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 proficiency
Processing client financial transactions
Maintaining accurate client documentation
High volume of daily interactions
Nice-to-have
Detail-oriented and creative problem solver
Effective communication across multiple platforms
Ability to organize and manage multiple tasks
Proactive follow-up and problem resolution
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred