Advisor Support Specialist – Client Relations & Admin

Barnum Financial Group; New Jersey; On-site; USD 42,000 - 64,000; Full time

Job summary

BARNUM FINANCIAL GROUP is seeking an Advisor Support professional in New Jersey to provide essential administrative support to a Financial Advisor. You will manage emails, calendars, and appointments while ensuring accurate processing of client paperwork and applications.

The role emphasizes client service, confidentiality, and cross-department collaboration in a fast-paced environment. A college or professional background is preferred, with proficiency in Office tools and Salesforce a plus.

Qualifications

• Excellent verbal and written communication skills.
• Exceptionally professional and organized.
• Extremely detail-oriented.
• Comfortable in a fast-paced environment.
• Ability to collaborate with others and build relationships.
• Ability to maintain client confidentiality.
• Client-first attitude.
• Proficiency in Microsoft Office.
• Experience in Salesforce is a plus.
• Life, Accident, Series7 and Health License and/or Finra Registrations are a plus.
• College and professional experience preferred.

Responsibilities

• Manage Advisor’s e-mail correspondence and professional calendar.
• Handle incoming calls in a friendly and professional manner.
• Schedule and confirm appointments in a timely manner.
• Assist with file prep, paper filing and larger mailings.
• Proactively manage internal platforms and systems so client information is up to date and accurate.
• Accurately complete, submit, and follow up on status of all new business applications.
• Act as direct liaison between Financial Advisor and clients.

Skills

Communication skills

Organized

Detail-oriented

Team collaboration

Discretion

Client-first attitude

Fast-paced environment

Relationship building

Education

College degree preferred

Professional experience preferred

Tools

Microsoft Office

Salesforce

Job description

BARNUM FINANCIAL GROUP is seeking an Advisor Support professional in New Jersey to provide essential administrative support to a Financial Advisor. You will manage emails, calendars, and appointments while ensuring accurate processing of client paperwork and applications.

The role emphasizes client service, confidentiality, and cross-department collaboration in a fast-paced environment. A college or professional background is preferred, with proficiency in Office tools and Salesforce a plus.