Financial Advisor Assistant

Job Summary

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

Key Responsibilities

• Provide administrative support to a financial advisor
• Review accounts and create reports for the financial advisor
• Respond 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, including a customer service environment
• Must be self-motivated and eager to learn the business
• Must be proficient with MS Office applications and other software
• Must possess strong organizational skills