Financial Advisor Support Specialist

TalentLink Solutions; Dalton (GA); On-site; USD 38,000 - 58,000; Full time

Job summary

TalentLink Solutions is seeking a highly organized Financial Advisor Assistant to support the advisory team in providing exceptional client service. The role emphasizes handling client inquiries, preparing documents, and coordinating schedules to ensure smooth account processing.

The ideal candidate will have 1+ years supporting financial advisors, excellent communication, and strong Microsoft Office proficiency.

Qualifications

• Bachelor's degree preferred; will consider High School Diploma with more than 1 year of experience.
• 1+ years’ experience supporting one or more financial advisors highly preferred.
• Highly organized, with an absolute attention to detail.
• Excellent follow-through and communication regarding status of open items.

Responsibilities

• Answer, screen, and route phone calls, assisting client directly or taking messages as appropriate.
• Process various client service items, including withdrawals, beneficiary changes, etc.
• Coordinate with team to complete and process new accounts
• Organize, coordinate, and maintain all client paperwork
• Process Securities and Checks received in the office
• Organize time: schedule appointments, maintain calendar, and coordinate scheduling with other Staff and individuals outside the firm, as needed
• Research and prepare information needed for client meetings; documents, notes, reports, and presentation materials as requested
• Follow up with clients verbally and in writing to obtain required information

Skills

Organizational skills

Attention to detail

Communication

Time management

Education

Bachelor’s degree

High School Diploma with experience

Tools

Microsoft Office

Job description

TalentLink Solutions is seeking a highly organized Financial Advisor Assistant to support the advisory team in providing exceptional client service. The role emphasizes handling client inquiries, preparing documents, and coordinating schedules to ensure smooth account processing.

The ideal candidate will have 1+ years supporting financial advisors, excellent communication, and strong Microsoft Office proficiency.