Financial Advisor Assistant

Our firm is an independent client-centered wealth management and financial planning firm committed to helping individuals and families bring clarity confidence and purpose to their financial lives. We take a deeply personalized approach beginning with what matters most to each client what we refer to as their Key Value Drivers and building tailored strategies designed to support both their financial goals and life priorities. Through a collaborative planning-first process we provide proactive guidance across investment management retirement planning and wealth strategy. At the core of our work are long-term relationships built on trust transparency and a commitment to delivering a highly attentive high-touch client experience.

The Financial Advisor Assistant plays an essential role in shaping the client experience and setting the tone for our this position you will ensure every interaction is welcoming professional and handled with care through a wide range of administrative and client support tasks including answering and routing phone calls greeting clients and assisting with scheduling and calendar coordination. You will also maintain accurate client data within the CRM and complete and process client paperwork ensuring all documentation is handled with accuracy and strong follow-through. This is a highly accountable figure it out environment where success comes from taking initiative gathering the right information and owning tasks end-to-end.

We are looking for someone who anticipates needs supports the team and helps keep things moving forward. The ideal candidate is organized tech-savvy and able to manage multiple priorities independently. Above all they bring a proactive mindset a strong attention to detail and a thoughtful client-first approach to their work.

Key Responsibilities:

• Serve as the first point of contact greeting clients in person by phone and email in a warm and friendly manner
• Initiate and track client paperwork and account transactions efficiently (e.g. new and existing account processing transfers contributions payment processing etc.)
• Complete various industry-specific administrative tasks within established filing and paperwork timelines
• Maintain accurate and up-to-date CRM and client data
• Ensure all client inquiries and concerns are addressed promptly and resolved in line with expected service levels
• Provide pre- and post-meeting support for financial advisors
• Conduct thorough research and deliver high-quality problem solving and issue resolution
• Ensure business flow and communication expectations are consistently met
• Manage financial advisor calendars including scheduling appointments and meetings as needed
• Assist in monitoring financial advisor emails calls and communications as needed
• Build and maintain strong working relationships with financial advisors internal team members and vendors to support high-quality client service
• Assist with other duties projects and operational follow-up items as assigned

Qualifications:

• High School Diploma or GED required; Bachelors degree in business administration finance or a related field preferred
• 1 years of experience in an office environment performing similar work required
• Strong technology skills and proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint) and CRM required
• High level of professionalism and confidentiality with a strong attention to detail
• Excellent interpersonal written and verbal communication skills
• Highly organized and adaptable with the ability to multitask and shift between responsibilities throughout the day
• Excellent interpersonal written and verbal communication skills
• Excellent organizational and time management skills and strong documentation habits
• Strong customer service mindset with a client-first approach
• Self-motivated with strong initiative and follow-through
• Ability to thrive in a fast-paced team-oriented environment
• High level of confidence perseverance and drive to succeed in a goal-oriented environment

Required Experience:

Unclear Seniority