Financial Advisor Assistant

Job Summary

Providing essential administrative support to financial advisors, the full-time Financial Advisor Assistant will manage client communications, assist with sales leads, and perform data entry tasks in a fully remote 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 with experience in customer service interactions
• Two 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
• Self-motivated with a willingness to learn and adapt to change