Financial Advisor Assistant

Job Description - Financial Advisor Assistant

About the Role : Vision Financial Servies is looking for a candidate to join a $300M advisory practice alongside two other assistants to maximize efficiency, growth, and to enhance the client experience. Work with the Financial Advisor to help clients and businesses meet their financial goals. You can grow in an environment where you can learn new skills, help people, and make significant contributions to the team without the typical pressure.

An Advisor Assistant will be responsible for providing administrative and operational support for our company in a fast-paced financial planning office. In this role you will manage administrative tasks such as paperwork, scheduling, maintaining the office, and troubleshooting for clients. This is an evolving role, meaning tasks and responsibilities may shift as the business grows. Candidates must have strong customer relationship management skills with a focus on building trust and rapport.

Starting Salary Range $45k-75K commensurate with experience and licensing bonus potential

Hours 8 : 30-4 : 30 Monday-Friday 1 hour break each day

Responsibilities :

• Perform general administrative office duties : Answering in-bound calls, maintaining calendars and scheduling, preparing new account and service paperwork, providing customer service both in-person and over the phone, generating and mailing correspondence, and completing other tasks as assigned
• Facilitate and resolve client service requests
• Maintain strong customer relationship management practices to ensure client satisfaction and retention
• Prepare and review account paperwork for all client meetings
• Work independently, effectively, and efficiently
• Document meetings and interactions using CRM
• Managing multiple computer systems in a paperwork-intensive environment

Required :

Preferred :

Benefits :

Salary : $45,000 - $75,000