Financial Advisor Assistant

Job Summary

Supporting financial advisors in a remote part-time capacity, the Financial Advisor Assistant will provide administrative support, manage client communications, and assist with data entry and reporting tasks.

Key responsibilities

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

Required qualifications

• High school graduate or equivalent required, with experience in customer service
• 2 years of office clerical experience in a customer service environment
• Proficiency in MS Office applications and other software applications
• Strong organizational skills and ability to communicate effectively
• Must be self-motivated and able to work well in a team environment