Job Description

Financial Advisor Assistant

Responsibilities

• Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
• Interact with clients in person and over the phone
• Prepare and review new account paperwork
• Facilitate and resolve client service requests
• Apply a working knowledge of operations between company and client-service processes
• Work independently, effectively, and efficiently
• Ensure paperwork is prepared and provided for all client meetings
• Handle confidential and/or sensitive information responsibly
• Perform other duties as assigned

Required Experience/Skills

• Financial services or insurance experience preferred but not required
• Detail oriented and able to work in a fast-paced environment
• Committed to providing exceptional customer service
• High degree of comfort managing multiple tasks simultaneously
• Kind character and a positive attitude
• Proficient with computer applications including Microsoft Office and Excel
• Experience with CRM systems preferred but not required
• Candidates will undergo required background checks/fingerprinting as required by the SEC

Company Description

We specialize in financial advice, investments, and insurance needs for our local educators as well as the general public.