Financial Advisor Assistant

Job Summary

Providing essential administrative support, the full-time Financial Advisor Assistant will manage client communications, assist with data entry, and help process paperwork while working remotely from Texas.

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
• Proficiency in MS Office applications and other software applications
• Must be self-motivated and eager to learn the business
• Strong organizational skills and ability to communicate effectively