Advisor Assistant

Job Summary

A company is looking for an Advisor Assistant to provide administrative support to financial advisors.

Key Responsibilities

• Providing administrative support to a financial advisor
• Reviewing accounts and creating reports for the financial advisor
• Responding to client requests for forms or marketing literature

Required Qualifications

• High school graduate or equivalent required, with experience in customer service interactions
• 2 years of office clerical experience in a customer service environment
• Must be self-motivated and eager to learn the business
• Must possess strong organizational skills and be proficient with MS Office applications
• Must be discreet with all client interactions and documents