Financial Office Assistant: Client Service & Admin

Humans Being Resources, Inc.; Alabama; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health Insurance Allowance + 401k w-M“

Generous PTO & Paid Holidays

Great Work/Life Balance

Job summary

Humans Being Resources, Inc. is seeking a Financial Advisor Assistant / Financial Office Assistant in the Huntsville, AL area. You will be the warm, client-focused first point of contact, handling paperwork, appt scheduling, and routine office operations while supporting the financial advisory team.

The role requires strong communication, attention to detail, and a team-player attitude to ensure exceptional client service and regulatory compliance in a fast-paced environment.

Qualifications

• 2+ years administrative/office support experience in a professional setting.
• 2+ years customer service experience in a professional setting.
• Advanced technology skills and MS Office proficiency.
• Experience with video meeting apps (Zoom, MS Teams, Google Meet).
• CRM/office software experience (Salesforce, Redtail, DocuSign, SmartOffice, Adobe).

Responsibilities

• Be the first point of contact with clients in-person, over phone, email, or video call.
• Process account paperwork, transfers, contributions, and distributions.
• Follow up on pending business and schedule check-ins.
• Perform routine administrative tasks and maintain filing timelines.
• Update CRM data with current information.
• Assist with website/social media updates as needed.
• Support the financial advisor(s) with meetings and calendar management.
• Monitor team emails and communications; provide research and issue resolution.

Skills

Interpersonal skills

Customer service

Time management

Team player

Attention to detail

Regulatory/compliance awareness

Communication (oral & written)

Self-directed

Education

Business Administration degree/certificate

SIE Certification

FINRA Life/Health/annuities license

Tools

MS Office (Outlook, Word, Excel)

CRM (Salesforce, Redtail, DocuSign, SmartOffice)

Job description

Humans Being Resources, Inc. is seeking a Financial Advisor Assistant / Financial Office Assistant in the Huntsville, AL area. You will be the warm, client-focused first point of contact, handling paperwork, appt scheduling, and routine office operations while supporting the financial advisory team.

The role requires strong communication, attention to detail, and a team-player attitude to ensure exceptional client service and regulatory compliance in a fast-paced environment.