Wealth Advisory Administrative Assistant

TalentLink Solutions; Dunwoody (GA); On-site; USD 42,000 - 56,000; Full time

Job summary

TalentLink Solutions in Dunwoody, GA is seeking a Financial Advisor Assistant to support the advisory team, handle client inquiries, and manage administrative tasks. You will interact with clients by phone, organize paperwork, and help with account processing.

The role requires strong organizational skills, attention to detail, and solid communication. Proficiency in Microsoft Office and databases, plus ability to work independently within a collaborative team.

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
• Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner
• Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondence
• Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
• Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing)
• Intermediate or higher computer skills and experience in using Microsoft Office suite, email, internet, databases, and other standard office desktop applications
• Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions
• Must be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; final job offer is dependent on successful completion and approval by the broker/dealer firm

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
• Maintain client records in database, including documentation of phone calls and conversations
• Compose and type general correspondence
• Communicate confidential client information professionally and discreetly
• Deliver superior client service – troubleshoot problems and serve as liaison between Advisor and Client as needed
• Communicate with the broker/dealer, advisory firm and product contacts
• Perform various miscellaneous tasks as assigned

Skills

Highly organized

Attention to detail

Excellent communication

Client-first attitude

Editing and writing

Time management

Follow-through

Interpersonal skills

Education

Bachelor’s Degree preferred; will consider High School Diploma with more than 1 year of experience

Tools

Microsoft Office

Databases

CRM systems

Job description

TalentLink Solutions in Dunwoody, GA is seeking a Financial Advisor Assistant to support the advisory team, handle client inquiries, and manage administrative tasks. You will interact with clients by phone, organize paperwork, and help with account processing.

The role requires strong organizational skills, attention to detail, and solid communication. Proficiency in Microsoft Office and databases, plus ability to work independently within a collaborative team.