Role Summary
The Financial Advisor’s Assistant in our firm has an incredibly important role. Most importantly, you will have frequent client contact, by telephone, in-person, through written correspondence and by email. You will also be work closely with and manage external partners, making you a key contributor to our client experience. You will handle most routine matters involving account opening, administration and maintenance. We hope to find someone that can also support the financial planning process within the firm, or who wants to learn. Additionally, this person will handle some office management functions. After the training and adaptation period, this role will hold a lot of responsibility and autonomy. We want to empower you to take care of as much as possible so the advisors can focus on business growth and client relationships. You are the type of person that owns your job and isn’t afraid to take care of business. If you don’t know how to do it, you dig in, ask questions, leverage your resources and figure it out. You recognize that the single most important part of our business is our clients, and you do everything you can to help them.
Essential Responsibilities
Skills & Requirements
Additional Information
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