Financial Advisor Assistant - augmentjobs

Job Title: Financial Advisor Assistant

Job Description: We are seeking a dedicated and organized Financial Advisor Assistant to join our team and support our financial advisors in delivering exceptional service to clients. The Financial Advisor Assistant will play a crucial role in administrative support, client relationship management, and operational tasks within the financial advisory practice. This role requires strong organizational skills, attention to detail, and a client-focused mindset.

Roles and Responsibilities:

• Assist financial advisors in preparing client meetings, including gathering necessary documents, preparing presentation materials, and scheduling appointments.
• Provide administrative support, including managing calendars, answering phone calls, responding to client inquiries, and handling correspondence.
• Maintain client databases and CRM systems, ensuring accurate and up-to-date client information and documentation.
• Assist in the preparation of financial plans, investment proposals, and portfolio reviews for clients, under the guidance of financial advisors.
• Process client account transactions, including account openings, transfers, withdrawals, and trades, ensuring accuracy and compliance with regulatory requirements.
• Monitor client portfolios and investment performance, preparing performance reports and updates for client meetings.
• Coordinate with internal departments (e.g., compliance, operations) and external partners (e.g., custodians, fund providers) to facilitate client service and operational efficiency.
• Assist with marketing and business development activities, including organizing seminars, client events, and marketing campaigns.
• Stay informed about financial products, investment strategies, and industry regulations to support client education and advisory services.
• Uphold confidentiality and integrity in handling sensitive client information and financial data.

Skills Required:

• Bachelor's degree in Finance, Business Administration, Economics, or related field (or equivalent experience).
• Previous experience in a financial services firm or as a financial advisor assistant is preferred.
• Strong organizational skills and attention to detail, with the ability to prioritize tasks and manage multiple deadlines effectively.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems (e.g., Salesforce, Wealthbox).
• Excellent communication and interpersonal skills, with the ability to interact professionally with clients and team members.
• Knowledge of financial products, investment terminology, and basic financial planning concepts.
• Ability to work independently and as part of a team, demonstrating a proactive and collaborative approach.
• Commitment to professionalism, ethics, and confidentiality in client interactions and administrative duties.
• Willingness to learn and grow in the financial advisory profession, with opportunities for career development and advancement.

Compensation:

• The salary for this position will be competitive and commensurate with experience and qualifications.
• Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.
• Potential for performance-based incentives and bonuses based on individual and team achievements.