What are the responsibilities and job description for the Virtual Support Specialist/ Administrative Assistant position at Robert Half?
Virtual Support Specialist provides administrative support to Financial Advisors. Account establishment, account maintenance, transferring accounts, moving money, client reporting, market submissions. resolve advisor escalations. We are seeking a dedicated and detail-oriented Virtual Support Specialist to provide high-quality, administrative and operational support to financial advisors. In this role, you will play a critical part in facilitating daily tasks, ensuring efficiency, and helping financial advisors deliver superior results to their clients. The ideal candidate will possess strong communication, organizational, and problem-solving skills, as well as familiarity with financial services operations and tools. Key Responsibilities: Administrative Assistance: Manage calendars, schedule appointments, and coordinate meetings for financial advisors. Handle travel arrangements, expense reporting, and other administrative tasks. Client Relationship Management (CRM): Update and maintain CRM systems with client data, notes, and meeting outcomes. Track client communications to ensure timely follow-ups and relationship building. Document Preparation & Management: Prepare client-facing documents, presentations, and reports using tools like Excel, Word, and PowerPoint. Monitor and file sensitive documents securely to ensure compliance with industry regulations. Client Communication Support: Assist with drafting correspondence, newsletters, and client outreach materials. Schedule and support client review meetings, ensuring all necessary data and resources are available. Operational Support: Process new client onboarding paperwork and ensure compliance with industry standards. Monitor account activity and flag action items for financial advisors. Technology & Tools Assistance: Use and support technology platforms frequently utilized by financial advisors, such as CRM systems, financial planning software, and video conferencing tools. Troubleshoot minor technical issues and liaise with IT personnel as needed. Compliance and Documentation: Ensure all communication and documentation aligns with regulatory requirements within the financial services industry. Maintain privacy and confidentiality standards when handling sensitive client information. Continuous Improvement: Proactively identify process improvement opportunities to optimize workflows and enhance productivity. Stay up to date on industry trends and best practices related to supporting financial advisors.
Salary : $25 - $29
