Financial Advisor Assistant

Precision Staffing seeking a dedicated and motivated individual to join a key client in the Mt. Lookout area as an Financial Advisor Assistant. In this role, you will provide essential daily administrative and operational support to the Investment Advisor/CEO, ensuring seamless business operations and delivering unparalleled client service. This position offers the opportunity for growth and advancement within the organization.

Responsibilities for Financial Advisor Assistant:

• Provide ongoing administrative support to the Investment Advisor/CEO, including managing emails, calls, communications, faxes, and inquiries.
• Maintain proactive and professional communication with clients to ensure an excellent client experience.
• Ensure compliance with all regulatory requirements and maintain a high standard of compliance in all business activities.
• Assist in achieving business goals by supporting the Investment Advisor/CEO in various tasks and projects.
• Manage incoming administrative communications and delegate tasks as necessary.
• Maintain client communication using a contact management system.
• Schedule and prepare the advisor for client meetings and reviews.
• Assist in organizing client events, sending birthday cards, holiday acknowledgments, newsletters, etc.

Qualifications for Financial Advisor Assistant:

• Minimum of 2 years of experience in financial services is preferred.
• Excellent computer skills with a working knowledge of Microsoft Office.
• Experience with a working understanding of contact management software.
• Enthusiastic team player who is motivated, reliable, and professional.
• Personable with strong interpersonal and communication skills.
• Highly organized, process-oriented individual with meticulous attention to detail.
• Ability to thrive in a fast-paced environment and enjoy routine tasks.

Schedule for Financial Advisor Assistant:

• Possible remote opportunity after training, with a hybrid model.