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Financial Advisor Assistant

2 months ago

Los Angeles, United States augmentjobs Full time

Job Description

Job Description

Job Description: Financial Advisor Assistant Position Overview:

We are seeking a dedicated and organized Financial Advisor Assistant to join our team. The Financial Advisor Assistant will play a crucial role in supporting our financial advisors in client service, administrative tasks, and operations management. This position requires strong organizational skills, attention to detail, and a commitment to delivering excellent client service. Roles and Responsibilities: Client Service:

Assist financial advisors in managing client relationships by scheduling appointments, preparing meeting materials, and responding to client inquiries. Administrative Support:

Perform administrative tasks such as maintaining client records, processing paperwork, and managing documentation in compliance with regulatory requirements. Financial Planning Assistance:

Support financial advisors in financial planning activities, including data gathering, analysis, and preparation of financial plans and reports. Investment Research:

Conduct research on investment products, market trends, and financial strategies to assist advisors in developing client investment recommendations. Portfolio Management:

Assist in portfolio management tasks, including monitoring client portfolios, rebalancing, and executing trades under advisor supervision. Client Communication:

Communicate with clients via phone, email, and in-person meetings to provide updates, gather information, and address client service needs. Compliance and Regulatory Compliance:

Ensure compliance with industry regulations, internal policies, and procedures in all client interactions and administrative tasks. Financial Analysis:

Perform basic financial analysis, calculations, and projections to support advisor recommendations and client discussions. Operational Support:

Assist in office operations management, including scheduling, coordinating meetings, maintaining office supplies, and supporting team collaboration. Professional Development:

Pursue opportunities for professional growth and development, including training on industry regulations, financial products, and client service best practices. Skills Required: Bachelor's degree in Finance, Business Administration, Economics, or related field (relevant certifications such as CFP, CFA, or Series 7/63 licenses may be preferred). Previous experience in a similar role as a Financial Advisor Assistant, Client Service Associate, or in financial services support. Knowledge of financial products, investment strategies, and financial planning principles. Strong organizational skills and attention to detail in managing client information and administrative tasks. Excellent communication and interpersonal skills, with the ability to interact professionally with clients and team members. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), CRM systems, and financial planning software. Ability to prioritize tasks, work independently, and handle confidential information with discretion. Commitment to delivering exceptional client service and maintaining client relationships. Ethical standards and integrity in handling client information and adhering to regulatory requirements. Compensation: Competitive salary based on experience and qualifications. Benefits package including health insurance, retirement plans, and professional development opportunities. Potential for performance-based bonuses tied to client satisfaction and team goals.

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