Financial Advisor Assistant

Job Summary

Providing comprehensive administrative support to Financial Advisors, the full-time remote Financial Advisor Assistant will manage client communications, coordinate appointments, and assist with account-related activities to ensure efficient operations.

Key responsibilities

• Provide administrative support to Financial Advisors, ensuring efficient day-to-day operations
• Review client account information and prepare reports while assisting with account-related administrative activities
• Manage complex scheduling and coordinate appointments to support advisor and client needs

Required qualifications

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