About the Role:

This position will provide high-level administrative support to the Financial Advisor. Primary responsibilities include phone coverage, scheduling meetings, maintaining calendars and files, generating and mailing correspondence, opening and maintaining accounts, and other duties as assigned.

Schedule:

• Monday to Friday, US Eastern Time, 40 hours per week (8 hours per day
• A flexible schedule within the client’s business hours or a fixed schedule will be determined after hiring

Responsibilities:

• Organize advisor’s time: schedule appointments, maintain calendars, and coordinate schedules with clients and individuals outside the firm, as appropriate.
• Research information needed for client meetings. Prepare documents (in conjunction with client service team), notes, and presentation materials, as required
• Confirm client appointments daily
• Professionally greet and assist visitors in support of other team members; help to ensure that all clients are made to feel welcome and that all visits are handled with utmost professionalism
• Follow up with clients verbally and in writing to obtain required information.
• Answer, screen, and route phone calls for advisor, assisting clients directly or taking messages as appropriate
• Compose and type general correspondence
• Proofread documents and marketing materials to ensure quality control and adherence to firm standards
• Open, screen, and distribute incoming mail
• Assist with the planning and execution of advisor events
• Maintain client records in CRM database, including documentation of phone calls and conversations with clients. Communicate confidential client information professionally and discreetly
• Deliver superior client service—troubleshoot problems and serve as a liaison between adviser and client as needed
• Process new client paperwork in coordination with client services team, and assist with new account openings, transfers, and transactions with firm custodian(s)
• Function as a troubleshooter for computer systems and resolve or refer problems to technical support

Requirements:

• 3-5 + years of experience (Financial Services experience preferred)
• Excellent typing, spelling, and proofreading skills

Software/Systems Skills Required/Preferred:

• Proficient in Word, Excel, Outlook, and PowerPoint. CRM software knowledge helpful but not necessary.

Soft Skills Required:

• Excellent verbal and written communication skills
• Ability to work independently and establish priorities
• Ability to handle multiple requests simultaneously and respond quickly
• Highly organized, with absolute attention to detail
• Excellent problem-solving abilities
• Excellent follow-through and communication to team members regarding status of open items
• Ability to recommend procedures and reporting to improve the effectiveness of the function
• Client-first attitude
• Team player, collaborative, able to work with and through others

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health insurance coverage for eligible locations

Note:

• Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer

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