We are seeking a proactive and detail-oriented Financial Advisor’s Assistant to support our advisory firm’s daily operations, assist with financial planning, and enhance client service. The ideal candidate is a self-starter with strong organizational skills, the ability to multitask, and a keen interest in the financial services industry. This role requires an individual who thrives in a fast-paced environment, takes initiative, and ensures the smooth operation of the advisory practice.
Key Responsibilities:
Financial Planning Support:
- Assist in the preparation of financial plans, investment reports, and client presentations.
- Gather, analyze, and input client financial data into planning software..
- Support advisors in portfolio reviews and performance tracking.
Operational & Administrative Support:
- Manage day-to-day office operations, ensuring efficiency and compliance with industry regulations.
- Coordinate client meetings, prepare necessary documents, and follow up on action items.
- Process and track transfers, and account updates.
- Maintain CRM systems and ensure accurate client records.
Client Service & Communication:
- Serve as a primary point of contact for client inquiries, providing prompt and professional service.
- Assist with onboarding new clients, ensuring all necessary paperwork and documentation are completed.
- Proactively follow up with clients regarding outstanding documents and upcoming reviews.
Qualifications & Skills:
- Self-starter with strong problem-solving skills and the ability to work independently.
- Experience in financial services, wealth management, or a related field is preferred but not required.
- Excellent organizational skills with a strong attention to detail.
- Proficiency in Microsoft Office Suite Training provided for financial planning software (Right Capital), CRM systems (Salesforce) , and Broker Dealer System.
- Ability to prioritize tasks, manage multiple deadlines, and work in a team-oriented environment.
