Financial Advisor Assistant

Job Title: Financial Advisor Assistant

Our client, a dynamic financial services company, is looking for a capable Financial Advisor Assistant to support their team of financial advisors in providing exceptional service to clients. This role is perfect for a detail-oriented individual with a passion for the financial industry and a desire to grow in a supportive environment.

Key Responsibilities:

• Assist financial advisors in preparing for client meetings by gathering financial data and documentation.
• Manage client communications, including scheduling appointments, answering inquiries, and sending follow-up information.
• Prepare client reports and presentations, ensuring all materials are accurate and timely.
• Maintain organized and up-to-date client records and databases.
• Support the onboarding process for new clients by collecting necessary documentation and information.
• Assist in the development and implementation of marketing materials and campaigns to attract new clients.
• Stay informed about financial products, market trends, and compliance regulations to assist advisors effectively.
• Perform administrative tasks such as managing calendars, tracking expenses, and handling mail.

Requirements

Qualifications & Requirements:

• Associate’s degree in Finance, Business Administration, or a related field preferred.
• 1–3 years of experience in a financial services or administrative support role.
• Strong knowledge of financial products and services is an advantage.
• Excellent organizational skills and attention to detail.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and financial software.
• Strong communication skills, both written and verbal.
• Ability to multitask and manage time effectively in a fast-paced environment.
• High level of integrity and professionalism in dealing with confidential client information.