Financial Advisor Support Specialist

Jobtailor; Oregon (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor is seeking an administrative assistant to provide support to one or more Financial Advisors in a fast-paced office environment. You will organize filing systems, coordinate calendars, prepare correspondence, and assist with client support and time management.

The role requires 3+ years in financial services, strong knowledge of investment concepts, and high proficiency with Microsoft Office. You will handle confidential information and manage multiple tasks with independence.

Qualifications

• 3 years of experience as an assistant in the financial services industry or a related field.
• Subject matter expert in investment concepts and terminology, including investment vehicles, transaction types, and securities clearing systems
• Highly proficient with Microsoft Office Suite
• Self-starter with initiative
• Able to work independently or with limited supervision while working closely with clients and Financial Advisors
• Able to prioritize and effectively manage multiple tasks at once
• Strong data entry, reading, and comprehension skills
• Ability to process confidential work

Responsibilities

• Provide administrative and operational support for Financial Advisor(s).
• Organize filing systems and coordinate schedules.
• Prepare correspondence and documents.
• Assist Financial Advisors with client support and time management.
• Process confidential information.
• Maintain and service client accounts.
• Follow up on missing paperwork and process new accounts.
• Maintain the client and mailing database.
• Update Financial Advisors' calendars.
• Research and resolve problems for clients.
• Complete department projects and maintain the client scanning system.

Skills

Investment concepts

Data entry

Independent work

Task prioritization

Client account management

Microsoft Office Suite

Self-starter

Tools

Client Scanning System

Filing Systems

Mailing Database

Job description

Jobtailor is seeking an administrative assistant to provide support to one or more Financial Advisors in a fast-paced office environment. You will organize filing systems, coordinate calendars, prepare correspondence, and assist with client support and time management.

The role requires 3+ years in financial services, strong knowledge of investment concepts, and high proficiency with Microsoft Office. You will handle confidential information and manage multiple tasks with independence.