Financial Office Assistant for Wealth Management Team

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

Benefits offered by this job

Health Insurance Allowance + 401k w-MA

Generous PTO Policy & 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 to support financial advisors with client service and office operations.

The role emphasizes a client-centric, detail-oriented approach in a fast-paced office. Requirements include 2+ years in admin and customer service, strong MS Office and CRM experience, and a team-focused mindset.

Qualifications

• 2+ years of Administrative / Office Support experience in a professional office environment.
• 2+ years of Customer Service in a professional office environment.
• Advanced Technology Skills and use of MS Office (Outlook, MS Word, Power Point, Excel, Etc.).
• Video Meeting Application experience (Zoom, MS Teams, Google Meet, etc.).
• CRM / Office Software experience (Salesforce, Redtail, DocuSign, SmartOffice, Adobe, Etc.).

Responsibilities

• Be the first point of contact, greeting clients in-person, by phone, email, video call, etc., in a warm, friendly manner.
• Initiate and track paperwork and account transaction effectively (new/existing account paperwork, transfers, contributions, distributions, payment processing).
• Follow up on pending business, appointments or scheduled check-ins.
• Update CRM System data to reflect accurate information.
• Provide thorough, high-quality research, problem solving and issue resolution.
• Assist with client event planning and scheduling as needed.

Skills

Interpersonal communication

Customer service

Time management

Self-motivation

Organization

Attention to detail

Regulatory compliance

Team player

Client privacy

Adaptability

Education

Business Administration degree/certificate (plus)

Tools

CRM / Office Software

MS Office

Video conferencing

CRM platforms (Salesforce/Redtail/etc)

Job description

Humans Being Resources, Inc. is seeking a Financial Advisor Assistant / Financial Office Assistant in the Huntsville, AL area to support financial advisors with client service and office operations.

The role emphasizes a client-centric, detail-oriented approach in a fast-paced office. Requirements include 2+ years in admin and customer service, strong MS Office and CRM experience, and a team-focused mindset.