Washington Advisor Assistant

Job Summary

A company is looking for an Advisor Assistant to provide administrative support in a part-time capacity.

Key Responsibilities

• Provide administrative support to a financial professional and manage their calendar and client leads
• Deliver exceptional customer service by responding to client inquiries and processing paperwork
• Perform various office tasks, including copying, taking messages, and distributing mail

Required Qualifications

• High school diploma or GED required; bachelor's degree preferred
• 2 years of customer service or administrative experience preferred
• Proficiency in MS Office and strong typing skills required
• Must maintain a high degree of confidentiality with client interactions
• No securities licensing required; Salesforce experience is a plus