Registered Financial Advisor Assistant - Crawford Financial

Kestra Financial Independent Advisor; Dover; On-site; CAD 62,000 - 91,000; Full time

Job summary

A private wealth management firm in Dover is seeking a Registered Financial Advisor Assistant. In this role, you will be the first point of contact for clients, ensuring exceptional service. Responsibilities include managing reception, supporting client onboarding, and assisting with office organization. An Associate’s degree, at least 2 years of relevant experience, and proficiency in Microsoft Office are required. This role offers a salary range of $45,000 - $65,000 along with comprehensive benefits.

Benefits

Life and disability insurance

Health, dental, vision insurance available

Paid time off, starting immediately

Qualifications

• Minimum 2 years of experience in an administrative or client service role.
• Able to manage multiple requests while staying calm and focused.
• Professional, ethical, and committed to client confidentiality.

Responsibilities

• Greet clients warmly in-person and over the phone.
• Manage reception, scheduling, and phone coverage.
• Assist with new client onboarding and ongoing client relationship management.

Skills

Excellent communication skills

Organizational skills

Client service orientation

Proficiency with Microsoft Office

Education

Associate’s degree or higher

Tools

CRM systems

Job description

About Us

We’re a growing private wealth management firm in Dover, Delaware, on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex financial concepts, and showing up with heart and integrity every day. If you value meaningful work and being part of a close-knit, supportive team, you’ll feel right at home here.

About the Role

As our Registered Financial Advisor Assistant, you are the heartbeat of our client experience. You’re often the first face clients see and the first voice they hear, whether they’re longtime clients or walking in for the very first time.

Your role is all about making people feel welcome, cared for, and confident that they’re in good hands.

You’ll be responsible for keeping our front and back office running smoothly, supporting both clients and our team with warmth, precision, and professionalism.

In your first 90 days, your focus will be delivering a five-star experience during every client interaction while managing day-to-day service requests with a calm, can-do spirit.

What You’ll Be Doing

Client Service & Experience

• Greet clients warmly in-person and over the phone
• Provide responsive, thoughtful support for client requests and service needs
• Assist with new client onboarding and ongoing client relationship management

Office Support & Organization

• Manage reception, scheduling, and phone coverage
• Prepare client files and follow up on action items from meetings
• Maintain organized, and accurate digital and hard copy files

Marketing & Communication

• Help support marketing initiatives and client outreach
• Assist in executing client events, mailings, and content preparation

Team Collaboration

• Work alongside advisors and the operations team to keep things running smoothly
• Take initiative on tasks and contribute to a supportive, positive office environment

This is a performance-based role with opportunities for growth and deeper client engagement over time.

Qualifications

Required:

• Associate’s degree or higher
• At least 2 years of experience in a similar administrative or client service role
• Proficiency with Microsoft Office, Outlook, and CRM systems
• Excellent communication and organizational skills
• Able to manage multiple requests while staying calm and focused
• Professional, ethical, and committed to client confidentiality

Preferred (but not required):

• SIE, Series 7, and/or Series 63 licenses
• A sense of humor, a service-first mindset, and a team player who’s not afraid to roll up their sleeves

Compensation & Benefits

• $45,000 - $65,000 salary range
• Life and disability insurance
• Health, dental, vision insurance available
• Paid time off, starting immediately
• Reimbursement for license exam costs post-achievement

A workplace where your voice matters and your efforts make a real impact