Financial Advisor Assistant

Job Summary

Providing essential administrative support to a financial advisor, the full-time Advisor Assistant will manage client communications, assist with data entry and reporting, and facilitate office tasks in a hybrid work environment.

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 customer service experience
• 2 years of office clerical experience in a customer service environment
• Proficiency in MS Office applications and other software
• Must be self-motivated and eager to learn the business
• Strong organizational skills and ability to maintain discretion with client interactions