Financial Advisor Assistant

Job Summary

Providing comprehensive administrative support, the full-time Financial Advisor Assistant will manage client communications, coordinate appointments, and assist with account-related activities while working in a remote environment.

Key responsibilities

• Provide administrative support to Financial Advisors, ensuring efficient day-to-day operations
• Review client account information and assist with the preparation and tracking of client documentation
• Manage complex scheduling and client communications, delivering exceptional service and support

Required qualifications

• High school diploma or equivalent required
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint
• Prior customer service experience with a focus on delivering exceptional support
• Ability to work independently in a remote environment while meeting performance expectations
• Strong organizational skills with the ability to prioritize tasks effectively