Overview
We are seeking a detail-oriented and proactive Financial Advisor Assistant to support a senior advisor. This role is essential in helping streamline client services, manage financial documentation, and assist with insurance and investment tasks. The ideal candidate will have a strong interest in financial services, excellent organizational skills, and a commitment to providing exceptional support to our advisors and clients.
Duties
- Manage and organize client files, ensuring accuracy and confidentiality
- Support the Senior advisor with tasks related to existing and new client accounts
- Coordinate meetings between clients and advisor, including scheduling and follow-up
- Help prepare documentation for financial plans, proposals, and regulatory compliance
- Maintain up-to-date knowledge of financial products, services, and industry regulations to ensure compliance and accuracy
Requirements
- Prior industry experience is preferred
- Strong understanding of financial services industry practices
- Excellent organizational skills with attention to detail
- Proficiency in Microsoft Office Suite
- Effective communication skills for interacting with clients and team members
- Ability to handle sensitive information with discretion and professionalism
Pay: $18.00-$20.00 per hour
Work Location: In person
