Financial Advisor Assistant

ProspectBlue; Richmond (VA); On-site; USD 40,000 - 60,000; Full time

Job summary

ProspectBlue seeks an experienced Client Relations/Administrative Assistant for a wealth management firm client in Richmond, VA. You will greet visiting clients and serve as the first point of contact while supporting advisors with scheduling, document preparation, and follow-ups.

You will maintain and organize client records in compliance with industry regulations, work with Redtail, Orion, Schwab, and handle account openings, transfers, and ACHs.

Qualifications

• Experience in financial services or advisory environments preferred (2+ years).
• Strong written and verbal communication skills with high attention to detail.
• Proficient in Microsoft Office and CRM systems.

Responsibilities

• Serve as the first point of contact for visiting clients.
• Support advisors with scheduling, document preparation, and client follow-ups.
• Maintain and organize client records in compliance with regulations using Redtail, Orion, Schwab.
• Assist with account openings, transfers, money movements, and related admin tasks.
• Guide clients through paperwork during meetings and communicate with internal teams.
• Manage office supplies and vendor relationships to present a professional client experience.

Skills

Client relations

Administrative support

Scheduling

CRM systems

Microsoft Office

Communication skills

Tools

Redtail CRM

Orion

Schwab platforms

Job description

ProspectBlue seeks an experienced Client Relations/Administrative Assistant for their wealth management firm client in Richmond, VA!

Key Responsibilities:

• Serve as the first point-of-contact with visiting clients, answering client calls, and being responsible for first impressions.
• Support financial advisors with scheduling, document preparation, and client follow-ups
• Maintain and organize client records in compliance with industry regulations. Work in various databases, including Redtail, Orion, Schwab, etc.
• Assist with account openings, transfers, money movements, and general administrative tasks (cutting checks, journaling assets, ACH’s, etc.)
• Communicate effectively with clients and internal team members. Participate in new client meetings and guide clients through paperwork.
• Managing and ordering office supplies and appearance to enhance the client’s experience. Maintain vendor relationships.

Qualifications:

• Prior experience in a financial services or advisory environment preferred (ideally 2+ years)
• Strong attention to detail and solid written and verbal communication skills
• Proficient in Microsoft Office and CRM systems