Reporting directly to the firm financial advisors, the financial advisor assistant is responsible for providing administrative and operational support in a fast-paced financial planning environment.
The ideal candidate is interested in working part time and remotely once fully trained and onboarded.
This role allows you to work in an environment where you can learn new skills, help people, and make a significant contribution to the team without the typical pressure from sales or prospecting activities.
Interact with clients over the phone, email and zoom.
Prepare and review new account paperwork.
Facilitate and resolve client service requests.
Apply a working knowledge of operations/client-service processes.
Work independently, effectively, and efficiently.
Handle confidential and/or sensitive information responsibly.
Detail-oriented and able to work in a fast-paced environment.
Committed to providing exceptional client service.
High degree of comfort managing multiple tasks simultaneously.
Strong character and a positive attitude.
Must be able to multitask.
The above statements reflect the general details necessary to describe the principle functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the
position.
Qualifications:
Comprehensive knowledge of topics related to financial instruments including banking, securities and insurance products and services, preferred
At least 1-2 Years of Customer Services Experience
Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
Remote Work from Home
Part-Time (Monday - Friday 9AM - 3PM)
$25-$30 an hour
Pay is determined based on job-related knowledge, skills, and experience.
