This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members
Job Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Matching Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
Skills & Requirements
Must-have
Client Relationship Management (CRM) software
Microsoft Excel for reporting
Effective multi-platform communication
Organize and track multiple detailed tasks
Process client financial transactions
Maintain accurate client paperwork
Nice-to-have
Detail-oriented and creative problem solver
High level of organization and accuracy
Proactive follow-up and problem resolution
Calm and professional demeanor under stress
Team player with independent work ability
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred