As a Concierge, Advisor Support team member at Dynamic Advisor Solutions, you will play a pivotal role in providing comprehensive back-office support to our esteemed Financial Advisors. This position combines administrative proficiency with exceptional customer service skills, ensuring smooth operations and a seamless experience for our clients.
Key Responsibilities

• Client Interaction:
• Serve as the primary point of contact for Financial Advisors, offering prompt and professional assistance.
• Respond to inquiries, resolve issues, and address requests from Advisors in a timely and effective manner.
• Administrative Support:
• Manage and organize administrative tasks to enhance the efficiency of Advisor operations.
• Handle scheduling, document preparation, and other administrative functions as required.
• Communication Liaison:
• Facilitate communication between Advisors and internal departments, ensuring a cohesive and collaborative working environment.
• Onboarding Assistance:
• Assist in the onboarding process for new Advisors, providing guidance on internal systems and procedures.
• Technical Support:
• Provide technical support and assistance with our proprietary systems and tools utilized by Financial Advisors.
• Event Coordination:
• Collaborate with the Events team to coordinate and support various events, meetings, and conferences involving Financial Advisors.
• Training and Development:
• Assist in the training and development of Advisors, ensuring they are proficient in utilizing our resources for maximum efficiency.
• Data Management:
• Maintain accurate and up-to-date records for Advisors, ensuring compliance with company policies and industry regulations.

Qualifications

• 5 years of proven experience in a similar support role within the financial services industry.
• Experience working with Schwab, TD Ameritrade, Fidelity, Raymond James, Merrill Lynch, Edward Jones, Vanguard, JP Morgan Chase, Wells Fargo, or Pershing is a plus
• Strong organizational and multitasking skills.
• Excellent communication skills, both written and verbal.
• Proficiency in using various office software and tools.
• Ability to work independently and collaboratively in a team environment.
• Attention to detail and commitment to delivering high-quality service.

Education And Experience

• Bachelor's degree in Business Administration, Finance, or a related field (preferred).
• Previous experience in a similar role within a financial services or advisory firm.

Dynamic is an equal-opportunity employer. We encourage candidates from all backgrounds to apply.