Financial Advisor Assistant

Job Summary

Providing essential administrative support, the part-time Financial Advisor Assistant will manage client communications, coordinate appointments, and assist with account-related tasks in a fully remote environment.

Key responsibilities

• Provide comprehensive administrative support to Financial Advisors, ensuring efficient day-to-day operations
• Review client account information and assist with the preparation and processing of client documentation
• Manage complex scheduling and coordinate appointments to support advisor and client needs

Required qualifications

• High school diploma or equivalent required
• Prior customer service experience focused on delivering exceptional support
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
• Ability to work 20 hours per week in a fully remote environment
• Strong organizational skills with the ability to prioritize tasks effectively