Job Description

Support a Financial Advisor by managing client service, scheduling support, and day-to-day branch operations. Serve as a key point of contact for client communications, ensuring responsive, relationship-focused service. Prepare and organize required paperwork, process routine transactions, and maintain accurate, compliant records.

Key Duties

Handle inbound and outbound client communications
Prepare for client appointments and assist with administrative scheduling needs
Complete and organize documentation and account-related paperwork
Process transactions and ensure records are complete and accurate
Support marketing follow-up and ongoing account servicing
Maintain compliance with applicable procedures and office standards

Qualifications & Skills

Strong organization and attention to detail
Excellent communication and client service skills
Ability to handle paperwork accurately and efficiently
Comfort with administrative processes and basic transaction support
Commitment to compliance and accurate recordkeeping

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