Financial Advisor Support Specialist

Cetera Financial Group; New York (NY); On-site; USD 28,000 - 38,000; Full time

Benefits offered by this job

Health insurance (medical)

25+ days PTO

401(k) with company contribution

Paid parental leave

Health Savings Account

Job summary

Cetera Financial Group is seeking an Administrative Assistant to support Financial Advisors with day-to-day investment practice tasks in New York. You will handle client paperwork, process transactions, schedule meetings, and maintain client relationships, while learning industry licenses and standards.

You’ll work closely with Registered Representatives to prepare materials, communicate with clients and financial firms, and ensure timely service delivery in a fast-paced environment, with

Qualifications

• High School Diploma or GED.
• Experience in an administrative or customer service role.
• Strong time management skills.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs.

Responsibilities

• Act as a liaison between the registered representatives and their clients.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Aid registered representatives in preparing client illustrations, graphs, charts, reports for presentations.
• Prepare and complete client paperwork and follow up tasks to support registered representative.
• Spend time with clients on the phone, via virtual visits and in person to ensure service levels meet needs.
• Organize client events and follow up tasks.
• Maintain client records and retention management within corporate requirements.
• Conduct proactive outreach to clients and registered representatives on time sensitive activities.

Skills

Customer service

Administrative support

Communication skills

Time management

Microsoft Office

Learning new software

Education

High School Diploma or GED

Bachelor’s degree in Finance, Business, Marketing, or Communications

Tools

Microsoft Office Suite

Job description

Cetera Financial Group is seeking an Administrative Assistant to support Financial Advisors with day-to-day investment practice tasks in New York. You will handle client paperwork, process transactions, schedule meetings, and maintain client relationships, while learning industry licenses and standards.

You’ll work closely with Registered Representatives to prepare materials, communicate with clients and financial firms, and ensure timely service delivery in a fast-paced environment, with