Financial Advisor Assistant
Job Summary
To support a growing financial advisory practice, the part-time Financial Advisor Assistant will provide comprehensive administrative support, manage client communications, and coordinate appointments while working remotely.
Key responsibilities
- Provide administrative support to Financial Advisors, ensuring efficient day-to-day operations
- Review client account information and assist with account-related administrative activities
- Coordinate appointments and manage complex scheduling to support advisor and client needs
Required qualifications
- High school diploma or equivalent required
- Prior customer service experience with a focus on delivering exceptional support
- Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint
- Ability to work 20 hours per week in a fully remote environment
- Strong organizational skills with the ability to prioritize tasks effectively
Complete Job Description
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