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Financial Services Assistant

2 months ago

Raleigh, North Carolina, United States TalentLink Solutions Full time
Job Summary

The Financial Advisor Assistant plays a vital role in supporting our team of financial advisors. This position involves frequent client contact, managing external partners, and handling routine matters related to account administration and maintenance. The ideal candidate will have a client-first attitude, excellent communication skills, and the ability to work independently with minimal supervision.

Key Responsibilities
  • Client Communication: Respond to client inquiries, provide information, and resolve issues in a timely and professional manner.
  • Account Administration: Process client requests, manage account information, and maintain accurate records.
  • Financial Planning Support: Assist financial advisors in preparing client meetings, presentations, and reports.
  • Office Management: Coordinate office operations, manage supplies, and maintain a clean and organized workspace.
  • Compliance: Ensure adherence to regulatory requirements, maintain accurate records, and report any issues or concerns to management.
Requirements
  • Education: Bachelor's degree preferred; high school diploma with relevant experience considered.
  • Experience: 2+ years of experience supporting financial advisors or in a related field.
  • Skills: Excellent communication and organizational skills, ability to work independently, and proficiency in Microsoft Office suite.
  • Licenses/Certifications: Series 7 preferred.
Benefits
  • 4-day work week: Monday-Thursday, 9am-5pm.
  • Paid Time Off: 12 days per year.
  • Bonus: Discretionary, performance-based bonus opportunity.
  • Professional Growth: Securities licensing, conference participation, educational meetings, and more.