Field Practice Support Specialist

Job Summary

A company is looking for an Associate Field Practice Support Specialist to provide remote support to financial advisors.

Key Responsibilities

• Manage entry-level administrative tasks and prepare documents for appointments
• Schedule client meetings and handle incoming calls, ensuring exceptional service
• Maintain client information in database systems and assist financial advisors with meeting preparation

Required Qualifications

• 2+ years of customer service or phone-based support experience
• Excellent proficiency with typing and navigating multiple systems
• Ability to maintain integrity while handling sensitive information
• Experience working with diverse teams and fostering strong partnerships
• Flexibility to adapt to a dynamic, fast-paced environment