrative Coordination
• Provide calendar management and meeting coordination for the Director, Member Services and other department-level meetings.
• Support reporting and documentation related to departmental KPIs, event budgets, and internal initiatives.
FUNCTIONAL COMPETENCIES
• Strong customer service orientation; consistently delivers a WOW client experience.
• Strong attention to detail, organizational excellence, and a client-focused mindset to support the firm’s goals and enhance the overall member experience.
• Highly proficient in Microsoft 365 tools (Outlook, Teams, SharePoint, Excel, Word, PowerPoint).
• Experience with a ticketing management system, LMS administration, and CRM tools is strongly preferred.
• Excellent written and verbal communication skills.
• Able to manage multiple projects, meet deadlines, and maintain consistency.
• Works well with cross-functional teams and internal stakeholders.
Requirements
QUALIFICATIONS• Diploma or degree in Business Administration (or related field) or equivalent experience.
• 3–5 years of experience in an administrative support role.
• Background supporting client services, sales teams, or learning and development is an asset.
• Experience coordinating virtual events, using CRM/LMS platforms, and managing remote collaboration tools is preferred.
Independent Contractor Perks
- HMO Coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
Australia
United States only
United Kingdom only
Venezuela only
